INVESTORS ASSET MANAGEMENT – GuruFocus.com

INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV recently filed its 13F report for the second quarter of 2022, which ended on 2022-06-30.

The 13F report details the stocks that were in a guru’s stock portfolio at the end of the quarter, although investors should note that these filings are limited in scope, containing only an overview of long stock positions. listed in the United States and American certificates of deposit at the end of the quarter. They are not required to include international holdings, short positions or other types of investments. Yet even this limited repository can provide valuable information.

7000 PEACHTREE DUNWOODY RD ATLANTA, GA 30328

According to the latest 13F report, the guru’s stock portfolio contained 595 stocks valued at a total of $193.00 million. The top holdings were EFX (9.80%), CCRD (3.70%) and FIS (3.07%).

According to data from GuruFocus, these were the top five INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV deals of the quarter.

Dow Inc.

During the quarter, INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV purchased 6,428 shares of NYSE:DOW for a total of 13,216 shares. The transaction had an impact of 0.21% on the equity portfolio. During the quarter, the stock traded at an average price of $60.33.

On 08/01/2022, Dow Inc traded at a price of $51.975 per share and a market capitalization of $37.55 billion. The stock has returned -11.39% over the past year.

GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 6 out of 10.

In terms of valuation, Dow Inc has a price/earnings ratio of 5.86, a price/book ratio of 1.97, a price/earnings/growth (PEG) ratio of 0.93, an EV/Ebitda ratio of 4.16 and a price-to-sales ratio of 0.64.

The GF price/value ratio is 0.73, giving the stock a GF value rank of 10.

Shell PLC

The guru established a new position worth 6,035 shares in NYSE:SHEL, giving the stock a 0.17% weighting in the equity portfolio. The shares traded at an average price of $51.74 during the quarter.

On 08/01/2022, Shell PLC traded at a price of $52.285 per share and a market capitalization of $191.44 billion. The stock has returned 32.61% over the past year.

GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 7 out of 10.

In terms of valuation, Shell PLC has a price/earnings ratio of 5.75, a price/book ratio of 1.02, a price/earnings/growth (PEG) ratio of 1.60, an EV/Ebitda ratio of 3.04 and a price-to-sales ratio of 0.65.

The GF price/value ratio is 0.90, giving the stock a GF value rank of 7.

Federal Agricultural Mortgage Corporation

INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV reduced its investment in NYSE:AGM by 2,667 shares. The transaction had an impact of 0.16% on the equity portfolio. During the quarter, the stock traded at an average price of $122.41.

On 08/01/2022, Federal Agricultural Mortgage Corp traded at a price of $107.71 per share and a market capitalization of $1.17 billion. The stock has returned 15.72% over the past year.

GuruFocus gives the company a financial strength rating of 3 out of 10 and a profitability rating of 7 out of 10.

In terms of valuation, Federal Agricultural Mortgage Corp has a price-to-earnings ratio of 9.42, a price-to-book ratio of 1.60, a price-to-earnings-to-growth (PEG) ratio of 1.04 and a price-to- sales of 4.38.

The GF price/value ratio is 1.13, giving the stock a GF value rank of 5.

Coca-Cola Co

INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV reduced its investment in NYSE:KO by 4,987 shares. The transaction had an impact of 0.14% on the equity portfolio. During the quarter, the stock traded at an average price of $60.85.

On 08/01/2022, Coca-Cola Co traded at a price of $64.8 per share and a market capitalization of $280.19 billion. The stock has returned 16.62% over the past year.

GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 8 out of 10.

In terms of valuation, Coca-Cola Co has a price/earnings ratio of 29.32, a price/book ratio of 12.19, a price/earnings/growth (PEG) ratio of 3.09, an EV/ Ebitda of 22.36 and a price-to-sales ratio of 6.82.

The GF price-to-value ratio is 1.03, giving the stock a GF value rank of 5.

iShares Russell 2000 ETF

The guru established a new position worth 1,278 shares in ARCA:IWM, giving the stock a 0.13% weighting in the equity portfolio. The shares traded at an average price of $203.63 during the quarter.

On 08/01/2022, the iShares Russell 2000 ETF traded at a price of $187.005 per share and a market capitalization of $53.78 billion. The stock has returned -14.03% over the past year.

The data is insufficient to calculate the financial strength and profitability of the stock.

In terms of valuation, iShares Russell 2000 ETF has a price-to-earnings ratio of 11.85 and a price-to-book ratio of 1.78.

Please note that figures and facts quoted are at the time of writing this article and may not reflect the latest business data or company announcements.

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About Teresa G. Wilson

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