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Pioneer Investments Buys Microsoft, Amazon, Apple

Firm's largest buys of the 4th quarter Continue reading... Read More...

<p class="canvas-atom canvas-text Mb(1.0em) Mb(0)–sm Mt(0.8em)–sm" type="text" content="Pioneer Investments (Trades, Portfolio) bought shares of the following stocks during the fourth quarter.” data-reactid=”11″>Pioneer Investments (Trades, Portfolio) bought shares of the following stocks during the fourth quarter.

<p class="canvas-atom canvas-text Mb(1.0em) Mb(0)–sm Mt(0.8em)–sm" type="text" content="Microsoft” data-reactid=”12″>Microsoft

The firm increased its Microsoft Corp. (NASDAQ:MSFT) stake by 21.25%. The portfolio was impacted by 0.71%.

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The technology company has a market cap of $1.41 trillion and an enterprise value of $1.35 trillion.

GuruFocus gives the company a profitability and growth rating of 10 out of 10. The return on equity of 43.84% and return on assets of 16.71% are outperforming 92% of companies in the software industry. Its financial strength is rated 6 out of 10. The cash-debt ratio of 1.75 is below the industry median of 2.16.

<p class="canvas-atom canvas-text Mb(1.0em) Mb(0)–sm Mt(0.8em)–sm" type="text" content="The largest guru shareholder of the company is PRIMECAP Management (Trades, Portfolio) with 0.41% of outstanding shares, followed by Dodge &amp; Cox with 0.34% and Pioneer Investments with 0.29%.” data-reactid=”35″>The largest guru shareholder of the company is PRIMECAP Management (Trades, Portfolio) with 0.41% of outstanding shares, followed by Dodge & Cox with 0.34% and Pioneer Investments with 0.29%.

<p class="canvas-atom canvas-text Mb(1.0em) Mb(0)–sm Mt(0.8em)–sm" type="text" content="Amazon.com” data-reactid=”36″>Amazon.com

The firm added 44.55% to its Amazon.com Inc. (NASDAQ:AMZN) position. The portfolio was impacted by 0.61%.

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The e-commerce giant has a market cap of $1.06 trillion and an enterprise value of $1.07 trillion.

GuruFocus gives the company a profitability and growth rating of 8 out of 10. The return on equity of 21.98% and return on assets of 6.06% are outperforming 74% of companies in the retail-cyclical industry. Its financial strength is rated 6 out of 10. The company has a cash-debt ratio of 0.87.

The largest guru shareholder of the company is Ken Fisher (Trades, Portfolio) with 0.35% of outstanding shares, followed by Frank Sands (Trades, Portfolio) with 0.23% and Spiros Segalas (Trades, Portfolio) with 0.19%.

<p class="canvas-atom canvas-text Mb(1.0em) Mb(0)–sm Mt(0.8em)–sm" type="text" content="Apple” data-reactid=”52″>Apple

Pioneer boosted the Apple Inc. (NASDAQ:AAPL) holding by 23.26%, impacting the portfolio by 0.56%.

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The tech giant has a market cap and enterprise value of $1.42 trillion.

GuruFocus gives the company a profitability and growth rating of 10 out of 10. The return on equity of 57.5% and return on assets of 16.75% are outperforming 95% of companies in the hardware industry. Its financial strength is rated 6 out of 10. The cash-debt ratio of 0.99 is below the industry median of 1.17.

The largest guru shareholder of the company is Warren Buffett (Trades, Portfolio) with 5.60% of outstanding shares, followed by Fisher with 0.32% and Pioneer Investments with with 0.20%.

<p class="canvas-atom canvas-text Mb(1.0em) Mb(0)–sm Mt(0.8em)–sm" type="text" content="Verizon Communications” data-reactid=”68″>Verizon Communications

The investment firm increased its Verizon Communications Inc. (NYSE:VZ) stake by 89.71%. The trade had an impact of 0.55% on the portfolio.

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The provider of communication services has a market cap of $242 billion and an enterprise value of $373 billion.

GuruFocus gives the company a profitability and growth rating of 8 out of 10. The return on equity of 33.69% and return on assets of 6.84% are outperforming 78% of companies in the telecommunication services industry. Its financial strength is rated 4 out of 10 with a cash-debt ratio of 0.02.

The company’s largest guru shareholders include Pioneer Investments with 0.39% of outstanding shares, the T Rowe Price Equity Income Fund (Trades, Portfolio) with 0.14% and Barrow, Hanley, Mewhinney & Strauss with 0.06%.

<p class="canvas-atom canvas-text Mb(1.0em) Mb(0)–sm Mt(0.8em)–sm" type="text" content="Wells Fargo” data-reactid=”88″>Wells Fargo

The firm increased its Wells Fargo & Co. (NYSE:WFC) stake to 10.6 million shares, adding 264.53%. The portfolio was impacted by 0.49%.

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With a market cap of $199.36 billion and an enterprise value of $46.22 billion, it is one of the largest banks in the United States.

GuruFocus gives the company a profitability and growth rating of 4 out of 10. While the return on equity of 9.21% is underperforming 51% of competitors, the return on assets of 1.02% is outperforming 54% of companies in the banks industry. Its financial strength is rated 3 out of 10. The cash-debt ratio of 0.43 is below the industry median of 1.15.

The largest guru shareholder of the company is Buffett with 7.82% of outstanding shares, followed by Dodge & Cox with 2.05% and PRIMECAP Management with 1.24%.

<p class="canvas-atom canvas-text Mb(1.0em) Mb(0)–sm Mt(0.8em)–sm" type="text" content="Facebook” data-reactid=”104″>Facebook

Pioneer increased its Facebook Inc. (NASDAQ:FB) holding by 77.93%. The portfolio was impacted by 0.43%.

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The social network has a market cap of $610 billion and an enterprise value of $566 billion.

GuruFocus gives the company a profitability and growth rating of 9 out of 10. The return on equity of 20.34% and return on assets of 15.89% are outperforming 86% of companies in the interactive media industry. Its financial strength is rated 8 out of 10. The cash-debt ratio of 4.89 is above the industry median of 4.5.

The largest guru shareholder of the company is Chase Coleman (Trades, Portfolio)’s Tiger Global Management with 0.29%, followed by Andreas Halvorsen (Trades, Portfolio) and Segalas with 0.22%.

<p class="canvas-atom canvas-text Mb(1.0em) Mb(0)–sm Mt(0.8em)–sm" type="text" content="Alphabet” data-reactid=”120″>Alphabet

The firm added 29.32% to its Alphabet Inc. (NASDAQ:GOOGL) stake. The portfolio was impacted by 0.35%.

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The holding company has a market cap of $1.04 trillion and an enterprise value of $940 billion.

GuruFocus gives the company a profitability and growth rating of 10 out of 10. The return on equity of 18.08% and return on assets of 13.48% are outperforming 80% of companies in the interactive media industry. Its financial strength is rated 9 out of 10 with a cash-debt ratio of 7.5 that is outperforming 55% of competitors.

PRIMECAP Management is the largest guru shareholder of the company with 0.27% of outstanding shares, followed by Fisher with 0.21% and Sands with 0.15%.

<p class="canvas-atom canvas-text Mb(1.0em) Mb(0)–sm Mt(0.8em)–sm" type="text" content="Johnson &amp; Johnson” data-reactid=”136″>Johnson & Johnson

The firm increased its Johnson & Johnson (NYSE:JNJ) stake to 4.7 million shares. The trade had an impact of 0.35% on the portfolio.

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The health care company has a market cap of $395 billion and an enterprise value of $406 billion.

GuruFocus gives the company a profitability and growth rating of 9 out of 10. The return on equity of 25% and return on assets of 9.83% are outperforming 80% of companies in the drug manufacturers industry. Its financial strength is rated 5 out of 10. The equity-asset ratio of 0.37 is below the industry median of 0.61.

The largest guru shareholder of the company is Fisher with 0.46% of outstanding shares, followed by Pioneer Investments with 0.18% and Yacktman Asset Management (Trades, Portfolio) with 0.14%.

Disclosure: I do not own any stocks mentioned.

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<p class="canvas-atom canvas-text Mb(1.0em) Mb(0)–sm Mt(0.8em)–sm" type="text" content="This article first appeared on GuruFocus.
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