Norbert Lou Portfolio Analysis (December 31, 2021)

Famous superinvestor, Norbert Lou, revealed in a recent regulatory filing his newest positions.  In Norbert Lou portfolio 2021 analysis, we will go into more detail about all stocks this superinvestor had as of December 31, 2021.

Lou manages his investments via his fund, Punch Card Management, which holds about $0.4 billion according to the latest available 13F filling. Click here for the latest available 13F filling.

The most notable stocks in Norbert Lou’s Q4 portfolio include Berkshire Hathaway Inc Del, Ally Finl Inc, Winnebago Inds Inc,  and . In addition to others mentioned in detail below.

We used the Q4 portfolio of Norbert Lou’s Punch Card Management to select his top 5 value stocks. We ranked the securities according to Lou’s stake value in each holding.

Summary

  • Norbert Lou’s top 5 securities make up 100.0% of the entire portfolio.
  • Punch Card Management owns position in 3 holdings, managing approximately $0.4 billion.
  • Berkshire Hathaway Inc Del, Lou’s largest holding, makes up 40.3% of the total portfolio.

Berkshire Hathaway Inc Del (BRK.B)

Punch Card Management’s stake value: $157.3 Million

Percentage of Punch Card Management’s 13F Portfolio: 40.3%

Berkshire Hathaway Inc. does business in Offices of Other Holding Companies industry, which is Management of Companies and Enterprises sector employees. Current CEO is Warren Buffett.

Ally Finl Inc (ALLY)

Punch Card Management’s stake value: $156.7 Million

Percentage of Punch Card Management’s 13F Portfolio: 40.1%

Ally Financial Inc does business in Commercial Banking industry, which is Finance and Insurance sector and has 9500 employees. Current CEO is Jeffrey Brown.

As of February 16, 2022 Ally Finl Inc had a market cap of $17.1 Million. Analysts predicted 1 year target price of $65.68 that exceeds the current price of $49.81 for 31.9%. Trailing twelve months P/E ratio is currently 6.16 making it much cheaper stock than the rest of the S&P500 index. Looking at revenue, Ally Finl Inc generated significant amount of revenue, $8671 million in 2021, surging by 39.9% in comparison to 2020 when it was $6200 million. Net income surged according to the latest fillings, jumping in 2021 by around 182.0% adding up to total of $3060.0 million. Further, in 2021, the net profit margin, was at 35.3%, shows an improvement compared the company’s previous years of operation.

Ally Financial Inc. is a customer-centric company with passionate customer service and innovative financial solutions. It’s one of the largest full-service automotive-finance operations in the country and offers a wide range of financial services and insurance products to automotive dealerships and consumers.

Winnebago Inds Inc (WGO)

Punch Card Management’s stake value: $76.6 Million

Percentage of Punch Card Management’s 13F Portfolio: 19.6%

Winnebago Industries, Inc. does business in Motor Home Manufacturing industry, which is Manufacturing sector and has 5505 employees. Current CEO is Randy Potts.

As of February 16, 2022 Winnebago Inds Inc had a market cap of $2.255 Million. Analysts predicted 1 year target price of $90.0 that exceeds the current price of $67.49 for 33.4%. Trailing twelve months P/E ratio is currently 7.13 making it much cheaper stock than the rest of the S&P500 index. Looking at revenue, Winnebago Inds Inc generated significant amount of revenue, $3629 million in 2021, surging by 54.1% in comparison to 2020 when it was $2355 million. Net income surged according to the latest fillings, jumping in 2021 by around 358.8% adding up to total of $281.871 million. Further, in 2021, the net profit margin, was at 7.8%, shows an improvement compared the company’s previous years of operation.

Winnebago Industries, Inc. is a leading North American manufacturer of outdoor lifestyle products under the Winnebago, Grand Design, Chris-Craft, and Newmar brands, which are used primarily in leisure travel and outdoor recreation activities.

Conclusion

To conclude, here is the list of the top holdings and most recent financial indicators of these positions as of February 16, 2022.

Stock% of portfolioMarket Cap (USD)P/ENet earnings (USDm)Net earnings y/yProfit margin
Ally Finl Inc (ALLY)40.1%17.1B6.23060182.0%35.3%
Winnebago Inds Inc (WGO)19.6%2.255B7.1281358.8%7.8%

Canadians can find the above stocks on Questrade.

Other investors can use Interactive Brokers or eToro.

Disclosure & Disclaimer: Please take into consideration that this is not financial, investing, or tax advice. The information on this website is for informational and recreational purposes only. Before any financial decision do your own due diligence. Some of the links are affiliates, and I may earn a small commission when you make a purchase through them at no additional cost to you.