Bill Gates Stocks: 7 Top Picks From the Gates Foundation Portfolio

investorplace2022-06-14

These Bill Gates stocks could be a strong part of long-term portfolios.Berkshire Hathaway(BRK-A,BRK-B): Warren Buffett's conglomerate recently addedCitigroup(C) stock to its portfolio.Canadian ...

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Comments

GuSen
2022-06-14
GuSen
Follow the Legend [Miser] [Miser] [Miser]
jazzspeed
2022-06-14
jazzspeed
shorting $TSLA? lol 😁
Looyusooi
2022-06-14
Looyusooi
Ok
VivianChua
2022-06-14
VivianChua
Good 👍
hphoa
2022-06-14
hphoa
Good
Zambala108
2022-06-14
Zambala108
[Miser] [Miser] [Miser]

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In such periods, it may be inspiring to review the stocks held by theGates Foundation, which we will refer to as Bill Gates stocks.Established in 2000, the Bill & Melinda Gates Foundation is among the largest private philanthropic foundations worldwide. It aims to “create a world where every person has the opportunity to live a healthy, productive life.”Meanwhile, the Bill & Melinda Gates Foundation Trust, a separate entity, manages the foundation’s assets. Understandably, it invests in businesses with the potential for long-term growth.The Gates Foundation had a portfolio of 18 holdings in the first quarter, with roughly $19.8 billion in net assets, according to its latest13F filing with the U.S. Securities and Exchange Commission (SEC).With that information, here are seven of the best Gates Foundation stocks to buy in the second half of the year:BRK-BBerkshire Hathaway$281.56CNICanadian National Railway$107.76DEDeere$324.90ECLEcolab$152.79MSFTMicrosoft$242.26SDGRSchrodinger$23.13WMWaste Management$147.86Berkshire Hathaway(BRK-A, BRK-B)52-Week Range:$270.73 – $362.10Warren Buffett’s Berkshire Hathaway (NYSE:BRK-A, NYSE:BRK-B) is among thelargestconglomerates worldwide. It has over a dozen subsidiaries across a variety of sectors and also maintains significant minority holdings in other giants.Warren Buffet has been the CEO and largest shareholder since 1970.InvestorPlace.comreaders may be interested to know that over half of the portfolio of the Gates Foundation is invested in Berkshire Hathaway stock. Also, the group has recently made an investment intoCitigroup(NYSE:C) that has grabbed headlines.In late April, Berkshire Hathaway reportedfirst-quarter financials. Total revenue increased 9.6% year-over-year (YOY) to $70.8 billion. Net earnings per Class B share stood at $2.47, compared to $5.09 a year ago. Cash and equivalents ended the quarter at $35.5 billion.Recently, the company announced plans to acquire Alleghany (NYSE:Y), a holding company that primarily focuses on insurance. Alleghany also holds interests in middle-market companies and real estate through Alleghany Capital and Alleghany Properties.BRK-B stock is down 6% in 2022 and down 2% over the past year. By comparison, the S&P 500has lost over 20% year-to-date (YTD).Shares are trading at 22.9 times forward earnings and 1.95 times sales. The 12-month median forecast for Berkshire Hathaway stands at$373.Canadian National Railway (CNI)52-Week Range:$ 100.66 – $137.19Quebec-headquartered transportation giantCanadian National Railway (NYSE:CNI) is a freight railway that serves Canada and parts of the U.S. Its rail lines span Canada from coast to coast and down into the American Midwest and South.The company services some 20,000 miles of track. It also transports approximately 250 billion CAD worth of goods annually.In late April, Canadian National released Q1results. Revenue came in at 3.7 billion CAD, representing a 5% increase YOY. Adjusted diluted earnings per share (EPS) was 1.32 CAD, up 7% from 1.23 CAD a year ago. Free cash flow (FCF) stood at 571 million CAD.The group recentlyproposedthe divestiture of the “Kansas City Speedway” from a recent merger betweenCanada Pacific Railway(NYSE:CP) andKansas City Southern. The proposed agreement will allow CNI to take over a parallel line created from the merger, increasing competition in the region. If accepted, the proposal is likely to generate substantial revenue.CNI stock is down more than 12% YTD but only -2% over the past year. The current price supports a dividend yield of 2.1%.Forward price-to-earnings (P/E) and price-to-sales (P/S) metrics are 21x and 7x, respectively. Lastly, the 12-month median forecast for Canadian National Railway stock is at$133.77.Deere (DE)52-week range:$307.64 – $446.76Deere(NYSE:DE) is one of the most prominent manufacturers of heavy machinery, specializing in agriculture, construction and forestry. Its flagship brand isJohn Deere. Industrial shares, including Deere, comprise about a third of Bill Gates stocks.On May 20, Deere put outQ2 earnings. Revenue increased 11% to $13.37 billion. As a result, fully diluted EPS increased to $6.81 per share, up from $5.68 in the prior-year quarter. Cash and equivalents ended the quarter at $3.88 billion.Recently, the company secured a partnership with GUSS Automation. GUSS, which stands for “Global Unmanned Spray System,” is a semi-autonomous spraying system used in agriculture.This partnership will allow GUSS Automation to sell its devices through the John Deere sales channel, increasing revenue for both companies. As a result, Deere management raised its full-year earnings forecast  to $7 billion to $7.4 billion, including special items.DE stockis down 5.3% YTD and 5% over the past year. It currently generates a 1.3% dividend yield.Shares are trading at 13.8 times forward earnings and 2.2 times trailing sales. The 12-month median forecast for Deere stands at$419.Ecolab (ECL)52-Week Range:$152.20 – $238.93Ecolab (NYSE:ECL) develops technologies for water treatment and purification, cleaning and hygiene. It services roughly 3 million locations and holds more than 10,000 patents.On April 26, Ecolab releasedQ1financials. Revenue increased 13% YOY to $3.3 billion, fueled in part by substantial volume gains. It has also been able to raise prices to overcome soaring cost inflation.Adjusted diluted EPS came in at 82 cents, compared to 81 cents the year before. Cash and equivalents ended the period at $99.4 million.Management recently unveiledplans to build a wind farm on the western coast of Finland. The five-turbine farm will bring Ecolab’s sustainable energy to 100% in Europe and 80% overall. In addition, the wind farm is expected to lower energy costs.ECL stock is down 35% YTD and 29% over the past year. The dividend yield currently sits at 1.3%.Forward P/E and P/S metrics are 30.6x and 3.5x, respectively. Meanwhile, the 12-month median forecast for Ecolab is at$193.Microsoft (MSFT)52-Week Range:$244.23 – $349.67Tech giantMicrosoft(NASDAQ:MSFT) is known for its portfolio that includes the Windows operating system, Office, Azure Cloud Computing and Xbox gaming. With a market capitalization (cap) of well over $1 trillion, it is the second most valuable company on the S&P 500 index. Understandably, MSFT is one of the Bill Gates stocks to review today.In late April, Microsoft released Q3metrics. Revenue increased 18% YOY to $49.4 billion. Wall Street was pleased to see that server products and cloud services revenue increased 29% YOY, driven in part by Azure.Adjusted diluted EPS increased 14% YOY to $2.22, up from $2.03 in the prior-year quarter. Cash and cash equivalents totaled $12.5 billion. The board also returned $12.4 billion to shareholders via stock repurchases and dividends.In addition, the tech giant has recentlyannounceda slate of new partnerships. For example, a collaboration withMastercard(NYSE:MA) is expected to enhance identity protection for its cardholders. Additionally, Kraft Heinz(NASDAQ:KHC) is taking steps to enhance its supply chain logistics with Microsoft technology.So far in 2022, MSFT stock is down around 28%. That narrows to -5% over the past year. Forward P/E and P/S metrics stand at 23.4x and 9.9x, respectively. Finally, the 12-month median forecast for Microsoft is$350.Schrodinger (SDGR)52-Week Range:$ 20.71 – $79.75Life sciences playSchrodinger(NASDAQ:SDGR) has been making headlines with its artificial intelligence (AI)-based computational software. Pharmaceutical companies rely on its platform to evaluate chemical compounds digitally. Additionally,Schrodinger maintains a pipeline of collaborative and internal research into new drugs.On May 4, the company releasedQ1 results. Revenue came in at $48.7 million, up 51% YOY. Net loss stood at $34.5 million, or 48 cents per share, compared to a net loss of $500,000 a year ago. Cash and equivalents ended the quarter at $117.3 million.Recently, Schrodinger presentednew pre-clinical data showing that its Wee1 inhibitor displayed anti-tumor properties. As it was effective both alone and in tandem with other cancer treatments, the inhibitor could be a significant step in the eventual launch of the drug to market.For 2022, total revenue is forecast to range from $161 million to $181 million. That figure would represent a 17% to 31% YOY growth.SDGR stock is down 33% YTD and down 70% over the past 12 months. Shares are changing hands at 11.4 times sales. The 12-month median forecast for Schrodingeris $67.50.Waste Management (WM)52-Week Range:$136.97 – $170.18Waste Management(NYSE:WM) is one of the largest garbage collection providers stateside, servicing about20 millioncustomers. It also operates a robust landfill-gas system, turning the gas into beneficial services such as electrical power.In late April, Waste ManagementissuedQ1earnings. Revenue increased from $4.11 billion to $4.66 billion. Adjusted diluted EPS soared to $1.29, up from $1.06 in the previous year. FCF stood at $845 million.Recently, managementannouncedan $825 million investment into renewable energy generated by landfill gas. This investment should offer enough electricity to power around 1 million homes and fuel its entire fleet by 2026. Analysts also expect it to reduce operating costs while creating revenue from electricity generation.WM stock is down 11% YTD, but up almost 6% over the past year. It also generates a 1.7% dividend yield. Forward P/E and P/S metrics are 27.9x and 3.5x, respectively.  Finally, the 12-month median forecaststands at $173.","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":9052459538,"gmtCreate":1655206205424,"gmtModify":1676535582647,"author":{"id":"3581847021927100","authorId":"3581847021927100","name":"GuSen","avatar":"https://static.tigerbbs.com/1b70044f21c62e929a7c4b5157b5a273","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3581847021927100","authorIdStr":"3581847021927100"},"htmlText":"Follow the Legend&nbsp;[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;","listText":"Follow the Legend&nbsp;[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;","text":"Follow the Legend [Miser] [Miser] [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9052459538","repostId":1187506051,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9052417329,"gmtCreate":1655202838761,"gmtModify":1676535581868,"author":{"id":"3580340700781087","authorId":"3580340700781087","name":"jazzspeed","avatar":"https://community-static.tradeup.com/news/279520f8a08ed94bc72bf186dcf094e9","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3580340700781087","authorIdStr":"3580340700781087"},"htmlText":"shorting $TSLA? lol 😁","listText":"shorting $TSLA? lol 😁","text":"shorting $TSLA? lol 😁","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9052417329","repostId":1187506051,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9052568690,"gmtCreate":1655195752310,"gmtModify":1676535579621,"author":{"id":"4100437715079400","authorId":"4100437715079400","name":"Looyusooi","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"4100437715079400","authorIdStr":"4100437715079400"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9052568690","repostId":1187506051,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9052531088,"gmtCreate":1655193189244,"gmtModify":1676535578695,"author":{"id":"3580011914778910","authorId":"3580011914778910","name":"VivianChua","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":5,"crmLevelSwitch":1,"idStr":"3580011914778910","authorIdStr":"3580011914778910"},"htmlText":"Good 👍","listText":"Good 👍","text":"Good 👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9052531088","repostId":1187506051,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9052597843,"gmtCreate":1655192462082,"gmtModify":1676535578604,"author":{"id":"3578790486524477","authorId":"3578790486524477","name":"hphoa","avatar":"https://community-static.tradeup.com/news/28a11e936497493af7ee5ccdc32238a3","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3578790486524477","authorIdStr":"3578790486524477"},"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9052597843","repostId":1187506051,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9052590765,"gmtCreate":1655190238058,"gmtModify":1676535578404,"author":{"id":"4105616718464200","authorId":"4105616718464200","name":"Zambala108","avatar":"https://community-static.tradeup.com/news/368971c0b3f93eb547fce5ef750a5442","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"4105616718464200","authorIdStr":"4105616718464200"},"htmlText":"[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;","listText":"[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;","text":"[Miser] [Miser] [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9052590765","repostId":1187506051,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":137,"commentSize":12,"repostSize":0,"favoriteSize":2,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1187506051"}