10 Stocks to Buy According to Peter Simmie’s Bristol Gate Capital Partners

Published on September 15, 2022 at 9:01 am by Ruchi Gupta in Hedge Funds, News

In this article, we discuss 10 stocks to buy according to Peter Simmie’s Bristol Gate Capital Partners. If you want to skip our detailed analysis of Simmie’s history, investment philosophy, and hedge fund performance, go directly to 5 Stocks to Buy According to Peter Simmie’s Bristol Gate Capital Partners.

Richard Hamm and Peter Simmie founded Toronto-based hedge fund Bristol Gate Capital Partners in 2006. Peter Simmie, the company’s former chief investment officer (CIO), retired in 2019, and Richard Hamm has taken over as CIO since then.

The hedge fund employs data analytics to invest in high-dividend growing companies. Because of artificial intelligence (AI), Bristol Gate Capital Partners has been producing greater results for its consumers. The hedge fund uses gradient-boosting machine technologies to give human analysts the best possible starting point for making investment decisions. Richard Hamm discussed the potential benefits of artificial intelligence (AI) on trading strategies in one of his interviews. He said that Bristol Gate Capital has been using these strategies from the beginning, even though the investing business is still not entirely on board with data analytics. The hedge fund invests in businesses after assessing the strength and quality of the company, in addition to concentrating on dividend growth equities.

Image by Sergei Tokmakov Terms.Law from Pixabay

Bristol Gate Capital Partners has produced profitable returns for investors since its establishment. Since its inception, Bristol Gate Capital has generated positive returns for its shareholders. The hedge fund generated returns of 7.3% over the last three years and 11.2% over the previous five years. Additionally, from 2009 to 2021, the hedge fund generated returns of 30.2% as opposed to the S&P 500’s return of 28.7%.

Bristol Gate Capital has 32 long positions in its portfolio. As of Q2 2022, Bristol Gate Capital Partners’ 13F portfolio is valued at $1.77 billion, with a 51.06% concentration of the top 10 holdings. Most of the hedge fund’s investments are focused on the information technology, finance, industrials, consumer discretionary, and healthcare sectors. Some of the fund’s significant holdings in Q2 were Mastercard Incorporated (NYSE:MA), Visa Inc. (NYSE:V), and Microsoft Corporation (NASDAQ:MSFT).

Our Methodology

We picked these stocks from the Q2 2022 portfolio of Peter Simmie’s Bristol Gate Capital Partners. We rated the list based on hedge fund sentiment around the securities, as determined by Insider Monkey’s Q2 2022 database of 895 elite hedge funds.

Stocks to Buy According to Peter Simmie’s Bristol Gate Capital Partners

10. Starbucks Corporation (NASDAQ:SBUX)

Bristol Gate Capital Partners’ Stake Value: $84,945,000

Percentage of Bristol Gate Capital Partners’ 13F Portfolio: 4.8%

Number of Hedge Fund Holders: 55

Starbucks Corporation (NASDAQ:SBUX) runs a global business as a retailer of specialty coffee. Starbucks Corporation (NASDAQ:SBUX) has 34,317 outlets worldwide as of January 2, 2022, including a little under 17,000 stores in the United States. In fiscal 2022, the company intends to open 2,000 net new stores. Starbucks Corporation (NASDAQ:SBUX) is trading at a forward P/E ratio of 25.91x, which is higher than the forward P/E for its industry of 19.63x.

Andy Barish, a Jefferies analyst, praised Laxman Narasimhan’s appointment as the new CEO as “positive” for Starbucks Corporation (NASDAQ:SBUX). Therefore, on September 8, the analyst maintained a ‘Buy’ rating on Starbucks Corporation (NASDAQ:SBUX) with a $100 price target.

There were 55 hedge funds in our database that held stakes in Starbucks Corporation (NASDAQ:SBUX) at the end of the second quarter of 2022, compared to 58 funds in the first quarter of 2022.

In the second quarter of 2022, Peter Simmie’s Bristol Gate Capital Partners boosted its stake in Starbucks Corporation (NASDAQ:SBUX) by 47%, holding 1.11 million shares worth $84.95 million. Ray Dalio’s Bridgewater Associates is Starbucks Corporation (NASDAQ:SBUX)’s most significant stakeholder, with 3.24 million shares worth $247.71 million.

In addition to Starbucks Corporation (NASDAQ:SBUX), Mastercard Incorporated (NYSE:MA), Visa Inc. (NYSE:V), and Microsoft Corporation (NASDAQ:MSFT) were some of the significant holdings of Bristol Gate Capital Partners in Q2.

In its Q2 2022 investor letter, Wedgewood Partners mentioned Starbucks Corporation (NASDAQ:SBUX). Here is what the firm has to say:

“We exited our position in Starbucks during the second quarter. We do not mind admitting that there was a heated internal debate over this position, as there were several conflicting issues to weigh in our decision. Before the pandemic, we had been quite happy with the company’s execution and the stock’s performance, and we were likewise happy with strategic decisions made during and immediately after the initial pandemic-related lockdowns in 2020, as we have written previously. … (Click here to see full text).”

9. UnitedHealth Group Incorporated (NYSE:UNH)

Bristol Gate Capital Partners’ Stake Value: $85,133,000

Percentage of Bristol Gate Capital Partners’ 13F Portfolio: 4.81%

Number of Hedge Fund Holders: 91

UnitedHealth Group Incorporated (NYSE:UNH) is a multifaceted healthcare provider in the United States. Among the hedge funds tracked by Insider Monkey, 91 were long UnitedHealth Group Incorporated (NYSE:UNH) in the second quarter of 2022, down from 103 funds in the previous quarter. Rajiv Jain’s GQG Partners is the biggest shareholder of UnitedHealth Group Incorporated (NYSE:UNH), with 3.11 million shares worth $1.60 billion.

Following UnitedHealth Group Incorporated (NYSE:UNH)’s announcement of a 10-year collaboration with Walmart Inc. (NYSE:WMT), on September 8, Deutsche Bank analyst George Hill increased his price objective on UnitedHealth Group Incorporated (NYSE:UNH) to $569 from $556 and retained a ‘Buy’ recommendation on the shares.

UnitedHealth Group Incorporated (NYSE:UNH) has featured on Bristol Gate Capital Partners’ portfolio since the fourth quarter of 2015. In the second quarter of 2022, Bristol Gate Capital Partners owned 165,747 shares in UnitedHealth Group Incorporated (NYSE:UNH), worth over $85.13 million.

Baron Funds, an asset management firm, mentioned UnitedHealth Group Incorporated (NYSE:UNH) in its second quarter 2022 investor letter. Here is what the fund said:

“UnitedHealth Group Incorporated is a leading diversified health and wellbeing company whose divisions include insurance arm, United Healthcare and health care services arm, Optum, which offers care delivery and other services. Shares increased 1.1% on strong first quarter results (revenues were up 14% year-over-year), and the company increased its annual guidance.

The performance was driven by Optum as a result of a growing adoption of value-based solutions. We believe UnitedHealth leads the health care industry in innovation and execution as evidenced by its strong value proposition leading to Medicare Advantage share gains, strong cost controls, and its leadership position in the shift to value-based care.”

8. Microsoft Corporation (NASDAQ:MSFT)

Bristol Gate Capital Partners’ Stake Value: $85,669,000

Percentage of Bristol Gate Capital Partners’ 13F Portfolio: 4.84%

Number of Hedge Fund Holders: 258

The tech behemoth Microsoft Corporation (NASDAQ:MSFT) is ranked eighth on Bristol Gate Capital Partners’ list of top 10 stocks. On September 7, Microsoft Corporation (NASDAQ:MSFT) revealed the Xbox Elite Wireless Controller Series 2 – Core in white, which is designed to meet the essential needs of today’s professional gamers. According to Microsoft Corporation (NASDAQ:MSFT), 1.4 billion active devices run on Windows 10 or 11 monthly.

Based on its 13F holdings for the second quarter of 2022, Bristol Gate Capital Partners owned 333,562 shares in Microsoft Corporation (NASDAQ:MSFT), valued at $85.67 million. Ken Fisher’s Fisher Asset Management is the biggest shareholder of Microsoft Corporation (NASDAQ:MSFT), with 28.69 million shares worth $7.37 billion as of Q2.

On August 11, Guggenheim analyst John DiFucci initiated coverage of Microsoft Corporation (NASDAQ:MSFT), assigning the stock a ‘Neutral’ rating and a price target of $292. According to Insider Monkey’s Q2 data, 258 hedge funds were bullish on Microsoft Corporation (NASDAQ:MSFT), with combined stakes of $56.01 billion, compared to 259 funds in the earlier quarter, holding stakes in the company valued at $65.64 billion.

Here is what Baron Funds has to say about Microsoft Corporation (NASDAQ:MSFT) in its Q2 2022 investor letter:

“Shares of Microsoft Corporation, a leading global provider of software solutions, declined 16.6% in the quarter along with the broader software group as well as due to growing concerns of a potential macro-driven slowdown. This is despite the company posting strong quarterly financial results and successfully absorbing headwinds from the war in Ukraine. The company had 21% revenue growth, 23% operating income growth, and 35% growth in Microsoft Cloud (all year-over-year in constant currency), which now represents 47% of total revenues.

As discussed above, we continue to believe Microsoft remains a durable and growing business as companies across all industries look to digitally transform, taking advantage of the continuously expanding solution set Microsoft has to offer.”

7. Broadcom Inc. (NASDAQ:AVGO)

Bristol Gate Capital Partners’ Stake Value: $86,622,000

Percentage of Bristol Gate Capital Partners’ 13F Portfolio: 4.9%

Number of Hedge Fund Holders: 66

Broadcom Inc. (NASDAQ:AVGO) is a multinational technology firm that designs, develops, and sells semiconductor and infrastructure software. The business pays out a significant dividend, has robust free cash flows, and is quite profitable. Broadcom Inc. (NASDAQ:AVGO) has a trailing twelve-month operating margin of 40.69% and a forward dividend yield of 3.33% as of September 11, which is supported by $15.30 billion in free cash flows.

Insider Monkey spotted 66 hedge funds that were long Broadcom Inc. (NASDAQ:AVGO) at the end of Q2 2022. The collective value of these hedge funds totalled $4.03 billion, compared to $5.49 billion a quarter ago with 71 positions.

Bristol Gate Capital Partners owned 178,303 shares in Broadcom Inc. (NASDAQ:AVGO), worth over $86.62 million, representing close to 4.9% of its portfolio. Fisher Asset Management is Broadcom Inc. (NASDAQ:AVGO)’s largest shareholder as of Q2 2022, with shares worth $716.29 million.

On September 2, Truist analyst William Stein maintained a ‘Buy’ rating on Broadcom Inc. (NASDAQ:AVGO) while trimming his price objective to $630 from $658. Despite the recent unfavorable tech data points, the business had another excellent quarter, the analyst told investors in a research note, with above-consensus projections and positive supply chain communication.

6. Zoetis Inc. (NYSE:ZTS)

Bristol Gate Capital Partners’ Stake Value: $87,479,000

Percentage of Bristol Gate Capital Partners’ 13F Portfolio: 4.94%

Number of Hedge Fund Holders: 62

Zoetis Inc. (NYSE:ZTS) is a pharmaceutical company that develops, manufactures, and sells medications, vaccines, diagnostic items, bio-devices, genetic testing, and precision animal farming technologies. On September 5, Zoetis Inc. (NYSE:ZTS) acquired NewMetrica, a Scottish company that creates digital instruments for animal health.

As of the end of the second quarter, 62 hedge funds in Insider Monkey’s database of 895 funds held bullish bets on Zoetis Inc. (NYSE:ZTS), compared to 67 funds in the previous quarter. Bristol Gate Capital Partners held 508,924 shares in Zoetis Inc. (NYSE:ZTS), worth over $87.48 million in Q2 2022.

Peter Rathjens, Bruce Clarke, and John Campbell’s Arrowstreet Capital held a notable stake in Zoetis Inc. (NYSE:ZTS) at the end of the second quarter of 2022, equalling $358.70 million. Zoetis Inc. (NYSE:ZTS) is the sixth largest holding of Bristol Gate Capital Partners.

On August 4, Stifel analyst Jonathan Block assigned a ‘Buy’ rating on Zoetis Inc. (NYSE:ZTS) and a price objective of $225. In addition to Zoetis Inc. (NYSE:ZTS), other notable stocks in the portfolio of Peter Simmie’s Bristol Gate Capital Partners include Mastercard Incorporated (NYSE:MA), Visa Inc. (NYSE:V), and Microsoft Corporation (NASDAQ:MSFT).

Here is what Baron Funds had to say about Zoetis Inc. (NYSE:ZTS) in its Q1 2022 investor letter:

“Shares of Zoetis Inc., the global leader in the discovery, development, and manufacturing of companion and farm animal health medicine and vaccines, fell along with shares of other high-multiple 2021 standout performers. We retain conviction as Zoetis recently reported a top and bottom line beat with more than 21% growth driven by dermatology, parasiticides, and recently launched monoclonal osteoarthritic treatments. The company’s 2022 guidance was in line with Street expectations, calling for 9% to 11% operational revenue growth and modest margin expansion despite heavy investment in core growth drivers.”

Click to continue reading and see 5 Stocks to Buy According to Peter Simmie’s Bristol Gate Capital Partners.

AI, Tariffs, Nuclear Power: One Undervalued Stock Connects ALL the Dots (Before It Explodes!)

Published on June 23, 2025 at by Inan Dogan, PhD

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal!

AI is eating the world—and the machines behind it are ravenous.

Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink.

Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and building the digital future. But there’s one urgent question few are asking:

Where will all of that energy come from?

AI is the most electricity-hungry technology ever invented. Each data center powering large language models like ChatGPT consumes as much energy as a small city. And it’s about to get worse.

Even Sam Altman, the founder of OpenAI, issued a stark warning:

“The future of AI depends on an energy breakthrough.”

Elon Musk was even more blunt:

“AI will run out of electricity by next year.”

As the world chases faster, smarter machines, a hidden crisis is emerging behind the scenes. Power grids are strained. Electricity prices are rising. Utilities are scrambling to expand capacity.

And that’s where the real opportunity lies…

One little-known company—almost entirely overlooked by most AI investors—could be the ultimate backdoor play. It’s not a chipmaker. It’s not a cloud platform. But it might be the most important AI stock in the US owns critical energy infrastructure assets positioned to feed the coming AI energy spike.

As demand from AI data centers explodes, this company is gearing up to profit from the most valuable commodity in the digital age: electricity.

The “Toll Booth” Operator of the AI Energy Boom

It owns critical nuclear energy infrastructure assets, positioning it at the heart of America’s next-generation power strategy.
It’s one of the only global companies capable of executing large-scale, complex EPC (engineering, procurement, and construction) projects across oil, gas, renewable fuels, and industrial infrastructure.
It plays a pivotal role in U.S. LNG exportation—a sector about to explode under President Trump’s renewed “America First” energy doctrine.

Trump has made it clear: Europe and U.S. allies must buy American LNG.

And our company sits in the toll booth—collecting fees on every drop exported.

But that’s not all…

As Trump’s proposed tariffs push American manufacturers to bring their operations back home, this company will be first in line to rebuild, retrofit, and reengineer those facilities.

AI. Energy. Tariffs. Onshoring. This One Company Ties It All Together.

While the world is distracted by flashy AI tickers, a few smart investors are quietly scooping up shares of the one company powering it all from behind the scenes.

AI needs energy. Energy needs infrastructure.

And infrastructure needs a builder with experience, scale, and execution.

This company has its finger in every pie—and Wall Street is just starting to notice.

Wall Street is noticing this company also because it is quietly riding all of these tailwinds—without the sky-high valuation.

While most energy and utility firms are buried under mountains of debt and coughing up hefty interest payments just to appease bondholders…

This company is completely debt-free.

In fact, it’s sitting on a war chest of cash—equal to nearly one-third of its entire market cap.

It also owns a huge equity stake in another red-hot AI play, giving investors indirect exposure to multiple AI growth engines without paying a premium.

And here’s what the smart money has started whispering…

The Hedge Fund Secret That’s Starting to Leak Out

This stock is so off-the-radar, so absurdly undervalued, that some of the most secretive hedge fund managers in the world have begun pitching it at closed-door investment summits.

They’re sharing it quietly, away from the cameras, to rooms full of ultra-wealthy clients.

Why? Because excluding cash and investments, this company is trading at less than 7 times earnings.

And that’s for a business tied to:

The AI infrastructure supercycle
The onshoring boom driven by Trump-era tariffs
A surge in U.S. LNG exports
And a unique footprint in nuclear energy—the future of clean, reliable power

You simply won’t find another AI and energy stock this cheap… with this much upside.

This isn’t a hype stock. It’s not riding on hope.

It’s delivering real cash flows, owns critical infrastructure, and holds stakes in other major growth stories.

This is your chance to get in before the rockets take off!

Disruption is the New Name of the Game: Let’s face it, complacency breeds stagnation.

AI is the ultimate disruptor, and it’s shaking the foundations of traditional industries.

The companies that embrace AI will thrive, while the dinosaurs clinging to outdated methods will be left in the dust.

As an investor, you want to be on the side of the winners, and AI is the winning ticket.

The Talent Pool is Overflowing: The world’s brightest minds are flocking to AI.

From computer scientists to mathematicians, the next generation of innovators is pouring its energy into this field.

This influx of talent guarantees a constant stream of groundbreaking ideas and rapid advancements.

By investing in AI, you’re essentially backing the future.

The future is powered by artificial intelligence, and the time to invest is NOW.

Don’t be a spectator in this technological revolution.

Dive into the AI gold rush and watch your portfolio soar alongside the brightest minds of our generation.

This isn’t just about making money – it’s about being part of the future.

So, buckle up and get ready for the ride of your investment life!

Act Now and Unlock a Potential 100+% Return within 12 to 24 months.

We’re now offering month-to-month subscriptions with no commitments.

For a ridiculously low price of just $9.99 per month, you can unlock our in-depth investment research and exclusive insights – that’s less than a single fast food meal!

Here’s why this is a deal you can’t afford to pass up:

Access to our Detailed Report on our AI, Tariffs, and Nuclear Energy Stock with 100+% potential upside within 12 to 24 months
BONUS REPORT on our #1 AI-Robotics Stock with 10000% upside potential: Our in-depth report dives deep into our #1 AI/robotics stock’s groundbreaking technology and massive growth potential.
One New Issue of Our Premium Readership Newsletter: You will also receive one new issue per month and at least one new stock pick per month from our monthly newsletter’s portfolio over the next 12 months. These stocks are handpicked by our research director, Dr. Inan Dogan.
One free upcoming issue of our 70+ page Quarterly Newsletter: A value of $149
Bonus Content: Premium access to members-only fund manager video interviews
Ad-Free Browsing: Enjoy a month of investment research free from distracting banner and pop-up ads, allowing you to focus on uncovering the next big opportunity.
Lifetime Price Guarantee: Your renewal rate will always remain the same as long as your subscription is active.
30-Day Money-Back Guarantee: If you’re not absolutely satisfied with our service, we’ll provide a full refund within 30 days, no questions asked.

Space is Limited! Only 1000 spots are available for this exclusive offer. Don’t let this chance slip away – subscribe to our Premium Readership Newsletter today and unlock the potential for a life-changing investment.

Here’s what to do next:

1. Head over to our website and subscribe to our Premium Readership Newsletter for just $9.99.

2. Enjoy a month of ad-free browsing, exclusive access to our in-depth report on the Trump tariff and nuclear energy company as well as the revolutionary AI-robotics company, and the upcoming issues of our Premium Readership Newsletter.

3. Sit back, relax, and know that you’re backed by our ironclad 30-day money-back guarantee.

Don’t miss out on this incredible opportunity! Subscribe now and take control of your AI investment future!

Subscribe Now!

No worries about auto-renewals! Our 30-Day Money-Back Guarantee applies whether you’re joining us for the first time or renewing your subscription a month later!

Insider Monkey Ads

A New Dawn is Coming to U.S. Stocks

Published on June 13, 2025 at by Insider Monkey Staff

I work for one of the largest independent financial publishers in the world – representing over 1 million people in 148 countries.

We’re independently funding today’s broadcast to address something on the mind of every investor in America right now…

Should I put my money in Artificial Intelligence?

Here to answer that for us… and give away his No. 1 free AI recommendation… is 50-year Wall Street titan, Marc Chaikin.

Marc’s been a trader, stockbroker, and analyst. He was the head of the options department at a major brokerage firm and is a sought-after expert for CNBC, Fox Business, Barron’s, and Yahoo! Finance…

But what Marc’s most known for is his award-winning stock-rating system. Which determines whether a stock could shoot sky-high in the next three to six months… or come crashing down.

That’s why Marc’s work appears in every Bloomberg and Reuters terminal on the planet…

And is still used by hundreds of banks, hedge funds, and brokerages to track the billions of dollars flowing in and out of stocks each day.

He’s used this system to survive nine bear markets… create three new indices for the Nasdaq… and even predict the brutal bear market of 2022, 90 days in advance.

Click to continue reading…

Insider Monkey Ads

Markets

Insider Trading

Hedge Funds

Retirement

Opinion

Log In

Sign Up