Mario Gabelli CIO of Gamco Investors brings a list of stocks for the new year, which he chose based on his bottom-up, Graham and Dodd-style of investing. He is particularly excited about spin-offs: Kraft (KFT) (recommends the snack food business), Kinder Morgan (KMI), ITT (ITT), Snyders Lance (LNCE), Fortune Brands (FO), Beam (BEAM), Sarah Lee (SLE) and Yahoo! (YHOO).
He also discusses: Cable Vision (CVC), Time Warner (TWC), The Madison Square Garden Company (MSG) and the gaming, lodging and water industries.
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