Mario Gabelli (Trades, Portfolio), of GAMCO Investors, is known for being a smart, tough investor who uses common sense when looking at stocks to purchase. He is known for being an advocate of the "Graham-Dodd School" of investing, in which Warren Buffett (Trades, Portfolio) was a huge supporter. In short, one could say Gabelli emulates the best.
One key component of Gabelli's style is he likes to practice patience when it comes to the market. He is also more interested in identifiable trends rather than living and breathing for each economic report.
Gabelli currently has 880 stocks in his portfolio, valued at $18.58 billion with a quarter over quarter turnover rate of 6%.
Here's a look at four of the most recent adds to his portfolio:
Twin Disc Inc (TWIN, Financial)
Gabelli recently increased his positon in TWIN by 0.55% from last period. He now owns 868,367 shares, valued at $23.3 million and 7.67% of the company's shares outstanding.
According to the chart above, Peter Lynch values the stock at $16.00, although the current price is $18.54, meaning the stock could be overvalued.
Twin Disc Inc was incorporated in Wisconsin in 1918 as a company that designs, manufactures and sells marine and heavy-duty off-highway power ransmission equipment. The stock is currently trading for $18.54
The current P/E ratio for Twin Disc is 32.19 as of today. The company's P/B ratio is 1.39 and the P/S ratio is 0.80. Investors should be cautious of the fact that the company's revenue has been steadily declining over the past three years.
The company's current ratio is currently 3.31, meaning there could be problems in working capital management, or the company may not be using its current assets or short-term financing facilities.
Myers Industries Inc (MYE, Financial)
Gabelli increased his position in MYE by 2.56% from last period and now owns 4,473,529 shares, valued at $78.9 million and 14.20% of the company's shares outstanding.
Myers was founded in Ohio in 1933 as a company that manufactures a variety of polymer products for industrial, agricultural, automotive, commercial and consumer markets.
According to Lynch, this stock is worth $5.30 and is currently trading at $17.65, meaning this stock could be overvalued.
As of today, the company's P/E ratio is 89.59, which is close to the ten-year high of 95.3. Myers' P/B ratio is 3.16 and the P/S ratio is 0.65, which is identical to the one-year low. The company's current ratio is at 2.39, which means it has good short-term financial strength.
BioScript Inc (BIOS, Financial)
The GAMCO value investor increased his position in BMY by 0.65% and now has 1,431,426 shares of BMY iin hist pootfilo,valued at $9.89 million and 2.9% of the company's shares outstanding.
BioScript was incorporated in Delaware in 1996 as a company that provides home infusion and other home healthcare services to patiens, physicians, hospitals, healthcare payors and pharmaceutical manfucatiures to provide clinical management solutions and deliver affordable access to medications and home health serrvices.
Lynch values this stock at $8.10 and it is currently trading at $5.70, meaning this stock could be undervalued.
The company's P/B ratio is currently 1.40, which is close to the one-year low 1.36. The P/S ratio is 0.40, which is identical to the two-year low, but investors need to be cautious of the fact that the company's revenue has been in decline over the past five years. BioScript's current ratio is at 1.59, indicating the company has good short-term financial strength.
Pep Boys - Manny Moe & Jack (PBY, Financial)
Gabelli increased his postion in PBY by 13.65% from last period and now owns 6,419,599 shares, valued at $57.1 million and 12% of the company's shares outstanding.
Pep Boys is a chain that offers automotive services, tires, parts and accessories.
Lynch values this stock at $1.60, but it is currently trading at $8.48, meaning this stock may be overvalued.
The company's P/B ratio is currently 0.83, which is close to the five-year low of 0.81. Another good indicator is that the P/S ratio is currently 0.22, which is close to the five-year low of 0.20. However, investors should be cautious of the fact that the company's revenue growth has slowed down over the past twelve months. The company's current ratio is at 1.26, which shows the company has good shrot-term financial strength.
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