Mario Gabelli

Mario Gabelli

Last Update: 05-06-2016

Number of Stocks: 798
Number of New Stocks: 37

Total Value: $15,162 Mil
Q/Q Turnover: 4%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:

Mario Gabelli' s Profile & Performance

Profile

He is the founder, chairman, and CEO of Gabelli Asset Management Company Investors (GAMCO Investors) a $30 billion dollar global investment firm headquartered in Rye, New York. Forbes magazine's 2006 Forbes 400 rankings listed him as #346 on the list of wealthiest Americans and estimated his net worth at $1.0 billion.

Web Page:http://www.gabelli.com/

Total Holding History

Performance of Asset Fund Class AAA

YearReturn (%)S&P500 (%)Excess Gain (%)
2015-5.871.19-7.1
20144.8913.69-8.8
201332.3732.39-0.0
3-Year Cumulative30.7 (9.3%/year)52.3 (15.1%/year)-21.6 (-5.8%/year)
201216160.0
2011-0.432.11-2.5
5-Year Cumulative51 (8.6%/year)80.4 (12.5%/year)-29.4 (-3.9%/year)
201023.0715.068.0
200930.5426.464.1
2008-37.2-37-0.2
200711.845.496.4
200621.8415.796.1
10-Year Cumulative107.5 (7.6%/year)102 (7.3%/year)5.5 (0.3%/year)
20054.424.91-0.5
200416.510.885.6
200330.5728.681.9
2002-14.27-22.17.8
20010.16-11.8912.1
15-Year Cumulative183 (7.2%/year)107.5 (5%/year)75.5 (2.2%/year)
2000-2.37-9.16.7
199928.4921.047.4
199815.9328.58-12.6
199738.0733.364.7
199613.3622.96-9.6
20-Year Cumulative544.3 (9.8%/year)381.4 (8.2%/year)162.9 (1.6%/year)
199524.9437.58-12.6
1994-0.151.32-1.5
199321.8410.0811.8
199214.897.627.3
199118.1430.47-12.3
25-Year Cumulative1229.2 (10.9%/year)937.3 (9.8%/year)291.9 (1.1%/year)
1990-5.8-3.1-2.7
198927.2231.69-4.5
198831.1116.6114.5
198716.25.111.1

Top Ranked Articles

Sometimes It Is Good to Buy the Biggest. But Should You Buy the Biggest Health Care Distribution Business? McKesson is a giant that has recently experienced a pullback. Does that make it a good prospect, or would its competitors be better opportunities?
Mario Gabelli Comments on CBS Corp Guru stock highlight
CBS Corp. (NYSE:CBS) (6.8% of net assets as of June 30, 2016) (CBS – $57.62 – NYSE) operates the CBS television network and the premium cable network Showtime. It also owns 29 local television stations and 130 radio stations. We believe that CBS has a number of opportunities to generate incremental non-advertising revenue from the sale of existing content through its OTT platforms, online video distributors and retransmission agreements with traditional distributors. In addition, we expect a continued recovery in advertising to contribute to earnings growth. Finally, we believe that financial engineering, including the split-off of its radio business, could act as a catalyst for shares. Read more...
Mario Gabelli Comments on DISH Network Corp Guru stock highlight
DISH Network Corp. (NASDAQ:DISH) (1.8%) (DISH – $52.40 – NASDAQ) is the fourth largest pay television provider in the U.S., serving approximately 14 million subscribers through its original satellite business and newer Sling internet delivered over-the-top offering. Founder Charlie Ergen owns approximately 53% of DISH’s shares. DISH has accumulated a significant spectrum position at attractive prices. DISH could monetize its spectrum through a sale of the spectrum or the whole company, or, more likely, a partnership with an existing wireless operator. Read more...
Mario Gabelli Comments on Edgewell Personal Care Co. Guru stock highlight
Edgewell Personal Care Co. (NYSE:EPC) (2.0%) (EPC – $84.41 – NYSE) based in St. Louis, Missouri, is the personal care division of Energizer Holdings, which split its personal care and household products divisions on July 1, 2015. Edgewell generates approximately $2.3 billion of revenue through its principal businesses: wet shaving, including Schick-branded razors and blades, Edge and Skintimate shaving preparation and private label shaving products; sun care, including the Banana Boat and Hawaiian Tropic brands; feminine care, including Playtex and o.b. tampons and Carefree and Stayfree liners and pads; and infant care, utilizing the Playtex and Diaper Genie brands. As a pure-play personal care company, Edgewell competes in high-margin, attractive categories with leading brands. We expect management to focus on improving margins through product mix, restructuring savings and operating leverage, which should afford it flexibility to reinvest in growth opportunities. The company has approximately $1.2 billion of net debt providing management with sufficient flexibility to invest in internal growth, make acquisitions and/or Read more...
Mario Gabelli Comments on Honeywell International Inc. Guru stock highlight
Honeywell International Inc. (NYSE:HON) (3.1%) (HON – $116.32 – NYSE) operates as a diversified technology company with highly engineered products, including turbine propulsion engines, auxiliary power units, turbochargers, brake pads, environmental and combustion controls, sensors, security and life safety products, resins and chemicals, nuclear services, and process technology for the petrochemical and refining industries. One of the key drivers of HON’s growth are acquisitions that increase the company’s growth profile globally, creating both organic and inorganic opportunities. The company recently acquired Elster Industries, a leading provider of thermal gas solutions, smart meters, software and data analytics for the commercial, industrial and residential heating market. Elster’s gas business offers products in high demand among natural gas customers and brings a strong, global distribution network and numerous cross-selling opportunities for existing HON technologies to new customers. Elster’s gas, electric and water meters are highly valued for their reliability, safety and accuracy. The company maintains Read more...
» More Mario Gabelli Articles

Commentaries and Stories

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Sometimes It Is Good to Buy the Biggest. But Should You Buy the Biggest Health Care Distribution Business? McKesson is a giant that has recently experienced a pullback. Does that make it a good prospect, or would its competitors be better opportunities? Mario Gabelli,Joel Greenblatt - Sometimes It Is Good To Buy The Biggest. But Should You Buy The Biggest Health Care Distribution Business?
2016 Investor Day presentation, June 29, 2016  More...

HEALTHCARE, PHARMA, DISTRIBUTION, VALUE


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Mario Gabelli Comments on Viacom Inc. Guru stock highlight
Viacom Inc. (NASDAQ:VIA) (6.7%) (VIA – $46.42 – NASDAQ) is a pure-play content company that owns a global stable of cable networks, including MTV, Nickelodeon, Comedy Central, VH1, BET, and the Paramount movie studio. Viacom’s cable networks generate revenue from advertising sales, fixed monthly subscriber fees, and ancillary revenue from toy licensing, etc. We believe a low valuation and M&A potential outweigh the secular risks of cord-cutting. More...

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Mario Gabelli Comments on Sony Corp Guru stock highlight
Sony Corp. (NYSE:SNE) (3.3%) (SNE – $29.35 – NYSE) is a diversified electronics and entertainment company based in Tokyo, Japan. The company manufactures televisions, PlayStation game consoles, mobile phone handsets, and cameras. It also operates the Columbia film studio and Sony Music entertainment group. We expect the new PlayStation launch and operational improvements in consumer electronics and entertainment to generate EBITDA growth through 2017. We also think the spinoff of the entertainment assets could be a catalyst. More...

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Mario Gabelli Comments on Ryman Hospitality Properties Inc. Guru stock highlight
Ryman Hospitality Properties Inc. (NYSE:RHP) (1.6%) (RHP – $50.65 – NYSE) is a Nashville, Tennessee based REIT that owns convention hotels in Nashville, Tennessee; Orlando, Florida; Dallas, Texas; and Washington, D.C. Other assets include the iconic Opryland, the famous Ryman Auditorium, the General Jackson Showboat, and Nashville based radio station WSM-AM. With property manager Marriot’s operational issues resolved, the team is focused on taking advantage of strong convention bookings trends, seeking to drive margin expansion by increasing occupancy and room rates. Finally, as the leading country music entertainment brand, the potential monetization and spin-off of the Entertainment assets, including the Grand Ole Opry, also remains a significant catalyst for RHP shares. More...

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Mario Gabelli Comments on Newmont Mining Corp Guru stock highlight
Newmont Mining Corp. (NYSE:NEM) (3.5%) (NEM – $39.12 – NYSE) based in Denver, Colorado, is one of the largest gold mining companies in the world. Founded in 1921 and publicly traded since 1925, NEM is the only gold company included in the S&P 500 Index and Fortune 500. We expect the company to produce approximately 5.1 million ounces of gold and 320 million pounds of copper in 2016, with over 70% of this production coming from Australia and Nevada. Newmont undertook company wide cost cutting measures during the period 2013 – 2015, lowering its average unit costs base by over 20% during this period. The company has sold non-core assets and has deployed the proceeds from these sales into repaying debt and building new projects which it expects will generate superior rates of return for shareholders. Given Newmont’s largely fixed cost base, every increase (or decrease) in the gold price will flow directly to the company’s bottom line. More...

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Mario Gabelli Comments on Honeywell International Inc. Guru stock highlight
Honeywell International Inc. (NYSE:HON) (3.1%) (HON – $116.32 – NYSE) operates as a diversified technology company with highly engineered products, including turbine propulsion engines, auxiliary power units, turbochargers, brake pads, environmental and combustion controls, sensors, security and life safety products, resins and chemicals, nuclear services, and process technology for the petrochemical and refining industries. One of the key drivers of HON’s growth are acquisitions that increase the company’s growth profile globally, creating both organic and inorganic opportunities. The company recently acquired Elster Industries, a leading provider of thermal gas solutions, smart meters, software and data analytics for the commercial, industrial and residential heating market. Elster’s gas business offers products in high demand among natural gas customers and brings a strong, global distribution network and numerous cross-selling opportunities for existing HON technologies to new customers. Elster’s gas, electric and water meters are highly valued for their reliability, safety and accuracy. The company maintains More...

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Mario Gabelli Comments on Edgewell Personal Care Co. Guru stock highlight
Edgewell Personal Care Co. (NYSE:EPC) (2.0%) (EPC – $84.41 – NYSE) based in St. Louis, Missouri, is the personal care division of Energizer Holdings, which split its personal care and household products divisions on July 1, 2015. Edgewell generates approximately $2.3 billion of revenue through its principal businesses: wet shaving, including Schick-branded razors and blades, Edge and Skintimate shaving preparation and private label shaving products; sun care, including the Banana Boat and Hawaiian Tropic brands; feminine care, including Playtex and o.b. tampons and Carefree and Stayfree liners and pads; and infant care, utilizing the Playtex and Diaper Genie brands. As a pure-play personal care company, Edgewell competes in high-margin, attractive categories with leading brands. We expect management to focus on improving margins through product mix, restructuring savings and operating leverage, which should afford it flexibility to reinvest in growth opportunities. The company has approximately $1.2 billion of net debt providing management with sufficient flexibility to invest in internal growth, make acquisitions and/or More...

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Mario Gabelli Comments on DISH Network Corp Guru stock highlight
DISH Network Corp. (NASDAQ:DISH) (1.8%) (DISH – $52.40 – NASDAQ) is the fourth largest pay television provider in the U.S., serving approximately 14 million subscribers through its original satellite business and newer Sling internet delivered over-the-top offering. Founder Charlie Ergen owns approximately 53% of DISH’s shares. DISH has accumulated a significant spectrum position at attractive prices. DISH could monetize its spectrum through a sale of the spectrum or the whole company, or, more likely, a partnership with an existing wireless operator. More...

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Mario Gabelli Comments on CBS Corp Guru stock highlight
CBS Corp. (NYSE:CBS) (6.8% of net assets as of June 30, 2016) (CBS – $57.62 – NYSE) operates the CBS television network and the premium cable network Showtime. It also owns 29 local television stations and 130 radio stations. We believe that CBS has a number of opportunities to generate incremental non-advertising revenue from the sale of existing content through its OTT platforms, online video distributors and retransmission agreements with traditional distributors. In addition, we expect a continued recovery in advertising to contribute to earnings growth. Finally, we believe that financial engineering, including the split-off of its radio business, could act as a catalyst for shares. More...

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The Gabelli Value 25 Fund 2nd-Quarter Shareholder Commentary Gabelli discusses quarter and holdings Mario Gabelli - The Gabelli Value 25 Fund 2nd-Quarter Shareholder Commentary
To Our Shareholders, More...

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Mario Gabelli Comments on Xylem Inc. Guru stock highlight
Xylem Inc. (NYSE:XYL) (1.2%) (XYL – $44.65 – NYSE) is a global leader in the design, manufacturing, and application of highly engineered technologies for the transportation, treatment, and testing of water. The company is expected to benefit from favorable long term fundamentals in the water industry, driven by scarcity, population growth, aging of the infrastructure, and the need to improve water quality. Further, with a large installed base of pumps and systems, the company is well positioned to increase aftermarket revenue, which currently represents roughly 40% of total revenues. Xylem’s attractive business mix also generates strong cash flow, which is expected to support acquisitions across geographies and end markets and increase returns to shareholders. XYL is expected to generate 8%-12% earnings per share growth through 2020 as it accelerates its capital deployment strategy globally. More...

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Mario Gabelli Comments on Waste Management Inc. Guru stock highlight
Waste Management Inc. (NYSE:WM) (1.0%) (WM – $66.27 – NYSE) is the largest non-hazardous waste collection and disposal company in the United States. The company collects waste for commercial, industrial, municipal, and residential customers throughout the United States, and operates 249 landfills, 297 transfer stations, 104 recycling facilities, and 122 landfill gas-to-energy facilities. WM has focused on improving profitability by increasing return on capital and cash flow at each of its operations, through cost cutting and price increases. In addition, the company is looking for new environmentally friendly ways to increase returns from garbage, such as landfill gas. The company has a history of returning its strong cash flow to shareholders, both through dividends and its large share repurchase program. More...

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Mario Gabelli Comments on Twenty-First Century Fox Inc. Guru stock highlight
Twenty-First Century Fox Inc. (NASDAQ:FOXA) (2.1%) (FOXA – $27.05 – NASDAQ), (0.1%) (FOX – $27.25 – NASDAQ) is a diversified media company with operations in cable network television, television broadcasting, filmed entertainment, and direct broadcast satellite television. Cable networks account for 70% of the company’s EBITDA, and benefit from contractually recurring affiliate fees and exposure to the fast growing global pay television market. We also expect the company to benefit from rising demand for premium content, driven by emerging distribution platforms such as Netflix, retransmission revenue, and aggressive share repurchases. More...

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Mario Gabelli Comments on Sony Corp Guru stock highlight
Sony Corp. (NYSE:SNE) (1.0%) (SNE – $29.35 – NYSE) is a diversified electronics and entertainment company based in Tokyo, Japan. The company manufactures televisions, PlayStation game consoles, mobile phone handsets, and cameras. It also operates the Columbia film studio and Sony Music entertainment group. We expect the new PlayStation launch and operational improvements in consumer electronics and entertainment to generate EBITDA growth through 2017. We also think the spinoff of the entertainment assets could be a catalyst. More...

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Mario Gabelli Comments on Ryman Hospitality Properties Inc. Guru stock highlight
Ryman Hospitality Properties Inc. (NYSE:RHP) (0.2%) (RHP – $50.65 – NYSE) is a Nashville, Tennessee based REIT that owns convention hotels in Nashville, Tennessee; Orlando, Florida; Dallas, Texas; and Washington, D.C. Other assets include the iconic Opryland, the famous Ryman Auditorium, the General Jackson Showboat, and Nashville based radio station WSM-AM. With property manager Marriot’s operational issues resolved, the team is focused on taking advantage of strong convention bookings trends, seeking to drive margin expansion by increasing occupancy and room rates. Finally, as the leading country music entertainment brand, the potential monetization and spin-off of the Entertainment assets, including the Grand Ole Opry, also remains a significant catalyst for RHP shares. More...

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Mario Gabelli Comments on Rollins Inc. Guru stock highlight
Rollins Inc. (NYSE:ROL)(1.0%) (ROL – $29.27 – NYSE) provides pest control services to nearly two million residential and commercial customers throughout North America primarily under the Orkin and Western Pest brand names. Its services are critical to homeowners and commercial establishments alike, in both expansionary and recessionary times. The company has benefited from growth in the commercial service area and mosquito and bed bug treatments. At the same time, the company has controlled costs through more efficient scheduling and routing. Rollins has been taking advantage of its strong balance sheet to make tuck-in acquisitions. It has also begun franchising more operations outside the U.S. Founded in 1901, Rollins is majority owned by members of the Rollins family. More...

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Mario Gabelli Comments on McKesson Corp Guru stock highlight
McKesson Corp. (NYSE:MCK) (0.1%) (MCK – $186.65 – NYSE) is one of the three largest drug wholesalers in the world and has been expanding aggressively outside the U.S. through the acquisition of Celesio and several other European companies. McKesson recently announced an innovative divestiture of its information technology businesses; it will merge it with privately owned Change Healthcare and the combined company will go public next year. In its core wholesaling business, the company has stabilized its performance after several contract losses, recently signing a large new contract with Walmart. McKesson retains a balanced capital return policy that invests first in its core business but then returns a significant amount of cash to shareholders via dividends and share repurchases, which has helped the company post superior long term growth and returns. More...

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Mario Gabelli Comments on Madison Square Garden Co. Guru stock highlight
Madison Square Garden Co. (NYSE:MSG)(0.9%) (MSG – $$172.51 – NYSE) is an integrated sports and entertainment company that owns the New York Knicks, the New York Rangers, the Radio City Christmas Spectacular, The Forum, and that iconic New York venue, Madison Square Garden. These evergreen content and venue assets benefit from sustainable barriers to entry and long term secular growth. MSG completed the separation of its associated regional sports networks in September 2015, leaving a reliable cash flow stream for MSG to reinvest and repurchase shares. More...

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Mario Gabelli Comments on Flowserve Corp Guru stock highlight
Flowserve Corp. (NYSE:FLS)(1.0%) (FLS – $45.17 – NYSE) is one of the largest global pump companies, serving the petroleum, chemical, and power industries. The company’s products include engineered and industrial pumps, automated and control valves, actuators, and seals. About 40% of FLS revenues are derived from the oil and gas industry, and should benefit from the refurbishment of the aging refineries in developed countries and the first time build out of the infrastructure in developing nations around the world. Further, oil companies are bringing up dirtier, heavier, and harder to access crude from thousands of feet below ground, as the cleaner, lighter, and easier to obtain crude that is closer to the surface is depleted. This demands more highly engineered pumps, valves, and seals that can work under very high pressure, high temperature, or underwater, boding well for FLS products. More...

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Mario Gabelli Comments on Edgewell Personal Care Co. Guru stock highlight
Edgewell Personal Care Co. (NYSE:EPC)(1.4%) (EPC – $84.41 – NYSE) based in St. Louis, Missouri, is the personal care division of Energizer Holdings, which split its personal care and household products divisions on July 1, 2015. Edgewell generates approximately $2.3 billion of revenue through its principal businesses: wet shaving, including Schick-branded razors and blades, Edge and Skintimate shaving preparation and private label shaving products; sun care, including the Banana Boat and Hawaiian Tropic brands; feminine care, including Playtex and o.b. tampons and Carefree and Stayfree liners and pads; and infant care, utilizing the Playtex and Diaper Genie brands. As a pure-play personal care company, Edgewell competes in high-margin, attractive categories with leading brands. We expect management to focus on improving margins through product mix, restructuring savings and operating leverage, which should afford it flexibility to reinvest in growth opportunities. The company has approximately $1.2 billion of net debt providing management with sufficient flexibility to invest in internal growth, make acquisitions and/or More...

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