Mario Gabelli

Mario Gabelli

Last Update: 2014-04-16

Number of Stocks: 824
Number of New Stocks: 47

Total Value: $18,652 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 (%)
201332.3731.550.8
20121615.40.6
2011-0.432.08-2.5
3-Year Cumulative52.9 (15.2%/year)55 (15.7%/year)-2.1 (-0.5%/year)
201023.0715.068.0
200930.5426.464.1
5-Year Cumulative145.6 (19.7%/year)125.5 (17.7%/year)20.1 (2%/year)
2008-37.2-37-0.2
200711.845.616.2
200621.8415.796.1
20054.424.91-0.5
200416.5124.5
10-Year Cumulative155.7 (9.8%/year)104.1 (7.4%/year)51.6 (2.4%/year)
200330.5728.71.9
2002-14.27-22.17.8
20010.16-11.912.1
2000-2.37-9.16.7
199928.49217.5
15-Year Cumulative259.6 (8.9%/year)98.3 (4.7%/year)161.3 (4.2%/year)
199815.9328.6-12.7
199738.0733.44.7
199613.3623-9.6
199524.9437.6-12.7
1994-0.151.3-1.4
20-Year Cumulative714.1 (11.1%/year)483.2 (9.2%/year)230.9 (1.9%/year)
199321.8410.111.7
199214.897.67.3
199118.1430.5-12.4
1990-5.8-3.1-2.7
198927.2231.7-4.5
25-Year Cumulative1513.4 (11.8%/year)1050.7 (10.3%/year)462.7 (1.5%/year)
198831.1116.614.5
198716.25.111.1

Top Ranked Articles

Mario Gabelli: Discussion on Long-Term View, Coffee and Content Business
Mario Gabelli was recently interviewed in CNBC, and he gave some of his ideas for investment, especially the long-term prospective should be used by investors. Read more...
Greenwald Investment Series: Valuing Assets, Part One
"Most look at earnings and earnings potential. Well I can't get into that game" — Walter Schloss Read more...
Value Idea: Cash America International (CSH) — Where Cash Is King
General: Read more...
Mario Gabelli's Latest Stock Picks
Mario Gabelli revealed some of his favorite stock picks for 2012 during the Barron's Roundtable. Read more...
Interview with Famous Author Joseph Calandro, Jr.
Can you tell us a little bit about your background? I started in the financial services industry while I was still in college, and have been in it ever since. After Hurricane Andrew in 1992 I started studying derivatives and liked it so I began trading. I was taught to trade by a student of the one of the traders profiled in the popular book Market Wizards so I knew what I was doing; nevertheless, I got taken out 5 years later during the Asian Contagion. That experience led me to Graham & Dodd, and to risk management. I am now consulting on M&A using Graham & Dodd valuation and, incredible as it may seem, as far as I know I am the first person to do so. Read more...
» More Mario Gabelli Articles

Commentaries and Stories

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Morning Coffee: Real-Time Picks Steven Cohen,Mario Gabelli - Morning Coffee: Real-Time Picks
This morning we are going to take a look at real-time picks by the gurus: More...

  • Currently 5.00/5

Rating: 5.0/5 (1 vote)

Gurus Choose This Stock for Long-Term Investment
When the 2007 economic crisis went full scale, several companies saw their stock plummet together with the global market. Dropping from a historic high of $40 to $10 in less than six months, Weatherford International (WFT) is a clear example. After a small rebound, stock value entered another negative trend returning to the $10 mark at the end of 2012. However, market performance improved throughout 2013, reaching $17 per share. The positive trend caught the attention of several new and old gurus. Dodge & Cox is currently the largest shareholder, with a position consolidated through four purchases during the last quarter of 2013 and first of the current year. Mario Gabelli (Trades, Portfolio) and Steven Cohen (Trades, Portfolio) hold important shares as well, with positions dating back to 2009, making the stock a case study for long-term investment.The Good Times Keep on RollingWeatherford International announced on February that remediated material weakness for income tax accounting, reduced net debt by $687 million, and generated positive free cash flow of $298 million in the fourth quarter of fiscal 2013. Also, revenue for the fourth quarter of 2013 was $3.74 billion compared with $3.82 billion in the third quarter of 2013 and $4.06 billion in the fourth quarter of 2012. Nonetheless, full year financial indicators reported improvements across the board.Weatherford International partnered the Alamo College to provide job training using a $1.5 million Skills Development Fund grant from the Texas Workforce Commission. The project will provide the company with trained and competitive human resources. Also, being a manufacturer and provider of equipment and services for drilling, completion and production of oil and natural gas wells, Weatherford International’s long-term performance depends on successful research and development.Some of the latest product introductions announced by management are the Reveal 360, an imaging technique that removes the blind spots from wireline wellbore images; and the RipTide RFID, the drilling industry’s most advanced concentric underreamer. Another important step is the agreement with CurTran LLC to use, sell and distribute LiteWire, the first commercial scale production of a carbon nanotube technology in wire and cable form.Good Prospects, Fragile StandingFuture prospects continue to improve, as management decided to move Weatherford International’s base to Ireland. The decision is in response to Switzerland’s policy changes concerning executive pays. The move allows the company “to operate at the lowest possible cost while enhancing the company’s ability to retain, as well as further attract, the best women and men in the industry,” Weatherford chairman, president and CEO Bernard Duroc-Danner said.Weatherford International's growth prospects are abroad. Mexico, Russia, China, Australia and Saudi Arabia hold the greatest potential related to cost reductions and improvements in capital efficiency. Additional opportunities will appear in Iraq as projects reach completion and become operative during 2014. Also, outlook for activities in North America contemplates a depressed natural gas environment overshadowed by the predominance of oil activity in Canada and the U.S.Currently trading at 16.78 times its consensus earnings, Weatherford International is at the industry average. And, although the company’s balance sheet has shown improvements during the last year it is far from healthy. Debt continues to rise while revenue has stagnated and cash flow remains negative. Most important, management expects to widen operating margins after relocation is complete.Last, Weatherford International sold its pipeline and specialty services business to Baker Hughes (BHI) last month. The transaction is an important sign of the troubles faced by current finances. Also, it is a clear return to the basics and divestiture of non-core activities. In the end, the company is not performing well, and even when prospects are promising, risks associated with this stock remain varied in type and important in size. Hence, it is not recommended to take a position in the company.Disclosure: Vanina Egea holds no position in any of the mentioned stocks. More...

ENERGY, OIL, GAS, EQUIPMENT, DRILLING


  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Weekly CEO Buys Highlight: OPK, AMRC, CLMS, OILT, WMC
According to GuruFocus Insider Data, these are the largest CEO buys during the past week. The overall trend of CEOs is illustrated in the chart below: More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Gabelli and RS Investment Management Highlight Guru Real Time Transactions of the Week Mario Gabelli - Gabelli And RS Investment Management Highlight Guru Real Time Transactions Of The Week
The following information is a highlight of the real-time guru activity we saw this week. To view more information on these gurus, check out their guru portfolios. The “Real Time Picks” reports the stock purchases and sells that Gurus have made within the prior two weeks. If a Guru makes a purchase or sell of a company in which they own a greater-than 5% stake, SEC regulations require them to report their transaction within two days. This week we saw notable increases and buys in Real Time activity from Mario Gabelli (Trades, Portfolio) and RS Investment Management (Trades, Portfolio). More...

  • Currently 5.00/5

Rating: 5.0/5 (2 votes)

Why I Would Buy PPG Industries
PPG Industries Inc. (PPG) is a global supplier of paints, coatings, optical products, specialty materials, glass and fiber glass. More...

LONG, SUPPLIES, PAINTS, COATINGS, OPTICAL PRODUCTS, SPECIALTY MATERIALS, GLASS


  • Currently 4.00/5

Rating: 4.0/5 (2 votes)

GAMCO CIO Howard Ward on Reliable Consumer Stock Ideas
Mario Gabelli (Trades, Portfolio)'s CIO Howard Ward likes Luxottica (LUX), Novo Nordisk (NOVO), Diageo (DEO), Apple (AAPL) and CVS (CVS). More...

  • Currently 5.00/5

Rating: 5.0/5 (3 votes)

AGL Resources Seems to Be Overvalued in Absolute and Relative Valuation Models
AGL Resources Inc. (GAS) is an Atlanta-based energy services holding company with operations in natural gas distribution, retail operations, wholesale services, midstream operations and cargo shipping. Its P/E ratio indicates that the stock is relatively overvalued. So now let's take a look at the intrinsic value of this company and try to explain to investors the reasons it is a good buy or not. More...

LONG, ENERGY, GAS, MIDSTREAM, RETAIL, WHOLESALE


  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Weekly CEO Buys Highlight: OPK, RTRX, TFM, CSBK, AHP
According to GuruFocus Insider Data, these are the largest CEO buys during the past week. The overall trend of CEOs is illustrated in the chart below: More...

  • Currently 5.00/5

Rating: 5.0/5 (2 votes)

Different Opinions on Bio-Rad Laboratories
Bio-Rad Laboratories Inc. (BIO) is a manufacturer and distributor of its own life science research and clinical diagnostics products. The company has two primary segments: Life Science and Clinical Diagnostics. The company sells its products and services to a diverse client base comprised of scientific research, healthcare, education and government customers. More...

LONG, LIFE SCIENCE, RESEARCH, CLINICAL DIAGNOSTICS


  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Weekly CEO Buys Highlight: BH, OPK, ARCP, RSE, AKBA
According to GuruFocus Insider Data, these are the largest CEO buys during the past week. The overall trend of CEOs is illustrated in the chart below: More...

  • Currently 5.00/5

Rating: 5.0/5 (1 vote)

Morning Coffee: Recent Insider and Guru Trades Mario Gabelli - Morning Coffee: Recent Insider And Guru Trades
Today we are going to take a look at recent insider trades and guru transactions. More...

  • Currently 5.00/5

Rating: 5.0/5 (2 votes)

The World's Third-Largest Oilfield Services Provider Favoring from Key Actions
Baker Hughes Incorporated (BHI) is a supplier of oilfield services, products, technology and systems to the oil and natural gas industry. The company provides products and services for drilling and evaluation of oil and natural gas wells; completion and production of oil and natural gas wells; and other businesses, including downstream refining, and process and pipeline services. More...

LONG, OIL, GAS, ENERGY, SERVICES, OILFIELD


  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Weekly CEO Buys Highlight: CLMS, OPK, OVAS, RTRX, MDCA
According to GuruFocus Insider Data, these are the largest CEO buys during the past week. The overall trend of CEOs is illustrated in the chart below: More...

  • Currently 5.00/5

Rating: 5.0/5 (4 votes)

Mario Gabelli Bets on the Largest Jewelry Stores in the U.S. - Should You Too?
On Feb. 19, Mario Gabelli (Trades, Portfolio), the Chairman and Chief Executive Officer of GAMCO Investors Inc. added Zale Corp (ZLC) at an average price of $20.92 and currently holds 1,678,670 shares of the stock, worth 0.19% of his portfolio. That day, the stock price soared over 40% in response to news that it was being acquired by Signet Jewelers (SIG) for $21 per share. More...

LONG, JEWELRY


  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Weekly CEO Buys Highlight: GE, ICUI, OPK, CLMS, AHH
According to GuruFocus Insider Data, these are the largest CEO buys during the past week. The overall trend of CEOs is illustrated in the chart below: More...

  • Currently 1.00/5

Rating: 1.0/5 (1 vote)

5-year lows: Staples Inc, Sprouts Farmers Market Inc, The ADT Corporation, and Peabody Energy Corporation
According to GuruFocus list of 5-year lows, these Guru stocks have reached their 5-year lows: Staples Inc, Sprouts Farmers Market Inc, The ADT Corporation, and Peabody Energy Corporation Staples, Inc. (NAS:SPLS) Reached the 5-year Low of $11.48 The prices of Staples, Inc. (NAS:SPLS) shares have declined to close to the 5-year low of $11.48, which is 59.3% off the 5-year high of $26.00. Staples, Inc. is owned by 22 Gurus we are tracking. Among them, 9 have added to their positions during the past quarter. 9 reduced their positions. Staples, Inc is a Delaware corporation incorporated in 1986. Staples, Inc. has a market cap of $7.47 billion; its shares were traded at around $11.48 with a P/E ratio of 15.30 and P/S ratio of 0.32. The dividend yield of Staples, Inc. stocks is 4.18%. Staples, Inc. had an annual average earnings growth of 3.60% over the past 10 years. Staples Inc announced their 2013 full year results. The Company reported sales of $23.1 billion and net income of $620.1 million. GuruFocus Guru Ray Dalio (Trades, Portfolio) initiated his position and bought 256,440 shares. John Hussman (Trades, Portfolio) increased his position and owns 19,500 shares. GuruFocus Gurus Charles Brandes (Trades, Portfolio), Robert Olstein (Trades, Portfolio), Brian Rogers (Trades, Portfolio), Donal Yacktman, and Richard Pzena (Trades, Portfolio) all kept their positions in Staples Inc. David Dreman (Trades, Portfolio), Joel Greenblatt (Trades, Portfolio), and HOTCHKIS & WILEY all reduced their positions and Arnold Van Den Berg (Trades, Portfolio) sold out his holdings in SPLS. President, NA Commercial Joseph Doody and SVP, Corporate Controller Stephen J. Bacica sold 42,580 shares of SPLS stock in December. Sprouts Farmers Market Inc (NAS:SFM) Reached the 5-year Low of $38.66 The prices of Sprouts Farmers Market Inc (NAS:SFM) shares have declined to close to the 5-year low of $38.66, which is 33.3% off the 5-year high of $49.45. Sprouts Farmers Market Inc is owned by 5 Gurus we are tracking. Among them, 4 have added to their positions during the past quarter. 1 reduced their positions. Sprouts Farmers Market Inc is a specialty retailer of natural and organic food focusing on health and wellness. Sprouts Farmers Market Inc has a market cap of $5.71 billion; its shares were traded at around $38.66 with a P/E ratio of 101.70 and P/S ratio of 2.21. Sprouts Farmers Market Inc announced their fiscal 2013 year results with revenues of $2.4 billion and net income of $51.3 million. John Burbank (Trades, Portfolio) and Joel Greenblatt (Trades, Portfolio) increased their positions in SFM. Burbank owns 45,000 shares and Greenblatt own 19,490 shares. Ron Baron (Trades, Portfolio), who owns 375,631 shares, kept his position in Sprouts Farmers Market Inc. unchanged. CEO James Douglas Sanders sold 427,161 shares of SFM stock on 11/26/2013 at the average price of 35.8. CFO Amin N. Maredia sold 102,977 shares of SFM stock on 02/04/2014 at the average price of 35.12. Director, Senior Officer Ian Barrowman Smith and Director, Senior Officer Douglas R Brett bought 3,526,692 shares of SFM stock in September and February. The ADT Corporation (NYSE:ADT) Reached the 5-year Low of $30.85 The prices of The ADT Corporation (NYSE:ADT) shares have declined to close to the 5-year low of $30.85, which is 43.1% off the 5-year high of $50.37. The ADT Corporation is owned by 9 Gurus we are tracking. Among them, 6 have added to their positions during the past quarter. 2 reduced their positions. ADT Corporation is a provider of electronic security, interactive home and business automation and related monitoring services. The Adt Corporation has a market cap of $5.66 billion; its shares were traded at around $30.85 with a P/E ratio of 16.40 and P/S ratio of 2.01. The dividend yield of The Adt Corporation stocks is 1.86%. The ADT Corporation announced their 2014 first quarter results with revenues of $839 million and net income of $77 million. Wallace Weitz (Trades, Portfolio) bought 375,000 shares and initiated his position in ADT Corporation. Dodge & Cox, Mario Gabelli (Trades, Portfolio), John Keeley (Trades, Portfolio), and Jean-Marie Eveillard (Trades, Portfolio) kept their positions unchanged. George Soros (Trades, Portfolio) sold out his holdings of ADT. CEO Naren K Gursahaney sold 36,000 shares of ADT stock in September and November. CFO Michael S Geltzeiler bought 10,000 shares of ADT stock on 02/03/2014 at the average price of 29.59. SVP, Chief Information Officer Kathleen Mclean, Chief Corp. Dev. Officer Donald A. Boerema, President, Small Business Luis J. Orbegoso, and SVP, Chief Customer Officer Shawn L Lucht bought 7,000 shares of ADT stock in February. Peabody Energy Corporation (NYSE:BTU) Reached the 5-year Low of $16.69 The prices of Peabody Energy Corporation (NYSE:BTU) shares have declined to close to the 5-year low of $16.69, which is 80.6% off the 5-year high of $73.95. Peabody Energy Corporation is owned by 10 Gurus we are tracking. Among them, 6 have added to their positions during the past quarter. 4 reduced their positions. Peabody Energy Corporation was incorporated in Delaware in 1998 and became a public company in 2001. Peabody Energy Corporation has a market cap of $4.53 billion; its shares were traded at around $16.69 with and P/S ratio of 0.64. The dividend yield of Peabody Energy Corporation stocks is 2.04%. Peabody Energy Corporation had an annual average earnings growth of 2.80% over the past 10 years. Peabody Energy Corporation announced their 2013 full year results. The Company reported revenues of $7.01 billion and net loss of $512.6 million. Jean-Marie Eveillard (Trades, Portfolio) and Ray Dalio (Trades, Portfolio) increased their positions in Peabody Energy Corporation. Eveillard owns 11,660 shares and Dalio owns 49,500 shares. Arnold Schneider (Trades, Portfolio), Tom Gayner (Trades, Portfolio), Mario Gabelli (Trades, Portfolio), and Mariko Gordon (Trades, Portfolio) kept their positions in BTU unchanged. NWQ Managers (Trades, Portfolio) sold out its holdings of the Company. Director Alan H Washkowitz and Director Robert B Karn Iii sold 7,990 shares of BTU stock in February and March. Go here for the complete list of 5-year lows. More...

  • Currently 4.71/5

Rating: 4.7/5 (7 votes)

Aluminum Demand and Pricing Poised to Recover from Great Lows - Excellent News for Stanley Druckenmiller
Over the past days hedge funds have been filing their form 13-F, which is a quarterly report of equity holdings by filed institutional investment managers with at least $100 million in equity assets under management, as required by the United States Securities and Exchange Commission (SEC). In this article, let´s concentrate in one particular hedge fund and try to see the principal holdings in its portfolio. I will look into Duquesne Family Office LLC from Stanley Druckenmiller, who closed his Duquesne Capital Management hedge fund in 2010, returned capital to investors, and converted it into a family office managing his personal fortune. More...

LONG, FUNDS, HOLDINGS, DUQUESNE, ALUMINUM


  • Currently 5.00/5

Rating: 5.0/5 (4 votes)

Mario Gabelli Adds Griffon on a Better-Than-Expected U.S. Economy
On March 4, Mario Gabelli (Trades, Portfolio), the chairman and chief executive officer of GAMCO Investors Inc. added Griffon Corporation (GFF) at an average price of $12.61 and currently holds 6,752,733 shares of the stock, worth 0.01% of his portfolio. More...

LONG, INDUSTRIAL, DIVERSIFIED, BUILDING, PRODUCTS, ELECTRONIC, INFORMATION, COMMUNICATION, SYSTEMS, SPECIALTY, PLASTIC, FILMS


  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Weekly CEO Buys Highlight: KMI, CLMS, RTRX, OPK, KO
According to GuruFocus Insider Data, these are the largest CEO buys during the past week. The overall trend of CEOs is illustrated in the chart below: More...

  • Currently 2.00/5

Rating: 2.0/5 (1 vote)

Weekly Three-Year Low Highlights: AAWW, CLNE, CHGG, DMD
According to GuruFocus list of three-year lows; Atlas Air Worldwide Holdings Inc., Clean Energy Fuels Corporation, Chegg Inc. and Demand Media Inc. have all reached their 3-year lows. More...

WEEKLY, 3, YEAR, LOW, HIGHLIGHTS


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User Comments

Tomser
ReplyTomser - 4 months ago
what kind of tools he use to pick wining stcks

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