Mario Gabelli

Mario Gabelli

Last Update: 03-18-2015

Number of Stocks: 861
Number of New Stocks: 32

Total Value: $19,197 Mil
Q/Q Turnover: 3%

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 (%)
20144.8913.69-8.8
201332.3732.39-0.0
201216160.0
3-Year Cumulative61.1 (17.2%/year)74.6 (20.4%/year)-13.5 (-3.2%/year)
2011-0.432.11-2.5
201023.0715.068.0
5-Year Cumulative97.4 (14.6%/year)105.1 (15.5%/year)-7.7 (-0.9%/year)
200930.5426.464.1
2008-37.2-37-0.2
200711.845.496.4
200621.8415.796.1
20054.424.91-0.5
10-Year Cumulative130.2 (8.7%/year)109.4 (7.7%/year)20.8 (1%/year)
200416.510.885.6
200330.5728.681.9
2002-14.27-22.17.8
20010.16-11.8912.1
2000-2.37-9.16.7
15-Year Cumulative193.6 (7.4%/year)86.4 (4.2%/year)107.2 (3.2%/year)
199928.4921.047.4
199815.9328.58-12.6
199738.0733.364.7
199613.3622.96-9.6
199524.9437.58-12.6
20-Year Cumulative755.1 (11.3%/year)554.6 (9.8%/year)200.5 (1.5%/year)
1994-0.151.32-1.5
199321.8410.0811.8
199214.897.627.3
199118.1430.47-12.3
1990-5.8-3.1-2.7
25-Year Cumulative1230.2 (10.9%/year)893.3 (9.6%/year)336.9 (1.3%/year)
198927.2231.69-4.5
198831.1116.6114.5
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

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Mario Gabelli Adds to His Navistar Position; Should You follow?
Mario Gabelli (Trades, Portfolio) is the founder, chairman, and CEO of Gabelli Asset Management Company Investors (GAMCO Investors), a $30 billion 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. More...

LONG, INDUSTRIALS


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Billionaire Gabelli Reduced Stake in Biglari Holdings
Mario Gabelli (Trades, Portfolio) 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. More...

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Mario Gabelli on Navistar, Viacom and health and wellness stocks Mario Gabelli - Mario Gabelli On Navistar, Viacom And Health And Wellness Stocks
Mario Gabelli (Trades, Portfolio), GAMCO Investors chairman and CEO, explains why he is a fan of health and wellness stocks, Navistar (NAV), and Viacom (VIA). More...

LONG


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Mario Gabelli Suggests Investors Should Look Globally Mario Gabelli - Mario Gabelli Suggests Investors Should Look Globally
Having exposure to European markets is not good for an American corporation these days given the strong US dollar. More...

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Mario Gabelli Ups Stake in BioScript, But Value of Stock Declines
Mario Gabelli (Trades, Portfolio) is the founder chairman, and CEO of Gabelli Asset Management Company Investors (GAMCO Investors), a $30 billion global investment firm headquartered in Rye, New York. More...

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Mario Gabelli Comments on Walgreens Boots Alliance Inc
Walgreens Boots Alliance Inc. (0.1%) (WBA – $76.20 – NYSE), based in Deerfield, Illinois is now the world’s largest retail pharmacy chain and drug wholesaler. After several years of uneven performance, the company is undergoing a complete management change as part of its just completed merger with Alliance Boots. Boots Chairman Stefano Pessina will lead the company on an interim basis as it searches for a permanent leader with global retail and pharmacy experience. New CFO Tim McLevish is aggressively cutting costs, accelerating the integration of Alliance Boots, and returning more cash to shareholders. While there is still a lot of work left to do, we believe that the combined company should be a global leader with significant free cash flow once the integration is complete. More...

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Mario Gabelli Comments on Time Warner Inc
Time Warner Inc. (0.3%) (TWX – $152.06 – NYSE), located in New York, New York, is a diversified media company with operations in cable networks through HBO, TNT, TBS & CNN, and film & television production. We like the company’s cable networks, high margins and low capital intensity. We expect the company to use its free cash flow to return capital to shareholders through its $1.27 per share dividend and aggressive share repurchases. Following the $85 per share bid by Twenty-First Century Fox (2.2%), we expect Time Warner could be an acquisition target. More...

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Mario Gabelli Comments on National Fuel Gas Co
National Fuel Gas Co. (0.5%) (NFG – $69.53 – NYSE) is a diversified natural gas company. NFG owns a regulated gas utility serving the region around Buffalo, New York, gas pipelines that move gas between the Midwest and Canada and from the Marcellus to the Northeast, gathering and processing systems, and an oil and gas exploration and production business. NFG’s regulated utility and pipeline businesses, as well as its California oil production business, provide stable earnings and cash flows to support the dividend, while the natural gas production business offers significant upside potential. NFG’s ownership of 800,000 acres in the Marcellus shale, including 745,000 acres in the shale fairway of Pennsylvania, holds enormous natural gas reserve potential, and we believe the position could be worth $3.5 billion based on recent comparable transactions. We continue to expect above average long term earnings and cash flow growth from rapidly growing gas production and expansion of the strategically located pipeline network. The company has increased its dividend for over forty consecutive years. In addition, NFG is considering corporate More...

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Mario Gabelli Comments on Liberty Global plc
Liberty Global plc (0.2%, 0.8%) (LBTYK – $48.31 – NASDAQ, LBTYA – $50.21 – NASDAQ) is the leading international cable operator, offering advanced video, telephone, and broadband internet services. The company operates broadband communications networks in 14 countries, principally located in Europe under the brands UPC, Unitymedia (Germany), Virgin (UK), Telenet (Belgium), and VTR (Chile). As part of its June 2013 acquisition of Virgin Media, Liberty Global redomiciled in the UK, increasing its strategic flexibility in the future. The company is internationally focused and well positioned to capitalize on the growing demand for digital television, broadband internet, and digital telephony services in markets across its diverse geographic footprint. The company closed its acquisition of Netherlands cable operator Ziggo, among its largest to date, in November 2014. In an effort to surface additional value, in early 2015 Liberty Global is expected to issue a stock tracking its Latin American operations. More...

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Mario Gabelli Comments on Honeywell International Inc
Honeywell International Inc. (1.2%) (HON – $99.92 – NYSE) is a Fortune 100 company that invents and manufactures technologies to address some of the world’s toughest challenges linked to global macrotrends such as energy efficiency, clean energy generation, safety and security, globalization and customer productivity. Based in Morris Township, New Jersey, the company employs approximately 132,000 people worldwide, including more than 22,000 engineers and scientists. More...

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Mario Gabelli Comments on Energizer Holdings Inc
Energizer Holdings Inc. (1.4%) (ENR – $128.56 – NYSE) became an independent company after it was spun off from Ralston Purina in April 2000. Energizer manufactures, markets and sells dry cell batteries and lighting products worldwide. Subsequently, Energizer expanded its product portfolio through acquisitions, including Schick-Wilkinson Sword (2003), Playtex (2007), Edge/Skintimate (2009), American Safety Razor (2010), and most recently, Johnson & Johnson’s (0.3%) feminine hygiene brands (2013). Today, Energizer reports results for two segments: Household ($1.8 billion of revenue), which includes the domestic and international battery businesses and Personal Care ($2.6 billion), which includes wet shaving, skin, feminine and infant care. In April 2014, ENR announced its intention to split the company into two publicly traded firms through a tax-free spin-off of the Household division. The transaction is expected to be completed by July 2015. This may be the first step in realizing the full value of the two businesses, as both divisions may be more attractive acquisition candidates on a standalone basis. More...

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Mario Gabelli Comments on DIRECTV
DIRECTV (1.8%) (DTV – $86.70 – NASDAQ) is the largest pay television provider in the world, with over twenty million subscribers in the U.S. and over twelve million throughout Latin America. Originally part of General Motors (less than 0.1%), DTV used its technological advantage, focus on high income customers, recognition of the necessity for superior customer service, and clever (Sunday Ticket) participation in exclusive sports programming to cement its position in the U.S. The company used essentially the same strategy in Latin America, where it is benefiting from the growth of the middle class in countries such as Brazil and Colombia. Atop a superior operating business, DTV has layered a capital structure that maximizes equity returns. The company has used modest leverage to repurchase stock, in the process cutting its shares outstanding by more than half over the last five years. Long of interest to its telecom distribution partners, AT&T (less than 0.1%) agreed to acquire the company in April 2014 for $95 per share in cash and stock. We expect the transaction to be approved and close in the first half of 2015. More...

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Mario Gabelli Comments on CVS Health Corp
CVS Health Corp. (0.9%) (CVS – $96.31 – NYSE) is a pharmacy innovation company helping people on their path to better health. Through their 7,800 retail pharmacies, more than 900 walk-in medical clinics, a leading pharmacy benefits manager with nearly 65 million plan members, and expanding specialty pharmacy services, CVS Health enables people, businesses and communities to manage health in more affordable, effective ways. Their unique integrated model increases access to quality care, delivers better health outcomes and lowers overall health care costs. More...

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Mario Gabelli Comments on Berkshire Hathaway Inc
Berkshire Hathaway Inc. (1.3%) (BRK.A – $226,000.00 – NYSE), based in Omaha, Nebraska, is the holding company for a diverse group of operating subsidiaries, including insurance, freight rail transportation, utilities and energy, finance, services, and retailing. The subsidiaries operate in an autonomous fashion, while investment and capital allocation decisions are managed by 82 year-old Warren Buffett (Trades, Portfolio) in consultation with 89 year-old Charlie Munger (Trades, Portfolio). From 1995 through December 31, 2013, the firm had an annual compounded gain on book value of 19.7%. More...

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Mario Gabelli Comments on American Express Co
American Express Co. (1.7% of net assets as of December 31, 2014) (AXP – $93.04 – NYSE) is the largest closed-loop credit card company in the world. The company operates its eponymous premiere branded payment network and lends to its largely affluent customer base. American Express has 110 million cards in force and over $67 billion in loans, while its customers charged nearly $950 billion of spending on their cards in 2013. The company’s strong consumer brand has allowed American Express to enter the deposit gathering market as an alternate source of funding, while the company’s affluent customers have picked up spending. Longer term, American Express should capitalize on its higher spending customer base and continue to expand into other payment related businesses, such as corporate purchasing, while also growing in emerging markets. Similarly, the company is looking at the growing success of social media as an opportunity to expand its product base and payment options. More...

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Selected Comments of Mario Gabelli from Barron's 2015 Roundtable & The Gabelli Asset Fund Q4 2014 Commentary
Selected Comments of Mario Gabelli from Barron's 2015 Roundtable & Mario Gabelli’s Asset Fund Q4 2014 Commentary More...

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Is the Price Below Your Estimate of the Intrinsic Value?
In this article, let's take a look at Waste Management, Inc. (WM), a $24.33 billion market cap company, which is the largest U.S. trash hauling/disposal concern. More...

STOCK, DIVIDEND


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Mario Gabelli Increases Stakes in CHMT Mario Gabelli - Mario Gabelli Increases Stakes In CHMT
Mario Gabelli (Trades, Portfolio) recently increased his stakes in Chemtura Corp (CHMT) by 8.14%. Gabelli now owns 5,516,352 shares of CHMT. More...

STOCK


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5-year lows: Petroquest Energy Inc, eHealth Inc, Layne Christensen Co, and International Shipholding Corp.
According to GuruFocus list of 5-year lows, these Guru stocks have reached their 5-year lows: Petroquest Energy Inc (PQ), eHealth Inc (EHTH), Layne Christensen Co (LAYN), and International Shipholding Corp (ISH). More...

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Mario Gabelli's Value 25 Fund Fourth Quarter 2014 Shareholder Letter
To Our Shareholders, More...

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User Comments

4wing
Reply4wing - 4 hours ago
Gabelli is an example of a billionaire who managed to reach success being a broker during new times pending the end of 70’s.To tell the truth, details of his story are really fascinating. His name is familiar to me as I used to be into financial studies and once I wrote the essay about companies that had turned into the diversified financial services corporation.
Jameshoffer
ReplyJameshoffer - 2 weeks ago
I think you are having good stocks, wanted to know how you are maintaining all these. I really wonder!! Yes even I wanted to how are premium members of GuruFocus supposed to evaluate the list of Gurus when more often than not there is no historical performance records.New member like me it is very difficult to understand all these stuffs. For writing related help I always use custom essay writing service reviews
Tgrace02
ReplyTgrace02 - 2 months ago
It is interesting to see how many of these issues have been acquired or are in the process of being acquired. Is this the result of superior analysis or insider information?
Dr.Oleg V Anokhin
ReplyDr.Oleg V Anokhin - 5 months ago

New + fundamental AGRO + Business Process !

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Alex Garcia
ReplyAlex Garcia - 5 months ago
Is it possible to track the "Gabelli focused fund"? Its a fund based on GAMCO's best ideas.

http://www.gabelli.com/Template/fundinfo.cfm?tid=NDY3&pid=obj&rid=048=edoc_dnuf
Jaumepared
ReplyJaumepared - 8 months ago
I am curious how Gabelli small cap picks do in general. Anybody have any feedback?
JEANRSMITH1@GMAIL.COM
ReplyJEANRSMITH1@GMAIL.COM - 9 months ago
Kennethmall,
How is a company rated?
JEANRSMITH1@GMAIL.COM
ReplyJEANRSMITH1@GMAIL.COM - 9 months ago
What is your opinion of Markel?Is this stock overpriced?
Tomser
ReplyTomser - 1 year ago
what kind of tools he use to pick wining stcks

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