Last Update: 12-31-1969

Number of Stocks:
Number of New Stocks:

Total Value: $0 Mil
Q/Q Turnover: %

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

' s Profile & Performance

Profile

Total Holding History

Top Ranked Articles

Mario Gabelli Comments on Bank of New York Mellon Corp Gabelli shareholder letter
Bank of New York Mellon Corp. (NYSE:BK) (1.0% of net assets as of June 30, 2016) (BK – $38.85 – NYSE) is a global leader in providing financial services to institutions and individuals. The company operates in more than one hundred markets worldwide and strives to be the global provider of choice for investment management and investment services. As of March 31, 2016, the firm had $29.1 trillion in assets under custody and $1.6 trillion in assets under management. Going forward, we expect BK to benefit from rising global incomes and the cross border movement of financial transactions. BK is also well positioned to grow earnings in a rising interest rate environment, given its large customer cash deposits and significant loan book. Read more...
Mario Gabelli Comments on Brown-Forman Corp Gabelli shareholder letter
Brown-Forman Corp. (NYSE:BF.A)(2.4%) (BF/A – $108.03 – NYSE; BF/B – $99.76 – NYSE) is a leading global distilled spirits producer. Spirits is an advantaged category that enjoys high margins, low capital requirements, strong free cash flow generation and good pricing power. The company’s global brands include Jack Daniel’s Tennessee whiskey, Finlandia vodka, Woodford Reserve bourbon, and el Jimador and Herradura tequilas. Jack Daniel’s is one of the world’s most valuable spirits brands, enjoying strong growth both in the U.S. and internationally as consumers increasingly choose to drink American whiskies. The company has also successfully expanded the brand into the fast growing flavored whiskey category. While Brown-Forman does face some near term headwinds from negative foreign currency exposure (over half of sales come from outside the U.S.), the company is positioned to grow revenues and profits substantially over the next several years, and has significant balance sheet flexibility. While the company is family controlled, we believe that if it ever became available for sale it would be highly coveted by Read more...
Mario Gabelli Comments on Edgewell Personal Care Co. Gabelli shareholder letter
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 Read more...
Mario Gabelli Comments on Flowserve Corp Gabelli shareholder letter
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. Read more...
Mario Gabelli Comments on Madison Square Garden Co. Gabelli shareholder letter
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. Read more...
» More Articles

Commentaries and Stories

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Akre Focus Fund Commentary 2nd Quarter 2016 Chuck Akre and managers discuss 'bumpy' quarter Chuck Akre - Akre Focus Fund Commentary 2nd Quarter 2016
Akre Focus Fund Commentary More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Mario Gabelli Comments on Xylem Inc. Gabelli shareholder letter
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...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Mario Gabelli Comments on Waste Management Inc. Gabelli shareholder letter
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...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Mario Gabelli Comments on Twenty-First Century Fox Inc. Gabelli shareholder letter
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...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Mario Gabelli Comments on Sony Corp Gabelli shareholder letter
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...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Mario Gabelli Comments on Ryman Hospitality Properties Inc. Gabelli shareholder letter
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...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Mario Gabelli Comments on Rollins Inc. Gabelli shareholder letter
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...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Mario Gabelli Comments on McKesson Corp Gabelli shareholder letter
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...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Mario Gabelli Comments on Madison Square Garden Co. Gabelli shareholder letter
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...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Mario Gabelli Comments on Flowserve Corp Gabelli shareholder letter
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...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Mario Gabelli Comments on Edgewell Personal Care Co. Gabelli shareholder letter
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...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Mario Gabelli Comments on Brown-Forman Corp Gabelli shareholder letter
Brown-Forman Corp. (NYSE:BF.A)(2.4%) (BF/A – $108.03 – NYSE; BF/B – $99.76 – NYSE) is a leading global distilled spirits producer. Spirits is an advantaged category that enjoys high margins, low capital requirements, strong free cash flow generation and good pricing power. The company’s global brands include Jack Daniel’s Tennessee whiskey, Finlandia vodka, Woodford Reserve bourbon, and el Jimador and Herradura tequilas. Jack Daniel’s is one of the world’s most valuable spirits brands, enjoying strong growth both in the U.S. and internationally as consumers increasingly choose to drink American whiskies. The company has also successfully expanded the brand into the fast growing flavored whiskey category. While Brown-Forman does face some near term headwinds from negative foreign currency exposure (over half of sales come from outside the U.S.), the company is positioned to grow revenues and profits substantially over the next several years, and has significant balance sheet flexibility. While the company is family controlled, we believe that if it ever became available for sale it would be highly coveted by More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Mario Gabelli Comments on Bank of New York Mellon Corp Gabelli shareholder letter
Bank of New York Mellon Corp. (NYSE:BK) (1.0% of net assets as of June 30, 2016) (BK – $38.85 – NYSE) is a global leader in providing financial services to institutions and individuals. The company operates in more than one hundred markets worldwide and strives to be the global provider of choice for investment management and investment services. As of March 31, 2016, the firm had $29.1 trillion in assets under custody and $1.6 trillion in assets under management. Going forward, we expect BK to benefit from rising global incomes and the cross border movement of financial transactions. BK is also well positioned to grow earnings in a rising interest rate environment, given its large customer cash deposits and significant loan book. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

The Gabelli ABC Fund Merger and Arbitrage – 'The Deal Fund' 2nd Quarter Shareholder Commentary Gabelli shareholder letter Mario Gabelli - The Gabelli ABC Fund Merger And Arbitrage – 'The Deal Fund' 2nd Quarter Shareholder Commentary
To Our Shareholders, More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Baron Funds Comments on Teleflex Inc. Guru stock highlight
We initiated a position in Teleflex, Inc. (NYSE:TFX), a medical device company that over the past five years has been transformed, under CEO Benson Smith’s leadership, from a diversified industrial company into a pure-play medical device company through a series of divestitures and acquisitions. Today, the company sells products used by hospitals and health care providers for critical care applications and surgical procedures. The company’s products include, among others, catheters that provide vascular access for delivery of intravenous medications, laryngeal masks for delivery of anesthesia, and surgical instruments used for minimally invasive surgery. The company’s products are used in procedures for treatment of acute or life-threatening illnesses and are therefore less susceptible to being cut during an economic downturn. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Baron Funds Comments on Westinghouse Air Brake Technologies Corp Guru stock highlight
Westinghouse Air Brake Technologies Corporation (“Wabtec”) (NYSE:WAB) is the leading manufacturer of safety and productivity products for railroads. Its shares fell because of uncertainty around the strength of its rail customers, as the global industrial economy slowed, coupled with the potential impact of Brexit. Wabtec generates about half its revenues outside the U.S., resulting in stiff foreign currency headwinds. We believe the company should be able to grow its mass transit business even in this tougher environment. In addition, we are excited about the potential benefits of its pending acquisition of its largest European competitor. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Baron Funds Comments on CBRE Group Guru stock highlight
CBRE Group, Inc. (NYSE:CBG) is a commercial real estate services firm with leading market positions in all of its major businesses – leasing, investment sales, outsourcing, and real estate investment management. The company’s shares fell on concerns that the commercial real estate cycle might be nearing its peak. These fears were exacerbated in the aftermath of the Brexit vote. In addition, CBRE has a significant presence in the United Kingdom and, by extension, exposure to the depreciating British Pound. We believe the outlook for commercial real estate remains attractive, and we also believe that CBRE’s increased reliance on recurring revenue businesses should make the company less susceptible to shifts in the real estate market. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Baron Funds Comments on SS&C Technologies Holdings Guru stock highlight
Shares of SS&C Technologies Holdings, Inc. (NASDAQ:SSNC), a vendor of various financial technologies, detracted from performance. We attribute the decline to concerns that lackluster hedge fund performance will impact SS&C’s growth. We believe a low single-digit percentage of the company’s revenue is directly correlated to equity markets, far less than investors fear. We believe the company will continue to generate attractive revenue growth through market share gains, cross-sales of its expanded services portfolio into the installed customer base of Advent (a company it recently acquired), and new product introductions. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Baron Funds Comments on Guidewire Software Guru stock highlight
Shares of property and casualty insurance software vendor Guidewire Software, Inc. (NYSE:GWRE) increased as the company continued to capture an increasing share of its target market. Guidewire enjoys near-perfect client retention rates, a growing installed base of users, and accelerating adoption of its product offerings. We believe that insurers are in the early stages of replacing the core software systems needed to run their businesses, and Guidewire continues to expand its addressable market through persistent product innovation. In addition, in April, Accenture plc sold a majority stake in Duck Creek, the largest direct Guidewire competitor, and extended its relationship with Guidewire. We believe this will lead to improved pricing and better client win rates for Guidewire. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Baron Funds Comments on Equinix Inc. Guru stock highlight
Shares of Equinix, Inc. (NASDAQ:EQIX), a REIT that owns and operates a global network of data centers, increased on continued strong demand for its outsourcing services, largely driven by its clients’ accelerating adoption of cloud-based computing solutions. In addition, the data center industry has continued to consolidate, and new supply has been kept in check. Together, these trends have created a strong growth and pricing environment that has benefited all players. In addition, Equinix completed its acquisition of European data center company Telecity on terms we believe to be favorable. Finally, the continued low interest rate environment benefited dividend paying REITs. More...

Add Notes, Comments

If you want to ask a question or report a bug, please create a support ticket.

Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)
FEEDBACK