Mario Gabelli

Mario Gabelli

Last Update: 08-03-2017

Number of Stocks: 822
Number of New Stocks: 49

Total Value: $15,646 Mil
Q/Q Turnover: 4%

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

Mario Gabelli Watch

  • 6 Stocks With a Wide Margin of Safety

    According to the GuruFocus All-in-One Screener, several gurus are focusing on stocks whose Peter Lynch fair values are far above the current prices. The following stocks are trading with wide margins of safety and have positive performances over the past 12 months.


    Greenbrier Companies Inc. (NYSE:GBX) is trading around $50.5 per share. The Peter Lynch value gives the stock a fair price of $101.25, which suggests it is undervalued with a margin of safety of 50%. The stock started its positive upward trend three months ago; it now registers a positive performance of 15.3%.

      


  • David Einhorn Discusses Tesla, GM, Pitches Tempur Sealy at Dallas Investing Conference

    Greenlight Capital’s David Einhorn (Trades, Portfolio) discussed some of his favorite stock picks in an interview at the 11th Annual Great Investors’ Best Ideas Investment Symposium in Dallas on Tuesday.


    The annual conference is a high-priced fundraiser benefiting the Michael J. Fox Foundation for Parkinson’s Research and the Vickery Meadow Youth Development Foundation. In the past, other well-known investors like Bruce Berkowitz (Trades, Portfolio), Mario Gabelli (Trades, Portfolio) and T Boone Pickens (Trades, Portfolio) have pitched several stock ideas to attendees.

      


  • Rite Aid Plummets on Weak Quarterly Sales, Revenue

    Drugstore chain Rite Aid Corp. (NYSE:RAD) reported its second-quarter 2018 results before the opening bell on Sept. 28.


    The Pennsylvania-based company posted a loss of 1 cent per share, which was in line with estimates. Quarterly revenue of $7.7 billion was just shy of expectations of $7.8 billion and declined 4.4% from the prior-year quarter.

      


  • 6 Stocks Trading Below Peter Lynch Value

    According to the GuruFocus All-in-One Screener, several gurus are focusing on stocks whose Peter Lynch fair values are far above the current prices. The following stocks are trading with wide margins of safety and have positive performances over the past 12 months.


    Gentex Corp. (NASDAQ:GNTX) is trading around $19.39 per share. The Peter Lynch value gives the stock a fair price of $24.47, so the stock is undervalued with a margin of safety of 21%. The stock started its positive upward trend three months ago; it now registers a positive performance of 6.3%.

      


  • 5 Industrial Companies Gurus Are Buying

    According to the GuruFocus All-In-One Screener, the following companies with core business in the industrials sector have positions in gurus' portfolios.


    Five gurus hold 2 million shares of Textron Inc. (TXT) with a total weight of 0.75% on their portfolios.

      


  • Bargain Stocks With Strong Earnings

    Companies with growing earnings per share (EPS) are often good investments as they can return a solid profit to investors. According to the discount cash flow (DCF) calculator, the following are undervalued companies that have grown EPS over a five-year period.


    The EPS of Cheesecake Factory Inc. (CAKE) grew by 10% over the last five years.

      


  • Mario Gabelli Comments on Xylem Inc.

    Xylem Inc.(NYSE:XYL) (1.6%)(XYL–$55.43–NYSE) is a global leader in the design, manufacturing, and application of highly engineered technologies for the transportation, treatment, measurement, 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. XYL expects to generate mid-teens earnings per share growth through 2020 as it accelerates its capital deployment strategy globally. The company is currently integrating its $1.7 billion acquisition of Sensus, a leading manufacturer of smart metering equipment and technologies.



    From Mario Gabelli (Trades, Portfolio)'s second-quarter Gabelli Value 25 Fund shareholder commentary.   


  • Mario Gabelli Comments on Swedish Match

    Swedish Match AB (OSTO:SWMA) (3.7%)(SWMA – $35.22/SEK296.70 –Stockholm Stock Exchange) produces tobacco products that include snus and snuff, chewing tobacco, cigars, and lights. The company has been benefiting from the growth of the smokeless tobacco market in both Scandinavia and the U.S., as public smoking bans and health concerns are driving consumers to seek alternative tobacco products to cigarettes. In October 2010, Swedish Match combined its European and premium cigar portfolios with Scandinavian cigar and pipe tobacco company STG, creating a new company that should benefit from enhanced scale and synergies. In February 2016, STG went public via an IPO on the Copenhagen Stock Exchange, with Swedish Match partially monetizing its stake. In January, Swedish Match further sold down its holdings in STG to 9% of the company, and we expect further sales in coming years. As a more focused company, we expect Swedish Match to grow sales and earnings over time, as the smokeless tobacco category continues to develop. We also believe the company could be an attractive takeover candidate for a global tobacco company that wants to increase its presence in the smokeless segment.



    From Mario Gabelli (Trades, Portfolio)'s second-quarter Gabelli Value 25 Fund shareholder commentary.   


  • Mario Gabelli Comments on Sony Corp

    Sony Corp. (NYSE:SNE) (4.3%)(SNE–$38.19–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.



    From Mario Gabelli (Trades, Portfolio)'s second-quarter Gabelli Value 25 Fund shareholder commentary.   


  • Mario Gabelli Comments on Newmont Mining Corp

    Newmont Mining Corp (NYSE:NEM) (2.9%)(NEM– $32.39– 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 5.3 million ounces of gold and 120 million pounds of copper in 2017, with approximately 70% of this production coming from the United States and Australia. Newmont undertook companywide cost cutting measures during the period 2013 – 2016, 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.



    From Mario Gabelli (Trades, Portfolio)'s second-quarter Gabelli Value 25 Fund shareholder commentary.   


  • Mario Gabelli Comments on DISH Network

    DISH Network Corp. (NASDAQ:DISH) (2.2%)(DISH–$62.76–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 half 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 or new entrant to the industry such as Amazon.



    From Mario Gabelli (Trades, Portfolio)'s second-quarter Gabelli Value 25 Fund shareholder commentary.   


  • Mario Gabelli Comments on Diageo plc

    Diageo plc (NYSE:DEO) (3.01%) (DEO – $119.83 – NYSE) is the leading global producer of alcoholic beverages, with brands including Smirnoff, Johnny Walker, Ketel One, Captain Morgan, Crown Royal, J&B, Baileys, Tanqueray, and Guinness. The company has a balanced geographic presence in both mature and emerging markets, and it benefits from the trend of consumers around the world trading up to premium products. Over the past several years, Diageo made acquisitions that enhanced its presence in emerging markets: a majority stake in United Spirits, the leading spirits producer in India; Mey Icki, the leading spirits company in Turkey; Shui Jing Fang, a leading Chinese baiju producer; Ypioca, the leading cachaca producer in Brazil; and an increased stake in Halico, the leading domestic spirits producer in Vietnam. While economic conditions in emerging markets have caused some of these investments to struggle recently, the long term fundamentals of the spirits industry remain very favorable, and Diageo will be one of the largest beneficiaries of industry growth.



    From Mario Gabelli (Trades, Portfolio)'s second-quarter Gabelli Value 25 Fund shareholder commentary.   


  • Mario Gabelli Comments on CBS Corp

    CBS Corp. (NYSE:CBS)(7.3%)(CBS–$64.81–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 over-the-top 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.


    From Mario Gabelli (Trades, Portfolio)'s second-quarter Gabelli Value 25 Fund shareholder commentary.   


  • Mario Gabelli Comments on Bank of New York Mellon Corp

    Bank of New York Mellon Corp. (NYSE:BK) (3.1% of net asset as of June 30, 2017)(BK–$51.02–NYSE) is a global leader in providing financial services to institutions and individuals. The company operates in more than 100 markets worldwide and strives to be the global provider of choice for investment management and investment services. As of March 2017, the firm had $30.6 trillion in assets under custody and $1.7 trillion in assets under management. Going forward, we expect BK to benefit from rising global incomes and the cross border movement of financial transactions. We believe BK is also well positioned to grow earnings in a rising interest rate environment, given its large customer cash deposits and significant loan book.

    From Mario Gabelli (Trades, Portfolio)'s second-quarter Gabelli Value 25 Fund shareholder commentary.

      


  • The Gabelli Value 25 Fund Inc. 2nd Quarter Shareholder Commentary

    To Our Shareholders,

      


  • Risk Reward With Gray Television

    Gray Television Inc. (NYSE:GTN) is a national broadcast television powerhouse with 103 channels across 57 markets covering over 10% of the U.S. Since this stock might not be on the average investor’s radar, let’s take a step back for some history.


    Gray was founded in January 1897 along with the creation of The Albany Herald in Albany, Georgia. During its first 90 years, the company acquired a handful of newspapers and television stations and eventually became known as Gray Communications Systems. Then in 1993, Mack Robinson started to transform it through new media acquisitions and old media divesting, basically turning over every held property at that point to get cash in order to acquire or build its localized media empire.

      


  • Cracker Barrel Shares on a Roll After Earnings Beat

    Restaurant and gift store operator Cracker Barrel Old Country Store Inc. (NASDAQ:CBRL) reported its results for the fourth quarter and full fiscal 2017 before the opening bell on Sept. 13.


    The Lebanon, Tennessee-based company posted EPS of $2.23 for the quarter, beating estimates of $2.18. Quarterly revenue of $743.2 million missed expectations of $750.3 million and declined 0.3% from the prior-year quarter.

      


  • 5 Energy Companies Gurus Are Buying

    According to the GuruFocus All-In-One Screener, the following companies with core business in the energy sector have positions in gurus' portfolios.


    Six gurus hold 4.7 million shares of Patterson-UTI Energy Inc. (PTEN) with a total weight of 5.48% on their portfolios.

      


  • 5 Health Care Companies Gurus Are Buying

    According to the GuruFocus All-In-One Screener, the following health care stocks have positions in gurus' portfolios.


    Twenty-three gurus hold shares of Shire PLC ADR (NASDAQ:SHPG).

      


  • Michael Price Buys Alphabet, Cabela's in 2nd Quarter

    Michael Price (TradesPortfolio) is an American value investor and fund manager who manages a $771 million portfolio. The guru bought shares in the following stocks during the second quarter:


    Cabela's Inc. (CAB) position was raised by 46.31% expanding the portfolio by 1.27%.

      


  • Lands’ End Down Despite Strong Revenue Growth

    Specialty retailer Lands’ End Inc. (NASDAQ:LE) reported its second-quarter results before the opening bell on Aug. 31.


    The Wisconsin-based retailer posted a loss of 12 cents per share, just shy of the expected loss of 9 cents per share. Revenue of $302.2 million beat estimates of $293 million and grew from $292 million in the prior-year quarter.

      


  • Risk Reward With La-Z-Boy

    Despite sales being up 5%, La-Z-Boy (NYSE:LZB) fell 20% Wednesday sparked by the company's significantly lower operating margins, a reduced level of sales leverage due to lower volume and a warning out of Stifel Nicolaus (NYSE:SF) that the costs of adding new stores might continue to drag on margins.


    In the last decade, La-Z-Boy has grown its sales back above the pre-housing bubble high water mark, even remaining highly profitable. If this was a private business, it might be a good buy under 15x net earnings. Then again, that assumes too many good things are going to happen in the future. Of course, the market may have to be willing to put a higher multiple on it as long as growth continues.

      


  • Mario Gabelli's 8 Largest 2nd-Quarter Sells

    GAMCO Investors founder Mario Gabelli (Trades, Portfolio) sold shares in the following stocks during the second quarter.


    Gabelli exited his Chemtura Corp. (NYSE:CHMT) stake with an impact of -0.86% on the portfolio.

      


  • Robert Olstein Keeps Buying FedEx, General Electric

    Robert Olstein (Trades, Portfolio) is the chairman and chief investment officer of the Olstein Financial Alert Fund. In both the first and second quarters the guru bought shares in the following stocks:


    Federal Signal Corp. (FSS)

      


  • Gabelli Analyst: Amazon vs. Auto Part Suppliers

    Gabelli & Company Research analyst Carolina Jolly discusses the wide moat around U.S. auto part suppliers that make it difficult for Amazon (NASDAQ:AMZN) to compete with them. She also lists several unique factors of the sector that separate it from other retailers, who are losing market share to the giant Amazon.


      


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