Mario Gabelli CIO of Gamco Investors brings a list of stocks for the new year, which he chose based on his bottom-up, Graham and Dodd-style of investing. He is particularly excited about spin-offs: Kraft (KFT, Financial) (recommends the snack food business), Kinder Morgan (KMI, Financial), ITT (ITT, Financial), Snyders Lance (LNCE, Financial), Fortune Brands (FO, Financial), Beam (BEAM, Financial), Sarah Lee (SLE, Financial) and Yahoo! (YHOO, Financial).
He also discusses: Cable Vision (CVC), Time Warner (TWC), The Madison Square Garden Company (MSG) and the gaming, lodging and water industries.
He also discusses: Cable Vision (CVC), Time Warner (TWC), The Madison Square Garden Company (MSG) and the gaming, lodging and water industries.