Speaking recently with CNBC, Mario Gabelli, chairman and CEO of Gabelli Asset Management, offered thoughts on a number of investing topics. Gabelli considers himself an investor, not a speculator. Gabelli views investing like owning a piece of the underlying business, and looks for firms with solid, hardworking management that allocates capital with a goal of […]
Mario Gabelli of GAMCO told CNBC that he thinks the downturn “is good. This is what markets are supposed to do. Psychology and human behavior is supposed to give you the blow up.” He noted that we knew the fourth quarter of 2015 would “be reporting some real negative impacts from the convergence of “the […]
Top value strategist Mario Gabelli says that the economy looks steady, but adds that there is not much of a margin of safety in stocks right now.
Top value investor Mario Gabelli says he is high on media stocks and equities exposed to European trucking.
With mobile devices and broadband technology expanding, top value investor Mario Gabelli says he likes content companies.
Top value investor Mario Gabelli says the way to make money in the financial sector is by investing in smaller, local banks. Gabelli tells FOX Business Network that he sees a round of consolidation coming for the sector, from which small, local bank shares will benefit. He’s less enthusiastic about money center banks, he says. […]
Value investing guru Mario Gabelli is finding value in some intriguing areas of the market, including the auto and health and wellness industries. Gabelli tells Fox Business Network how he tries to balance long-term and short-term factors. “We try to look out over the next 10 years, what sectors will work,” he says. “For example […]
Top value strategist Mario Gabelli says that if he were Warren Buffett, he would be looking to purchase companies with some very specific characteristics. Gabelli tells Bloomberg that he’d target companies with “cash flow, sustainability, and a U.S. base that have global earnings power and that can index with inflation”. What might such a company look […]
Top value investor Mario Gabelli says he is finding “great ideas” in the stock market right now. “This is going to be an extraordinarily exciting year to find stocks and we are enthusiastic all the time because when we look … we continue to find great ideas,” Gabelli tells FOX Business Network. “Financial engineering is […]
Top value investor Mario Gabelli is finding value in the market, but he’s concerned about the “three Fs”: food, fuel, and the fiscal cliff. In a Bloomberg interview, Gabelli talks about broader strategy and some individual companies he’s high on. He also says that one bright spot right now is that whoever wins the Presidential […]
Top value investor Mario Gabelli says he doesn’t think the stock market will do much between now and year-end. Gabelli tells Bloomberg that the U.S. needs to address its budget issues to put itself back on the path to prosperity, but says he’s more concerned with looking at individual companies that are good investments. He […]
Value investing guru Mario Gabelli says a number of factors are pushing and pulling on stocks right now, and recently discussed some of those issues with Bloomberg. Gabelli says about 20% of S&P 500 companies’ earnings come from Europe, and that first quarter results and second quarter estimates for those European earnings are likely to […]
Value investing guru Mario Gabelli says companies that spin off parts of their businesses are a prime area to look for good investments. Gabelli tells CNBC that he likes investing in companies that have a history of splitting off successful businesses, or which could split off businesses. Then he invests in both firms. “How do […]
Top value investor Mario Gabelli is high on stocks in the automobile, cloud computing, and snack food industries in 2012. Speaking as part of Barron’s 2012 Roundtable, Gabelli says big growth in auto sales in China, as well as an aging fleet of existing vehicles and the need for different types of trucks due to […]
Top value investor Mario Gabelli says increased efforts in the shale and natural gas arenas would help spur job growth, make the U.S. less dependent on imports for energy, and help with the country’s deficit. Gabelli also tells FOX Business Network that tax reform is key to helping American competitiveness, and says he’s finding interesting […]
The latest issue of Columbia Business School’s Graham & Doddsville newsletter features interviews with three top investors, Leon Cooperman, Mario Gabelli, and Marty Whitman. (Tip of the cap to GuruFocus.com for highlighting the newsletter, which can be downloaded via this link.) In the wide-ranging interviews, Cooperman, Gabelli, and Whitman talk extensively about their own career […]
Mario Gabelli says that the fundamentals of the economy indicate the U.S. will avoid recession, but says that psychology of consumers and businesses is the “wild card” in determining just what happens. “The wild card is how people — and businesses — react to getting zero on their Treasury bills, to the numbers they hear […]
Value investor Mario Gabelli says he likes to buy shares of companies that are “ignored and unloved”, and those that are potential buyout targets. Gabelli also tells Bloomberg that he focuses on stocks that benefit from aging demographics, whether it be aging people or aging facilities and infrastructure.
Mario Gabelli says the economy is looking good, though he’s a bit worried about rising gas prices. In a lengthy Bloomberg interview, Gabelli also talks about the controversy surrounding Warren Buffett and David Sokol, as well as his outlook for News Corp. Regarding the broader economy and market, he says the economy “is doing well”. […]
Barron’s recently published the first part of its annual roundtable, with ten strategists — including Bill Gross, Mario Gabelli, Abby Joseph Cohen, and Marc Faber — offering their takes on what to expect in 2011. Overall, the strategists offered a bifurcated view, with most seeing good times for the economy and stock market in the […]
Top value investor Mario Gabelli says those who contend buy-and-hold investing is dead are echoing a familiar refrain that has popped up at other points in history, and has yet to prove true. Gabelli tells CNBC that the negative sentiment in the market, and the fact that many investors are turning to quick-trading strategies, are […]
Mario Gabelli says that on the whole stocks currently do not have a “margin of safety”, and that he expects concern about the upcoming elections will soon begin to drive the markets. He does seem to see plenty of positives in corporate America, however, and tells CNBC that he expects renewed confidence in a lot […]
Mario Gabelli thinks that, with businesses sporting very healthy balance sheets and having cut costs, first-quarter earnings will look “very good”. Gabelli also tells CNBC that he thinks the market still has a margin of safety, though it’s not as big as it was a year ago. And he thinks equities will offer “very generous” […]
Gamco’s Mario Gabelli says he’s looking at natural gas firms and auto parts companies as we head into 2010. Gabelli tells CNBC that the U.S. is “tired of depending on the Middle East” for energy needs, and that companies like National Fuel & Gas can benefit from that sentiment. He also expects the auto industry […]
Barron’s has tapped a number of top strategists for its annual start-of-the-year “Roundtable” feature, with gurus such as Bill Gross, Mario Gabelli, and Abby Joseph Cohen offering their takes on where the market and economy are headed in 2010. And, overall, the outlook is positive. “Our crowd thinks the market could gain another 5% to […]