Veteran Fund Managers Part II

In yesterday’s blog post, we shared some insights from tenured money managers regarding the patience necessary for investment success. An article in last weeks’ InvestmentNews offered more feedback from this group of sage investors, which included; Ariel Fund’s John Rogers, Robert Bacarella of the Monetta fund, Mario Gabelli of Gabelli Asset Management Company and John […]

Gabelli Talks Financial Sector

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. […]

Gabelli on Cars, QE, and Bourbon

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 […]

Gabelli Talks Buffett, Value

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 […]

Gabelli: “Extraordinarily Exciting Year” for Stock-Pickers

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 […]

Gabelli Talks Stocks, Election, Economy

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 […]

Gabelli Talks Stocks, Economy

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 […]

Gabelli Talks Europe, and the U.S.’s “Fiscal Cliff”

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 […]

Gabelli: Opportunities in Spinoffs

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 […]

Gabelli, Gross on Where to Look in 2012

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 […]