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 [...]
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Tag Archives: Mario Gabelli
Gabelli: Opportunities in Spinoffs
March 12, 2012
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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 [...]
Read moreGabelli, Gross on Where to Look in 2012
February 1, 2012
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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 [...]
Read moreGabelli on How NatGas Can Help the Jobs Problem
November 22, 2011
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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 [...]
Read moreCooperman, Gabelli, Whitman Talk Value
November 17, 2011
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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 [...]
Read moreEconomy Now Hinges on Psychology, Gabelli Says
November 4, 2011
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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 [...]
Read moreGabelli Looks for the Unloved
May 27, 2011
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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.
Read moreGabelli: Economy “Doing Well”; Stocks Look Good for Now
April 1, 2011
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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”. [...]
Read moreRoundtable: Gabelli, Gross, Faber, and Others Weigh In
January 26, 2011
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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 [...]
Read moreNegativity Creating Opportunities, Gabelli Says
September 9, 2010
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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 [...]
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