Graco Inc. (NYSE: GGG) – CFO & Director of Finance, IR, & FFPA – Gabelli PVW Symposium
Kevin Dreyer (Co-CIO, Value) moderates a discussion with Graco Inc.’s David Lowe (CFO & Treasurer) and John Bower (Director of Investor Relations, Finance & FP&A) at the Gabelli Funds 35th Annual Pump, Valve & Water Symposium. To learn more about Gabelli Funds’ fundamental, research-driven approach to investing, visit https://m.gabelli.com/gtv_cu or email invest@gabelli.com. Connect with Gabelli […]
Gabelli Funds 35th Annual Pump, Valve & Water Systems Symposium – Opening Remarks & Presentation
Kevin Dreyer (Co-CIO, Value), Justin Bergner (Portfolio Manager, Research Analyst), and Sarah Donnelly (Portfolio Manager, Research Analyst) present a brief overview of the state of the industry at the Gabelli Funds 35th Annual Pump, Valve & Water Symposium. To learn more about Gabelli Funds’ fundamental, research-driven approach to investing, visit https://m.gabelli.com/gtv_cu or email invest@gabelli.com. Connect […]
Dallas Trip: A Visit to a Cavco (CVCO) Manufactured Housing Plant and Retail Center
Ian Lapey (Portfolio Manager) recaps his recent trip to Dallas to visit one of Cavco’s (NASDAQ: CVCO) manufactured housing plants. To learn more about Gabelli Funds’ fundamental, research-driven approach to investing, visit https://m.gabelli.com/gtv_cu or email invest@gabelli.com. Connect with Gabelli Funds: • Twitter – https://twitter.com/InvestGabelli • Instagram – https://www.instagram.com/investgabelli/ • Facebook – https://www.facebook.com/InvestGabelli • LinkedIn – […]
February 2025 Market Commentary: AI Growth Pullback, Trump Tariff Implications, Small-cap Valuations
Charlie LaRosa (Vice President, GAMCO Value Team) comments on market movements in February 2025, including the AI growth pullback, trump tariff implications, and small-cap valuations. To learn more about Gabelli Funds’ fundamental, research-driven approach to investing, visit https://m.gabelli.com/gtv_cu or email invest@gabelli.com. Connect with Gabelli Funds: • Twitter – https://twitter.com/InvestGabelli • Instagram – https://www.instagram.com/investgabelli/ • Facebook […]
The Oscars – The Rise of Streaming at the 97th Academy Awards
Hanna Howard (Portfolio Manager, Research Analyst) highlights the Oscars this Sunday. With the 97th Academy Awards this weekend, everyone is anticipating who will win Best Picture as well as Best Actor & Actress. However, we are also watching how the dynamics impact the larger media & entertainment industry playout for this event, including the continued […]
A D.C. Minute: Macro View of the Current Value Investing Landscape
Christopher Marangi (Co-CIO, Value) discusses key macro-economic dynamics currently impacting the value investing landscape. To learn more about Gabelli Funds’ fundamental, research-driven approach to investing, visit https://m.gabelli.com/gtv_cu or email invest@gabelli.com. Connect with Gabelli Funds: • Twitter – https://twitter.com/InvestGabelli • Instagram – https://www.instagram.com/investgabelli/ • Facebook – https://www.facebook.com/InvestGabelli • LinkedIn – https://www.linkedin.com/company/investgabelli/ http://www.Gabelli.com Invest with Us 1-800-GABELLI […]
Music Industry Update: Spotify’s Deals with UMG & WMG + Spotify Pro
Hanna Howard (Portfolio Manager, Research Analyst) highlights Spotify’s license agreements with Universal Music Group and Warner Music Group, as well as Spotify’s newly announced “Music Pro” subscription tier. To learn more about Gabelli Funds’ fundamental, research-driven approach to investing, visit https://m.gabelli.com/gtv_cu or email invest@gabelli.com. Connect with Gabelli Funds: • Twitter – https://twitter.com/InvestGabelli • Instagram – […]
Herc Holdings (NYSE: HRI) Bids for H&E Equipment Services (NASDAQ: HEES)
Brian Sponheimer (Portfolio Manager, Research Analyst) discusses the recent announcement that Herc Holdings (NYSE: HRI) bid for H&E Equipment Services (NASDAQ: HEES), outbidding the previous deal H&E made with United Rentals. To learn more about Gabelli Funds’ fundamental, research-driven approach to investing, visit https://m.gabelli.com/gtv_cu or email invest@gabelli.com. Connect with Gabelli Funds: • Twitter – https://twitter.com/InvestGabelli […]
Aerospace and Defense M&A – In the Season of Corporate Lovemaking
Michael Burgio (Research Analyst) highlights continued M&A in the small-cap aerospace and defense sector. To learn more about Gabelli Funds’ fundamental, research-driven approach to investing, visit https://m.gabelli.com/gtv_cu or email invest@gabelli.com. Connect with Gabelli Funds: • Twitter – https://twitter.com/InvestGabelli • Instagram – https://www.instagram.com/investgabelli/ • Facebook – https://www.facebook.com/InvestGabelli • LinkedIn – https://www.linkedin.com/company/investgabelli/ http://www.Gabelli.com Invest with Us 1-800-GABELLI […]
Happy Valentine’s Day! Here’s to more Corporate Lovemaking!
Chris Matthiessen (VP, Analyst) highlights his positive outlook for M&A activity in the upcoming year. Here’s to more Corporate Lovemaking this Valentine’s Day and beyond! To learn more about Gabelli Funds’ fundamental, research-driven approach to investing, visit https://m.gabelli.com/gtv_cu or email invest@gabelli.com. Connect with Gabelli Funds: • Twitter – https://twitter.com/InvestGabelli • Instagram – https://www.instagram.com/investgabelli/ • Facebook […]
January 2025 Market Commentary
Charlie LaRosa (Vice President, GAMCO Value Team) comments on market movements during January 2025. To learn more about Gabelli Funds’ fundamental, research-driven approach to investing, visit https://m.gabelli.com/gtv_cu or email invest@gabelli.com. Connect with Gabelli Funds: • Twitter – https://twitter.com/InvestGabelli • Instagram – https://www.instagram.com/investgabelli/ • Facebook – https://www.facebook.com/InvestGabelli • LinkedIn – https://www.linkedin.com/company/investgabelli/ http://www.Gabelli.com Invest with Us 1-800-GABELLI […]
Microsoft Earnings (NASDAQ: MSFT)
Ryuta Makino (Research Analyst) highlights Microsoft’s earnings and their outlook for the upcoming fiscal year. To learn more about Gabelli Funds’ fundamental, research-driven approach to investing, visit https://m.gabelli.com/gtv_cu or email invest@gabelli.com. Connect with Gabelli Funds: • Twitter – https://twitter.com/InvestGabelli • Instagram – https://www.instagram.com/investgabelli/ • Facebook – https://www.facebook.com/InvestGabelli • LinkedIn – https://www.linkedin.com/company/investgabelli/ http://www.Gabelli.com Invest with Us […]