Charlie LaRosa: On the Markets July 2023
Charlie LaRosa discusses market trends in July 2023, covering recent market rallies, the Fed’s recent rate hikes, and the discrepancy between small cap and broader market valuations. To learn more about GAMCO Investors’ disciplined, research driven approach to investing, visit https://www.gabelli.com/funds/subscribe or email invest@gabelli.com . Connect with GAMCO Investors: • Twitter – https://twitter.com/InvestGabelli • Instagram […]
Chris Matthiessen Provides an Update on the Global M&A Market
http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554) Intro 00:00-00:20 Hi I am Chris Matthiessen, a member of our merger arbitrage investment team and I wanted to provide an update on the status of the global M&A market.
You Rang?: Tristan van Biema tells of America Movil (AMX) Opportunity
http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554) Intro 00:00-00:20 Today I will be discussing America Movil, AMX and why the company presents an interesting opportunity. America Movil, headquartered in Mexico City, Mexico and is a leading provider of telecommunications services in Latin America.
Sitting on a Gold Mine: Chris Mancini Recalls the Findings from His Trip to the Yukon Territories
http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554) Intro 00:00-00:20 Last week I visited the only operating mine in Canada’s Yukon Territories, and a nearby exploration property. I was able to view the infrastructure and operating conditions in the Yukon, and see the turnaround efforts underway at Victoria Gold’s Eagle mine.
Up in the Air: Tony Bancroft on AAR (AIR) Investor Day in New York 2023
http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554) Intro 00:00-00:20 Hi, I’m Tony Bancroft, the Aerospace and Defense analyst at GAMCO Investors. Today, I’d like to discuss our attendance of the AAR Investor Day in New York.
Summer in the “Citi”: Ian Lapey Discusses Citigroup Investment Opportunity
http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554) Intro 00:00-00:20 Hello. My name is Ian Lapey. I am the portfolio manager of the Gabelli Global Financial Services Fund. Today I am going to discuss an attractive investment opportunity in the common stock of Citigroup.
Sergey Dluzhevskiy Talks About Anterix (ATEX)
http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554) Hi! I am Sergey Dluzhevskiy, a portfolio manager with Gabelli Funds. Today, I will discuss Anterix, a small-cap wireless communications company focused on commercializing its spectrum assets to enable its targeted utility and critical infrastructure customers to deploy private broadband networks. Anterix, listed on Nasdaq under ticker ATEX, has […]
Teton One Earth Webinar: PFAS – The “Forever Chemicals”
http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554)
Staying Cool in a Hot Market: Bart Rekucki Talks A/C Manufacturing company stocks
http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554) It’s that time of year when it’s hot outside. We’ll be in the 90’s a lot of this week in the New York area. In fact, June was the hottest month on record and last week was the hottest week on record in Earth’s history. This week we are […]
Justin McAuliffe Talks About WYNN Resorts (WYNN) and the Macau Gaming Market
http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554) In contrast to concerns about the overall Chinese economy slowing, Macau is showing rapid growth. Macau’s gaming regulator just reported June Gross Gaming Revenues at approximately $1.9 billion USD, that’s over 60% recovered to 2019. To compare that with last year when travel was suppressed due to China’s so-called […]
Justin Bergner Discusses the Railcar Stocks
http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554) The railcar stocks are principally railcar lessor GATX, railcar manufacturer and lessor Trinity Industries, and railcar manufacturer Greenbrier Companies, along with railcar equipment suppliers Wabtec and Knorr-Bremse. Our firm has long had an interest in the lessors with a large position in GATX smaller positions in Trinity Industries and […]
Brian Sponheimer Talks about United Rentals (URI)
http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554) Hi, I am Brian Sponheimer, portfolio manager and analyst covering automotive and capital equipment stocks at Gabelli Funds My teammates and I recently visited United Rentals at their headquarters in Stamford Connecticut. A $30 billion equity capitalization company, United Rentals is the largest equipment rental company in the United […]