GabelliTV Type: Video

Carrier Portfolio Transformation Towards Heat Pumps

http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554) Bart Rekucki, analyst at Gabelli Funds, discusses a series of very interesting deals at Carrier. Carrier is a market leader in the global HVAC equipment market. Last week, Carrier announced it will acquire Viessmann, a German heating equipment manufacturer, for 12 billion EUR.

Automation Ecosystem to Benefit from Reshoring Trends

http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554) Brett Kearney, Research Analyst and Portfolio Manager at Gabelli Funds, provides a quick update on our Gabelli Automation ETF. The ETF was launched last year and trades on the New York Stock Exchange under the ticker symbol: GAST, with no fees or expenses for the first $25 million of […]

EMR/NATI Deal and the Automation Space

http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554) Justin Bergner, Research Analyst and Portfolio Manager at Gabelli Funds discusses automation leader Emerson Electric and their recent announcement that it had prevailed in an auction process to acquire National Instruments for $8.6B or $60 per share, a 60% premium to National Instrument’s equity value prior to Emerson announcing […]

U.S. Chips Act Update with Ryuta Makino

http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554) Ryuta Makino, a technology analyst at Gabelli Funds, gives an update on the U.S. Chips act. The U.S. Chips Act will provide $52 billion in manufacturing grants and research investments and establish a 25% investment tax credit to incentivize semiconductor manufacturing in the U.S. The global market share of […]

First Quarter 2023 Global Deal Recap

http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554) Chris Matthiessen, a member of our Merger Arbitrage investment team at Gabelli Funds, recaps the first quarter of 2023 global deals. Mergers and acquisitions activity remained subdued in the first quarter of 2023, totaling $580 billion globally, or a 44% decrease compared to a robust first quarter of 2022. […]

Gabelli Fund’s Mac Sykes Interviews Author Jacob McDonough about Berkshire Hathaway Book

http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554) Check out Gabelli Fund’s Mac Sykes interview Author, Jacob McDonough, about his book on Berkshire Hathaway called “Capital Allocation: The Financials of a New England Textile Mill.”

Best Ideas 2023: Heritage Crystal Clean [HCCI]

http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554) Michael Burgio, an Industrials Analyst at GAMCO Investors discusses Heritage Crystal Clean, his best idea for 2023. Heritage Crystal Clean is an environmental services operator that provides hazardous and non-hazardous waste disposal, emergency spill response, parts cleaning and used motor oil collection.

Energy Market Update and Halliburton

http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554) Simon Wong, Research Analyst covering the energy sector at Gabelli Funds, gives an update on the Energy Market and Halliburton. He discusses the recent announcement by Saudi Arabia who shocked the oil market by voluntarily cutting its production by 500,000 barrels per day beginning in May through December. This […]

Key Takeaways from NeoGenomics’ Investor Day

http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554) Sara Wojda, Diagnostics & Life Sciences Analyst at Gabelli Funds, highlights the key takeaways from NeoGenomics’ Investor Day. NeoGenomics is a leading pure-play oncology testing company, offering an advanced and comprehensive testing menu to clinical and pharmaceutical customers globally. The company provided color into how it will be reshaping […]

On The Markets with Gabelli Funds’ Charlie LaRosa: March 2023

http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554) Charlie LaRosa, Vice President of the Value team at Gabelli discusses our take “On the Markets” for February 2023. Growth stocks have substantially outperformed value stocks to start 2023. We believe this creates an opportunity for Value Investors. We continue to seek franchise businesses with barriers to entry, pricing […]

Orthopedic Market Update with Jennie Tsai

http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554) Jennie Tsai, the medical device analyst at Gabelli Funds, provides an update on the global orthopedic market. We believe 2023 revenue for most orthopedic companies will be above average as some of the backlog of elective procedures are worked through, companies continue to launch new products and hospital staffing […]

Using Private Market Value and Catalyst to Surface Value

http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554) Anne Morrissy, Chartered Financial Analyst and member of the value team at GAMCO Asset Management, discusses how we use private market value and catalysts to surface value.