GabelliTV Type: Video

ICU Medical [ICUI] – Gabelli Funds Research Analyst Jennie Tsai (04.01.20)

http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554) I’m Jennie Tsai, the medical device analyst at Gabelli Funds. With coronavirus cases increasing in the US and globally, many US states and cities are preparing their healthcare systems and hospitals for an influx of critically ill patients. One key focus is to set up new intensive care unit […]

Equinix Inc. [EQIX] – Gabelli Funds Portfolio Manager Sergey Dluzhevskiy (3.30.2020)

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 highlight Equinix, a leading global data center operator, and a top 15 holding of The Gabelli Global Content & Connectivity Fund. The company, structured as a real estate investment trust, provides global data center services, […]

Gold Stocks: Alamos [AGI] Kirkland Lake [KL] Gabelli Funds Analyst Chris Mancini, CFA (03.23.20)

http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554) I’m Chris Mancini, analyst with Gabelli Gold Fund. There are two stocks that I’d like to talk about today: Kirkland Lake Gold and Alamos Gold. Both stocks currently benefit from currency declines in Canadian dollar and the Australian dollar. Both also benefit from weaker energy prices as energy is […]

Coronavirus Outbreak: Update | Jing He (3.21.2020)

http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554) Hi, My name is Jing He and I’m a biotech analyst at Gabelli Funds. Today I’d like share our recent thoughts on COVID 19 outbreak, as the number of cases has ramped up significantly in the past few days.  There have been over 16,000 people diagnosed in the US, […]

Consolidation in the Global Orthopedic Market | Jennie Tsai, Analyst (03.18.20)

http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554) Hi, I’m Jennie Tsai, the medical device analyst at Gabelli Funds. The global orthopedic implant market grew 3% in 2019 to $42 billion. And we project the global orthopedic market to grow at 2-3% annually over the next few years as mid-single-digit growth in procedures is offset by low-single […]

GOLD! Caesar Bryan on the Benefits of Owning Gold Equities (02.27.20)

http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554) Hello, My name is Caesar Bryan and I’m the portfolio manager of the Gabelli Gold Fund. I’d like to bring you up-to-date with a couple of market moves since year end. For starters, the 10-year U.S. government bond is now yielding a little under 1.3% relative to 1.92% at […]

On Value Investing During Black Swan Events | Janice Mussselwhite (03.09.20)

http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554) In times of market uncertainty, understanding and evaluating near-term investment opportunities is a worthy exercise. It’s also a great time to reflect on different investing styles and ensure you have a balanced approach that aligns with your investment goals. To get the conversation going, here are three questions, asked […]

Economic Impact of COVID-19 | March 2020 Webinar Replay

http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554) The Gabelli Funds Healthcare team discussed the current developments of the COVID-19 virus. Howard Ward, CIO of Growth Equities, also provided an update on the economic impact to global markets. Date: March, 5, 2020 Time: 10am ET Presenters: Gabelli Funds Healthcare Team and Howard Ward, CFA, CIO of Growth […]

U.S. Opioid Lawsuits | g.research analyst Kevin Kedra (2.26.20)

I’m Kevin Kedra, healthcare pharmaceutical analyst with G.research. Earlier this week, generic and specialty drug manufacturer Mallinckrodt surprised the market by announcing a $1.6B settlement in principle to resolve the company’s ongoing opioid lawsuits. Through its generics business, Mallinckrodt has been one of the leading suppliers of both generic drugs and active pharmaceutical ingredients for […]

Impact of the Coronavirus in China | Xianda Liang (2.19.20)

http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554) Hi welcome to Gabelli TV. I’m Liang Xianda, head of Hong Kong for Gabelli Fund. Because of coronavirus, the Chinese government had asked most of the Chinese companies to shut down their office space to further prevent the virus from spreading between employees. On Monday, Feb 17th, most of […]

Best Ideas 2020: Arista Networks [ANET]

http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554) My name is Hendi Susanto and I’m a portfolio manager and technology analyst with Gabelli Funds. Arista Networks is our best idea for 2020 in the technology space. The company is market leader in software-driven, cognitive cloud networking solutions for large-scale data centers, cloud service providers and enterprise campus […]

Best Ideas 2020: Teranga Gold [TGZ]

http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554) My best idea for 2020 is Teranga Gold. Teranga is a small cap producer with one mine in Senegal and a start up project in Burkina Faso which is going well. The real juice in the Teranga story is in its recent acquisition of an undeveloped deposit in Senegal […]