The Key Takeaways From Boeing’s 1st-Qtr Results
According to Macrae Sykes, JPMorgan Chase (JPM) has an ‘extraordinarily’” well-managed balance sheet and is well-positioned for the future. He notes the Wells Fargo (WFC) set-up is a great turnaround story. The problem… investors could start seeing a ‘”trough’” in banking stocks through their NII.”
Marangi: Adaptability is key
Chris Marangi, Co-CIO of Value at Gabelli Funds, stresses adaptability amid market shifts. He sees a short-term bounce ahead, favors defensive plays like Republic Services, and warns on policy risks.
Biotech Stocks Trading Under Water Pose a Conundrum for Bargain-Hunters
“There’s not a lot of tolerance for these small biotechs that are going to be burning cash for years to come,” said Jeff Jonas, a portfolio manager at Gabelli Funds. “I don’t think this is a stock market that’s willing to give anyone the benefit of the doubt.”
Markets lurch on false Trump tariff pause report
Stocks swung dramatically Monday after a false report that the White House would pause most of President Trump’s tariffs for 90 days.
This Week in Chancery Court: Paramount, Skydance Merger Records
At issue: Money manager Mario Gabelli sought Paramount’s books and records about the Skydance merger so investors can determine how controlling stockholder Shari Redstone might benefit from the deal. Gabelli’s funds own about 12% of Paramount voting shares.
Trade War Just Crashed Crude. Demand Might Be Next
As Gabelli Funds analyst Simon Wong puts it, while direct tariffs on crude are not “very meaningful”, “The bigger impact on the oil market is the uncertainty in global demand related to President Trump’s tariffs as global expansion drives crude demand growth.”
Waste Connections Stock In A Buy Zone And Has These Qualities
A company representative is set to present at the Gabelli Funds annual Waste & Sustainability Symposium held Thursday in New York City.