Podcast Appearances - GAMCO Investors, Inc.
 

Other Podcast Appearances

PEST CONTROL OUTLOOK AND OPTIMISM FOR 2024
December 6, 2023
Kellen Wilkins discusses positive trends and reasons for optimism in the pest control industry for 2024. To learn more about Gabelli Funds' disciplined, 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/
GOLD MARKET INSIGHTS WITH GABELLI'S GOLD EXPERT, CAESAR BRYAN
December 6, 2023
Caesar Bryan chats with GabelliTV to discuss Market insights in the Gold industry. To learn more about Gabelli Funds' disciplined, 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/
INVESTING FUNDAMENTALS: VALUE INVESTING BASICS
December 6, 2023
Miles McQuillen sits down with GabelliTV for the first episode of Investing Fundamentals: Value Investing Basics. To learn more about Gabelli Funds' disciplined, 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/
CHARLIE LAROSA: ON THE MARKETS NOVEMBER 2023
December 6, 2023
Charlie LaRosa provides market updates from November 2023. To learn more about Gabelli Funds' disciplined, 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/
INVESTING FUNDAMENTALS: PRIVATE MARKET VALUE WITH A CATALYST EXTENDED
December 6, 2023
Miles McQuillen sits down with GabelliTV for the second episode of Investing Fundamentals. To learn more about Gabelli Funds' disciplined, 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/
GABELLI FUNDS 47TH ANNUAL AUTOMOTIVE SYMPOSIUM RECAP
December 6, 2023
Brian Sponheimer and Carolina Jolly go over the 47th Annual Automotive Symposium with GabelliTV.
CHARLIE MUNGER - REFLECTIONS ABOUT THE "ABOMINABLE NO-MAN"
November 29, 2023
Mac Sykes sits down with GabelliTV to remember the life and legacy of Charlie Munger. To learn more about Gabelli Funds' disciplined, 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/
GABELLI FUNDS AND COLUMBIA BUSINESS SCHOOL HEALTHCARE SYMPOSIUM RECAP
November 27, 2023
Jeff Jonas recaps the 5th Annual Healthcare Symposium from Gabelli Funds. To learn more about Gabelli Funds' disciplined, 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/
UTILITY SECTOR OUTLOOK AND OPTIMISM FOR 2023
November 22, 2023
Tim Winter sits down with GabelliTV to discuss the outlook and reasons for optimism in 2023. To learn more about Gabelli Funds' disciplined, 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/
INVESTMENT OPPORTUNITIES IN JAPAN
November 21, 2023
Hendi Susanto and Ryuta Makino speak to Gabelli TV about Investment opportunities currently presenting themselves in Japan. To learn more about Gabelli Funds' disciplined, 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/
SOUND OPPORTUNITIES: GROWTH IN THE HEARING AID MARKET
November 17, 2023
Sara Wojda sits down with Gabelli TV to talk about the opportunities occurring in the Hearing Aid Market. To learn more about Gabelli Funds' disciplined, 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/
DIAGEO MARKET NEWS AND INVESTMENT INSIGHTS
November 16, 2023
Joseph Gabelli gives insight to GabelliTV on Diageo Market News. To learn more about Gabelli Funds' disciplined, 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/
A DIVE INTO THE RECENT FINDINGS FROM KEELEY-TETON'S SEMI-ANNUAL DIVIDEND TRACKER 2023
November 14, 2023
Brian Leonard and Thomas Browne from Keely-Teton Advisors provide insight at Gabelli TV into their Semi-Annual Dividend Tracker in 2023. To learn more about Gabelli Funds' disciplined, 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/inve...
DEALS, DEALS Y MÁS DEALS
November 13, 2023
Patricio Salem stops by Gabelli TV to chat about...Deals, Deals and more Deals! (Spanish with English Subtitles)To learn more about Gabelli Funds' disciplined, 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/inve...
FDA APPROVAL OF ELI LILLY'S TIRZEPATIDE WEIGHS ON COMPETITORS
November 10, 2023
Daniel Barasa sits down with GabelliTV to provide the skinny on Eli Lilly's Tirzepatide weight loss drug and its recent FDA Approval. To learn more about Gabelli Funds' disciplined, 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/inve...
CHARLIE LAROSA: ON THE MARKETS OCTOBER 2023
November 3, 2023
Charlie LaRosa sits down with GabelliTV to talk about what is going on "On the Markets" for October 2023. To learn more about Gabelli Funds' disciplined, 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/
REVOLUTIONIZING HEALTHCARE: THE $100 BILLION FUTURE OF WEIGHT LOSS DRUGS
October 31, 2023
Jeff Jonas sits down with GabelliTV and gives the latest scoop on the Future of Weight Loss Drugs. To learn more about Gabelli Funds' disciplined, 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/inve...
BRIDGING THE DIVIDE ON DIVIDENDS: KEELEY TETON ADVISORS DISCUSS DIVIDEND INVESTING
October 30, 2023
Gabelli TV heads to the windy city to learn from our Keeley Teton partners all about Dividend Investing and why it's an attractive opportunity. To learn more about Gabelli Funds' disciplined, 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/
FED MEETING PREVIEW-NOVEMBER SKIP
October 30, 2023
Judy Raneri sits down with GabelliTV to go over the November Skip in a preview of the upcoming Fed Meeting To learn more about Gabelli Funds' disciplined, 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/
DEALS, DEALS AND MORE DEALS IN THE OIL PATCH
October 24, 2023
Simon Wong sits down with Gabelli TV to discuss the current trends of oil investments and how they are impacting stocks. To learn more about Gabelli Funds' disciplined, 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/
Q3 MARKET RECAP: THE ECONOMY, INFLATION, & OPPORTUNITIES WITH KEVIN DREYER
October 23, 2023
Kevin Dreyer provides an update on the third quarter of the year in this Market Recap.
JAPAN'S RESURGENCE: RE-SHORING & INVESTMENT SHIFTS EXPLORED | MARK YIM
October 23, 2023
Mark Yim discusses Japan's Resurgence over at Gabelli TV with Re-shoring and Investment Shifts updates.
TENSIONS IN THE MIDDLE EAST; IMPLICATIONS FOR GLOBAL DEFENSE SPENDING
October 20, 2023
Tony Bancroft covers the implications of the war in the Middle East and how it affects global defense spending. To learn more about Gabelli Funds' disciplined, 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/inve...
BOB IGER'S ROCKY RETURN TO DISNEY: WHAT INVESTORS NEED TO KNOW ABOUT $DIS STOCK
October 20, 2023
Gabelli Telecom and Media Analyst Paul Fanelli gives the inside scoop on what investors need to know about Disney and their stock going into the last quarter of the year. To learn more about Gabelli Funds' disciplined, 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/inve...
DSGR UNVEILED: LEADERSHIP, LIQUIDITY, AND LOOKING AHEAD AFTER INVESTOR DAY
October 20, 2023
Justin Bergner provides insight into DSGR. To learn more about Gabelli Funds' disciplined, 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/inve...
GOLD MARKET UPDATES: INFLATION, TIME VALUE OF MONEY, AND MINING
October 20, 2023
Chris Mancini talks about updates in the Gold Market for early Fall 2023. To learn more about Gabelli Funds' disciplined, 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/inve...
RECESSION ON THE HORIZON? A DEEP DIVE INTO Q3 MARKET INDICATORS
October 20, 2023
Howard Ward sits down with GabelliTV to go over some of the Q3 Market Indicators and how they predict what is to come. To learn more about Gabelli Funds' disciplined, 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/inve...
JUDY RANERI: LOOKING BEYOND THE FOMC'S RATE DECISION
September 20, 2023
Judy Raneri sits down with Gabelli TV to talk about the FOMC's Rate Decision ahead of the FOMC meeting on September 20th.
CHARLIE LA ROSA: ON THE MARKETS AUGUST 2023
September 12, 2023
Charlie LaRosa provides an update on market trends as we leave August 2023 behind and move into September (and the Fall months).
ON THE MARKETS WITH GABELLI FUNDS' CHARLIE LAROSA: APRIL 2023
May 4, 2023
Charlie LaRosa, Vice President of the Value team at Gabelli, discusses our take "On the Markets" for April 2023. Stocks moved slightly higher in April as better-than-expected Q1 earnings, despite a lower bar, helped temper recession fears for now. Consumers remained resilient notwithstanding persistent inflation and other economic headwinds. Some positive themes from Q1 earnings season included better-than-feared regional bank results, strong mega-cap tech results, as well as better trends around cost controls, inventories and supply chain.
CARRIER PORTFOLIO TRANSFORMATION TOWARDS HEAT PUMPS
May 3, 2023
Bart Rekucki, analyst at Gabelli Funds.Today I’m talking about 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.
ROGERS CORPORATION UPDATE WITH WAYNE PINSENT
May 1, 2023
Wayne Pinsent, Specialty Chemicals Analyst at Gabelli Funds, discusses one of our top ideas, Rogers Corporation. Listed on the NYSE under ticker ROG, and based in Chandler, Arizona, Rogers is a designer and manufacturer of highly engineered and specialized electronic materials and components for a wide range of applications. We view the company as now having the right leadership and plan in place to drive operational improvements and restore margins, all while positioning itself for high growth, leading to value creation and significant upside in shares.
AUTOMATION ECOSYSTEM TO BENEFIT FROM RESHORING TRENDS
May 1, 2023
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 assets under management.
TIM BRASIL UPDATE WITH TRISTAN VAN BIEMA
May 1, 2023
Tristan van Biema , Research Analyst at Gabelli Funds, discusses TIM Brasil and why we think the company presents an intriguing opportunity. TIM offers mobile services, traditional voice and data services, as well as fixed broadband through Tim UltraFibra. The company has 62 million wireless customers (of which approximately 35 million are prepaid) making it the third largest operator in Brazil.
GABELLI RADIO - IN DEPTH: WASTE MANAGEMENT SECTOR
April 28, 2023
Today on Gabelli Radio- In Depth, Gabelli Fund's research analysts Tristan van Biema and Michael Burgio discuss the waste management sector. During the discussion they go over waste, where it goes, how it gets there and who profits within this heavily regulated market.
EMR/NATI DEAL AND THE AUTOMATION SPACE
April 27, 2023
Justin Bergner, Research Analyst and Portfolio Manger 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 in January that it had acquired a 2% stake and was pushing for the company to sell itself.
GABELLI RADIO IN DEPTH: WASTE MANAGEMENT SECTOR
April 27, 2023
Today on Gabelli Radio in Depth, Gabelli Fund's research analysts Tristan van Biema and Michael Burgio discuss the waste management sector. During the discussion they go over waste, where it goes, how it gets there and who profits within this heavily regulated market.
U.S. CHIPS ACT UPDATE WITH RYUTA MAKINO
April 19, 2023
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 U.S. semiconductor manufacturing has fallen from 37% in 1990 to 12% in 2022. The United States aims to bolster leading edge domestic semiconductor manufacturing in the midst of growing geopolitical tensions between the U.S. and China.
WARNER BROS. DISCOVERY 'MAX' LAUNCH ANNOUNCEMENT
April 17, 2023
Paul Fanelli, a TMT analyst at Gabelli Funds, discusses Warner Brothers Discovery, and the announcement of its new streaming product, Max. This new service which launches on May 23, will replace HBO Max. The idea is to lean on the legacy of prestige content from HBO to attract subscribers, and to leverage the broad general entertainment offering from Discovery Plus to keep subscribers engaged and reduce churn.
FIRST QUARTER 2023 GLOBAL DEAL RECAP
April 17, 2023
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. A total of 12,700 deals were announced a global basis in the quarter, with about 28% or 3,500 announced in the United States, equating to a total value of $273 billion.
GABELLI FUND'S MAC SYKES INTERVIEWS AUTHOR JACOB MCDONOUGH ABOUT BERKSHIRE HATHAWAY BOOK
April 12, 2023
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]
April 11, 2023
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
April 6, 2023
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 was just one day before a formal OPEC Plus JMMC meeting. The announcement was quickly followed by the UAE, Iraq, Kuwait, Algeria, Kazakhstan, Oman and Gabon. These cuts are voluntary and not a binding OPEC plus policy, so it can be reversed anytime.
KEY TAKEAWAYS FROM NEOGENOMICS' INVESTOR DAY
April 5, 2023
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 the business towards fast-growing products and markets, and will continue to be a leading cancer diagnostics player.
ON THE MARKETS WITH GABELLI FUNDS' CHARLIE LAROSA: MARCH 2023
April 4, 2023
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 power, recurring revenue and large free cash flow generation that are trading below Private Market Value. The environment remains ripe for value surfacing catalysts: while M&A activity was down in 2022, it is still robust compared to most historical years.
ORTHOPEDIC MARKET UPDATE WITH JENNIE TSAI
April 4, 2023
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 challenges improves. This should result in operating margin improvement for most companies despite higher expenses with inflation and supply chain. Managements are working diligently to drive efficiency and improve margins.
CONVERTIBLE MARKET UPDATE WITH JAMES DINSMORE
April 4, 2023
James Dinsmore, a Portfolio Manager focused on convertible strategies at Gabelli Funds, gives an update of the convertible market. His team has managed convertible securities through multiple market downturns and have seen how they can be a great tool for companies to raise capital despite uncertainty while offering investors a risk adjusted way to participate in a recovery. Historically, convertibles offer a compelling way to remain invested in equity markets and increase income while reducing downside participation. The current environment is unique, as it has given us an opportunity to increase the yield to maturity of our portfolios while maintaining some equity exposure in companies where we have high conviction.
USING PRIVATE MARKET VALUE AND CATALYST TO SURFACE VALUE
April 3, 2023
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.
TAX SAVING QUALIFIED CHARITABLE DISTRIBUTIONS FROM YOUR IRA - NEW RULES ON DEFINITION OF “CHARITIES”
March 31, 2023
Karen Fang, Managing Director, Wealth Management at GAMCO, discusses Tax Saving Qualified Charitable Distributions from your IRA and New Rules Expanding the Definition of “Charities”.
UTILITY STOCKS - THE GREAT TRANSFORMATION
March 31, 2023
Tim Winter, Portfolio Manager of the Gabelli Utilities Fund and long time Utilities Research Analyst highlights the value of the utilities sector. The sector is undergoing a great transformation from fossil fuels to clean energy. Electric gas and water utilities still have the same traditional defensive characteristics - monopolies, service areas, essential products, stable customer base, strong balance sheets, and strong credit ratings but now they have the added boost of political and regulatory support to achieve clean energy goals.
CAESARS ENTERTAINMENT (CZR) WITH JUSTIN MCAULIFFE
March 31, 2023
Justin McAuliffe, a Research Analyst at Gabelli Funds covering the Gaming and Lodging industry, highlights Caesars Entertainment, which trades on the NASDAQ under the ticker CZR. He shares how Caesar Entertainment is a compelling long term value.
MUSIC INDUSTRY OUTLOOK WITH HANNA HOWARD
March 30, 2023
Hanna Howard, a Research Analyst focused on media at Gabelli Funds, discusses her outlook on the music industry, and highlights two names in particular that we continue to like longer-term – Universal Music Group (UMG) and Warner Music Group (WMG).
U.S. SPORTS BETTING MARKET UPDATE & ENTAIN PLC
March 29, 2023
Research Analyst at Gabelli Funds, Gustavo Pifano, shares an update on the U.S. Sports betting market and one of our best ideas for 2023, Entain plc. Nearly five years on since the US Supreme Court overturned the Professional and Amateur Sports Protection Act and allowed individual states to regulate and tax sports betting businesses, we now have legal sports betting in 33 states and Washington DC, representing just over 50% of the adult population.
FOOD MARKET UPDATE WITH SARAH DONNELLY
March 29, 2023
Gabelli Funds Portfolio Manager and Research Analyst, Sarah Donnelly discusses how the food industry tends to be less volatile and more resilient to economic downturns relative to many discretionary categories. This is only one of the reasons to invest in the industry. The primary growth driver over the last few years has been pricing following rampant input cost inflation related to substantial COVID demand, supply disruptions, supply constraints and crop concerns.
DFIN MULTIPLE AVENUES TO SURFACE VALUE
March 28, 2023
Research Analyst at Gabelli Funds, Bart Rekucki, discusses an intriguing opportunity in Donnelley Financial Solutions, which we believe has multiple avenues to surface value. DFIN was spun off from RR Donnelley in 2016 in a tax free separation and is a major player in the market for financial reporting and compliance tools.
GABELLI COMMERCIAL AEROSPACE & DEFENSE ETF "GCAD"
March 27, 2023
Tony Bancroft, the Aerospace and Defense analyst at GAMCO Investors and Portfolio Manager for Gabelli’s recently launched Commercial Aerospace and Defense ETF, ticker “GCAD" discusses secular and structural dynamics that should benefit the aerospace and defense industry over the long term.
MANCHESTER UNITED PLC (MANU) STRATEGIC ALTERNATIVES UPDATE WITH ANDREW CAPPUCCI
March 24, 2023
Andrew Cappucci, a Research Analyst focused on sports and media at Gabelli Funds, provides an update on strategic alternatives for Manchester United PLC, which trades under the ticker MANU on the NYSE. Manchester United, headquartered in Manchester, England, is a UK-based soccer club.
HIGHLIGHTS FROM MWC BARCELONA
March 23, 2023
    Gabelli Funds Portfolio Manager, Sergey Dluzhevskiy, discusses the highlights from MWC Barcelona, formerly known as Mobile World Congress. MWC Barcelona is the largest wireless industry conference and trade show in the world, bringing together innovation and technology from over 2,400 exhibitors and sponsors, and with attendance in excess of 88 thousand.
BACK TO THE FUTURE WITH CLOSED-END FUNDS
March 22, 2023
   David Schachter, Senior Vice President at Gabelli Funds discusses the incredible growth of closed-end funds over the last few decades.
OPPORTUNISTIC BANK STOCK BUY DURING THE CRISIS WITH IAN LAPEY
March 21, 2023
    Ian Lapey, Portfolio Manager of the Gabelli Global Financial Services Fund, discusses First Citizens BankShares, a North Carolina based bank with $109 billion in assets.
RECENT UNCERTAINTY IN GLOBAL BANKING & VOLATILITY OF EQUITY MARKETS OFFER POTENTIAL OPPORTUNITIES
March 20, 2023
    Wayne Plewniak, Managing Director and Head of Fixed Income for the Gabelli Organization, discusses the recent uncertainty in Global Banking and volatility of equity markets and the potential opportunities in the fixed income space.
THE IMPACT OF ACCOUNTING RULES ON THE BANKING INDUSTRY WITH MAXIMILIAN CALDWELL
March 14, 2023
    Maximilian Caldwell, Vice President of Finance at GAMCO Investors, discusses the impact that accounting rules have had on the current challenges in the banking industry. The current accounting rules have roots going back to the Savings and Loan crisis in the 1980s, where there was a similar rise in inflation and interest rates, which caused stress in the banking system.
WHERE TO PUT YOUR CASH NOW? WITH JUDITH RANERI
March 14, 2023
    Judith Raneri, Senior Portfolio Manager of the Gabelli US Treasury Money Market Fund at Gabelli Funds, discusses the recent collapse of two large regional banks and provides us with a contingency plan for immediate access to liquidity in the unlikely event the market creates significant challenges in the future . The Gabelli US Treasury money market fund (“GUSTO”) is a 100% U.S. Treasury, SALT-free investment, currently yielding 4.57%. The account opening form can be completed and submitted on paper or electronically online, by simply going to Gabelli.com.
COMMENT ON BANK REGULATORY ACTION WITH MACRAE SYKES
March 13, 2023
    Gabelli Funds Portfolio Manager, Macrae Sykes, discusses the Silicon Valley Bank takeover by regulators and the Federal Reserve's new Bank Term Funding Program to provide liquidity to institutions as they cope with mark to market losses on longer dated government securities.
GABELLI FUNDS 14TH ANNUAL SPECIALTY CHEMICALS SYMPOSIUM
March 8, 2023
    Gabelli Funds is hosting its 14th Annual Specialty Chemicals Symposium at the Harvard Club in New York, NY on Thursday, March 16, 2023. The symposium will focus on the themes of pricing power, global supply chain, demand trends, inflationary pressures, sustainability, and M&A. Attendees will also have the opportunity to meet with management in a one-on-one setting. Register here: https://gabelli.zoom.us/webinar/register/WN_fPyt_QnaSOeANK_e11PgvQ
ON THE MARKETS WITH GABELLI FUNDS' CHARLIE LAROSA: FEBRUARY 2023
March 3, 2023
    Charlie LaRosa, a member of the Value team at Gabelli discusses our take "On the Markets" for February 2023.
33RD ANNUAL GABELLI PUMP, VALVE, AND WATER SYSTEMS SYMPOSIUM: RECAP
February 28, 2023
    Research Analyst and Portfolio Manager, Brett Kearney, recaps our 33rd Annual Gabelli Pump, Valve, and Water Systems Symposium which took place this last Thursday. Brett discusses some of the broad themes and takeaways from the day, including the substantial opportunity ahead from the global energy transition as well as from infrastructure spending and reshoring activity, particularly in North America.
SINCLAIR BROADCAST GROUP [SBGI] WITH HANNA HOWARD
February 22, 2023
    Gabelli Funds Research Analyst focused on media and broadcasting, Hanna Howard, discusses Sinclair Broadcast Group, which trades under the ticker SBGI on the NASDAQ. The company reported fourth quarter and full-year 2022 results this morning, and hosted a conference call. SBGI shares are trading down around $1.30 or over 7% today following the company’s earnings release and call.
NEW RETIREMENT PLANNING OPPORTUNITIES FOR YOUNGER ADULTS WITH KAREN FANG
February 22, 2023
   Karen Fang, Managing Director, Wealth Management at GAMCO, discusses several important Secure 2.0 Act provisions that may be of particular interest to individuals who are early in their careers and are starting to think about retirement savings strategies.
SPINE CONSOLIDATION WITH JENNIE TSAI
February 14, 2023
    Medical device analyst at Gabelli Funds, Jennie Tsai, discusses the February 9th agreement between Globus Medical, a musculoskeletal company and NuVasive, a spine innovator, to merge in an all-stock transaction.
BEST IDEAS 2023: COSTCO WHOLESALE CORP. [COST]
February 10, 2023
    Gabelli Funds Research Analyst, Justin McAuliffe, shares why Costco is one of our best ideas for 2023.
ATTRACTIVE OPPORTUNITIES IN EUROPEAN BANKS WITH IAN LAPEY
February 9, 2023
    Portfolio Manager of the Gabelli Global Financial Services Fund, Ian Lapey,  provides an update on the robust earnings growth and generous capital returns of several European banks.
BEST IDEAS 2023: EXACT SCIENCES CORPORATION [EXAS]
February 9, 2023
    Gabelli Funds, Diagnostics & Life Sciences Analyst, Sara Wojda, shares why Exact Sciences Corporation is one of our best ideas for 2023.
BEST IDEAS 2023: UNILEVER PLC [ULVR-LN]
February 7, 2023
   Gabelli Funds Research Analyst, Ashish Sinha, shares why Unilever PLC is one of our best ideas for 2023.
BEST IDEAS 2023: CRANE HOLDINGS, CO. [CR]
February 7, 2023
    Gabelli Funds Portfolio Manager and Aerospace and Defense analyst, Tony Bancroft, shares why Crane Holdings, Co. is is one of our best ideas for 2023.
ON THE MARKETS WITH GABELLI FUNDS' CHARLIE LAROSA: JANUARY 2023
February 6, 2023
Charlie LaRosa, a member of the Value team at Gabelli discusses our take "On the Markets" for January 2023.
RETIRED OR CLOSE TO RETIREMENT - KEY PROVISIONS OF THE SECURE 2.0 ACT WITH KAREN FANG
February 2, 2023
    Karen Fang, Managing Director, Wealth Management at GAMCO Investors,  reviews a number of the key provisions of the Secure 2.0 Act Legislation that will impact those individuals who are retired or closer to retirement.
BEST IDEAS 2023: WEATHERFORD INTERNATIONAL [WFRD]
January 31, 2023
    Gabelli Funds Research Analyst, Simon Wong, shares why Weatherford International is one of our best ideas for 2023.
BEST IDEAS 2023: GLAUKOS CORPORATION [GKOS]
January 30, 2023
Medical device analyst at Gabelli Funds, Jennie Tsai, shares why Glaukos Corp. is one of our best ideas for 2023.
UNDERVALUED LATAM BROADBAND PLAY: UPDATE ON MILLICOM WITH SERGEY DLUZHEVSKIY
January 26, 2023
   Sergey Dluzhevskiy, a portfolio manager with Gabelli Funds, provides an update on Millicom, a communications service provider with 40 million mobile customers and over 9 million cable and fixed-broadband revenue generating units in Latin America, operating primarily under the brand name Tigo.
BEST IDEAS 2023: CHARGEPOINT [CHPT]
January 26, 2023
Gabelli Funds Research Analyst, Jack Haverty, shares why ChargePoint is one of our best ideas for 2023.
BEST IDEAS 2023: NCR CORPORATION [NCR]
January 23, 2023
Gabelli Funds Portfolio Manager, Justin Bergner, shares why NCR Corporation is one of our favorite companies.
BEST IDEAS 2023: ARISTA NETWORKS [ANET]
January 20, 2023
Gabelli Funds Research Analyst, Ryuta Makino, shares why Arista Networks is one of our best ideas for 2023.
BEST IDEAS 2023: WARNER BROTHERS DISCOVERY [WBD]
January 20, 2023
Gabelli Funds Research Analyst, Paul Fanelli, shares why Warner Brothers Discovery is one of our best ideas for 2023.
GABELLI EQUITY INCOME FUND OVERVIEW WITH BOB LEININGER
January 19, 2023
Bob Leininger, Portfolio Manager at the Gabelli Funds, gives an overview of the Gabelli Equity Income Open End Fund, which is one of the anchor funds at the Gabelli organization.
BEST IDEAS 2023: JOHNSON CONTROLS [JCI]
January 18, 2023
Gabelli Funds Research Analyst, Bart Rekucki, shares why Johnson Controls is one of our best ideas for 2023.
33RD ANNUAL GABELLI PUMP, VALVE, AND WATER SYSTEMS SYMPOSIUM
January 18, 2023
      GAMCO Investors, Inc. is hosting our 33rd Annual Pump, Valve & Water Systems Symposium at the Lotte New York Palace in New York, NY on February 23rd.  The conference will draw approximately 18 companies, with a focus on the themes of infrastructure spending, resource security and conservation, and M&A.  Attendees will also have the opportunity to meet with management in a one-on-one setting.    Registration link: https://gabelli.zoom.us/webinar/register/WN_ypbTBXNIQ3K0RmoCjCxSGg
BEST IDEAS 2023: T-MOBILE [TMUS]
January 11, 2023
Gabelli Funds Portfolio Manager, Sergey Dluzhevskiy, shares why T-Mobile is one of our favorite companies in The Gabelli Global Content & Connectivity Fund.
BEST IDEAS 2023: INTERACTIVE BROKERS [IBKR]
January 10, 2023
Gabelli Funds Portfolio Manager, Macrae Sykes, shares why Interactive Brokers is one of our favorite companies in the portfolio of the Gabelli Financial Services Opportunities Fund.
GOLD UPDATE WITH CAESAR BRYAN
January 5, 2023
Caesar Bryan, portfolio manager of The Gabelli Gold Fund, discusses gold and gold equities.
2022 GLOBAL MUSIC INDUSTRY UPDATE WITH HANNA HOWARD
December 19, 2022
Hanna Howard, a research analyst focused on media at Gabelli Funds discusses an overview of the music industry, and why we continue to like sector longer-term.
ON THE MARKETS WITH GABELLI FUNDS' CHARLIE LAROSA: NOVEMBER 2022
December 7, 2022
Charlie LaRosa, a member of the Value team at Gabelli discusses our take "On the Markets" for November 2022.
TEXTRON’S FLRAA CONTRACT AWARD WITH TONY BANCROFT
December 6, 2022
Tony Bancroft, the Aerospace and Defense analyst at GAMCO Investors, discusses Bell Textron’s V-280 Valor award by the U.S. Army to replace its UH-60 Black Hawk helicopter as its next Future Long-Range Assault Aircraft, or “FLRAA".
GABELLI FUNDS AND COLUMBIA BUSINESS TO HOST 4TH ANNUAL HEALTHCARE SYMPOSIUM
November 11, 2022
   Gabelli Funds and Columbia Business to Host 4th Annual Healthcare Symposium on Friday, November 18th at the Paley Center in New York City. Three important topics will be covered, all of which provide important insights into major trends in clinical innovation, healthcare delivery, access and economics.   Register with link:  https://www.eventbrite.com/e/4th-annual-gabelli-funds-columbia-business-school-healthcare-symposium-tickets-428038904887
ON THE MARKETS WITH GABELLI FUNDS' CHARLIE LAROSA: OCTOBER 2022
November 4, 2022
Charlie LaRosa, a member of the Value team at Gabelli discusses our take "On the Markets" for October 2022.
NYSE’S WHAT’S THE FUND? – GABELLI’S MAC SYKES, DISCUSSES NEW ETF: GABF
October 31, 2022
   #WhatstheFund? It's the Gabelli Financial Services Opportunities ETF (NYSE Arca: GABF). Mac Sykes, Portfolio Manager at Gabelli Funds, tells us about this fund.   Visit: https://www.gabelli.com/funds/etfs/5008  | GAMCO Investors, Inc.
SPORTS BETTING UPDATE WITH JUSTIN MCAULIFFE
October 24, 2022
Research Analyst, Justin McAuliffe, provides an update on the sports betting industry.
ON THE MARKETS WITH GABELLI FUNDS' CHARLIE LAROSA: SEPTEMBER 2022
October 5, 2022
Charlie LaRosa, a member of the Value team at Gabelli discusses our take "On the Markets" for September 2022.
COLORADO GOLD FORUM INSIGHTS WITH CHRIS MANCINI
September 26, 2022
Associate Portfolio Manager of the Gabelli Gold Fund, Chris Mancini, discusses Gold mining companies which are suffering from cost inflation and a declining gold price along with the recent Colorado Gold Forum.
THE AFTERMARKET – THE ULTIMATE NON DISCRETIONARY, NON-LUXURY GOOD WITH CAROLINA JOLLY
September 9, 2022
Research Analyst, Carolina Jolly, discusses the aftermarket distributors and why they are outperforming the Standard and Poor's 500 by nearly 20% YTD.
SPECTRUM-RICH NETWORK UNLOCKING OPPORTUNITIES: UPDATE ON T-MOBILE US WITH SERGEY DLUZHEVSKIY
September 8, 2022
Portfolio Manager, Sergey Dluzhevskiy, provides an update on T-Mobile, the second-largest mobile operator in the US, serving over 110 million branded customers, and a top holding of The Gabelli Global Content & Connectivity Fund.
ON THE MARKETS WITH GABELLI FUNDS' CHARLIE LAROSA: AUGUST 2022
September 6, 2022
Charlie LaRosa, a member of the Value team at Gabelli discusses our take "On the Markets" for August 2022.
HEARING AIDS UPDATE WITH JENNIE TSAI
August 24, 2022
Medical Device Analyst, Jennie Tsai, discusses the FDA final rule announcement on Over-The-Counter hearing aids allowing patients to purchase hearing aids without a prescription beginning in mid-October 2022.
GABELLI CLOSED - END FUNDS WITH LAURISSA MARTIRE
August 24, 2022
Laurissa Martire, Senior Vice President and Investor Relations for Gabelli Funds, discusses the closed-end funds Gabelli has to offer as well as the resources available to investors.
BERKSHIRE STEPS UP CAPITAL ALLOCATION WITH MACRAE SYKES
August 23, 2022
Portfolio Manager, Macrae Sykes, discusses the actions of Berkshire Hathaway and its investment team led by Warren Buffett and other managers Todd Combs and Ted Weschler.
BERKSHIRE’S GUSHER WITH SIMON WONG
August 22, 2022
Gabelli Funds research analyst, Simon Wong, discusses Berkshire Hathaway’s FERC approval to buy up to 50% of Occidental Petroleum.
GOLD PRICES AND GOLD EQUITIES WITH CAESAR BRYAN
August 11, 2022
Caesar Bryan, portfolio manager of The Gabelli Gold Fund, discusses gold prices and gold equities.
FED’S RATE HIKE IMPACT ON TREASURY YIELDS WITH JUDITH RANERI
August 5, 2022
Judith Raneri, senior portfolio manager of the Gabelli US Treasury MMF, discusses the Federal Reserve’s recent actions at their July FOMC meeting. She goes over the impact on the overall bond market and where this leaves  the Fed in their fight against inflation.
SHOPPING FOR VALUE: PRIVATE LABEL FOOD WITH SARAH DONNELLY
August 4, 2022
Sarah Donnelly, consumer staples research analyst,  discusses expenditures for at-home–food, recent food inflation and TreeHouse Foods.
ON THE MARKETS WITH GABELLI FUNDS' CHARLIE LAROSA: JULY 2022
August 3, 2022
Charlie LaRosa, a member of the Value team at Gabelli discusses our take "On the Markets" for July 2022.
GABELLI AUTOMATION ETF WITH BRETT KEARNEY
August 2, 2022
Brett Kearney, research analyst and portfolio manager at Gabelli Funds, provided an update on the Gabelli Automation ETF, which was launched earlier this year.  The ETF trades on the New York Stock Exchange under the ticker symbol: GAST and will not incur any fees or expenses for the first $25 million of the Fund’s assets under management.
1ST HALF OF 2022 GLOBAL DEAL RECAP WITH CHRIS MATTHIESSEN
August 1, 2022
Chris Matthiessen, a member of the merger arbitrage investment team, discusses the uncertainty surrounding the current state of the global macroeconomic environment and the global M&A activity of the first half of 2022.
PRICING POWER - DISTILLED SPIRITS/DIAGEO WITH KEVIN DREYER
July 29, 2022
Kevin Dreyer discusses inflation and one of the industries with the best pricing power - distilled spirits.
THE ELIMINATION OF PLASTICS & SHIFT TO CANS WITH HANNA HOWARD
July 27, 2022
Analyst Hanna Howard discusses the increasingly negative sentiment towards plastics, which is helping to drive the shift towards more sustainable products and packaging.
FARNBOROUGH INTERNATIONAL AIRSHOW 2022 REVIEW WITH TONY BANCROFT
July 26, 2022
Tony Bancroft discusses his key takeaways from the 2022 Farnborough International Airshow which took place from July 18th to July 22nd this year.
SPORTS INVESTING IN THE PUBLIC MARKETS WITH CHRIS MARANGI
July 25, 2022
Gabelli Funds co-CIO, Chris Marangi, discusses live entertainment and sports. He goes over the relative scarcity of sports assets and the limited accessibility to the public market investors mentioning –  The NY Knicks and Rangers at Madison Square Garden Sports and the Atlanta Braves baseball club at Liberty Braves.
ELECTRIC METERING AND DISTRIBUTION AUTOMATION WITH JUSTIN BERGNER
July 22, 2022
Portfolio Manager Justin Bergner discusses the electric metering market and the opportunity for distribution automation to drive revenue growth and margin expansion in what has been a challenging market.
ON THE MARKETS WITH GABELLI FUNDS' CHARLIE LAROSA: JUNE 2022
July 6, 2022
As the S&P crosses the bear market threshold, Charlie LaRosa discusses commodity prices, rate hikes and the rise of a post-COVID economy in this June episode of On The Markets.
INTERVIEW WITH PRECIDIAN FOUNDER, STUART THOMAS
June 30, 2022
Interview with Precidian Founder, Stuart Thomas
FINANCIALS PANEL - PROFESSOR JAMES BARTH AND MACRAE SYKES (06.15.2022)
June 16, 2022
Financials Panel - Professor James Barth and Macrae Sykes (06.15.2022)
ON THE MARKETS WITH GABELLI FUNDS' CHARLIE LAROSA: MAY 2022
June 6, 2022
Charlie LaRosa discusses volatility, ongoing fallout from geopolitics in East Europe, and a recent Fed rate hike on this episode of On the Markets.
ON THE MARKETS WITH GABELLI FUNDS' CHARLIE LAROSA: APRIL 2022
May 6, 2022
Join GAMCO's Charlie LaRosa as he goes over the ongoing war in Ukraine, recent actions by the Federal Reserve, and more. 
FIXED INCOME UPDATE AND THE FED WITH JUDY RANERI
April 14, 2022
In this episode, Judith Raneri provides an update on the fixed income space as it relates to recent Federal Reserve actions.
ON THE MARKETS WITH GABELLI'S CHARLIE LAROSA: MARCH 2022
April 5, 2022
Join us for Charlie LaRosa's market update for the month of March, 2022. In this episode, Charlie explains the Fed's efforts to combat inflation, changes in COVID trends, the conflict in Ukraine, and more. 
AN UPDATE ON T-MOBILE, FROM SERGEY DLUZHEVSKIY
April 5, 2022
In this episode, portfolio manager Sergey Dluzhevskiy provides an in-depth update on T-Mobile, a top 3 holding of The Gabelli Global Content and Connectivity Fund. 
BRETT KEARNEY ON THE PUMP, VALVE, AND WATER SYSTEMS ECOSYSTEM
April 1, 2022
In this episode, Brett Kearney reviews his recent Pump, Valve, and Water Systems Symposium, recent changes (such as digitization and supply chain issues) in the industry, and more. 
"ON THE MARKETS" FOR FEBRUARY 2022
March 18, 2022
On the Markets with Gabelli's Charlie LaRosa, for the Month of February 2022
MARKET UPDATE WITH CHRIS WARD OF GABELLI GROWTH
March 9, 2022
In this episode, Theresa Pope sits down with Chris Ward to discuss trends his growth team is seeing—from inflation to new investment opportunities and the status of big COVID movers.
SIMON WONG ON CURRENT DEVELOPMENTS IN THE OIL MARKET
March 2, 2022
In this episode, Simon Wong explains how recent tensions between Russia, Ukraine, and the West have affected the oil markets, the possible impact of sanctions, Iran's role, and more.
TONY BANCROFT ON TRENDS IN DEFENSE SPENDING
March 2, 2022
In this episode, Tony Bancroft joins us to discuss recent trends in defense spending--especially considering the recent recession and ongoing events in Ukraine.
RECENT GEOPOLITICAL EFFECTS ON THE GOLD INDUSTRY
February 24, 2022
In this episode, Ceasar Bryan and Chris Mancini discuss how recent developments in Ukraine are affecting the gold sector, and what we can expect for this space in the future.
"ON THE MARKETS" FOR JANUARY 2022
February 9, 2022
Hi, I’m Charlie LaRosa, and here is our take “On The Markets” for January 2022. US equities came under pressure in January as the S&P 500 suffered its biggest monthly pullback since the start of the pandemic in March 2020. Historically, a weak first month hasn’t necessarily led to a year of negative returns. In the past 20 years, the S&P 500 has fallen 3% or more in January on six occasions. Five of those occasions, the S&P 500 was back in positive territory before year-end – the only exception was 2008. Much of the volatility during the month can be attributed to the Fed embarking on a plan to raise interest rates, with a policy statement from the central bank that it could start to do so as soon as March 2022.  Fed Chair Powell’s press conference comments were widely perceived as hawkish, implying that we may see more rate hikes this year than originally anticipated by the markets. The Fed is also in the process of shrinking its record balance sheet at a faster pace through quantitative tightening. While the monetary policy shift was a main focus for the markets, dampened fiscal policy support was another overhang. Sen. Joe Manchin did not support President Joe Biden’s Build Back Better (BBB) plan, which has stalled the proposal, saying that the bill could further fuel inflation. The spread of the Omicron variant played into the more persistent supply chain and input price pressure narrative. While the impacts of Omicron on economic life should diminish through the year, investors remain hopeful that a highly contagious/relatively mild Omicron is a clearing event that helps immunize the population. Health officials have noted that COVID-19 is reaching an endemic phase. While new variants are likely to emerge, society is learning to adapt and accept the possibility that COVID could become a seasonal virus. After several false starts, a rotation from Growth to Value may finally gain traction and provide a tailwind for the appreciation of the undervalued, cash generative entities we favor. Our style should benefit from two themes. First, an inflationary environment favors companies possessing pricing power and significant sunk and/or fixed costs. Holdings including broadband providers, waste handling firms, sports franchises and branded goods companies fit that bill. Second, after years of reinvestment, many formerly disrupted incumbents are poised to innovate their own way to growth. As Value Investors, we continue to navigate the current market volatility as an opportunity to buy attractive companies, which have positive free cash flows, healthy balance sheets and are trading at discounted prices. Please make sure you subscribe to our channel, for all GabelliTV updates. And for more information, visit us online at www.Gabelli.com.
PAUL FANELLI ON THE STREAMING LANDSCAPE, WARNER AND DISCOVERY, AND MORE.
January 28, 2022
In this episode, Paul Fanelli joins us to discuss the changing streaming environment, the upcoming Warner Discovery merger, sports broadcasting rights, and more.
NEW OPPORTUNITIES IN THE GAMBLING SPACE
January 8, 2022
In this episode, Gustavo Pifano joins us to discuss the recent gambling regulatory landscape, the status of the European market, stock picks, and more.
NEW OPPORTUNITIES IN US ONLINE SPORTS BETTING AND IGAMING
January 8, 2022
In this episode, Gustavo Pifano joins us to discuss the rise of online sports betting and iGaming in the US, parallels to the European market, stock picks, and more.
THE NEW GABELLI ASSET ETF
January 8, 2022
Hear Brett Kearney discuss the newest Gabelli ETF: The Gabelli Asset ETF (symbol: GAST)!
ASHISH SINHA ON COVID IN EUROPE, SCOUTING FOR INVESTMENT IDEAS, AND MORE.
December 17, 2021
In this episode, Ashish Sinha discusses COVID in Europe, how he finds opportunities in this setting, stock picks and more.
JENNIE TSAI ON THE MEDICAL DEVICE SECTOR
December 10, 2021
In this episode, Jennie Tsai joins us to speak about how COVID has affected the medical device sector, the lack of current mergers and acquisitions in the industry, stock picks, and more.
STEVE COMERY ON DEPOSITORY BANKING, INTEREST RATES, AND MORE
November 30, 2021
Steve Comery joins us to discuss how he evaluates depository banks, how COVID has changed the depository landscape, the effect of interest rates on the industry, and more.
MATTHEW BROOKLIER ON THE COMMERCIAL VEHICLES SECTOR
November 19, 2021
In this episode, Matt Brooklier discusses issues facing the commercial vehicles industry today, such as supply chain shortages, the efforts to make zero-emission commercial trucks, some insight into Traton, and more.
MARKET UPDATE & OUTLOOK WITH CHRIS WARD
November 12, 2021
Chris Ward, our Growth Team Portfolio Manager, provides insight as to current trends in the economy, such as inflation, the semiconductor shortage, and an outlook for 2022, and does a deep dive on select companies including Nvidia and Cloudflare.
THE GABELLI THIRD ANNUAL HEALTHCARE CONFERENCE AT COLUMBIA (NOVEMBER 19TH)
November 12, 2021
Join us on November 19th for Gabelli’s Third Annual Healthcare Conference, in tandem with Columbia Business School. The Gabelli healthcare team will be hosting a line-up of speakers including healthcare providers, payers, pharmaceutical companies, and academics. The conference will focus on some key areas, including Alzheimer’s care and treatment, new biopharma technologies, and data mining and AI in patient care. Click here (the ‘here’ should hyperlink to the event registration page) if you are interested.  Gabelli Funds, LLC is a registered investment adviser with the Securities and Exchange Commission and is a wholly owned subsidiary of GAMCO Investors, Inc. (NYSE: GBL).
THE GOLD INDUSTRY WITH CHRIS MANCINI
November 10, 2021
Chris Mancini joins us to discuss the gold industry: what makes gold a great store of value, the reasons to invest in gold mining companies, recent changes in gold’s value and more.
BART REKUCKI ON THE ELEVATOR INDUSTRY
October 29, 2021
Bart Rekucki returns, this time to discuss the elevator industry. Tune in for his stock picks, an explanation of technological changes in the industry, how the sector is structured, and more.
MARKET UPDATE WITH CHRIS MARANGI AND KEVIN DREYER
October 22, 2021
In this episode, Co-CIOs and portfolio managers Chris Marangi and Kevin Dreyer discuss changes to the mergers and acquisitions landscape, inflation and its effects on value investing, stock picks, and more.  DISCLOSURE STATEMENT Several companies were mentioned in this episode. GAMCO owns the following percentages of each company: -Liberty Braves – 24.31% Series A, 4.73% Series C -Nestle – less than 1% -Madison Square Garden Sports – 5.46% -Madison Square Garden Entertainment – 5.82% -Aerojet Rocketdyne – 6.22% -Republic Services – less than 1% -Evergrande – less than 1% -Diageo – less than 1% --Herc Holdings – 9.47% -Sony – less than 1% -Universal Music Group – less than 1% -Vivendi – less than 1% -Grupo Televisa – less than 1% -Q-rate retail – less than 1% -Edgewell Personal Care – 5.67% -Netflix – less than 1% -Comcast – less than 1% -Charter Communications – less than 1% -Liberty Broadband – less than 1% -Liberty Global – less than 1% -General Motors – less than 1% -Marcus Corporation – 5.06% -Flowserve – 2.19%
KATHRYN WELLING ON MERGER ARBITRAGE
October 18, 2021
In this episode, Kathryn Welling (co-author of Merger Masters with Mario Gabelli and author of Welling on Wall Street) discusses her experiences with merger arbitrage, the history and future of this space, and much more. Jeffrey Illustrato, Senior Vice President at Gabelli, interviews.
CYBERSECURITY, SUPPLY SHORTAGES, AND MORE WITH HENDI SUSANTO
October 13, 2021
In this episode, analyst and portfolio manager Hendi Susanto goes over funds he manages, select companies he is interested in, provides an overview of Cybersecurity and chip shortages, and more
FINANCIAL ENGINEERING, M&A, AND MORE IN THE PHARMACEUTICAL AND HEALTHCARE SPACES
October 8, 2021
In this episode, Kevin Kedra discusses financial engineering in the healthcare and pharmaceutical sectors, current and upcoming trends in M&A, upcoming spin-offs and separations to watch, and more
THE CHANGING ASSET MANAGEMENT INDUSTRY, COMMISSION LESS TRADING, AND COMPANY OUTLOOKS
October 4, 2021
In this episode, Macrae Sykes discusses updates on the asset management industry, industry consolidation, Interactive Brokers and Berkshire Hathaway, and more.
SUSTAINABLE PACKAGING, ALUMINUM, AND SPIN-OFFS
September 29, 2021
In this episode, Hanna Howard discusses trends in the packaging industry; especially the problems with PET plastic bottles, the rise of aluminum, the Ardagh Metal Packaging spin-off, and more.
COVID TESTING AND HEALTHCARE PROVIDERS OVER THE COURSE OF THE PANDEMIC
September 24, 2021
In this episode, healthcare analyst and portfolio manager Sara Wojda discusses COVID-related changes to the healthcare sector, initial constraints affecting the industry, future demand for COVID testing and availability, and more.
AIRPLANE FLEETS, THE RECOVERY OF COMMERCIAL FLYING, AND DEFENSE
September 20, 2021
In this episode, research analyst and associate portfolio manager Tony Bancroft talks about the commercial aerospace sector, including a history of the industry and major trends now and in the near future. He also goes into detail about Boeing and the future of defense spending.
MONEY MARKET FUNDS WITH JUDY RANERI
September 9, 2021
In this episode, Judy Raneri discusses the current interest rate environment and the impact on Money Market Funds.
A DEEP DIVE INTO THE OUTDOOR DECKING INDUSTRY
September 3, 2021
In this episode, Brett Kearney discusses proprietary recycling technology, the effect of COVID on the industry, major players, and more
INDUSTRIAL STOCK CONSIDERATIONS AND BENEFICIARIES OF THE INFRASTRUCTURE BILL
August 27, 2021
Justin Bergner explores who stands to gain from the infrastructure bill, does a deep dive on companies he finds interesting, and speaks about his thoughts on valuation."
5G: WHAT IS IT AND WHO ARE THE MAIN PLAYERS?
August 25, 2021
In this episode, analyst and portfolio manager Sergey Dluzhevskiy speaks about the adoption of 5G technology, who benefits from it, it's capabilities, and more.
THE DELTA VARIANT, A THIRD SHOT, AND UPCOMING DEVELOPMENTS IN HEALTHCARE
August 20, 2021
In this episode, Jing He speaks about her background as a chemist and analyst for the healthcare and biotech sectors, the effectiveness of the COVID vaccine, exciting new scientific and financial developments, and more.
JAMES DINSMORE ON CONVERTIBLES
August 18, 2021
James Dinsmore discusses the convertibles market, asymmetric returns, the effect of inflation on convertibles, and much, much more
COVID, POLITICAL RISK, AND MORE IN THE HEALTHCARE INDUSTRY
August 13, 2021
In this episode, Jeffrey Jonas speaks about the effect of COVID and the Delta Variant on the healthcare industry, as well as how the sector is evolving to meet these threats. He also discusses political risk, exciting new technologies, why he likes the industry, and more.
NEW TECHNOLOGIES AND TRENDS IN THE AUTOMOBILE INDUSTRY
August 12, 2021
Brian Sponheimer, senior research analyst following the auto industry, discusses the evolution of electric vehicles and shares insights on recent supply chain disruptions.  Brian also serves as co-Portfolio Manager for the Gabelli Asset Fund and Gabelli Dividend and Income Trust.
EMERGING TRENDS IN THE ENERGY SECTOR
August 10, 2021
In this episode, Tommy McKenna sits down with Timothy Winter to discuss major trends in the energy sector, as well as what makes it attractive to investors and the role of activism in the industry.
ATTRACTIVE VALUE OPPORTUNITIES IN GLOBAL BANKS
August 7, 2021
Ian Lapey, Portfolio Manager for the Gabelli Global Financial Services Fund, shares investing insights and observations of U.S. and global bank performance through the pandemic. Ian also serves as co-Portfolio Manager of the Gabelli ESG Fund.
MARKET PERSPECTIVES WITH GABELLI GROWTH
July 16, 2021
Christopher Ward, Associate Portfolio Manager for the Gabelli Global Growth Fund and GAMCO Large Cap Growth strategy, recaps the GAMCO Growth team’s mid-year outlook with a focus on inflation and digital acceleration trends in the Technology sector.
G.RESEARCH CONFERENCE: WASTE &ENVIRONMENTAL SERVICES - DARLING [DAR]
April 2, 2019
A highlight from the 5th Annual Waste & Environmental Symposium  put on by G.Research on March 26th, 2019 in New York City. This research meeting featured presentations and one-on-one meetings with senior management of several leading waste management and environmental companies. In episode 4, you will hear a presentation by Darling Ingredients Inc. [NYSE:DAR]   Please listen to important disclosures at the end of this podcast.
G.RESEARCH CONFERENCE: WASTE &ENVIRONMENTAL SERVICES - CASELLA [CWST]
April 1, 2019
 A highlight from the 5th Annual Waste & Environmental Symposium  put on by G.Research on March 26th, 2019 in New York City. This research meeting featured presentations and one-on-one meetings with senior management of several leading waste management and environmental companies. In episode 3, you will hear a presentation by Casella Waste Systems Inc. [NASDAQ:CWST]  Please listen to important disclosures at the end of this podcast. 
G.RESEARCH CONFERENCE: SPECIALTY CHEMICALS - TRECORA [TREC]
March 27, 2019
A highlight from the 10th Annual Specialty Chemical's Conference put on by G.Research on March 13th, 2019 in New York City. This research meeting featured presentations and one-on-one meetings with senior management of several leading specialty chemicals companies. In this first podcast episode, you will hear a presentation by Trecora Resources CEO, Patrick Quarles. Disclosure:  Please listen to important disclosures at the end of this podcast.  
G.RESEARCH CONFERENCE: SPECIALTY CHEMICALS - OMNOVA [OMN]
March 27, 2019
A highlight from the 10th Annual Specialty Chemical's Conference put on by G.Research on March 13th, 2019 in New York City. This research meeting featured presentations and one-on-one meetings with senior management of several leading specialty chemicals companies. In this first podcast episode, you will hear a presentation by Omnova Solutions CEO Anne Noonan.   Disclosure:  Please listen to important disclosures at the end of this podcast.   
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