A pioneer in value investing, Gabelli Funds (www.gabelli.com) is credited with developing the Private Market Value with a Catalyst™ stock selection process. Since launching our flagship Gabelli Asset Fund (GABAX) in 1986, we have evolved into a diversified global financial services company offering an extensive range of investment capabilities. Fundamental bottoms-up research combined with long-term accumulated knowledge of sectors and companies has been key to our success. For more real time portfolio insights & stock ideas subscribe to GabelliTV on YouTube. Social Media: Twitter, LinkedIn, Instagram, Facebook
COVID-19’s Positive Impact on the Video Game Industry
As a result of people playing more video games, the major video game stocks have held up well comparatively to the market as investors look for beneficiaries of the current COVID world.
Top 10 Reasons to Buy Utility Stocks During the Coronavirus Correction
On March 12, 2020, the S&P Utility (SPU) Index declined 10.2% and is now down 23.1% from an all-time high reached February 18, 2020. This compares to the S&P 500, down 26.6% from all-time high reached February 19, 2020.
A Sector for Half a Century
GAMCO Chief Communications Officer Jennifer Schlueter recently sat down with the firm’s Automotive team to talk about megatrends in the global automotive sector, the competitive moats some companies have in the aftermarket space and how China factors in the sector. Edited for space and clarity, this is part one of a two-part series.
Wind from Behind and Sunshine Ahead
Recently, utility stocks have been very strong, specifically green energy, renewable and water utility stocks. American Water Works (AWK), Brookfield Renewable Partners (BEP), NextEra Energy (NEE) and NextEra Energy Partners (NEP) are all up over 10% as of mid-February after rising over 30% last year.
ESG Issue Series: Renewable Portfolio Standards
Renewable Portfolio Standards (RPS) are state-level regulation standards that specify the percentage of electricity to be generated from renewable resources (wind, solar or other) that utilities will sell. Although RPS differ widely by state, the regulations essentially obligate an electric utility to diversify energy sources and promote local energy development.
ESG Insights Q4 2019
The Gabelli ESG Fund (Class AAA: ESGGX) invests in companies based on fundamental research, using a three pronged approach which includes: (a) certain sustainable themes such as water scarcity, health & wellness and renewable energy…
ESG Issue Series: Data Security
Safeguarding data collected is basic operational risk management for firms with access to private information. Growing global concerns around privacy are highlighting this particular ESG risk more than in the past.
Meridian Bioscience Stepping in for Coronavirus
Meridian Bioscience made an announcement that has driven its share price up 20%. The company has 43 million shares outstanding and closed on [insert date] at $11.50, for an equity market cap of $495 million.
ESG Issue Series: Food Waste
Best Ideas 2020: ICU Medical Inc. (ICUI)
Best Ideas 2020: Patterson Companies (PDCO)
Telefonica Deutschland [TEF D]
ESG Issue Series: Antibiotics
The Role of Antibiotics in Global Food Supply Chains: Many investors are taking time to understand how such long-term dynamics related to antibiotics can help them understand changing risks in food manufacturing companies.
Recap: 2019 Greater New York Dental Meeting
ESG Issue Series: Climate Change
ESG Issue Series: Plastics
ESG Issue Series: Supply Chain
For any manufacturer, the importance of understanding risks in their supply chain is clear. Whether it is logistics, disruption, sourcing or quality issues, businesses know that globalization means reliance on supply chains. Monitoring and evaluation of supply chains is a complex process that typically is not noticed by end customers if it runs well.