Gabelli Radio

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... http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554)

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... http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554)

Judy Raneri sits down with Gabelli TV to talk about the FOMC's Rate Decision ahead of the FOMC meeting on September 20th.

Charlie LaRosa provides an update on market trends as we leave August 2023 behind and move into September (and the Fall months).

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 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.

http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554) 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.

http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554) 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.

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 assets under management.

http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554) 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.

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.

http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554) 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.

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 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.

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. 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.

http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554) 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.

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."

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.

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 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.

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 the business towards fast-growing products and markets, and will continue to be a leading cancer diagnostics player.

http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554) 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.

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 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.