Gabelli Radio

  • Autor: Vários
  • Narrador: Vários
  • Editora: Podcast
  • Duração: 32:43:15
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Sinopse

Gabelli Funds welcomes you to Gabelli Radio, where you can meet our portfolio managers & analysts, hear highlights from industry conferences, gain market insights, and learn more about our investment approaches. http://www.gabelli.com Invest with us 1-800-GABELLI (800-422-3554)

Episódios

  • Orthopedic Market Update with Jennie Tsai

    04/04/2023 Duração: 03min

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

  • Using Private Market Value and Catalyst to Surface Value

    03/04/2023 Duração: 02min

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

  • Utility Stocks - The Great Transformation

    31/03/2023 Duração: 02min

    Invest with Us 1-800-GABELLI (800-422-3554) 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

    31/03/2023 Duração: 02min

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

  • Tax Saving Qualified Charitable Distributions from your IRA - New Rules on Definition of “Charities”

    31/03/2023 Duração: 03min

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

  • Music Industry Outlook with Hanna Howard

    30/03/2023 Duração: 04min

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

    29/03/2023 Duração: 03min

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

    29/03/2023 Duração: 02min

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

    28/03/2023 Duração: 04min

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

    27/03/2023 Duração: 03min

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

    24/03/2023 Duração: 02min

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

    23/03/2023 Duração: 02min

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

    22/03/2023 Duração: 04min

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

    21/03/2023 Duração: 01min

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

    20/03/2023 Duração: 02min

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

    14/03/2023 Duração: 04min

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

    14/03/2023 Duração: 02min

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

    13/03/2023 Duração: 01min

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

    08/03/2023 Duração: 01min

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

    03/03/2023 Duração: 03min

    http://www.Gabelli.com  Invest with Us 1-800-GABELLI (800-422-3554)   Charlie LaRosa, a member of the Value team at Gabelli discusses our take "On the Markets" for February 2023.

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