Kevin Dreyer on Bloomberg - June 24, 2014

 

Hillshire Deal Whets Investors' Food M&A Appetite

June 24, 2014 - 5:55 minutes



Kevin Dreyer is an Associate Portfolio Manager of GAMCO Global Opportunity Fund.

The above webcast is an excerpt from a Bloomberg broadcast that appeared on June 24, 2014. The webcast is made available by Bloomberg and is provided on GAMCO's website for your convenience only.

GAMCO is providing these links as a matter of general information. We do not intend for these links to be a complete description of any security or company and it is not an offer or solicitation to buy or sell any security, nor is it a research report with respect to any of the companies mentioned herein.

As of March 31, 2014, affiliates of GAMCO Investors, Inc. beneficially owned 3.84% of Hillshire Brands, 2.52% of Energizer Holdings, 6.72% of Boulder Brands and less than 1% of Tyson Foods, WalMart, General Mills, Nestle, Unilever, Reckitt Benckiser Group, Colgate Palmolive Co. and ConAgraFoods and no shares of Pilgrim's Pride and Dollar General. The GAMCO Global Opportunity Fund owned 900 shares of Hillshire Brands (representing less than 1% of the fund) and 3,000 shares of General Mills (1.3% of the fund). Individual securities mentioned are not representative of the entire portfolio.

The Associate Portfolio Manager's views are subject to change at any time based on market and other conditions. The information in this posting represents the opinions of the individual Associate Portfolio Manager and is not intended to be a forecast of future events, a guarantee of future results, or investment advice. Views expressed are those of the Associate Portfolio Managers and may differ from those of other GAMCO officers, Portfolio Managers, other employees, or of the Firm as a whole. Because the investment personnel at GAMCO and our affiliates make individual investment decisions with respect to the client accounts that they manage, these accounts may have transactions inconsistent with the information contained in this posting. Certain GAMCO personnel may know the substance of the posting prior to its posting. GAMCO and its affiliates do not receive compensation from the companies referenced herein.

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