Kevin Dreyer on Fox Business News - May 5, 2014

 

Stocks to watch: HSH, MUSA

May 5, 2014 - 3:55 minutes

 


Kevin Dreyer is an Associate Portfolio Manager of The Gabelli Asset Fund.

The above webcast is an excerpt from a Fox Business Network broadcast that appeared on May 5, 2014. The webcast is made available by Fox Business Network 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, 2.29% of CST Brands, 1.63% of Murphy USA, 2.24% of Ametek Inc. and less than 1% of Twenty First Century Fox, Precision Castparts, Deere & Co. and American Express. The Gabelli Asset Fund owned 432,000 shares of Hillshire Brands (representing less than 1% of the fund), 219,000 shares of CST Brands (less than 1% of the fund), 10,000 shares of Murphy USA (less than 1% of the fund), 2,231,100 shares of Twenty First Century Fox- Class A (1.93% of the fund), 180,000 shares of Twenty First Century Fox – Class B (less than 1% of the fund), 1,241,800 shares of Ametek Inc. (1.73% of the fund), 235,000 shares of Precision Castparts (1.61% of the fund), 680,000 shares of Deere & Co. (1.67% of the fund), and 652,400 shares of American Express (1.58% 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 Manager and may differ from those of other GAMCO officers, Portfolio Managers, other employees, or of the Firm as a whole. Because the portfolio managers 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 may receive compensation from the companies referenced herein or may be soliciting any company referenced herein as a client for their services.

Discussion of any particular security or performance of any particular fund by a Fox Business Network commentator does not represent an offer of any product or service available from GAMCO Investors, Inc. and is not representative of any portfolio of any fund or account managed by the company.

This webcast is not an offer to sell any security nor is it a solicitation of an offer to buy any security.

Stocks are subject to market, economic and business risks that cause their prices to fluctuate. When you sell shares, they may be worth less than what you paid for them.

Investors should carefully consider the investment objectives, risks, charges and expenses of the Fund before investing. The prospectus and summary prospectus, which contains more complete information about this and other matters, should be read carefully before investing.

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