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Mario Gabelli replaces all of his Focus Five stock picks. In: Ascent Media (ASCMA), Coca-Cola...

Mario Gabelli replaces all of his Focus Five stock picks. In: Ascent Media (ASCMA), Coca-Cola Enterprises (CCE), CVS Caremark (CVS), Navistar (NAV), Yahoo (YHOO). Out: BlackRock (BLK), ITT (ITT), Madison Square Garden (MSG), National Fuel Gas (NFG), NII Holdings (NIHD).
Comments (3)
  • NFG??? ..... has the valuation really changed?
    2 May 2011, 03:06 PM Reply Like
  • Same with BLK, possibly improved value with the Glencore IPO ownership stake
    6 May 2011, 02:52 PM Reply Like
  • it's aug. 12, and glencore is down huge as well as NFG which will likely still develop Marcellus just not with JV partners. Not much commentary on NFG since this blurb.
    12 Aug 2011, 10:59 AM Reply Like
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