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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).
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Comments (3)
  • Ed's perspective
    , contributor
    Comments (262) | Send Message
     
    NFG??? ..... has the valuation really changed?
    2 May 2011, 03:06 PM Reply Like
  • RSI Raistlin
    , contributor
    Comments (400) | Send Message
     
    Same with BLK, possibly improved value with the Glencore IPO ownership stake
    6 May 2011, 02:52 PM Reply Like
  • kwm3
    , contributor
    Comments (2453) | Send Message
     
    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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