This week GAMCO Investors' Chairman and Chief Executive
Officer
Mario Gabelli
increased his positions with Skyline Corporation
(
SKY
)
, Brink's Company
(
BCO
)
and Griffin Land & Nurseries Inc.
(
GRIF
)
. Here's the breakdown of Gabelli's Top Stock Picks.
Skyline Corporation (
SKY)
Skyline Corporation makes manufactured housing and towable
recreational vehicles primarily for customers over the age of 50.
On March 14, 2013, Gabelli increased his SKY stake by 18.4%, and
now owns 519,900 shares. The SKY current price is $4.66, down 5%.
The Skyline Corporation has a market cap of $39.1 billion, and a
P/E of 30.56, a P/B of 0.81 and a P/S 0.2292. No insider trades
are listed for SKY.
Gabelli's holding history:
Brink's Company (
BCO)
Known around the world for its armored cars, the Brink's Company
(
BCO)
provides secure transportation, cash logistics and ATM services,
with 147 branches in the U.S. and 59 in Canada. Brink's Company
also does business in Latin America, Asia Pacific and EMEA.
On March 14, 2013, Guru Gabelli also added BCO for 5.9%, with
total current shares at 2,399,363 and a current price of $27.33,
no change.
The Brink's Company has a market cap of $1.35 billion, and a P/E
of 15.25, a P/B of 2.7 and a P/S 0.3559.
[url=iframe%20allowtransparency=true%20frameborder=0%20scrolling=auto%20src=%22http:/www.gurufocus.com/xmlswf/show_insider_chart.php?symbol=BCO%22%20width=%22650%22%20height=%22330%22%3e%3c/iframe]Here's
the BCO Insider Trade History vs. Stock Price.[/url]
Gabelli's holding history:
Griffin Land & Nurseries Inc. (
GRIF)
One of the largest private landowners in Connecticut, Griffin
Land & Nurseries Inc. (
GRIF)
engages in commercial and industrial real estate, develops its
own residential subdivisions and runs a landscape nursery
company, Imperial Nurseries Inc. Here are GRIF insider trades.
On March 13, 2013, Gabelli added GRIF for 0.9% for total current
shares at 1,022,453. The GRIF current share price is $30.42, up
1%. On his last trade of GRIF in December 2012, he had unloaded
20,000 shares.
The Griffin Land & Nurseries Inc. has a market cap of $156.8
million, and a P/E of 161.05, a P/B of 1.51 and a P/S 4.2974.
Gabelli's holding history:
Here's an in-depth look at Mario Gabelli's real-time buys and
sells.
This living legend investor from the Bronx is founder of GAMCO
Investors,Inc., a well-known diversified asset manager and
financial services company. The GAMCO portfolio lists 792 stocks
valued at $13.6 billion, with a quarter-over-quarter turnover at
6 percent. At the end of 2012, GAMCO Investors Inc.(
GBL
) announced fourth quarter earnings of $17.6 million, and assets
under management at $36.4 billion, a record at year-end.
Here's a detailed analysis of GAMCO Investors (
GBL
).
GuruFocus "Real Time Picks" reports the stock purchases and sales
that Gurus have made within the prior 2 weeks. The report time
lag can be as short as 2 days after the date of the transaction.
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