Markets

A Look at Mario Gabelli's Latest Stake Increases

Mario Gabelli ( Trades , Portfolio ) has continued to use the same formula for success since 1976 when he founded GAMCO Investors. The firm has continued to use a bottom-up research strategy with a consistent investment process.

Gabelli currently owns 861 stocks in his portfolio with a total value of $19.19 billion and a quarter-over-quarter turnover at 3%.

According to GuruFocus Real Time Picks, Gabelli recently increased his stakes in two positions. Here's a look at his latest trades.

BioScript Inc ( BIOS )

Gabelli increased his stakes in BIOS by ~15% and now owns 7,666,300 shares that were purchased at an average price of $4.32 a share. The stock is currently trading at $4.33 a share.

BioScript was incorporated in 1996 with MIM Corporation as the original name. The company offeres home infusion and healthcare services to physicians, patients, hospitals and healthcare payors.

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Over the past five years, BioScript's revenue has been in a steady decline. Revenue per share for the trailing 12 months was $14.39 and the growth rate was 20.40%.

BioScript's current ratio is at a comfortable 1.16, which indicates good short term financial strength. Another good sign is the P/S ratio is currently at 0.3, which is where it was two years ago. Finally, the P/B ratio is currently at 1.39, which is close to the one-year low of 1.34.

Navistar International Corp ( NAV )

Gabelli increased his stakes in this position by ~6.6% and now owns 6,503,979 shares that were purchased at an average price of $28.44 a share.

Navistar was incorporated in 1993. It manufactures both commercial and military trucks, diesel engines and buses. The company also provides service parts for both truck and diesel engines.

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The Peter Lynch earnings line is around $12.60, and the stock is currently trading at $29.39 a share, which indicates it may be overvalued.

Revenue per share for the trailing twelve months as of January 2015 was $135.20; however, the average growth rate for the past five years was -4.50%. Investors should be aware of revenue, as it has been declining over the past five years.

NAV's current ratio is currently at a comfortable 1.23.

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This article first appeared on GuruFocus .

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.


The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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