Dear Valued Visitor,

We have noticed that you are using an ad blocker software.

Although advertisements on the web pages may degrade your experience, our business certainly depends on them and we can only keep providing you high-quality research based articles as long as we can display ads on our pages.

To view this article, you can disable your ad blocker and refresh this page or simply login.

We only allow registered users to use ad blockers. You can sign up for free by clicking here or you can login if you are already a member.

Mario Gabelli Top Three Stock Picks: Graham Holdings Co (GHC), Cable And Wireless Communications, Post Holdings Inc. (POST)

Gamco Investors Chairman and CEO, Mario Gabelli, is one investor who has made his fortune in the stock market and now shares his top stock picks for the year. Appearing on an interview with the Wall Street Journal the investor aired his bullish sentiments on Graham Holdings Co (NYSE:GHC) Cable and Wireless Communications Plc and Post Holdings Inc. (NYSE:POST) as his top picks for the year.

Gamco Investors Inc. (NYSE:GBL)

Gabelli is keeping a close eye on Graham Holdings Co (NYSE:GHC) after the diversified media company announced plans to spin off its cable TV business. A move that is expected to unlock value to shareholders. Formerly the Washington Post, Graham Holdings after the spinoff will be left with the education business Kaplan

“That company has cash and assets worth almost $2000, and they are doing a lot of financial engineering’s; this one I like. They are going to spin off the cable business; somebody else is going to buy that. They are going to be left with a larger amount of assets and interesting dynamics,” said Mr. Gabelli

The John Malone Empire continues to be exciting to Gabelli; the cable Guru is believed to be in control of companies worth $120 billion with one of the company being Cable & Wireless. Little known Cable and Wireless Communications Plc provides telecommunications solutions in Latin America and the Caribbean

According to Gabelli Cable and Wireless Communications Plc is in the process of finalizing a deal for Columbus International as the company seeks to enhance its growth in key operating regions. John Malone is an investor in Columbus with a 13% market share. The ongoing boom in the Caribbean and Latin America in wireless and cable business according to Gabelli should be one of the key drivers for Cable and Wireless Communications going forward

Gabelli is also holding his fingers crossed on consumer packing goods company Post Holdings Inc. (NYSE:POST), which he maintains could be an interesting play for investors going forward

“Post Holdings Inc. (NYSE:POST) was spun off on February of 2012, the stock is forty, they have 60 million shares fully diluted that’s a 2.4 billion market cap they have $3.8 billion in debt. […] They have made 12 acquisitions including the biggest one recently Michael Foods. Michael Foods sells you egg whites and egg products, and that’s an interesting business put together,” said Mr. Gabelli

Warren Buffett and BillionairesFree Report: Warren Buffett and 12 Billionaires Are Crazy About These 7 Stocks
Let Warren Buffett, David Einhorn, George Soros, and David Tepper WORK FOR YOU. If you want to beat the low cost index funds by an average of 6 percentage points per year look no further than Warren Buffett’s stock picks. That’s the margin Buffett’s stock picks outperformed the market since 2008. In this free report, Insider Monkey’s market beating research team identified 7 stocks Warren Buffett and 12 other billionaires are crazy about. CLICK HERE NOW for all the details.

DOWNLOAD FREE REPORT: Warren Buffett's Best Stock Picks

Let Warren Buffett, George Soros, Steve Cohen, and Daniel Loeb WORK FOR YOU.

If you want to beat the low cost index funds by 19 percentage points per year, look no further than our monthly newsletter.In this free report you can find an in-depth analysis of the performance of Warren Buffett's entire historical stock picks. We uncovered Warren Buffett's Best Stock Picks and a way to for Buffett to improve his returns by more than 4 percentage points per year.

Bonus Biotech Stock Pick: You can also find a detailed bonus biotech stock pick that we expect to return more than 50% within 12 months.
Subscribe me to Insider Monkey's Free Daily Newsletter
This is a FREE report from Insider Monkey. Credit Card is NOT required.