Gabelli

Gabelli is out with its report today on Curtiss-Wright (NYSE: CW), maintaining Buy. In a note to clients, Gabelli writes, "CW maintained its 2011 EPS guidance range of $2.58-$2.68 p.s., but increased its revenue guidance by about $200 mm, to $2.03B to $2.06B. Trading at 11.5X our 2011 estimate, we...

Gabelli is out with its report today on Consol Energy (NYSE: CNX), reiterating Buy. In a note to clients, Gabelli writes, "We reiterate our buy recommendation given Consol's unique position as a leading coal and gas producer. CNX is trading at a 28% discount to our 2011E PMV of $74 which gives the...

Gabelli is out with its report today on BorgWarner (NYSE: BWA), maintaining Buy. In a note to clients, Gabelli writes, "Should the company deliver on its goals to exceed 20% contribution margin for its Drivetrain segment, our FY12 estimate of $5.65 could prove conservative. We continue to...

Gabelli is out with its report today on Airgas (NYSE: ARG), maintaining Buy. In a note to clients, Gabelli writes, "We estimates earnings for FY 2012 and 2013 to be $3.95 and $4.25 per share, respectively. Management recently raised FY 2012 guidance to $3.90-$4.05 per share, and has a goal of...

Gabelli is out with its report today on Genuine Parts (NYSE: GPC), maintaining Buy. In a note to clients, Gabelli writes, "Given the better than expected quarter along with some share count shrink, we are increasing our FY11 EPS estimate to $3.55 from $3.45, with our 2012 EPS estimate moving to $3...

Gabelli is out with its report today on American Water Works (NYSE: AWK), maintaining Buy. In a note to clients, Gabelli writes, "We regard AWK as a high quality conservative utility with unique growth opportunities. Shares trade at 18.0X and 16.5X our 2011 and 2012 EPS estimates compared to the...

Gabelli is out with its report today on Aqua America (NYSE: WTR), maintaining Buy. In a note to clients, Gabelli writes, "We regard WTR as a well-managed, low-risk, high quality conservative utility with ample growth opportunities. WTR shares currently trade at 22.7x and 20.5x our 2011 and 2012...

Gabelli is out with its report today on ITT (NYSE: ITT), lowering its PMV from $94 to $91. In a note to clients, Gabelli writes, "Primarily based on debt levels higher than anticipated, we lowered our PMV per share for ITT to $91 per share, from $94 p.s. previously. The PMVs for the water, defense...

Gabelli is out with its report today on Transocean (NYSE: RIG), maintaining Buy. In a note to clients, Gabelli writes, "We continue to recommend purchasing Transocean shares and believe the stock is attractively valued trading at 9.5x our 2012 EPS estimate and 6x our 2012 EBITDA estimate of $4.6...

Gabelli is out with its report today on A. Schulman (NASDAQ: SHLM), maintaining Buy. In a note to clients, Gabelli writes, "While we are maintaining our 'buy' rating for long-term investors, we believe that today the stock could be under pressure; it closed yesterday at $25.92 up $0.41, or 1.6%....

Gabelli is out with its report today on Corn Products International (NYSE: CPO), maintaining Buy. In a note to clients, Gabelli writes, "The agriculture sector is experiencing strong fundamentals with corn futures at $6.27 per bushel, double the 2010 price level of $3.12. High prices are expected...

Gabelli is out with its report today on Cincinnati Bell (NYSE: CBB), reiterating Buy. In a note to clients, Gabelli writes, "We reiterate our BUY recommendation due to attractive valuation and solid growth prospects in the data center colocation business. CBB is trading at 5.7x 2012P EBITDA. Our...

Gabelli is out with its report today on Cameco (NYSE: CCJ), maintaining Buy. In a note to clients, Gabelli writes, "Cameco is highly committed to long-term uranium contracts until 2016 which provides protection in the near term to volatile uranium spot prices post the nuclear incident in Fukushima...

Gabelli is out with its report today on Meredith (NYSE: MDP), maintaining Hold. In a note to clients, Gabelli writes, "MDP is well-run and its businesses generate free cash. The roughly $7 per share decline in the stock price over the last six months leaves MDP trading at about 6.1x current year...