Gabelli & Company recently released its Best Ideas report for 2016. Here is what analysts had to say about Gabelli’s top technology, media & telecom stocks in the report.
CBS Corporation CBS
Analyst Brett Harriss sees CBS as “uniquely positioned to compete in a more fragmented and competitive US TV ecosystem.”
Tribune Media Co TRCO
Analyst Barry Lucas writes that Gabelli sees “more things that can go right for Tribune than wrong,” and views the mid-$30 share price as an attractive entry point.
T-Mobile US Inc TMUS
Analyst Sergey Dluzhevshiy calls T-Mobile “essentially the only way for a domestic or foreign company to enter the U.S. wireless market in a meaningful way” and sees DISH Network Corp DISH and Charter Communications, Inc. CHTR as potential buyers.
Liberty Media Corp LMCA
Analyst John Tinker says that Liberty is all about value in 2016 and calculates a sum-of-the-parts valuation of $46 per share, a 16 percent upside.
EMC Corporation EMC
Analyst Hendi Susanto calls EMC “the market leader in enterprise storage” and has reiterated Gabelli’s Buy rating on the stock.
Disclosure: the author holds no position in the stocks mentioned.
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