After getting my six-year-old on the bus one morning last week, I followed through on a plan to work from home in the morning and come into the office around lunchtime.
I'm glad that I did. And you will be, too.
I worked away in our quiet house with two companions - our border collie Sterling (named for my NASCAR hero, superspeedway maestro Sterling Marlin), and CNBC.
Sterling snoozed under a blanket, and CNBC - with billionaire investor Mario Gabelli as the guest host - provided a soothing background hum as I tapped away on my laptop out on the kitchen couch.
I've always liked Gabelli, currently the head of Gamco Investors. Given that I'm the co-author of a book called "Contrarian Investing," I'm sure you're not at all surprised that I was "schooled" as a value investor - and that I continue to have a value bias.
And Gabelli - as a Graham & Dodd disciple - is the prototypical value guy.
So when I got Joey off to school - and discovered that Gabelli was the guest host (after switching from SpongeBob to Squawk Box) - I immediately decided to work from home that morning just so I could hear "Super Mario's" latest views on the capital markets.
Even though I was focused on my Private Briefing column, I still picked up what I needed to with the TV on in the background.
But when they "teased" the fact that Gabelli was going to give viewers his thoughts on "two stocks that will double," I temporarily forgot about my column - and waited to hear what the billionaire value investor would tell me.
As it turns out, both his recommendations were companies that I'm very familiar with.
Money Morning's Executive Editor, Bill Patalon, just found out that a CEO of a lucrative defense company recently snapped up 30,000 shares of his own stock. Bill expects shares to go up 108%. Here's why...