Gamco’s Mario Gabelli says he’s looking at natural gas firms and auto parts companies as we head into 2010. Gabelli tells CNBC that the U.S. is “tired of depending on the Middle East” for energy needs, and that companies like National Fuel & Gas can benefit from that sentiment. He also expects the auto industry in the U.S. will enjoy three or four years of increasing production, and offers some ways to play that part of the market.