Darspal S Mann
Long/short equity, growth at reasonable price, special situations, deep value

Genesee & Wyoming: The Weather Is Good Again

Genesee & Wyoming Inc. (GWR) stock has not done much in the last few months, relative to the broader market or in absolute. As a short line railroad company, the business suffered due to first quarter weather blues. Besides the weather, concerns around the growth of Australian business and uncertainty around recent acquisitions took a toll on the stock, but these are temporary shortcomings, which may do little to hurt the long-term trend of strong value creation for the shareholders. A number of catalysts point to significant performance improvement in the current half.

There is no reason to panic

The company, over the last few months, has revised down its yearly growth expectations due to one-off factors and...

Join Seeking Alpha PRO to read this archived article and 11,574 other archived articles
FREESA PRO MEMBERS
IDEA GENERATORXExclusive access to 10 PRO ideas every day
INVESTING IDEAS LIBRARYXExclusive access to PRO library of more than 15,000 ideas
SECTOR EXPERT NETWORKXExclusive access to all sector experts for direct consultation
PERFORMANCE TRACKINGXTrack performance of all PRO stock ideas
PROFESSIONAL TOOLSXProfessional Idea Filters to zero-in based on industry, market cap and more
"In just the first month of using PRO, I used it to generate two ideas which were actionable for me. As a result of these two positions, I have earned more than 20 times the annual subscription costs for PRO."Michael Yagemann, Greenbridge Capital
"I am pleasantly surprised with the scope of small and mid-cap coverage PRO offers. You can't find that any where else."Patrick Rice, Mainstay Capital Management
You may cancel at any time for any reason, and receive a prompt refund for membership on months paid and not used (max. 6 months). Details