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...

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