.
- Long-term focused
- Appropriated Financed and Competitively Advantaged Busiensses
- Attractively Priced
- Talented & Honest Management
Baron sounded very optimistic and he advise investor stop worrying about Fed moves, quarterly results, and whatever the market gives, instead they should focus on the opportunities offered by the Great Recession.
If you are having a rough day, you should watch his speech. It is spiritually uplifting.
Here are the top stocks that Ron Baron and his managers bought during the third quarter of 2009:
No. 1: Atlas America Inc. (ATLS), Add: 0.55% of the portfolio - Total: 2,938,358 Shares
Atlas America Inc. has a market cap of $1.03 billion; its shares were traded at around $26.25 with a P/E ratio of 21.3 and P/S ratio of 0.5.
No. 2: hhgregg Inc. (HGG), Buy: 0.17% of the portfolio - Total: 1,350,000 Shares
Hhgregg Inc. has a market cap of $684.5 million; its shares were traded at around $18.39 with a P/E ratio of 16.6 and P/S ratio of 0.5.
No. 3: Monsanto Company (MON), Add: 0.23% of the portfolio - Total: 467,000 Shares
Monsanto Company has a market cap of $43.37 billion; its shares were traded at around $79.57 with a P/E ratio of 18 and P/S ratio of 3.7. The dividend yield of Monsanto Company stocks is 1.4%. Monsanto Company had an annual average earning growth of 30.7% over the past 5 years.
No. 4: SL Green Realty Corp. (SLG), Buy: 0.3% of the portfolio - Total: 950,000 Shares
Sl Green Realty Corp. has a market cap of $3.49 billion; its shares were traded at around $45.37 with a P/E ratio of 7.3 and P/S ratio of 3.1. The dividend yield of Sl Green Realty Corp. stocks is 0.9%. Sl Green Realty Corp. had an annual average earning growth of 11.5% over the past 10 years. GuruFocus rated Sl Green Realty Corp. the business predictability rank of 3.5-star.
No. 5: Valmont Industries Inc. (VMI), Buy: 0.66% of the portfolio - Total: 1,057,550 Shares
Valmont Industries Inc. has a market cap of $2 billion; its shares were traded at around $76.18 with a P/E ratio of 13.4 and P/S ratio of 1.1. The dividend yield of Valmont Industries Inc. stocks is 0.8%. Valmont Industries Inc. had an annual average earning growth of 9.1% over the past 10 years. GuruFocus rated Valmont Industries Inc. the business predictability rank of 4-star.
Conclusions
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