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Ron Baron Bought More GENESEE & WYOMING And Sold Shares in DTS Inc. and CASCAL NV.

Ron Baron Real Time Picks

August 10, 2009 | About:
(GuruFocus, August 10, 2009) Investment Gurus Ron Baron bought more shares in GENESEE & WYOMING (NYSE:GWR) and sold shares in DTS Inc.(NASDAQ:DTSI) and CASCAL NV.(HOO). The position change and transaction date and price are listed in the following table:

Ticker Date Price Range Position Change Current Shares
GWR 2009-08-10 $28.03 Add 29.46% 3,959,100
DTSI 2009-08-10 $27.56 Reduce -57.82% 500,000
HOO 2009-08-10 $4.98 Reduce -87.86% 261,188


GENESEE & WYOMING owns and operates short line and regional freight railroads and provides related rail services. They operate in three business segments in two geographic areas: North American Railroad Operations Australian Railroad Operations and Industrial Switching. Genesee & Wyoming Inc. has a market cap of $1.01 billion; its shares were traded at around $28.03 with a P/E ratio of 17 and P/S ratio of 1.7. Genesee & Wyoming Inc. had an annual average earning growth of 9.1% over the past 10 years. GuruFocus rated Genesee & Wyoming Inc. the business predictability rank of 2-star.

Ron Baron owned 2.42 million shares in 3Q06 and increased his position slowly to 3.06 million shares through 1Q09. The recent purchase brought total share owned to almost 4 million shares.


DTS Inc. is a digital technology company delivering entertainment experience. DTS decoders are in virtually every major brand of 5.1-channel surround processors and there are more than 300 million DTS-licensed consumer electronics products available worldwide. DTS technology is in home theatre car audio PC and game console products as well as DVD-Video Surround Music and DVD-ROM software. DTS Inc. has a market cap of $479.1 million; its shares were traded at around $27.56 with a P/E ratio of 52 and P/S ratio of 8.

Ron Baron owned 1.675 million shares in 3Q06 and he changed his positions very little through 4Q08 when he owned 1.624 million shares. At the end of 1Q09, he reduced to 1.185 million shares and the recent sale reduced his position to just 500,000 shares.


CASCAL NV. Owns, operates and develops a range of water company investments. They are an experienced international operator who seeks dynamic solutions to water and wastewater problems worldwide. CASCAL N.V. has a market cap of $152.2 million; its shares were traded at around $4.98 with a P/E ratio of 8.4 and P/S ratio of 0.9. The dividend yield of CASCAL N.V. stocks is 3.6%.

Ron Baron started to own HOO in 1Q08 with 1.13 million shares. He also doubled his position to 2.125 million shares in the following quarter (2Q08). By 1Q09, he owns 2.150 million shares, little changed. The recent sale reduced his position to 261,188 shares. Ron Baron stands to lose quite a bit of money as the stock price has declided more than 50% since he bought the stock.

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Rating: 4.6/5 (5 votes)


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GuruFocus has detected 4 Warning Signs with Genesee & Wyoming Inc $GWR.
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