Company news among our holdings warranting our attention this month:AGL Energy Ltd (OTC: AGLNF) our Australian gas  and renewable energy producer has sold the Macarthur Wind Farm for million $373 million, its book value, reducing leverage. The company is again a BUY, trading just below… Read More

AGL Energy Ltd. (OTC: AGLNF), our Australian natural gas and renewable energy producer, reported profit after tax of AUD218 million ($160 million), or 33.3 cents per share for the year ended June 30, affected by write-downs and acquisition costs totaling AUD578 million ($423 million) and down 62% from the previous… Read More

MOL Global (NSDQ: MOLG) broke through its stop-loss price of $1.50 last week and should be sold. This Internet-payments company had a poor first quarter, slipping into a loss as margins declined faster than revenues increased. It now trades more than 80% below its initial public offering price last October. Read More

A few of our companies have made news this month that warrants our attention. Read More

Transurban Group is a steady performer, and its U.S. assets beat expectations. Read More

Big money continues to seek out Australia-based companies. Read More

Buying and holding high-quality companies—wherever they’re located on the map—is a tried-and-tested method of building wealth over the long term. Read More

The Australian Edge Portfolio lost 1.3% in U.S. dollar terms during 2014. This includes performance for positions that were closed and opened during the year for the timeframe they were held in the Portfolio. The S&P/Australian Securities Exchange 200 Index was down 2% in U.S. dollar terms from Dec. 31,… Read More

Australia’s top commodity export, iron ore, is already in trouble and Australia is now dealing with a 40% decline in the price of crude oil since mid-June.Plus, Australian companies involved in the $180 billion (all currencies in U.S. dollars) construction of infrastructure to export liquefied natural gas (LNG) are under… Read More

Dry weather, a smaller harvest and lower grain volumes razed fiscal 2014 financial results for Australia’s largest publicly traded agriculture company. Read More