A takeover premium wiped out by Treasurer Joe Hockey, investors now have an opportunity to own a company uniquely positioned to grow based on rising Asian demand. Read More
Portfolio Update
A major Down Under daily reported on Friday, Nov. 15, 2013, that Prime Minister Tony Abbott is leaning toward rejection of the US agribusiness giant’s proposed acquisition of Australia’s largest grain handler. Read More
AE Portfolio Conservative Holding Transurban Group’s (ASX: TCL, OTC: TRAUF) fiscal 2014 first-quarter traffic and revenue report is music to shareholders’ ears. Read More
One of the policy areas where the Coalition and Labor differed most was delivery of a national broadband network. There are other policies--such as Australia’s carbon tax--where change is on the horizon. Here’s how the Coalition’s win affects AE Portfolio Holdings. Read More
Envestra Ltd (ASX: ENV, OTC: EVSRF) has rejected the opening gambit by APA Group (ASX: APA, OTC: APAJF). APA, which already owns 33 percent of Envestra, can afford and is likely to increase its offer. Read More
The steep decline in the US dollar value of the Australia dollar has taken a big bite out of returns for US investors who hold Australian stocks. Read More
Our exposure to gold has brought nothing but red ink. Our experience with Newcrest Mining Ltd (ASX: NCM, OTC: NCMGF, ADR: NCMGY) will provide value, however, with the lessons we’ve learned about exercising stronger sell discipline. Read More
We’re making a couple additions and adjusting buy-under targets, all in the context of a global stock-market rally that isn’t generating much exuberance. Read More