The toll road operator with assets in Australia and the US continues to build wealth for investors. Read More

Australia’s biggest natural gas infrastructure business lost out in its bid for Envestra Ltd (ASX: ENV, OTC: EVSRF). But opportunities for growth abound. Read More

The one fund we hold in the AE Portfolio is tightly tied to the Australian dollar and Asia-Pacific growth. It’s been a tough road on those counts, but good value and an impressive yield can be had at current levels. Read More

Iron ore accounted for 85 percent of Rio Tinto Ltd’s (ASX: RIO, NYSE: RIO) 2013 operating earnings. The share price has come down along with the collapsing commodity price. But now is a good time for new investors to establish positions. Read More

Our top pick among Australia’s “Four Pillar” banks produced solid operating and financial for the first half of its fiscal year, and management confirmed a 13.7 percent year-over-year increase to the interim dividend. Read More

It’s the biggest pure oil and gas producer in Australia, and it’s embarked on an aggressive dividend policy supported by a robust development program. Read More

Infrastructure and environmental services consultant Cardno Ltd (ASX: CDD, OTC: COLDF) continues to post solid operating and financial results amid difficult trading conditions, evidence of a sound diversification strategy. Read More

Spark Infrastructure Group’s (ASX: SKI, OTC: SFDPF) assets continue to generate strong cashflows sufficient to simultaneously fund CAPEX, reduce debt and support distribution growth. Read More

We’ve recommended new Aggressive Holding JB Hi-Fi Ltd (ASX: JBH, OTC: None) several times since Sept. 26, 2011, without adding it to the Portfolio. The success of new initiatives, strong sales trends, a strengthening Australian consumer and a recent decline for the share price suggest strong value at these levels, with consistent dividend growth. Read More

Origin Energy Ltd (ASX: ORG, OTC: OGFGF, ADR: OGFGY) is Australia’s largest vertically integrated energy retailer. Its Energy Markets business is struggling, but a recovery is on the horizon. And its stake in the on-time, on-budge AP LNG project will drive “a step change” in earnings and cash flow. Read More