Analysts were underwhelmed by CSL Ltd’s (ASX: CSL, OTC: CMXHF, ADR: CMXHY) fiscal 2014 first-half results. A solid dividend increase, recent regulatory approvals and a healthy R&D pipeline suggest recent share-price weakness is a great opportunity for new investors. Read More
Sector Spotlight
Oil Search Ltd (ASX: OSH, OTC: OISHF, ADR: OISHY), based on the relatively smooth development of the PNG LNG project, is among the most desirable oil and gas properties in the world. Read More
The Australian government blocked Archer Daniels Midland Co’s (NYSE: ADM) sweet takeover bid for GrainCorp Ltd (ASX: GNC, OTC: GRCLF), the country’s largest grain handler. And that misfortune now means opportunity. Read More
Regulated cash flow from energy infrastructure assets makes DUET Group (ASX: DUE, OTC: DUETF) a solid wealth-builder for the long term and an attractive target for deep-pocketed, return-driven institutional investors. Read More
An original member of the AE Portfolio, Envestra Ltd (ASX: ENV, OTC: EVSRF) continues to post solid financial and operating results. Management has guided to another year of superior growth for fiscal 2014. Read More
Sydney Airport (ASX: SYD, OTC: SYDDF) is literally the gateway to Australia for a rising multitude of middle class Chinese eager to spend their newfound wealth on travel and leisure. Read More
Intense competition took a bite out of fiscal 2013 earnings and led to underwhelming fiscal 2014 guidance. But pressure is easing, and management continues to build a solid portfolio of assets for the long term. Read More
Stable cash flow from its Australian facilities coupled with strong growth opportunities in Greater Asia, including China, support further capital appreciation for this gaming-and-entertainment company. Read More
Results of the recent Australian federal election have boosted the spirits of consumers and business. But longer-term trends crucial to this retail giant with substantial grocery and home-improvement exposure are even more encouraging. Read More
A recent setback has taken the share price of this mining services company with significant iron or production capability off its recent highs. A short-term hit to its reputation isn’t to be taken lightly. But the long-term case remains solid. Read More