Australian Reporting Season: Aurizon Holdings, Bendigo & Adelaide Bank and GPT Group
Week 2 of Australian reporting season began today with Aurizon Holdings (AZJ AU) and Bendigo And Adelaide Bank (BEN AU) both releasing full year...
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Solid 1H for Aurizon but Outlook Is Subdued; FVE Downgraded to AUD 4
Narrow-moat Aurizon's underlying earnings from continuing operations were down a little in first-half fiscal 2018, as the previous corresponding...
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Strong Commodity Prices a Positive, But Unlikely to Drive Volumes Much Higher for Aurizon
While off the recent highs, coal and iron ore prices remain very attractive for miners. Ultimately, what is good for its customers, is good for...
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We Remain Concerned Over Medium-Term Risks
Aurizon's share price has appreciated substantially during the past four months, underpinned by the recent rally in metallurgical coal prices,...
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Lifting The Lid On Warren Buffett's Investment Secrets (Update)
In May, I published a report citing recent journal literature that sought to decompose Buffett’s Alpha. The authors attribute Warren Buffett’s...
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