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...
271 Views
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,...
308 Views
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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Acquisition Appears Attractive and Track Record Remains Stellar but Upside Seems Limited
Transurban plans to raise A$1.025bn through a 1 for 18 accelerated pro-rata renounceable Entitlement Offer, in order to fund its purchase of...
430 Views