Boral shares (ASX:BLD) rose again last month as investors continue to focus on the fundamentals of the US-based Headwaters acquisition. Show More
Boral is a key holding for Perennial Value, having bought it recently when it was out-of-favour at around $5.20. Boral delivered a sound 9% increase in underlying December half year earnings of $149 million. The interim dividend was also up a very healthy 9% to 12 cents per share, fully... Show More
Boral (ASX:BLD) Managing Director, Mike Kane, has done a good job restructuring the group and the business is positioned to benefit from: a) the coming east coast rail and road infrastructure spending surge, b) the ongoing recovery in the US market, and c) the growth from a low base in... Show More
Don't get too carried away with expectations for increased housing related construction activity in the US. According to Boral CEO Mike Kane growth in US housing starts continue to come in well below his expectations at around 8%. Kane said that he had made the necessary changes in the business... Show More