Worley’s recent record of dividend growth and ability to add to its pipeline of projects under long-term contract does support an increase in its target ahead of its Feb. 29, 2012, earnings release. A modest boost along the lines of the 1.4 percent for the fiscal 2011 interim dividend is likely, accompanied by guidance for a final dividend increase consistent with the comparable period’s 25 percent increase.

WorleyParsons is a buy under USD30.

Transurban Group (ASX: TCL, OTC: TRAUF), which operates toll roads in Australia and America, boosted its distribution 11.5 percent when it announced fiscal 2012 first-half earnings in early February. That merits a boost in its buy-under target to USD6.

Sector Spotlight Transurban is a new addition to the Conservative Holdings. It’s a buy under USD6.

In addition, in Tuesday’s edition of AE Weekly we boosted the buy-under target on Growth Holding Mineral Resources Ltd (ASX: MIN, OTC: MALRF) from USD12 to USD13 following the company’s 6.7 percent increase in its interim dividend.

Mineral Resources–which has generated a total return of 22.1 percent return in US dollar terms since its Dec. 16, 2011, addition to the Portfolio–is a buy on dips to USD13.

And please note the Roundup in AE Weekly includes a Holding-by-Holding look at the Aggressive Portfolio in the early aftermath of earnings season.