Friday, February 14, 2014
New opportunities were thin on the ground this week, with the majority of companies to report experiencing deteriorating Skaffold Scores. Many stocks also continue to trade at large premiums to Skaffold’s intrinsic value estimates.
After 6 years of membership in Skaffold’s premium group of companies, Domino’s Pizza Enterprises (DMP) has declined to B3.
This is a great example of Skaffold’s ability to demystify company results and present the facts of the case, so to speak.
Friday, August 30, 2013
At the start of August 33 top stocks were rated A1 by Skaffold, and another 94 were rated A2. Fast forward to close of trade on 28 August and 30 companies achieved Skaffold’s premium A1 Score for balance sheet quality and business performance. 80 stocks are rated A2.
Running a quick filter in Skaffold for A1 top stocks, then switching to the Table View to find those forecast to increase in value over the next few years, 21 A1 stocks remain. After a closer look to determine which companies have updated in Skaffold based upon their latest financial results, we are left with 13.
Of the 80 stocks rated A2, Skaffold forecasts positive growth for 53.
Monday, August 19, 2013
Despite strong earnings growth from Coles, Bunnings, Officeworks and Kmart, Wesfarmers Skaffold Score has remained stable at B3. Since 2009 WES has generated a return on its equity of around 8%. Skaffold considers this average business performance. Less than 5% is considered poor.
The latest financial results for CSL, Nick Scali (NCK), Commonwealth Bank (CBA), Primary Healthcare (PRY), Carsales.com (CRZ), Mineral Resources (MIN), AMP, Santos (STO), Stockland (SGP), Leighton Holdings (LEI), GPT Group (GPT), DUET Group (DUE), OZ Minerals (OZL), UGL Limited (UGL), Southern Cross Media Group (SXL), Tox Free Solutions (TOX), Chandler Macleod Group (CMG), APN News and Media (APN) and ITL Limited (ITD), among others, also flowed through Skaffold.
Friday, February 08, 2013
After six months of improving business performance Cochlear (COH) has regained its A1 Skaffold Score. Other reports to flow through Skaffold overnight include Transurban (TCL), Paragon Care (PGC), Navitas (NVT) and Academies Australia (AKG).