Thursday, August 18, 2016
With a 25 year streak since our last recession, Australia is on track to break a 26 year record held by the Netherlands. But has this translated to better market conditions in comparison to the rest of the world? Watch the webinar highlights to find out.
Tuesday, November 24, 2015
At Skaffold’s November 2015 webinar Roger Montgomery and Chris Batchelor shared what they lookout for and the process they go through when building portfolios that can withstand volatility in 2016. Roger shares his views on a few blue chip companies plus runs through how he analyses company financials and Chris shares how to apply the principles of diversification.
Friday, October 23, 2015
If you have children of school age, you’re probably familiar with the products developed and marketed by 3P Learning: Mathletics, Spellodrome, Reading Eggs and their latest product, IntoScience.
3P’s products are used by over 5.3 million students in over 17,000 schools on every continent around the world – 110 counties in total. Very few Aussie companies can boast such a wide reach around the globe.
Whilst 3PL’s share price hasn’t done much since listing on the ASX in July 2014, if the company continues its recent track record of rising earnings, profits and cash flows, then the future could look very different.
Sunday, August 30, 2015
While there are times when the ASX offers an impressive list of high-performing growth stocks, limiting yourself during times when local growth is slowing can detract from the long-term performance of your portfolio. So if you prefer to stick with the big end of town and don’t want to limit yourself to bank and mining stocks, then it’s time to think global.
This month we jumped into Skaffold Global – there are around 2000 stocks to choose from – and uncovered a list of the largest stocks in the same sectors as our top 10: banks, mining, telecommunications, retail and biotechnology.
In May 2014 we did the same comparison: Australia’s top 10 stocks versus the world. Had you invested $100,000 equally across the nine global stocks identified, you’d be sitting on a capital gain of $10,500 and received $2,700 in dividends. That’s a return of 13 per cent. Add the benefits of currency movements and your profit, including dividends, rises to $30,000, or a 30 per cent gain on your initial investment. Over the same period the S&P/All Ordinaries Accumulation Index returned 7.8 per cent.
Wednesday, May 06, 2015
Here at Skaffold, we’ve been harping on about the benefits of global investing for years. Today Smart Investor reveal the big trends set to dominate investment markets over the next thirty or so years.
It’s a really interesting article, and includes a few A1 insights on top global healthcare stocks from Skaffold too!
Thursday, January 08, 2015
Have you ever wondered what stocks your fellow members are researching?
Do other investors love Skaffold’s Summary page as much as you do?
Here are the highlights of what you loved to use in Skaffold in 2014, and what stocks were on your radar.
Thursday, October 23, 2014
What are the shares of the future, the ones that should find a place in every share investor's portfolio?
The Sydey Morning Herald asked five leading share analysts to nominate five shares each.
The picks have to be suitable for conservative investors who intend to invest for the long term.
Naturally, those requirements lead to the larger companies that tend to pay higher dividends than other companies and often, but not always, have high levels of franking credits.
With interest rates at a 50-year low, investors have been chasing yield on the sharemarket.
As a consequence, share prices of the big dividend payers, such as most of the big banks and Telstra, have, until recently, risen strongly over the past two years.
Much of the sell-off on the Australian sharemarket over the past few weeks has simply followed selling on Wall Street.
Tuesday, September 23, 2014
Problems occur when the managers of your businesses overexpose their balance sheet to too much debt and don’t produce sufficient cash flow to support the interest payments. Failure to develop, and implement, a clear growth strategy can also unravel a highly geared balance sheet.
As crazy as it sounds, prior to the GFC some companies borrowed the funds necessary to pay their dividend. Suffice to say none remain in business today. Ten years ago management of ‘under-geared’ companies – those with little to no debt – were accused of running ‘lazy’ balance sheets. Today they’re lauded for good financial management.
Thursday, July 17, 2014
This morning I read an article by Susan Tammell CFA that was published in the March/April 2014 issue of the CFA Institute magazine. It was a headline on the cover that first caught my eye… What makes a “Quality” stock?
“It’s pretty hard to become a quality company and it’s hard to ‘un-become’ a quality company. High-quality companies are long-term generators of capital. That’s worth something to me.”
There was a light bulb moment. The article referenced academic research that described, to a tea, why we built Skaffold. It also reminded me that in rising markets, patience is the key to long-term outperformance.
Wednesday, June 25, 2014
If you don’t know what to look for, picking the best stocks for your portfolio can be a daunting task. However with a few simple guidelines, finding the best stocks to invest in isn’t too hard. That’s because the very best companies - CSL, Flight Centre, Carsales.Com and REA Group, to name a few – have a few things in common.
Whether you’re investing for growth or income, or both, the first step is to identify historically sound businesses. Only then should you narrow the list to find the best growth and income stocks of the future.