Thursday, December 18, 2014
In February 2012 Skaffold graced the cover of Money magazine with our Top 5 and Top 50 stocks for 2012. Money readers loved it, and we have been privileged enough to share our Top 5 share tips each year since.
In 2012 we hypothetically invested $50,000 across the Top 5 stocks. In early 2013 we sold the 2012 stocks and reinvested the gains, including the $2,000-odd we received in dividends, into the 2013 stocks. We did the same thing in early 2014.
Had you followed this process, which by the way is methodical and not influenced by human opinion or bias, you’d be sitting on a portfolio worth just under $84,000.
Since inception the process has returned 75 per cent, or 77 per cent if you include franking. Annually, that’s a return of 22 per cent. Mr Warren Buffett would be proud.
Friday, February 07, 2014
REA Group (REA) and Titan Energy Services (TTN) have delivered impressive results this reporting season, and retained their A1 and A2 Skaffold Scores. TTN first came on our radar last reporting season when its improving balance sheet and economic performance resulted in its Skaffold Score improving from B3 to A2.
Thursday, February 06, 2014
Investing in top stocks – businesses with solid balance sheets, good cash flow, impressive profitability and the capacity to drive future growth – will build a portfolio with an impressive mix of businesses and, over the long run, deliver returns that should outperform the market.
Skaffold interprets a company’s key fundamentals and economic indicators into image-rich visuals, making it easy to spot the best stocks and avoid those with a track record of disappointing shareholders