Thursday, August 07, 2014
There’s been a fair bit of action in Skaffold over the last week or so.
Whilst the bulk of reporting season is yet to kick in, analysts have been adjusting their current year earnings and profit forecasts, which impacts Skaffold’s FY14 intrinsic value estimates.
On the reporting season front, infrastructure provider Korvest (KOV) appears to have bucked the trend plaguing mining services businesses (they also operate in the construction industry, which helps).
Thursday, January 31, 2013
Last week on our Facebook page we asked a question… Which stocks are on your 2013 watch list? You said media (we picked out News Corp (NWS) and Ten Network (TEN)), CSL Limited (CSL), Iluka Resources (ILU), QBE Insurance (QBE), Woodside Petroleum (WPL), Origin Energy (ORG), Cedar Woods Properties (CWP), LogiCamms (LCM), InvoCare (IVC), Amalgamated Holdings (AHD), GUD Holdings (GUD), DEXUS Property Group (DXS) and SP AusNet (SPN). This morning we logged into Skaffold and created a portfolio of your 14 stocks.