Tuesday, April 15, 2014
Healthcare represents less than one per cent of the ASX, one of the world’s most dynamic growth sectors.
That’s why most Aussie healthcare stocks trade at what’s known as a ‘scarcity premium’.
Encompassing healthcare facilities, drug and biotechnology stocks, and medical equipment suppliers and manufacturers, the overall quality and performance of Australian healthcare stocks is impressive. Half of the top 10 achieved Skaffold’s preferred stock ratings of A1, A2, B1 and B2 based on their latest financial reports.
Despite a recent sell off, which has seen share prices of the top 10 fall, on average, 3% since late February, safety margins continue to be high, ranging between -15 and -75 per cent.
With the ‘scarcity premium’ enshrouding local healthcare stocks, we went in search of better healthcare value stocks offshore and found 6 standouts.
Tuesday, February 25, 2014
In the midst of ASX reporting season, it is easy to forget that global markets are also going through the same process.
Since 22 January 2014 hundreds of companies covered by Skaffold have released their interim or full year results. We looked inside the global markets covered by Skaffold and discovered some interesting opportunities. We’ve identified a handful of new opportunities, which have the qualities of top stocks, across the United States, Canada, Hong Kong, Singapore, United Kingdom, Europe and Switzerland.
With Skaffold’s new custom alerting tool it is really easy to keep track of which companies have reported and how their balance sheets have changed since their last financial results.
Tuesday, February 18, 2014
From Wednesday 19 February every Skaffold ASX member will have the opportunity to check out some of the world’s biggest brands, the ones you live with everyday, for 10 days during Skaffold Global Open Week.
Skaffold Global includes access to every ASX-listed stock, plus up to 2,000 of the largest companies listed on exchanges across North America, Asia and Europe.
This is a once-a-year opportunity to evaluate ResMed in the United States, compare Apple against Microsoft and see how Australia’s market leader CSL (ASX:CSL) stacks up against global giants Pfizer (NYSE:PFE), GlaxoSmithKline (LON:GSK) and Bayer (EUR:BAYN).
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.
Monday, February 03, 2014
Following four years of achieving Skaffold’s second highest score for balance sheet quality and business performance, debt purchase and collection business Credit Corp (CCP) has declined to A3.
50 companies updated in the United States instance of Skaffold Global over the weekend, including Google (GOOG), Amazon.com (AMZN), QUALCOMM (QCOM), 3M co (MMM), Mastercard (MA), Colgate-Palmolive, Time Warner Cable (TWC), Harley-Davidson (HOG), Under Armour (UA), Whirlpool Corporation (WHR), Citrix Systems (CYXS) and McCormick & Company (MKC).
Thursday, January 30, 2014
Reports for around 300 global stocks flowed through Skaffold during January, including Apple, Microsoft, Procter and Gamble, AT&T, Facebook, Intel, The Boeing Company, eBay, Nike, Caterpillar, Starbucks, Kimberly Clark, Yahoo!, Motorola, Xerox, Oshkosh, The Bank of Nova Scotia, Metro Inc, Prada, Singapore Exchange, PZ Cussons and SGS Societe Generale de Surveillance.
Exclusively for Skaffold members, we’ve put together a list of companies whose latest financial results are now available in Skaffold, including updated Skaffold Scores and Safety Margins.
Friday, August 09, 2013
Over the last month more than 825 companies in Skaffold Global have updated to reflect their latest interim or full year financial results. Of those 825 stocks, 344 have seen their Skaffold Scores change.
Microsoft (MSFT) and biopharmaceutical manufacturer Bristol-Myers Squibb (BMY) have joined the US A1 club, alongside Boeing Company (BA), Mastercard (MA) and Eli Lilly (LLY). In Europe Hugo Boss (BOSS) fell from A1 to A2 whilst London-listed gambling company William Hill jumped from B2 (2011 full year to A1.
Thursday, April 04, 2013
Late last month we asked a few questions about your attitudes to global stock market investing. A big thankyou to everyone who completed our survey! What did you tell us?
Access to a much larger range of stocks is the primary motivation to go global, whilst access to other asset classes and emerging markets are considered of minor benefit. What percentage of investors want to expand their investments into international stocks? 50%. With such a high desire to invest offshore, and the knowledge that global markets present opportunities that are simply not available in Australia, why then are 50% of investors surveyed hesitant to expand their share portfolios to include global equities?