Wednesday, December 02, 2015
Where can investors get affordable industry and sector analysis? Which ‘Big 4’ bank should be in your portfolio? The supermarket battle: Can Woolies and Coles withstand Aldi and Costco? Why is Roger less positive on US listed Qualcomm? Watch this video to hear insights from Roger Montgomery and Chris Batchelor.
Saturday, November 21, 2015
After an uncertainty-filled 2015, building a strong portfolio that will safeguard your investment in 2016 is crucial.
At Skaffold’s latest webinar Roger Montgomery and Chris Batchelor revealed how they plan to invest in 2016. They shared what global trends to look out for, and the rules they put in place to successfully manage their portfolios.
Roger and Chris also revealed:
• How they apply the principles of diversification
• The optimal number of stocks to own for investors with $20k, $50, $100k and $500k to invest
• How long to hold shares for, and when to sell
• The biggest challenges facing SMSF investors in 2016
The highlight of session was Roger and Chris’ take on REA Group. Where will future growth come from, and is this a stock to buy?
Thursday, July 16, 2015
In early January Alan shared his A1 investment plan with the Skaffold community. Alan’s disciplined and well thought-out rules were commended by his fellow members
Coming from an engineering background, Alan is probably a little more disciplined than the average investor. Nether less, Alan’s story is a timely reminder that to be a successful investor, one must have a strict set of investment rules. You must also have the emotional capacity to follow them.
Monday, February 23, 2015
Why does Roger still like Infomedia even though it’s expensive? Should investors hold cash? Why doesn’t Roger invest in resource companies? Is it wise to accept stock tips from your neighbour? Watch this video to hear Roger’s opinions.
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.
Tuesday, October 21, 2014
In a webinar hosted at Skaffold in October 2014, financial Journalist Trevor Hoey gave his view on which sectors and stocks have the best growth prospects for Financial Year 2015. Check out the stocks and sectors trevor thinks will deliver impressive growth over the next 12 months.
Friday, October 17, 2014
In this final post of a three part series, financial journalist Trevor Hoey talks about how he analyses market opportunities and what he looks out for. He also shares his strengths and weaknesses and what lessons he has learnt about investing and what he looks out for in CEO statements. He mentions how to look at sectors and the different things to consider when looking at opportunities in a particular sector.
Friday, September 05, 2014
S&P announced changes to the ASX 20, ASX 200, ASX 300 and All Australian 50 and 200 today.
The mandates for some fund managers require them to hold a position in companies in one of the indexes. So as soon as a company’s moves into an index, all of a sudden its on the radar of dozens, possibly hundreds, of institutional fund managers controlling a large chunk of Australia’s superannuation pie.
For private investors, the S&P rebalance may represent an opportunity to secure your place in a business (only the best ones, of course), whose market capitalisation could be artificially pushed up by institutional shareholders scurrying to rebalance their portfolios.
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.
Tuesday, April 08, 2014
It’s not rocket science. If you invest in the US and the A$ falls 10 per cent against the greenback, you’ll receive an extra 10 per cent return when you eventually bring your money home. The same can also be said for those investing locally in stocks that derive a good chunk of their income from foreign earnings.
Established healthcare businesses, many of which have substantial operations outside Australia, like CSL Ltd, and consumer discretionary stocks benefit from a weaker Aussie dollar, due partly to segmented pricing which makes local retailers more competitive relative to overseas online stores.
As a rule of thumb, a 10 per cent drop in the A$ adds around 3 per cent to corporate earnings.
To determine the A$ impact on earnings, find out the percentage of profits generated from the company’s international operations and apply the change in currency to this proportion of profits.