Friday, February 19, 2016
Reporting season is in full swing now and Skaffold scores for many stocks have been changing. A few standouts have been Dominos (CODE:DMP) which went from B2 to A1, Cochlear (CODE:COH) remained B1, Commonwealth Bank (CODE:CBA) and K2 Asset Management (CODE:KAM) fell from A1 to A2 and GBST Holdings (CODE:GBT) fell from A1 to A3.
Friday, September 06, 2013
With reporting season now complete (except for the very small mining companies), let’s take a look at what opportunities Skaffold identified over the last four weeks, and how those stocks have performed.
The three standout stocks this reporting season, which we wrote about in blog posts and weekly reporting season update emails, are Titan Energy Services (TTN), RCR Tomilson (RCR) and MGM Wireless (MWR). TTN’s share price is up 32%, RCR 19% and MGM Wireless 37%.
As a wrap up to a successful reporting season, here’s a summary of the stocks that came to our attention over the past month. Aside from TTN, RCR and MWR, at the time of initial writing all the stocks listed below were trading at a premium to Skaffold’s intrinsic value estimate.
In order of appearance, and with previously published comments, this year’s interesting stocks were…
Friday, August 30, 2013
At the start of August 33 top stocks were rated A1 by Skaffold, and another 94 were rated A2. Fast forward to close of trade on 28 August and 30 companies achieved Skaffold’s premium A1 Score for balance sheet quality and business performance. 80 stocks are rated A2.
Running a quick filter in Skaffold for A1 top stocks, then switching to the Table View to find those forecast to increase in value over the next few years, 21 A1 stocks remain. After a closer look to determine which companies have updated in Skaffold based upon their latest financial results, we are left with 13.
Of the 80 stocks rated A2, Skaffold forecasts positive growth for 53.
Saturday, February 09, 2013
Overnight half-year results from REA Group, operator of realestate.com.au and realcommercial.com.au, flowed through Skaffold. Primary Healthcare (PRY), K2 Asset Management (KAM), Patrys (PAB),HiTech Group (HIT) and Royal Wolf Holdings (RWH) were also updated to reflect their most recent results.