Friday, August 19, 2016
Over the last week a number of big name companies were updated in Skaffold including BHP Billiton, Telstra, Mirvac and QBE. Some other popular stocks that reported this week included JB Hi-Fi, Dominos and Magellan Financial Group. Also discussed a video are REA Group, JB Hi-Fi and Nick Scali.
Tuesday, June 21, 2016
After the Top 20 blue chip stocks on the ASX have had a return of only 1.9% over the past year compared to the 19.9% of the next 180 largest stocks, AFR last month asked Skaffold’s General Manager, Chris Batchelor to come up with six blue chip stocks that exhibit the qualities investors should seek for long term outperformance (blue chips of the future)
Friday, May 13, 2016
Magellan Financial Group is a fund manager focused on investing in international shares. When you buy shares in Magellan Financial Group you are investing in the business that manages the funds, not the funds themselves.
The way Magellan earns revenue is through the fees they charge to the unit holders in their funds. Fund managers like Magellan usually charge a management fee and a performance fee. The management fee is calculated as a percentage of the funds under management, and the performance fee is received if they are able to generate returns that exceed a benchmark. Therefore revenue is driven by two things. First the ability to grow funds under management by generating good returns, and second, the amount of new investment funds the funds can attract (which is often related to point one).
Friday, February 26, 2016
The fourth week of reporting season has seen a host of companies reporting including many of the big names. BHP Billiton’s (CODE:BHP) Skaffold score plunged from B3 to C4, as did Woodside Petroleum (CODE:WPL). Magellan Financial Group (CODE:MFG) fell from A1 to A2 as did 3P Learning (CODE:3PL). SG Fleet (SGF) fell from A1 to B3. Telstra (CODE:TLS) remained steady at B3 and Webjet (CODE:WEB) was steady at A2. Qantas (CODE:QAN) rose from C3 to C2. The latest stock to attain an A1 score is Medibank Private (MPL) which rose from A2 to A1.
Monday, July 20, 2015
Magellan Asset Management (CODE:MFG) recently released their annual investor report (June 2015). CEO Hamish Douglass shared his passion for long term investing with a focus on a business’ intrinsic value. He shared the most common things successful investors do. I found Hamish’s insights very interesting because it resonates with what we advocate here at Skaffold.
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.
Friday, May 29, 2015
When you consider Australia’s ageing population and how your portfolio can reap the benefits of baby boomers’ ballooning wealth, sometimes it pays to think outside the box. Baby boomers don’t need just housing and healthcare. Travel, wealth management, insurance and essential services are also high on their list of needs and wants.
Guided by Skaffold’s core principles of investing (solid balance sheet with minimal debt, strong profitability as measured by return on equity, rising earnings and strong cash flow) we logged into the online stock research tool to hunt for off-the-radar opportunities that appear set to benefit from a growing population of cashed-up retirees.
As you’ll discover, these stocks don’t rely solely on baby boomers for their success. Having diversity in their revenue streams, which is supported in part by a growing segment of the population, only helps strengthen their ability to expand their market share and produce rising earnings and profits year after year.
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.
Thursday, October 23, 2014
What are the shares of the future, the ones that should find a place in every share investor's portfolio?
The Sydey Morning Herald asked five leading share analysts to nominate five shares each.
The picks have to be suitable for conservative investors who intend to invest for the long term.
Naturally, those requirements lead to the larger companies that tend to pay higher dividends than other companies and often, but not always, have high levels of franking credits.
With interest rates at a 50-year low, investors have been chasing yield on the sharemarket.
As a consequence, share prices of the big dividend payers, such as most of the big banks and Telstra, have, until recently, risen strongly over the past two years.
Much of the sell-off on the Australian sharemarket over the past few weeks has simply followed selling on Wall Street.
Thursday, October 09, 2014
With the low growth environment likely to continue for some time, investors chasing double-digit growth need to look beyond cyclicals wired to the struggling Australian economy, and refocus on sectors displaying what are known as ‘secular growth opportunities’. For those unfamiliar with the term, ‘secular’ refers to companies with growth upside that’s less reliant on macroeconomic drivers and more hitched to company or sector-specific dynamics.