Wednesday, November 23, 2016
The travel industry has undergone major disruption over the past 10 years as online offerings have driven down the margins available to travel agencies. In this challenging environment, some firms have managed to innovate and thrive while others have suffered.
One firm that has found a niche and prospered is Corporate Travel Management (CTD).
Wednesday, October 26, 2016
The IELTS exam is one of the gates hundreds of thousands of people must pass through in order to enter Australia. Next time you talk to anyone from a non-english speaking country who has recently applied for Australian residency or enrolled to study a course here, ask them about their IELTS exam.
Friday, September 02, 2016
Opportunities are there for those who wish to seek them out. Another seven companies attained A1 status this week and eighteen stocks meet our Top Stocks criteria. Read about two of the new A1 stocks, plumbing and bathroom products supplier Reece (REH), and student placement and IELTS provider IDP Education (IEL).
Thursday, March 24, 2016
Walk into any supermarket at the moment and there are rows of chocolate eggs, rabbits, bilbies and all manner of things chocolate. One brand that features prominently in those rows is Lindt. Lindt chocolate is made by the Swiss company Chocoladefabriken Lindt & Spruengli AG (CODE:LISN). It seems the world has a growing appetite for chocolate. Lindt's sales revenue has grown at an average of 8% p.a. for the last five years.
Tuesday, April 01, 2014
Skaffold held a webinar earlier this year in which our general manager Chris Batchelor discussed the top 5 stocks Skaffold had chosen for 2014, as well as some reasons why you might want to look overseas for opportunities as well as in Australia.
The top 5 stocks were Microsoft (US), Great Wall (HK), Ashmore Group (UK), Wotif (AU) and Westjet (CAN)
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.
Wednesday, February 19, 2014
From a high of more than $5.00 twelve months ago, Webjet’s (WEB) share price was getting close to being attractive to value investors. However following the release of WEB’s interim results the share price shot back up, from $2.50 to $3.16, before settling back at $3.03 as at close of trade on 18 February.
There has been plenty of talk about the arrival of international competitors, namely Priceline.com (PCLN) and Expedia Inc (EXPE), eating into WEB’s market share. Has this news fuelled an over reaction, or is the future profitability of Webjet truly under threat? Is WEB on your watchlist?
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.
Thursday, February 06, 2014
Despite being the fifth best performing stock on the Dow, up 30%-plus over the last 12 months, Microsoft (NASDAQ: MSFT) continues to look remarkably cheap at currently levels. The trouble is without any evident (fundamental) catalysts, both the company and its share price are now struggling to find their way forward.
A cursory glance at Microsoft’s underlying numbers explains why it no longer has the investor sex-appeal it once commanded.