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, 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.
Wednesday, September 30, 2015
When you buy shares in top quality companies with solid balance sheets, good cash flows and a business model that is not susceptible to market fluctuations, it doesn’t really matter if the market drops $55 billion in a day.
That’s because investors who own shares in top-notch companies don’t panic. If you’ve done your research with Skaffold, and you’re confident that the shares in your portfolio are more likely than not to be worth significantly more in two, five or tens years time, then what happens in the market is incidental.
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.
Friday, November 28, 2014
Which sectors of Australia’s economy will drive growth over the next few years and boost your investment returns?
Will it be local retailers gaining headwinds from the falling Aussie dollar, the booming healthcare sector driven by Australia’s ageing population, or wealth management companies servicing our swelling superannuation assets?
Attend Skaffold’s free webinar on 10 December at 1:00pm AEDST to get a heads up on which stocks and sectors look set to outperform the market in 2015.
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.
Friday, February 21, 2014
We have just finished the third week of the first reporting season of 2014 and this week has seen a few companies joining Skaffold’s prized A1 club.
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?
Friday, July 12, 2013
August reporting season is the busiest time of year for stock market investors. More than 60% of ASX-listed companies will release their full year results in August, with the smaller mining stocks reporting by 13 September 2013.
Skaffold’s reporting season calendar is now live and will be updated daily over the next few months. The calendar lists the most popular ASX-listed companies and their expected report date. Click here to view the calendar now.
Wednesday, July 10, 2013
As a Value Investor you intuitively understand the importance of buying quality stocks with a good underlying business model when they’re trading at a discount to their intrinsic value. Everything being equal, the greater the discount between price and value, the more compelling the reason to buy.
But while the opposite is equally true, investors are less confident about locking-in their profit by selling down a stock based on the same value proposition.
It’s true; the art of selling shares is considerably less predictable than buying. However, by identifying key trigger-points to prompt a timely portfolio review, we have provided you with some guiding principles for selling down a stock.