Thursday, November 06, 2014
After an up-and-down five-year period that saw JB Hi-Fi’s share price yo-yo up and down, perhaps the group is now finally poised for a sustained recovery.
While depressed consumer spending, structural changes in the retail industry and some internal issues have undermined its performance, the extreme peaks and troughs can almost be attributed to investor exuberance with the company for many years appearing too bullet-proof to come unstuck.
Thursday, August 07, 2014
Having rewarded shareholders with a 100 per cent share price gain since early 2013, the argument for buying electronics retailer JB Hi-Fi (JBH) at current levels is considerably less compelling than it was.
Some profit-taking makes sense, but those who sell out completely risk missing out on the next phase of the JBH’s growth story, which includes its foray into Australia’s $4.6 billion home appliance market.
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.
Thursday, February 06, 2014
Investing in top stocks – businesses with solid balance sheets, good cash flow, impressive profitability and the capacity to drive future growth – will build a portfolio with an impressive mix of businesses and, over the long run, deliver returns that should outperform the market.
Skaffold interprets a company’s key fundamentals and economic indicators into image-rich visuals, making it easy to spot the best stocks and avoid those with a track record of disappointing shareholders
Monday, February 03, 2014
Following four years of achieving Skaffold’s second highest score for balance sheet quality and business performance, debt purchase and collection business Credit Corp (CCP) has declined to A3.
50 companies updated in the United States instance of Skaffold Global over the weekend, including Google (GOOG), Amazon.com (AMZN), QUALCOMM (QCOM), 3M co (MMM), Mastercard (MA), Colgate-Palmolive, Time Warner Cable (TWC), Harley-Davidson (HOG), Under Armour (UA), Whirlpool Corporation (WHR), Citrix Systems (CYXS) and McCormick & Company (MKC).
Thursday, January 30, 2014
Reports for around 300 global stocks flowed through Skaffold during January, including Apple, Microsoft, Procter and Gamble, AT&T, Facebook, Intel, The Boeing Company, eBay, Nike, Caterpillar, Starbucks, Kimberly Clark, Yahoo!, Motorola, Xerox, Oshkosh, The Bank of Nova Scotia, Metro Inc, Prada, Singapore Exchange, PZ Cussons and SGS Societe Generale de Surveillance.
Exclusively for Skaffold members, we’ve put together a list of companies whose latest financial results are now available in Skaffold, including updated Skaffold Scores and Safety Margins.
Tuesday, October 22, 2013
We’ve trawled Skaffold to find a handful of top stocks that offer hidden value in an overpriced market.
Encompassing motion pictures and tv production, scientific instruments, energy auction procurement, retail, technology, and business, engineering and legal services, the 10 businesses uncovered in Skaffold have a demonstrated track record of improving performance, and for the majority, are trading at a discount to Skaffold’s current intrinsic value estimate.
Exclusively for Skaffold members, here’s a sneak peek of the stocks we discussed at our webinar titlede "How to find opportunities in an overpriced market". We've also included a brief discussion on why we believe these companies represent the best opportunities in a market that has rallied well beyond Skaffold’s intrinsic valuations for the majority of Australia’s Top 200 stocks.
Wednesday, October 02, 2013
What are the most ‘liked’ stocks in Skaffold ASX?
With 67 votes Flight Centre (FLT) tops the list for the most liked stock of all time (its been ranked #1 for a few months now). Cedar Woods Properties (CWP), JB Hi-Fi (JBH), Codan (CDA) and Titan Energy Services (TTN) round out the top five.
As for the most disliked stocks, Hawkley Oil and Gas (HOG) tops the list with 13 ‘Dislike’ votes’. Next is Leighton Holdings (LEI) on 11 votes, Codan (CDA) with 10, and McMillan Shakesphere (MMS) and REA Group (REA) with 9 dislike votes each.
Skaffold members can now see a snapshot of the most liked and disliked stocks in Skaffold. Just login and navigate to Votes.
Tuesday, August 20, 2013
It’s no secret that the retail sector has been struggling of late. You’ve probably heard talk of lower consumer spending, the threat of online sales and competition and a high Australian Dollar narrowing margins.
With all this doom and gloom in the retail sector, and all the talk of falling profits and changing consumer behaviour, how then do you explain the recent positive results from JB Hi Fi?
Friday, August 09, 2013
Over the last month more than 825 companies in Skaffold Global have updated to reflect their latest interim or full year financial results. Of those 825 stocks, 344 have seen their Skaffold Scores change.
Microsoft (MSFT) and biopharmaceutical manufacturer Bristol-Myers Squibb (BMY) have joined the US A1 club, alongside Boeing Company (BA), Mastercard (MA) and Eli Lilly (LLY). In Europe Hugo Boss (BOSS) fell from A1 to A2 whilst London-listed gambling company William Hill jumped from B2 (2011 full year to A1.