Wednesday, October 11, 2017
Changing political equations in Germany could weigh on Greece’s bailout programme
Germany’s political scene has changed overnight, following last month’s general elections. Although Angela Merkel won herself a record fourth term as German chancellor, it was her party’s worst performance under her leadership. Merkel, who has been quite influential in her handling of various Eurozone issues, ranging from migration to Greece’s debt crisis, is expected to witness a dramatic reduction in her authority, considering the fragmented election outcome. The election outcome in the Germany has triggered fresh fears in Athens, as political pundits are worried that the weakened government in Germany could have adverse implications on the ongoing bailout negotiations.
Tuesday, October 03, 2017
Global Equity Markets in Review
· US equity benchmarks edge higher as small caps outperform
· German election results, weakness in euro powers European equities higher
· Asian equities witness volatility amid mixed political and economic news
Saturday, August 26, 2017
• US equity benchmarks finish higher as investors get excited about tax reform.
• European markets finished flat ahead of the annual Jackson Hole Symposium.
• China’s stock market gains ground as investors focus on earnings.
Friday, February 20, 2015
If you missed out on your copy of Money magazine this month, here are the best bits from Skaffold’s piece on the Top 50 and Top 5 Stocks for 2015.
Had you initially invested $50,000 and bought and sold the top-rated stocks each year since 2012, you’d be sitting on a portfolio worth just over $87,000. A remarkable result in just three years!
Each year’s five-stock portfolio was chosen using Skaffold’s digital stock research tool – embraced by thousands of private and professional investors – whose methodical approach isn’t influenced by opinion or bias.
Friday, January 23, 2015
Much like online shopping, the fine art of stock filtering is all about screening against a myriad of personal factors to find your perfect fit. But beware, if the stock doesn’t fit you won’t be able to return it for a refund.
For investors chasing growht stocks, ss useful as historical and current metrics are at identifying a company’s past performance, they won’t indicate what will happen in the future. That’s why stock-picking outfit, Skaffold, overlays historical and current filters with forecast metrics designed to try and predict future performance.
Thursday, December 18, 2014
In February 2012 Skaffold graced the cover of Money magazine with our Top 5 and Top 50 stocks for 2012. Money readers loved it, and we have been privileged enough to share our Top 5 share tips each year since.
In 2012 we hypothetically invested $50,000 across the Top 5 stocks. In early 2013 we sold the 2012 stocks and reinvested the gains, including the $2,000-odd we received in dividends, into the 2013 stocks. We did the same thing in early 2014.
Had you followed this process, which by the way is methodical and not influenced by human opinion or bias, you’d be sitting on a portfolio worth just under $84,000.
Since inception the process has returned 75 per cent, or 77 per cent if you include franking. Annually, that’s a return of 22 per cent. Mr Warren Buffett would be proud.
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.
Tuesday, June 17, 2014
The crying chorus of Australia’s retailers continues.
Yesterday ‘market darling’ Super Retail Group (SUL) issued its second downgrade in the space of five weeks, blaming “the significant downturn in consumer confidence since the federal budget, particularly across the lower to mid income families who represent the Group’s core customer”.
In that same announcement Group Managing Director Peter Birtles confirmed that he is confident his company’s profit revisions are the “result of external factors as opposed to any deterioration in internal execution”.
If Birtles is right, buying now with the expectation of rising consumer confidence could be a winning strategy.
Are you avoiding retailers, or have you put on your contrarian hat?
Thursday, May 29, 2014
Another positive announcement, another share price spike.
Given Technology One’s track record – a top rated stock for nine of the past 10 years – should the market be surprised?
Skaffold’s automated algorithms crunched the half-year numbers last night and deemed TNE worthy of retaining its A1 status. What’s your view? Do you already own TNE? Are you buying?
Thursday, May 15, 2014
King of cheap SUV’s, Great Wall’s (HKE:2333) track record is impressive. In 2013 Great Wall’s strategic direction changed. Chairman Wei Jianjun announced the company’s ambition to take on major foreign brands. He went so far as saying that one day Great Wall would outsell Jeep.
In January 2014, almost immediately after launch, Great Wall delayed the H8’s release for three months due to eight technical issues.
Great Wall themselves admit the company’s weakness in developing high-end products and in technical management. On 6 May the H8 was delayed again, indefinitely. Since January its share price has fallen 40 per cent.
As the King of cheap SUV’s, Great Wall is an impressive business. How it tackles the challenge of moving into a prestige market, and what percentage of its business will be dedicated to the prestige market, will ultimately determine its future.