Monday, December 08, 2014
The S&P Dow Jones Indicies December 2014 Quarterly Rebalance occurred last week. Why do you need to know this?
The mandates for some fund managers require them to hold a position in companies in one of the indexes. So as soon as a company moves into an index, all of a sudden its on the radar of dozens, possibly hundreds, of institutional fund managers controlling a large chunk of Australia’s superannuation pie.
Tuesday, August 21, 2012
The story of a company, regardless of whether the business is owned by one shareholder or many – its history of earnings, dividends, equity, debt, cash flow and capital growth – is told the same way.
Once you understand the business, its economics and future growth prospects, its imperative to estimate its value to determine an appropriate price to pay for its shares.
Ideally you want to buy shares when some of the existing shareholders are willing to sell them to you for much less than they are worth, and sell shares when other members of the investing public are happy to pay you much more than their underlying value.
Read on to discover what Skaffold says about CSL Limited (CSL), Telstra Corporation (TLS), Monadelphous Group (MND), Commonwealth Bank (CBA) and Credit Corp Group (CCP), the five stocks nominated by you, the Skaffold community.
Thursday, August 02, 2012
Despite the more than 6% fall in the All Ordinaries Index since May, value for money is still difficult to find. Less than 10% of companies listed on the ASX offered a positive Safety Margin on July 5. The sectors where you’ll find the best value for money, according to Skaffold, are financial and consumer cyclical.