Friday, December 12, 2014
Whether you’re a retiree seeking income to top up your lifestyle, a young professional establishing your investment portfolio or a seasoned investor striving for consistent, reliable returns, the principles of investment are the same.
Sure the goalposts may be different but, when it comes down to it, only the best businesses will ultimately deliver long-term wealth generation.
There are five key elements of a business you need to understand to identify the good ones and scrap the bad.
Thursday, May 29, 2014
With confidence in Australia’s building industry at six-year highs, there’s never been a better time to reassess the fortunes of listed stocks significantly exposed to the much-beleaguered construction sector.
If the economic data responsible for driving the construction sector forward is any indicator, the momentum of cautious optimism looks set to continue.
Of the 23 ASX-listed stocks with varying exposure to residential property, just five achieve Skaffold’s preferred A1, A2, B1 and B2 scores for balance sheet quality and business performance. They are Leighton Holdings (LEI), Reece Australia (REH), Finbar Group (FRI), Beacon Lighting Group Ltd (BLX) and Tamawood (TWD).
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.
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.
Wednesday, August 07, 2013
Full year results for more than 20 companies have now updated in Skaffold. Transurban Group (TCL) sustained its less than impressive Skaffold Score for business quality and performance whilst Education provider Navitas (NVT) generated a return on equity of 31.5% and retained its A2 Skaffold Score.
Yesterday Downer EDI (DOW), Cochlear (COH), Iress (IRE) and Credit Corp (CCP) released their latest financial results.
Iress confirmed its acquisition of UK financial planning software company Avelo for a cash purchase price of £210 million (equivalent to AUD $360 million). Like its A1 peers, the market has already aware of IRE’s impressive performance. The share price is trading at a 50% premium to Skaffold’s intrinsic value estimate of just under $4.00. Is IRE another stock for the watch list should a market correction occur?
Wednesday, July 24, 2013
Do you know that Skaffold’s automated engine routinely computes more than 730 calculations for each of the 1837 ASX-listed companies (and another 2,000 global stocks), automatically and every day? That’s a lot of calculations!
If this is your first reporting season as a Skaffold member, you’ll experience a level of service and speed of analysis that is unmatched by other stock research tools.
Skaffold’s academically derived algorithms and powerful automation ensures every company is analysed, rated, valued and evaluated daily. Every morning Skaffold members can login online to access the latest available information about every ASX-listed company.
Tuesday, July 16, 2013
As an astute share investor you should always be on the hunt for great ‘value-plays’ or quality stocks trading at a discount to their intrinsic value. But if you don’t keep an eye on a stock’s underlying business, and where the profits are coming from, what you thought was a buying opportunity could turn out to be an accident waiting to happen.
Commonly referred as ‘value-traps’, these are stocks that you may have bought into when they appeared to be cheap based on (low) multiples of earnings, cash flow or book value and trading at a bright green positive safety margin. However, if after an extended time period the stock never improves, there’s a strong likelihood that you’ve fallen into a value trap that needs to be dealt with before it gets any worse.