Monday, July 28, 2014
Whilst it may sound fancy, ‘share portfolio management’ simply describes the art of deciding what proportion of your capital is allocated to a single stock or sector.
While you may have given little thought to portfolio allocation (aka portfolio weightings) when you first started buying shares, the risks of getting it wrong only intensifies the more you have invested in the stock market.
Even the world’s best stock pickers get it wrong. Having more than six to 10 per cent of your total portfolio value exposed to any single stock probably isn’t a great idea.
Wednesday, May 14, 2014
Which companies are Australia’s top growth and yield stocks?
Attend Skaffold’s free webinar on Thursday 19 June to find out.
The webinar will feature Marcus Padley and Skaffold’s general manager Chris Batchelor CFA. They’ll share practical tips that you can apply to your own stock research, including: 5 characteristics of top stocks; 5 sectors positioned to continue delivering strong growth and rising dividends over the next few years; Expert analysis on 5 stocks whose impressive track record is forecast to continue.
Places are strictly limited. Secure your spot at Skaffold's free webinar today.
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
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, January 21, 2014
Buying top-notch stocks at below their true value is the hallmark of successful value investors.
For the past two years Money magazine has asked Skaffold.com to name the Top 50 undervalued stocks, including five standouts.
Skaffold’s 2013 top stocks produced exceptional results and outperformed the All Ords Accumulation Index, as our 2012 portfolio had done the previous year. Assuming you invested $50,000 equally across the 2012 Top 5 stocks on 10 January 2012, sold on 11 January 2013, then purchased the 2013 Top 5 stocks, and sold on 10 January 2014, your 2 year return, including capital gains and income, would be 21.3% p.a.. Over the same period the All Ords Accumulation Index returned 17.5% p.a.. Skaffold’s Top Stocks outperformed the Index by 3.8% p.a.. That equates to $4,560 more profit in your pocket.
On 6 February 2014 Money magazine will hit the newsstands, unveiling Skaffold’s top stocks for 2014, which for the first time includes global shares.
Until then, here is a rundown on Skaffold’s 2012 and 2013 Money portfolios, and how the stocks stack up in Skaffold today.
Monday, December 16, 2013
Investors who expected the recent avalanche of floats to offer up the best chance of a sequel to the 17.4% return the market delivered to 30 June and 21% year-on-year, have received a crude reminder. For a myriad reasons, none the least being overpriced and over spruiked companies wired to uninspiring sectors, most IPOs are best left alone.
The number of lack-lustre floats this year is a reminder that all IPOs need to be pressure-tested to ensure they’re both investment worthy and attractively priced. That’s especially true where listings are owned by private equity firms queuing up to exit and hedge funds that are also circling for a piece of the action.
Our four IPO tips will help you identify true quality and value within the mixed bag of floats coming up in 2014.
Thursday, September 26, 2013
For the last two years Skaffold has graced the cover of Money magazine with our Top 5 stocks.
Skaffold’s Top 5 stocks for 2012 were ARB Corporation (ARP), Codan (CDA), ThinkSmart (TSM), Seymour Whyte (SWL) and M2 Telecommunications (MTU). These businesses operate in the consumer financial services, communications equipment, construction services and motor vehicle parts industry groups. Including capital growth and dividends, $50,000 invested equally across the five stocks has returned 45.5% in the period 10 January 2012 to close of trade on 23 September 2013. Add franking credits and the return is 48.6%.
The Top 5 stocks for 2013, based upon Skaffold Score, value for money, future forecast value growth, forecast yield, future earnings per share growth and the highest forecast return on equity were property developer Cedar Woods Properties (CWP), oil and gas sector services provider Clough (CLO), mining services business Decmil Group (DCG), travel retailer Flight Centre (FLT) and coal field service provider Mastermyne (MYE).
Including capital growth and dividends, $50,000 invested equally across the five stocks has returned 28.3% in the period 11 January 2013 to close of trade on 23 September 2013. Add franking credits and the return is 29.7%.
Over the same period the All Ords Accumulation Index (AXJO) has returned 15.5%.
Which stocks continue to be well positioned to deliver value to shareholders over the next few years? Click read more to find out.
Monday, July 29, 2013
GUD Holdings, manufacturer of Sunbeam electrical appliances and Oates cleaning products, as well as a range of automotive products (Ryco, Wesful and Goss), water products (Davey pumps) and industrial products (Dexion and Lock Focus), has cited ‘challenging market conditions in the consumer products business’ as the key driver of declining results this year.
Since 2008 GUD’s return on equity (blue line) has more than halved, falling from 33% to 15% based on its 2013 full year results that were released on 25 July. In the 12 months ending 30 June 2013 GUD more than doubled the level of debt (red columns) on its balance sheet, from $36.6 million to $89.3 million. Debt now represents 27% of GUD’s equity.
Friday, January 11, 2013
In late 2010 Money magazine’s Editor-in-Chief Pam Walkley and Editor Effie Zahos asked the team at Skaffold to identify 50 top-quality stocks that were below their true worth. Including capital growth and dividends, an equally weighted portfolio invested across the fifty stocks has returned 12.8% in 12 months. Had you invested only in the 28 stocks that were forecast to offer growth AND yield, your return would be 20.0%. $50,000 invested equally across the Top 5 has returned 18.6%. Skaffold’s Top 50 stocks for 2013 will be published in the February edition of Money magazine, on sale Wednesday 6 February 2013.