Tuesday, September 26, 2017
Confident Fed raises odds of December rate hike
The US Fed, in its latest monetary policy meeting that concluded on 20 September 2017, decided to keep the target range for the federal funds rate unchanged at 1–1.25%. The Fed said, ‘In determining the timing and size of future adjustments to the target range for the federal funds rate, the Committee will assess realised and expected economic conditions relative to its objectives of maximum employment and 2 percent inflation’.
Tuesday, April 01, 2014
Now that the excitement of the reporting season has settled down and analysts have digested financial reports, we take a look inside Skaffold to discover well-positioned, top-quality stocks.
Of the 1767 ASX-listed stocks available for analysis in Skaffold, 163 achieve Skaffold’s preferred scores of A1, A2, B1 and B2. So less than 10 per cent are considered premium investment grade by Skaffold and analysis beyond top-line numbers is critical.
The services sector offers the largest choice of top-quality growth stocks, followed by technology, finance and capital goods.
Tuesday, February 18, 2014
From Wednesday 19 February every Skaffold ASX member will have the opportunity to check out some of the world’s biggest brands, the ones you live with everyday, for 10 days during Skaffold Global Open Week.
Skaffold Global includes access to every ASX-listed stock, plus up to 2,000 of the largest companies listed on exchanges across North America, Asia and Europe.
This is a once-a-year opportunity to evaluate ResMed in the United States, compare Apple against Microsoft and see how Australia’s market leader CSL (ASX:CSL) stacks up against global giants Pfizer (NYSE:PFE), GlaxoSmithKline (LON:GSK) and Bayer (EUR:BAYN).
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.
Thursday, March 28, 2013
Investing can be a daunting task. In today’s world we have a wealth of information at our fingertips, but sifting through that information and focusing on what really matters is where the challenge lies.
If you are managing an SMSF to prepare for your retirement or trying to build a nest egg for the present, you want to catch the best opportunities and avoid disasters. But where to start? There are some 2,000 stocks on the ASX and many thousands more around the world.
Tuesday, March 26, 2013
Regardless of whether the property market is booming or heading for a bust, housing is a necessity. And a handful of businesses have flourished fulfilling the demand for new communities and housing projects.
Whether you’re looking for exposure to growing Asian markets, believe a US recovery is imminent or prefer the comfort of investing locally, Skaffold has identified four top-quality developers whose projects span planned communities, land development, residential construction and high rise.
Tuesday, March 19, 2013
Want to take a sneak peek inside Skaffold Global?
On 23 March 2013 every Skaffold member will have the opportunity to check out some of the world’s biggest brands, the ones you live with everyday, for 10 days during Skaffold Global Open Week.
If you’re not a member of Skaffold yet, join now to guarantee unrestricted access to global stocks during Skaffold Global Open Week. Click here to join now. You’re annual membership fee of $1,330 (nc GST) includes access to every ASX-listed stock and is covered by our 30-day money back guarantee. And for 10 days from 23 March, you’ll also gain unrestricted access to up to 2,000 global stocks.
Wednesday, March 13, 2013
Which global market holds the highest quality stocks? Where is the best value? And which market holds the largest number of top quality growth stocks? Today in Skaffold the European market offers the best value for money, with almost 30% of covered stocks trading at prices less than their intrinsic value. Of all markets covered by Skaffold, Hong Kong has the highest percentage of companies rated A1, followed by Singapore, the US and the United Kingdom. Impressively, 20% of Australia’s largest 200 companies achieved Skaffold’s highest A1 or A2 scores for quality and performance.
Tuesday, March 12, 2013
Warren Buffett published his 2012 Letter to Shareholders late last month. In it he announced Berkshire’s intention to increase its ownership of American Express (AXP), Coca-Cola (KO), IBM (IBM) and Wells Fargo (WFC). Skaffold has rated American Express B4 since 2010, Wells Fargo & Co (WFC) A2 since 2011 and IBM A3 for the past two years. Coca Cola (KO) recently fell from B2 to B4 based on its latest financial results. What about Berkshire itself? The stock price recently hit a new high of more than $155,100. According to Skaffold, the intrinsic value of BRK.A is around $67,000.
Wednesday, March 06, 2013
CMI Limited (CMI) has rejoined the A1 club. Competitor ARB Corp (ARP) is also rated A1 by Skaffold. Whilst ARB’s business model is focused on the manufacture and distribution of 4x4 accessories for recreational 4WD vehicles, CMI’s expands beyond 4WD accessories to include specialist cabling and electrical products for a range of industry sectors that includes light commercial and heavy transport vehicles. Unfortunately both companies are trading at prices higher than Skaffold’s intrinsic value estimate.