Monday, April 10, 2017
• US equity markets decline as minutes from Fed’s March meeting concerns investors.
• European equities finish mixed on the back of diverse set of economic and political news.
• Stabilizing US dollar propelled most Asian equities higher.
Monday, February 06, 2017
• Dow Jones pushes above 20K (again), while Nasdaq closes at record high after a choppy trade during the week
• European equities decline during the week on mixed corporate earnings and tepid investor sentiment, despite an end-of-week surge
• Asian equities end the week lower.
Friday, April 22, 2016
With the addition of New Zealand stocks, Skaffold has also added some new functionality in the portfolio section. Lets start with the Stocks tab. You can now see at stock level the market value, number of units and market price of each of your stocks.
When you have a lot of transactions recorded, it can be laborious to go through them and find specific transactions for individual stocks. We have now built a smart search and filter function within your portfolio where you can narrow down your view to specific transactions.
Skaffold’s weighting tab allows you to see how diversified your portfolio is across sectors and also by market cap by not only telling how much of your portfolio (Dollar figure) is invested in a particular sector but also the percentage invested in an individual market cap or sector
Wednesday, March 02, 2016
In theory dividends should always be paid out of profits. It is how companies pass back some of their success to their shareholders. Companies must choose how much of their profits to pay out as dividends and how much to keep to reinvest in the business. This is known as the payout ratio.
Companies that believe they can generate high returns on the profits they reinvest should keep a high proportion of those profits so they can generate greater wealth for their shareholders in the long term. The company grows through their successful reinvestment, driving up the value of the business and therefore the share price.
Friday, October 23, 2015
If you have children of school age, you’re probably familiar with the products developed and marketed by 3P Learning: Mathletics, Spellodrome, Reading Eggs and their latest product, IntoScience.
3P’s products are used by over 5.3 million students in over 17,000 schools on every continent around the world – 110 counties in total. Very few Aussie companies can boast such a wide reach around the globe.
Whilst 3PL’s share price hasn’t done much since listing on the ASX in July 2014, if the company continues its recent track record of rising earnings, profits and cash flows, then the future could look very different.
Friday, October 09, 2015
Volatility is what makes up the stockmarket. As an investor, you shouldn’t be afraid of volatility but rather harness it to buy into top stocks at great prices. Here are Skaffold’s five tips to help your portfolio flourish through volatile markets.
1. Don’t be afraid to sell
2. Don’t chase dividends blindly
3. Avoid bad stocks in the first place
4. Holding cash is better than taking a loss
5. Build a watch list of top stocks and jump in when there is a correction
Friday, October 31, 2014
There are only a relatively small number of companies in the mining and energy sectors which rate highly on Skaffold’s benchmarks, largely due to the more speculative nature of their activities, high capital expenditure and long lead times in terms of delivering shareholder returns.
However, at times it pays to cast an eye over the sector particularly taking into account emerging themes. A prominent development has occurred in the nickel space over the last two days with the commodity rallying 5.1 per cent on the London Metals Exchange on Tuesday night, followed by another 2.3 per cent surge last night.
Wednesday, October 29, 2014
The award of new contracts to the value of $130 million triggered a 10 per cent share price rerating for engineering and construction group, Seymour Whyte. Shares in the group had been sold down heavily from nearly $2.20 at the start of August to less than $1.40 prior to the contracts being announced, and regardless of this development it could be argued the company was already due for a rebound.
To put the contract wins in perspective, they are equivalent to 42 per cent of full-year revenues in 2013-14. Will Seymour Whyte come back up?
Tuesday, October 28, 2014
Despite the “bad news” federal budget, the Master Builders Australia quarterly survey for June 2014 confirms that builder confidence is strong.
It doesn’t matter whether you’re a bricks-and-mortar investor backing the “great Australian dream” or a believer in equities as a wealth-generation mechanism, when it comes to the construction boom, everyone can benefit. A handful of exceptional businesses have substantial exposure to the construction sector. They’re not the builders, they’re the suppliers and manufacturers of goods and services essential to construction activity.
Tuesday, October 28, 2014
This is Retail Food Group’s tenth year as a listed company, and while its market capitalisation has grown substantially from a sub-$100 million entity to approximately $770 million, the group’s strategy for success remains unchanged. Yesterday (27 October 2014) the company announced it had acquired of Gloria Jeans Coffees. RFG has consistently demonstrated its ability to identify good value acquisitions that can add value to the existing business. Integration has for the best part been seamless and this is evidenced in the company’s sustained profit growth.