Thursday, June 04, 2015
In Skaffold’s June 2015 webinar General Manager Chris Batchelor CFA revealed the Skaffold stock filter he uses to uncover growth stocks on the Australian and United States market.
Whilst there are lots of growth opportunities in the US market, most Aussie investors prefer to focus on local stocks. Applying the growth stocks filter in Skaffold Australia, 35 stocks make the grade.
Wednesday, February 19, 2014
From a high of more than $5.00 twelve months ago, Webjet’s (WEB) share price was getting close to being attractive to value investors. However following the release of WEB’s interim results the share price shot back up, from $2.50 to $3.16, before settling back at $3.03 as at close of trade on 18 February.
There has been plenty of talk about the arrival of international competitors, namely Priceline.com (PCLN) and Expedia Inc (EXPE), eating into WEB’s market share. Has this news fuelled an over reaction, or is the future profitability of Webjet truly under threat? Is WEB on your watchlist?
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.
Friday, August 30, 2013
After a couple of weeks of relatively few new opportunities appearing in Skaffold, the flood gates have finally opened!
Vita Life Sciences (VSC) is the latest company to rise to A1 (from C2 no less!). The number of companies rated A2 was boosted overnight, to 83. Twenty-First Century Fox (FOX), Medusa Mining (MML) and Reverse Corp (REF) were a handful of companies that rose from A3 to A2.
Monday, August 19, 2013
Comparing the value of the Australian share market as a whole with global indices can be a dangerous and futile exercise. After all, most investors are individual stock-pickers not index huggers. However, once you recognise exactly how top-heavy the ASX is compared to the US and other global markets, you’ll sit up and take notice when analysts have concerns over valuations.