Thursday, June 08, 2017
A leading ratings agency downgraded a number of Australian financial institutions last week but investors should not be too concerned. Despite the downgrades, the credit ratings of Australian banks are stronger than those of their global peers.
While there is cyclicality in bank earnings, the outlook for our banks remains sound despite the headwinds of a weakening residential housing sector and a “big bank tax”. Banks are money-making machines.
Friday, April 17, 2015
For most investors, finding top stocks and buying the best shares is simple (especially when you have Skaffold!).
But what about selling? Maybe you’ve become emotionally attached to AMP? Are you holding onto Woodside in the hope that it’ll come good one day? In this day and age, you can’t just buy shares and stick them in your bottom drawer and hope that the market will be kind to you.
If you don’t have a plan for selling shares in your portfolio, then you must download our latest free report.
Thursday, March 06, 2014
IPOs have the potential to give your portfolio entry-level access to quality stocks well positioned for a profitable future.
Unfortunately the share market has no shortage of IPOs that bombed, and relatively recent newcomers like Collins Foods and Myer have both struggled to trade above their float price. If Boart Longyear is any proxy, there’s no guarantee these stocks will rally any time soon. Since floating in 2007 BLY’s share price has fallen more than 97%.
So don’t get sucked into buying overpriced and overspruiked companies wired to uninspiring sectors with questionable growth projections destined to lose you money.
Friday, September 06, 2013
With reporting season now complete (except for the very small mining companies), let’s take a look at what opportunities Skaffold identified over the last four weeks, and how those stocks have performed.
The three standout stocks this reporting season, which we wrote about in blog posts and weekly reporting season update emails, are Titan Energy Services (TTN), RCR Tomilson (RCR) and MGM Wireless (MWR). TTN’s share price is up 32%, RCR 19% and MGM Wireless 37%.
As a wrap up to a successful reporting season, here’s a summary of the stocks that came to our attention over the past month. Aside from TTN, RCR and MWR, at the time of initial writing all the stocks listed below were trading at a premium to Skaffold’s intrinsic value estimate.
In order of appearance, and with previously published comments, this year’s interesting stocks were…
Monday, August 19, 2013
Despite strong earnings growth from Coles, Bunnings, Officeworks and Kmart, Wesfarmers Skaffold Score has remained stable at B3. Since 2009 WES has generated a return on its equity of around 8%. Skaffold considers this average business performance. Less than 5% is considered poor.
The latest financial results for CSL, Nick Scali (NCK), Commonwealth Bank (CBA), Primary Healthcare (PRY), Carsales.com (CRZ), Mineral Resources (MIN), AMP, Santos (STO), Stockland (SGP), Leighton Holdings (LEI), GPT Group (GPT), DUET Group (DUE), OZ Minerals (OZL), UGL Limited (UGL), Southern Cross Media Group (SXL), Tox Free Solutions (TOX), Chandler Macleod Group (CMG), APN News and Media (APN) and ITL Limited (ITD), among others, also flowed through Skaffold.
Friday, July 12, 2013
August reporting season is the busiest time of year for stock market investors. More than 60% of ASX-listed companies will release their full year results in August, with the smaller mining stocks reporting by 13 September 2013.
Skaffold’s reporting season calendar is now live and will be updated daily over the next few months. The calendar lists the most popular ASX-listed companies and their expected report date. Click here to view the calendar now.
Tuesday, February 26, 2013
Over the weekend more than 70 companies updated in Skaffold. The number of A1-rated companies fell to 39, and A2-rated companies to 81 companies.
Companies to update based on their recent interim or full year results include include Breville Group (BRG), mining services business Sedgman (SDM), for casino operators Crown Group (CWN) and Echo Entertainment Group (EGP), BHP Billition (BHP), Fortescue Metals Group (FMG), Iluka Resources (ILU), Cabcharge (CAB), Fleetwood (FWD), Fantastic Holdings (FAN), Village Roadshow (VRL), Adelaide Brighton (ABC), Alumina (AWC), Goodman Group (GMG), APN News and Media (APN), Tatts Group (TTS), Infomedia (IFM), Data#3 (DTL), Ausenco (AAX), Magellan Financial Group (MFG), Insurance Australia Group (IAG), AMP Limited (AMP), Seven West Media (SWM), iiNet (IIN), Macquarie Radio Network (MRN), Fairfax Media (FXJ), Envestra (ENV), Brambles (BXB), Chandler Macleod Group (CMG), Austin Engineering (ANG), Codan (CDA), The Reject Shop (TRS) and NRW Holdings (NWH), Platinum Asset Management (PTM), Mermaid Marine (MRM), Australian Share Registry (ASW), Super Retail Group (SUL), Amalgamated Holdings (AHC), TCT Tomlinson (RCR), Servcorp (SRV), SEEK (SEK), ASX Limited (ASX) and Origin Energy (ORG).
Thursday, February 14, 2013
The big news to flow through Skaffold overnight is JB Hi-Fi’s (JBH) interim results. The company reported store sales up 3.1%, NPAT up 3.0% and an interim fully franked dividend of 50 cents per share. News Corp (NWS), AMP Limited (AMP), Australand Property Group (ALZ), DWS Ltd (DWS), Hills Holdings (HIL), MGM Wireless (MWR), Carnavale Resources (CAV), Global Health (GLH), Aquarius Platinum (AQP), BPH Energy (BPH), Coffey International (COF) and Mesoblast (MSB) have also updated to reflect their latest financial results.
Wednesday, October 24, 2012
Today when you login to Skaffold, navigate to the Skaffold Score Evaluate screen for AMP Limited, Coca-Cola Amatil, Westfield, Rio Tinto or Westpac (they’re just a few companies whose Skaffold Score changed last night). You’ll notice the 2012 columns look a little different. Skaffold’s interim Scores ensure you have access to the latest reported financial information for every company. Skaffold’s Scores are based on past reported results and do not take into consideration future value forecasts. The Scores are completely objective and manufactured independently of human intervention and personal opinion. Continue reading the see a summary of the companies that reported at 30 June and their resulting interim Skaffold Scores.
Monday, October 15, 2012
Next week we’ll release a major upgrade to Skaffold – interim Skaffold Scores. Interim Skaffold Scores will ensure you have access to the latest reported financial information for every ASX-listed company, and very soon some of the largest listed stocks globally.