Wednesday, July 02, 2014
I had a great day at the Microequities ‘Rising Stars’ conference in Sydney yesterday. Big thanks to Eva at Microequities for putting on such a fantastic event. Phil, great to catch up with you. And Gerald, I promise I wasn’t spying on your iPad, just pleased to sport another Skaffold member.
I’ll publish a collection of blog posts over the next week or so (I took 9 pages of notes, comprising more than 4,000 words yesterday, so there is plenty to write about).
If you attended the event, or am a shareholder in any of these businesses, we’d love to hear from you. Why did you decide to become a part owner of these micro cap stocks?
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.
Monday, September 16, 2013
Professional investment managers Steve Macdonald and Dane Pymble of Infinitas Asset Management joined Skaffold in early 2013. One of the first stocks Infinitas identified using Skaffold was Flight Centre (FLT). In this blog post they review Skaffold stock market software and explain how, as professional investors, they use Skaffold.
“Infinitas Asset Management uses Skaffold as an important tool for investment idea generation, and it was Skaffold that prompted us to look at Flight Centre in early 2013.
“Skaffold was throwing up FLT as a high quality business that was substantially undervalued. We similarly viewed it as high quality, with potential growth in its yield and having net cash.”
“The stock has performed strongly, buoyed by positive earnings guidance and subsequently a strong profit result. As its discount to valuation narrowed we have reduced our position size but retain a reasonably large position in the stock in portfolios due to its high quality (rated A1 by Skaffold) and continuing positive outlook particularly as the US business moves back into profitability.
Monday, March 04, 2013
Cedar Woods Properties (CWP), one of Skaffold’s Top 5 stocks for 2013, has risen to A1. CWP was identified as a stock to watch in 2013 on 8 January. In the period 8 January to 1 March 2013 CWP’s share price has risen 12%. Woolworth’s (WOW) performance also improved over the past six months, whilst Blackmores (BKL), IMF (Australia) Limited (IMF), GR Engineering Services (GNG) and Grange Resources (GRR) are the latest companies to lose their A1 Skaffold Scores.