Monday, January 23, 2017
• US markets finished in red on caution ahead of President-elect Trump’s inauguration. Also, mixed corporate earnings kept markets in a muddle.
• European equities inched lower on concerns of “hard” Brexit and ECB’s dovish tone over inflation.
• Asian markets searched for direction through the week as investors remained wary ahead of global events.
Tuesday, January 19, 2016
Skaffold is expanding and by popular demand, we have added 27 requested stocks into Skaffold Global. From the London Stock Exchange we have added eight new stocks including Henderson Group, Coca Cola HBC, and Royal Mail and in the US market we have added Tesla, News Corp and American Airlines Group.
A quick overview of the most popular of these stocks reveals that Henderson Group (HGG) is currently rated A2 with a forecast change in value of 17.63%. There are currently 19 analysts covering the stock. Henderson went up 49.11% including dividends from the 1st of January 2015 to the 31st of January 2015.
Thursday, July 16, 2015
In early January Alan shared his A1 investment plan with the Skaffold community. Alan’s disciplined and well thought-out rules were commended by his fellow members
Coming from an engineering background, Alan is probably a little more disciplined than the average investor. Nether less, Alan’s story is a timely reminder that to be a successful investor, one must have a strict set of investment rules. You must also have the emotional capacity to follow them.
Friday, June 05, 2015
Our June 2015 webinar concluded with a fast-paced Q&A session. Watch this video to hear Roger’s insights on the following questions: What do you think of agribusinesses as growth opportunities? Retailers such as The Reject Shop and JB Hi-Fi: are they still growth stocks? All Aussie stocks look to be overpriced. What should I do? Buy or sell? What’s going on with Medibank Private (CODE:MPL? It’s making me nervous… Is the healthcare sector overvalued and due for a correction? What do you think of PEG ratios and do you use them?
Monday, December 08, 2014
The S&P Dow Jones Indicies December 2014 Quarterly Rebalance occurred last week. Why do you need to know this?
The mandates for some fund managers require them to hold a position in companies in one of the indexes. So as soon as a company moves into an index, all of a sudden its on the radar of dozens, possibly hundreds, of institutional fund managers controlling a large chunk of Australia’s superannuation pie.
Friday, November 28, 2014
Which sectors of Australia’s economy will drive growth over the next few years and boost your investment returns?
Will it be local retailers gaining headwinds from the falling Aussie dollar, the booming healthcare sector driven by Australia’s ageing population, or wealth management companies servicing our swelling superannuation assets?
Attend Skaffold’s free webinar on 10 December at 1:00pm AEDST to get a heads up on which stocks and sectors look set to outperform the market in 2015.
Tuesday, April 08, 2014
It’s not rocket science. If you invest in the US and the A$ falls 10 per cent against the greenback, you’ll receive an extra 10 per cent return when you eventually bring your money home. The same can also be said for those investing locally in stocks that derive a good chunk of their income from foreign earnings.
Established healthcare businesses, many of which have substantial operations outside Australia, like CSL Ltd, and consumer discretionary stocks benefit from a weaker Aussie dollar, due partly to segmented pricing which makes local retailers more competitive relative to overseas online stores.
As a rule of thumb, a 10 per cent drop in the A$ adds around 3 per cent to corporate earnings.
To determine the A$ impact on earnings, find out the percentage of profits generated from the company’s international operations and apply the change in currency to this proportion of profits.
Monday, March 24, 2014
If you take the 170-odd stocks that Skaffold currents rates as investment grade (A1, A2, B1 and B2) and then filter those with both a positive safety margin – trading at a discount to their intrinsic value – that are also forecast to grow their intrinsic value, we’re left with only a handful of stock to invest in. All things considered, these are the best quality companies that value investors could justifiably contemplate buying at current levels.
However, it’s important to remember that the share market is a constantly moving feast, and that companies can move in and out of investment grade status, as measured by the Skaffold Score, each reporting season due to any number of macro influences and company specific dynamics.
So with that in mind, we decided to go in search of companies that could potentially be knocking on the door of investment grade status if their fortunes continue to improve.
Thursday, February 06, 2014
Investing in top stocks – businesses with solid balance sheets, good cash flow, impressive profitability and the capacity to drive future growth – will build a portfolio with an impressive mix of businesses and, over the long run, deliver returns that should outperform the market.
Skaffold interprets a company’s key fundamentals and economic indicators into image-rich visuals, making it easy to spot the best stocks and avoid those with a track record of disappointing shareholders
Monday, February 03, 2014
Following four years of achieving Skaffold’s second highest score for balance sheet quality and business performance, debt purchase and collection business Credit Corp (CCP) has declined to A3.
50 companies updated in the United States instance of Skaffold Global over the weekend, including Google (GOOG), Amazon.com (AMZN), QUALCOMM (QCOM), 3M co (MMM), Mastercard (MA), Colgate-Palmolive, Time Warner Cable (TWC), Harley-Davidson (HOG), Under Armour (UA), Whirlpool Corporation (WHR), Citrix Systems (CYXS) and McCormick & Company (MKC).