Reporting Season Calendar now LIVE
It’s reporting season, that time of year when Skaffold re-rates company fundamentals. New companies will rise to A1, and some top-rated companies will fall from grace. Skaffold’s free reporting season calendar is your go-to place for ASX company reporting dates. G.U.D. Holdings, Downer EDI and Tabcorp Holdings kick off the season this week. The bulk of companies will report in February. Check out ...
Adventure retailer reaches for new peaks
Kathmandu is a New Zealand company with listings on both the NZ and Australian stock exchanges. It is a retailer of outdoor wear and equipment, with 65% of revenue derived in Australia, 33% in New Zealand and a minor amount in the UK. Among adventure enthusiasts it is well known for its gear as well as for its big sales three times a year. This reputation for discounting got the company into a bit...
Bellamy’s: lessons learnt from spilt milk
This post is not so much about Bellamy’s but how an investor could have potentially avoided the current Bellamy’s debacle. As a quick background Bellamy’s is an organic infant formula company supplying supermarkets with its branded product and was highly imported brand in China. For 2015-2016 the stock was the share market darling with analysts happy to place Buy recommendations and project expon...
EA Sports, it’s in the game
If you play video games, whether it is on your mobile, console, or computer, chances are that you have played a game made by Electronic Arts. The premium game developer is one of the leading brands in the industry with more than 400M gamers (~600M if we add mobile gamers). EA owns a portfolio of well-known titles including: FIFA, Madden NFL, Star Wars Battlefront, Battlefield, The Sims, Need for S...
Ever wondered who provided the flooring and waterproofing solution for the $200 million upgrade to the Sydney Cricket Ground? No? Me either. But just in case you were wondering, it was Sika. You may not have heard of Sika but if you consider yourself a bit of a handy man or woman, it is highly likely you have used their products at some time. Next time you are at Bunnings, take a stroll down the s...
Is Disney’s magic fading?
For many of us, we grew up watching Disney cartoons - Mickey Mouse, Lion King, Snow White and the list goes on. Walt Disney produced its first cartoon in 1923, titled Alice’s Wonderland, and since then, the company grew from a humble cartoon studio into one of the largest media conglomerates in the world, with a market capitalisation of US$157B.
CTD bucks downward trend for travel agencies
The travel industry has undergone major disruption over the past 10 years as online offerings have driven down the margins available to travel agencies. In this challenging environment, some firms have managed to innovate and thrive while others have suffered. One firm that has found a niche and prospered is Corporate Travel Management (CTD).
2017 Growth stocks filter: November Webinar
In our November webinar Roger Montgomery and Chris Batchelor went through some attributes that they used to find 20 growth stocks for 2017. They gave a quick overview of market and business trends and how they use Skaffold to find these attributes. Read more to find out how they built the filter
20 Growth Stocks for 2017: November Webinar
Watch our webinar where we reveal 20 growth stocks for 2017. Over the past two years, we listed our growth stocks for the coming year, in the November issues of Money magazine. On average they have done very well. This year we have shared the growth stocks for 2017 filter as well as 20 stocks that came up in the filter. Watch this webinar recorded on 16 November 2016 where Roger Montgomery and Ch...
IELTS tests, a good business
The IELTS exam is one of the gates hundreds of thousands of people must pass through in order to enter Australia. Next time you talk to anyone from a non-english speaking country who has recently applied for Australian residency or enrolled to study a course here, ask them about their IELTS exam.