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25.01.2022 https://www.youtube.com/watch?v=pUwv15oS-ps&feature=youtu.be With great excitement we are preparing to launch Mainstreet's Portfolio Builder. Check out our teaser trailer here.... Launch date TBA

25.01.2022 Roger and Chris drop the S word Join Roger Montgomery and Chris Batchelor as they discuss their speculative stock picks for next year PLUS the 20 stocks in our 2017 growth stocks list. Sign up at https://www.skaffold.com/20-stocks-for-2017

24.01.2022 Reviewing week 4 of the ASX reporting season, Chris details the story of two very different Skaffold A1 stocks.

24.01.2022 Adairs are a leading independent retailer for manchester in Australia. Chris takes a look at this strong performing stock.

23.01.2022 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 sealants and adhesives isle and you will come across a lot of Sika products with their distinctive yellow and red packaging. Sometimes it is the really boring companies that provide the best opportunities. http://ow.ly/Pd8a306XsPf

22.01.2022 Zumas abrupt cabinet reshuffle triggers political turmoil in South Africa. Late Thursday night, South Africas President Jacob Zuma announced a surprising decision to reshuffle the cabinet. However, the only unsurprising aspect of the reshuffle was the firing of Finance Minister Pravin Gordhan. Gordhan was replaced by Malusi Gigaba, former Minister of Home Affairs and a close associate of Zuma. Zuma and Gordhan shared an uneasy relationship; the bad blood between the two was evident on multiple occasions. read the full article at http://ow.ly/VisF30aOO7H

22.01.2022 Its reporting season! And you know what that means... new Skaffold Scores. Its the time of year when youre thankful to have Skaffold keeping tabs on things for you. Skaffolds patent-pending A1 C5 stock ratings interpret a companys latest financial results. They update when a company releases their full year or interim results. In Australia, that typically occurs in August (full year) and February (interim) where more than 60% of stocks listed on the ASX report their res...ults. Access Skaffolds reporting season calendar which lists some popular ASX companies' reporting dates so you can keep track of results as theyre released to the stock exchange. For Skaffold members, the best way to keep up with all the reporting season changes is to set up a reporting season alert and to import your portfolio into Skaffold. This alert will email you when key changes occur and this is a good starting point. Heres what you need to do to make sure Skaffold is working for you. http://ow.ly/yz1I30dClAY See more

19.01.2022 Will reporting season exacerbate or quell the rollercoaster? Read Skaffold's Reporting season update week 1 here: http://ow.ly/xgIR302WOvT

19.01.2022 Japan snap election pays off for Shinzo Abe. Find out more in the latest blog. #Happyhunting! #Japan #ShinzoAbe

18.01.2022 Will reporting season exacerbate or quell the rollercoaster? The last 12 months have been one crazy ride on the markets as the mood has swung wildly from optimism to pessimism and back again. Over the last 12 months the S&P/ASX 300 has fallen 3.4%, but in February it was down 16%, and has since then rallied 15% to todays levels. Read more from our Reporting season update here http://www.skaffold.com//reporting-season-august-2016-upda

16.01.2022 Three stocks that could gain from the strong Aussie dollar With the AUD having breached 80 US cents over the last 2 weeks, the highest its been since early 2015, speculation is rising as to whether it will now rally back towards the 90 US cent level. This unexpected rise is giving the RBA headaches, as it prefers a weaker dollar to help cushion the economy from the end of the mining boom and to help stoke lackluster inflation readings. The dollars rise from its 68c nadir re...ached in early 2016, has been attributed to many factors that were largely unforeseen just a year ago. These included: the decreased expectation for President Trumps fiscal stimulus and higher US inflation; the resiliency of iron ore prices -thanks to stronger than expected Chinese economic conditions; and the recent hawkish comments from the RBA and its seeming aversion to further cuts in the cash rate. These factors have contributed to a near 17% rise in the AUD versus the USD since Jan 2016 and an 18% rise of the AUD compared with the Japanese Yen since June 2016. While were not going to offer an opinion on the future movement of exchange rates, investors would be correct to consider the impact currency movements can have on their equities portfolios. A stronger AUD will benefit companies with overseas expenses but generate revenue domestically, with importer stocks being classic examples of this dynamic. On the other side of the coin, a falling AUD will benefit stocks that source their revenue from overseas but have most of their expenses within Australia, i.e. exporters. Visit http://www.skaffold.com/b/stocks-to-benefit-from-strong-aud to read who the 3 stocks are.

14.01.2022 With the South Australian government looking to mirror its federal counterparts with its own bank levy, what does this mean for investors? Will other states follow suit? Watch our June webinar where Peter Leodaritsis (Chief Investment Officer) and Marcus Truman (Snr Analyst & Portfolio Mgr) discussed the outlook on the Banks. They also spoke about value in the market and revealed six stocks that are positioned to take advantage of current trends. Watch the webinar now: http://ow.ly/ahqz30cSFyx

13.01.2022 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 (EA). 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 Speed, and Plants Vs Zombies. Read more from https://www.skaffold.com/blog/electronic-arts

13.01.2022 Skaffold's Hot Stock Pick of the week. This article first appeared in Money Magazine Australia on 18 January 2017. 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 of trouble in 2015. Too much discounting can become a vicious cycle as customers are no longer willing to pay full price, necessitating more discounting to move stock. Heavy discounting and a build-up of stock led to profits falling 51%. Earnings per share hit their lowest level since 2010. This culminated in a hostile takeover offer bid from New Zealand competitor Briscoe, which was ultimately rejected by the board and shareholders. Kathmandu is a New Zealand company with listings on both the NZ and Australian stock exchanges. Shareholders felt the offer was an opportunistic grab at a low point for the company. They put their faith in new CEO Xavier Simonet and his strategy to turn the business around. So far that faith is being rewarded and the prospects are looking up. 2016 saw a strong turnaround in the business. Profits rebounded by 72%, although they are still less than in 2013 and 2014, debt was reduced and so was inventory. Simonet has introduced more discipline around discounting, focusing on maximising gross profit rather than revenue. The all-important measure of cash flow was also strong during 2016 and, indeed, has been strong overall for the past 10 years. Cash generated from operations exceeds reported profits, making room for additional investment in the business as well as the payment of dividends. Unsurprisingly, the share price has followed a similarly rugged trail as profits. It peaked around $3.60 in 2014, then plunged into the valley in 2015, down to $1.11, followed by a gradual ascent back up to todays level of $1.77. Earnings per share are forecast to grow at a steady 6%pa over the next three years. While 6% growth will not provide an adrenalin rush, the stock is priced attractively at a forecast price-earnings ratio of 10.5 and the intrinsic value is forecast to increase at 8%pa, as seen in the chart below. Retailing is a challenging business. There is strong competition from a wide range of competitors as well as new business models that are challenging traditional ways of retailing. Kathmandu has weathered the storm to date and under Simonet is shedding any excess baggage it shouldnt be carrying and provisioning for a long, steady, upward trek. Read the article from: https://www.skaffold.com//adventure-retailer-reaches-for-n Author: Chris Batchelor Data accurate as at January 16, 2017.

12.01.2022 What happened in March Part 2: Markets rallied following the much anticipated rate hike. Some Key highlights: US equities edge higher as Fed rate hike provides directions to equity markets. Most of the European equities post solid weekly gains following Dutch election outcome. Asian equities rally on account of anticipated rate hike and relatively modest tone by Fed officials.... Read the full article from http://ow.ly/d3Eo30aONVW

11.01.2022 Mainstreet's Model Portfolios continue to outperform! Find out more in the latest blog. #Happyhunting http://www.skaffold.com//High%20Conviction%20Portfolio%20P

11.01.2022 With a share price drop of more than 50% and forecasts dropping by 80% in less than two months. What can we learn from Bellamy's spilt milk? This post is not so much about Bellamys (CODE:BAL) but how an investor could have potentially avoided the current Bellamys debacle. Read more from http://ow.ly/jgMY3088Dao

11.01.2022 Is BHP is a buying opportunity in an otherwise fully priced market? For BHP, as with any resources player, the question ultimately comes down to the price and future expectations of the key commodities in question. Since the S32 demerger, BHP has become even more closely aligned with the fortunes of its leading commodity: iron ore. For BHP to see significant appreciation from here, we would need to see its key commodities, especially iron ore and oil, strengthen considerably. Citibank analysts are predicting the opposite. Read more from... http://ow.ly/LdRc30diS7V

11.01.2022 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. Read more at http://ow.ly/7w7430cpF3y

11.01.2022 The Top 5 stocks portfolio we build for Money magazine this year is up 10.3% year to date, beating the index by a tidy 3.9%. It has been a rocky road, but since July the portfolio has surged ahead driven by strong results from Nick Scali and Smart Group Corporation.

09.01.2022 Its reporting season! And you know what that means... new Skaffold Scores. It’s the time of year when you’re thankful to have Skaffold keeping tabs on things for you. Skaffold’s patent-pending A1 C5 stock ratings interpret a company’s latest financial results. They update when a company releases their full year or interim results. In Australia, that typically occurs in August (full year) and February (interim) where more than 60% of stocks listed on the ASX report their res...ults. Access Skaffold’s reporting season calendar which lists some popular ASX companies' reporting dates so you can keep track of results as they’re released to the stock exchange. For Skaffold members, the best way to keep up with all the reporting season changes is to set up a reporting season alert and to import your portfolio into Skaffold. This alert will email you when key changes occur and this is a good starting point. Here’s what you need to do to make sure Skaffold is working for you. http://ow.ly/yz1I30dClAY See more

09.01.2022 Did you miss our August webinar? You can catch it up here and find out how Australia's market conditions compare to the rest of the world

07.01.2022 Money magazine has featured an article contributed by Chris on trailer manufacturer MaxiTRANS

07.01.2022 Yesterday TPG Telecom released their 2016 results and the market did not like what it saw. The stock price plunged 21.5%. What happened?

06.01.2022 Does America need protectionist trade policies to become 'great again'? US President Donald Trump aims to Make America Great Again through his distinct approach to global trade, which he calls America First. Trump in his inaugural address claimed, For many decades, we have enriched the foreign industry at the expense of the American industry and made other countries rich while the wealth, strength, and confidence of our country dissipated over the horizon. After Trump...s first few weeks in office, it is evident that the worlds largest economy is shifting gears to a protectionist position in its international trade. He has already withdrawn from the Trans-Pacific Partnership, cleared his intent to renegotiate trade deals including NAFTA, as well as spoken of imposing tariffs on imports and corporates shifting jobs abroad. Read more from http://ow.ly/ngK1309LAEw

05.01.2022 Exactly a year on, Skaffold's 2016 Top 5 stocks have returned 10.5% since January 4 2016. Yesterday (03/01/2017) we sold out and started the process all over again to find out which stocks make the cut for our 2017 Top 5 stocks. What criteria do we use? What process do we go through? A free report will be published soon detailing the step by step process and the list of Top 5 for 2017. In the mean time have a look at how the 2016 Top 5 went, http://ow.ly/zkRU307F1w7

05.01.2022 Although English is my first language, part of my transition into becoming an Australian Permanent Resident was to prove I can actually speak English, by sitting for an IETLS test. This is the pathway that thousands of people who come into AU to study, work or permanently reside have to take. So is IETLS a good business? Skaffold GM Chris Batchelor takes a closer look at IDP (IEL.ax) in our Money Magazine Australia stock pick of the week. Read more at https://www.skaffold.com/blog/ielts-tests-a-good-business

04.01.2022 Reporting season has now come to an end and Chris takes the opportunity to review 7 new A1 stocks. They are Adacel Technologies, GR Engineering, Adairs, IDP Education, A2 Milk, Regis Resources and Reece.

02.01.2022 What happened in March: The US initiated the process to deploy an advanced missile defense system, known as Terminal High Altitude Area Defense (THAAD), in South Korea. The action followed North Koreas test launch of four ballistic missiles into the Sea of Japan, which was perceived as a threat to US naval bases in Japan. In view of the rising security threat following the series of missile and nuclear tests by North Korea, the US and South Korea mutually agreed to fast-track the deployment of the THAAD system. THAAD is an advanced defense missile, designed to destroy short- and medium-range ballistic missiles at a high altitude. Read the full article at http://ow.ly/wILi30aONmz