Managing the equities component of your clients SMSF needn’t be time consuming.
Investing in a business listed on the stock market is complicated. There are a wide range of companies with numerous commentators all adding their spin on the stock; from analysts, the companies own Investor Relations advisers, corporate PR people, as well as comments from your own friends; it seems everyone has a different story.
The true financial story of a company listed on the ASX is often a detailed history of P&Ls, cash flow statements, earnings, dividends, equity, debt, and announcements – all told in different ways by different CEOs.
We developed Skaffold as a new way of researching companies and selecting shares; it’s designed to tell a simpler story for every ASX listed business.
It’s designed to save you time on research, and I believe it simplifies how advisers can serve clients for equity-market investing.
So, what’s the key benefit of Skaffold for advisers? It’s an online stock-research application that interprets key historical financials and broker forecasts and displays the results in image-rich visuals.
Every stock is rated by us, and graded from A1 to C5. It’s entirely automated and updated daily using information sourced from top-tier financial institutions.
With Skaffold, you can see the story of every ASX-listed business and easily answer the key share-evaluation questions. Understanding the stock, its performance and future growth prospects allows you to advise your clients on the best stocks and avoid those with doubtful fundamentals.
Skaffold is like a Google for equities advice – it quickly gives you the accurate answers you’re searching for.
With low interest rates, many clients will be seeking your advice on stocks with good yields; hence a renewed interest in ASX equities with high (and sustainable) dividend yields.
Here’s where Skaffold can help.
With the goal of finding top quality ASX listed businesses that can actually afford to pay a dividend, we used the Skaffold software and ran a filter for the very best companies. Using our filter criteria, the entire ASX was immediately reduced to 131 contenders.
Next, I narrowed the list to those companies that, at their last reporting date, produced a return on their equity of more than 25% AND had a net debt-to-equity ratio of less than 40%.
That left 53 stocks.
Companies that missed out because of their high debt ratio include; Seek, Brambles, Coca-Cola Amatil, Tabcorp, Dulux Group and Telstra.
Of those 50 stocks, I believe only 12 are forecast to yield at least 5% over the next 12 months!
If your clients are looking for high yield ASX listed equities, email me and I’ll send you the list of these 12 companies (with details of how you can use Skaffold yourself).
Email Chris team@skaffold.com
