Category Archives: Masterclass Investment

MASTERCLASS Investment – What is Return on Assets (ROA) – what it means and how to calculate

Return on Assets (ROA), is a ratio (which means one figure divided by another) measuring the profitability (return) as a percentage of the operating assets – it means we are comparing profit to assets. ROA is an indication of a … Continue reading

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MASTERCLASS Investment – ROC – Why Return on Capital Employed is Important

The formula (or ratio) for Return on Capital (ROC) is similar to Return on Equity (ROE) but ROC takes into account long-term debt. We wrote about this HERE. An investor looking for long term investments should consider quality, as well … Continue reading

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MASTERCLASS Investment – 3 more Top Tips for End of Financial Year SMSF planning

Preparing for the end of year is an important stage as an investor. We wrote 3 tips last week. Here are another 3 tips for end of year investment strategies to set up well for the end of financial year. … Continue reading

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MASTERCLASS Investment – Top 3 Tips for End of Financial Year SMSF Planning

The importance of preparing for the end of financial year (EOFY) is a crucial stage as an SMSF investor, as many actions MUST be completed before 30 June!! Here are 3 actions for end of year investment strategies to set-up … Continue reading

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MASTERCLASS Investment – What is Return on Capital – ROC – What does it mean and how to calculate return on capital?

Return on Capital (ROC) is similar to Return on Equity, ROE which we covered before, but ROC also includes capital costs as well as Equity. So what is Return on Capital and how do you calculate this rate of return? … Continue reading

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MASTERCLASS Investment – How to avoid companies with low Return on Equity (ROE)

Each year, in his annual report to shareholders in Berkshire Hathaway, Warren Buffet tells of the type of companies he is looking for, one of which is “businesses earning good returns on equity while employing little or no debt”. He says companies … Continue reading

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MASTERCLASS Investment – What is Return on Equity (ROE) – What is a good Return on Equity?

The Return on Equity (ROE) of a company especially when compared to it’s industry average, is a common ratio investors use to evaluate a stock. What is return on equity? From the Balance Sheet, we have learned that Equity is … Continue reading

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