Masterclass Investment

MASTERCLASS Investment – Company Financial Health – Key ways to analyse it

To understand company financial health helps investors (either those buying shares in listed and other companies, or business owners in their own companies) to be confident that the investment is worthwhile or going as expected, or improving or the reverse … Continue reading

MASTERCLASS Investment – Ratio Analysis – What it is, where to get the data and how to use the ratios

In this Masterclass explain Ratio Analysis of companies/stocks, including what it is, what data and where to get what we need and how to use the ratios. What is Ratio Analysis? Ratio Analysis is a form of Financial Statement Analysis … Continue reading

MASTERCLASS Investment – Earnings – What is it and what does it tell you?

Today’s Masterclass looks at Earnings and what it is and what does it tell you. A company’s earnings are its profits after tax, or other names are return, net income, bottom line and how much is made. At times Earnings … Continue reading

MASTERCLASS Investment – Market Capitalisation – What is it and what does it tell you?

Today we look at Market Capitalisation which is also known as Market Value. What is it? – Market Capitalisation is a measure or indication of the value and size in dollars of a company, and we calculate it by – … Continue reading

MASTERCLASS Investment – What is Return on Assets – What does it mean and how to calculate?

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

MASTERCLASS Investing – What is Return on Capital – what does it mean and how to calculate rate of return?

Return on Capital  is similar to Return on Equity, ROE which we covered before, but also includes capital costs. So what is Return on Capital and how to calculate this rate of return. Return on Capital is the same formula … Continue reading

MASTERCLASS Investing – Investor Risk Profile – What is yours?

Everyone has different tolerances toward investing risk. How comfortable you are with the possibility of losing money, what are your timeframes to invest and how do you emotionally deal with volatile returns? Consider investments that balance your appetite for risk … Continue reading

SMSF Property – Property and SMSF – How can you own or borrow to buy property in SMSF?

Many people ask us and our partner advisors – how can you own or borrow to buy Property in my SMSF – Self-Managed Super Fund? Here are the facts, and you can get all the details in our coming May … Continue reading

 

MASTERCLASS Investing – Property Investing is more successful when thinking National, not Local

One of our Business Partners, Property Friends, explains why property investing is more successful when you are thinking National, not local when looking for areas to invest – Regular readers of our newsletter will know of our nationwide search for … Continue reading

 

MASTERCLASS Investing – Earnings per Share (EPS) Analysis – How investors use EPS

An investor in shares usually looks for either or both of 2 things – 1.     To earn a dividend (share of the profit) or 2.     Sell them at a higher price in future. Earnings Per Share (EPS) analysis and how investors use EPS figures/ratios are … Continue reading

 

MASTERCLASS Investment – the Quick Ratio and what it tells the investor

The quick ratio indicates a company’s short-term liquidity, that is, the ability to meet short-term obligations with its most liquid (available) assets. For this reason, the ratio excludes inventories from current assets, and is calculated as follows: Quick ratio = (current assets – inventories)    … Continue reading

 

MASTERCLASS Investment – The Current Ratio formula and what it shows

The Current Ratio formula gives a value which is a type of “liquidity ratio” and shows a company’s ability to pay its short-term obligations – short term refers to the next 12 months. In other words it is a formula to … Continue reading

 

MASTERCLASS Investment –Company Health Ratios – Profit Margins

In the Profit & Loss Statement or Income Statement, (one of the 3 Financial Reports Companies issue) there are four levels of profit or profit margins – Gross profit (after cost of sales deducted from sales/revenue), Operating profit (after expenses … Continue reading

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Masterclass MASTERCLASS Investment - Market Capitalisation – What is it and what does it tell you?– What happens with an SMSF Member death with a Non-Commutable Death Benefit Pension