Tag Archives: Investments

MASTERCLASS Investment – EOFY – Top 8 Tips for End of Financial Year Investment 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 8 actions for end of year investment strategies to set-up … Continue reading

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MASTERCLASS Investment – Stock market recovery and timing markets – an historic view

It is interesting to look back on what history has shown happens in similar situations to get an idea what COULD happen, then assess factors that make the CURRENT situation DIFFERENT and what is LIKELY. No one knows for sure … Continue reading

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Masterclass Investment – Working Capital Meaning

Companies need to balance the right amount of working capital to function optimally so let’s look at the working capital meaning. Working Capital is the liquid (cash) assets/capital of a business which is used in its day-to-day trading operations, calculated … Continue reading

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MASTERCLASS Investment – What is the Current Ratio and what does it tell us?

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

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MASTERCLASS Investment – What is the Quick Ratio and how to calculate Quick Ratio

One helpful ratio for business financial health check, is the Quick Ratio formula – it is an indicator of a company’s short-term liquidity position and measures a company’s ability to meet its short-term obligations with its most liquid assets. (Usually within 3 months or … Continue reading

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MASTERCLASS Investment – Interest Coverage Ratio – How it helps to analyse a company for investing

The interest coverage ratio, (also known as interest cover or times interest earned) tells us how many times the profit/earnings  of a  company covers its total interest-payment expense bill. The formula is calculated by dividing EBIT (earnings before interest and … Continue reading

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MASTERCLASS Investment – What is PEG ratio in stocks – Price Earning Growth Ratio?

In our previous Masterclass we covered the PE ratio – Price to Earnings Ratio and how it works. A variation of PE is the growth of the PE – ie PEG. This takes into account the stock’s value (PE) while … Continue reading

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MASTERCLASS Investment – What is EPS – Earnings Per Share Ratio?

Earnings Per Share (EPS) is a measure of the company profit compared to the shares of its common stock. The result serves as an indicator of a company’s profitability. It is common for a company to report EPS that is … Continue reading

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MASTERCLASS Investment – PE – What is Price to Earnings Ratio and how do you use Price to Earnings Ratio

What is Price to Earnings ratio? – The PE of a stock (Price to Earnings Ratio) is a measure or ratio (one figure divided by another) using a company’s current share price compared to its earnings per share, also known … Continue reading

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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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