Audio
| The state of the Australian economy |
In this edition of Money News on Radio 2GB, Roger talks to Ross Greenwood about the state of the Australian economy and the role of information for investors. Listen here. |
Listen |
| How to identify a good company (part 2) |
In the second installment on this theme, Roger continues to talk to John Morrison on ABC’s Rural Drive about how to identify a good company. Listen here. |
Listen |
| Doom and gloom – all just hype? |
In this edition of Money News with Ross Greenwood on 2GB, Roger talks about whether it really is all doom and gloom ahead for the Australian economy. Listen here. |
Listen |
| How to identify a good company |
Roger talks to ABC NSW local radio about how to identify a good company. Listen here. |
Listen |
| Public assets – better off private? |
In this edition of Money News with Ross Greenwood on 2GB, Roger answers a listener’s question about whether it’s better for public assets to be sold. Listen here. |
Listen |
| Chasing growth in a low return world |
On ABC’s Nightlife, Roger Montgomery responds to Tony Delroy’s question: are we entering an era of low investment returns? Are there any bright spots? Listen here. |
Listen |
| The trouble with commodities is… |
In this edition of Money News with Ross Greenwood on 2GB, Roger discusses changes in the stock market, the potential problems of owning commodities shares, and answers a listener’s question on Vocus Communications Limited (VOC). Listen here. |
Listen |
| What exactly is a roll-up? |
In this edition of ABC’s Rural Drive radio show, Roger talks to John Morrison about ‘roll-ups’ and what they might mean for investors. Listen here. |
Listen |
| Billabong: what happened? |
In this edition of Ross Greenwood’s program on 2GB, Roger discusses the drop in the value of Billabong shares, whether it could have been predicted, and if there is any value in the market right now. Listen here. |
Listen |
| Valuing resource companies |
In this edition of Ross Greenwood’s program on 2GB, Roger discusses the issue of finding quality that’s cheap and valuing projects in the resources sector, as well as answering listeners’ questions on Lynas Corp. Listen here. |
Listen |
| Back to all time highs |
In discussion with Ross Greenwood on Radio 2GB, Roger discusses how on a total-return basis the Australian stock market is back to pre-GFC levels, and also provides his insights on Silverlake resources. Listen here. This program was broadcast 12 March 2013. |
Listen |
| Retailers and Banks on the rise |
In discussion with Ross Greenwood on Radio 2GB, Roger highlights the rising prices of Australian Banks and Retail stocks – but that they still aren’t particularly appealing picks to value investors. Listen here. This program was broadcast on 5 March 2013. |
Listen |
| Half Year Results recap |
In this edition of Ross Greenwood’s Radio 2GB program, Roger recaps his highlights of the half-year reporting season with Ross, and also provides his insights into the prospects of Jumbo Interactive (JIN), Fleetwood (FWD) and Ten Network (TEN). Listen here. This program went to air on 26 February 2013. |
Listen |
| A rising tide lifts all boats…… |
In this edition of Ross Greenwood’s program on Radio 2GB, in typical style Roger provides his broad-ranging insights into the rising tide in the Australian stock market, what the continued lack of of innovation in manufacturing holds for Australia, and the impact of current market conditions on Australian farming. Listen here. This program went to air on 19 February 2013. |
Listen |
| How to invest with low interest rates |
In this 4 December 2012 edition of Ross Greenwood’s 2GB radio show, Roger discusses how finding great quality businesses will provide an exceptional alternative to investing in high dividend yield stocks in the current period of low interest rates. Listen here. |
Listen |
| Where’s the Value? |
Roger provides his insights into the current lack of value in the Australian market with Ross Greenwood on his 2GB radio show. Listen here. This program was broadcast 26 November 2012. |
Listen |
| The Lay of the Land |
Roger provides his latest insights into the current state of the Australian share market (and a lack of value therein), the impact of changes in the mining industry on the Australian dollar and future foreign investment, and the outlook in the United States and its “Fiscal Cliff” with Ross Greenwood on Radio 2GB. Listen here. This program was broadcast 13 November 2012. |
Listen |
| Roger’s tip? Value Investing, not gambling…. |
Roger discusses his views on the Melbourne Cup, Oz Lotto, and Jumbo Interactive (JIN), a company whose business is based on online lottery ticket sales with Ross Greenwood on Radio 2GB. Listen here. This program was broadcast 7 November 2012. |
Listen |
| How should you view a takeover offer on a company in your portfolio? |
Roger Montgomery discusses his insights into how to view takeover offers, and in particular he discusses the Sundance Resources (SDL) takeover bid with Ross Greenwood on Radio 2GB. Listen here. This program was broadcast 19 September 2012. |
Listen |
| What are the ongoing prospects for Queensland Mining? |
Roger Montgomery discusses the new Qld Government levies on mining, and the likely impact on mining stocks with Ross Greenwood on Radio 2GB. Listen here. This program was broadcast on 12 September 2012. |
Listen |
| Who were the big winners and losers in 2012 Reporting Season? |
Roger Montgomery discusses the 2012 results season with Ross Greenwood on Radio 2GB, and how amongst technology stocks there are both big winners and big losers. Listen here. This program was broadcast on 5 September 2012. |
Listen |
| Exactly how clever is Texas Pacific Group? |
With the recent bid announcement regarding Billabong, Roger Montgomery discusses with Ross Greenwood how clever he believes TPG is, particularly as it relates to the long-term performance of entities they sell. Listen here. This discussion was broadcast 25 July 2012 on Radio 2gb. |
Listen |
| How hard is your Fund Manager working for you? |
Roger Montgomery discusses his insights into the perfromacne of Fund Managers on behalf of investors, and the implications of poor fund performance on pensioners in this discussion with Ross Greenwood on Radio 2GB broadcast on 15 August 2012. Listen here. |
Listen |
| Is Darwin the next Asia-Pacific Financial Capital? |
Roger Montgomery thinks not – and in this interview with Radio 2GB’s Ross Greenwood he discusses why Singapore’s pervasive attractiveness for investors is likely to remain for some time. Listen here. This interview was broadcast 18 July 2012. |
Listen |
| Are Fairfax cutting the fat or cutting the flesh? |
Roger Montgomery and Ross Greenwood discuss the recent Fairfax Media (FXJ) restructuring announcement and its implications in this edition of Ross’ program on Radio 2GB broadcast 20 June 2012. Listen here. |
Listen |
| The Qantas profit downgrade – what are Roger’s insights? |
With a downgrade in forecast profit of 90%, what should investors be thinking? Share Roger Montgomery’s insights into this latest bad news for Qantas in this interview of ABC Radio’s The World Today broadcast 5 June 2012. Listen here. |
Listen |
| What does Roger Montgomery think of Gina Rinehart’s Fairfax shareholding? |
Learn Roger’s insights into the near-term future for Fairfax Media (FXJ) as Gina Rinehart increases her shareholding in this discussion with 2GB’s Ross Greenwood broadcast 30 May 2012. Listen here. |
Listen |
| Why does Roger Montgomery think Qantas’ accountants are so creative? |
Learn Roger’s Value.able insights into the recent Qantas corporate restructure in this discussion with Radio 2GB’s Ross Greenwoood broadcast on 23rd May 2012. Listen here. |
Listen |
| Is the Qantas shake-up promoting transparency, or just shuffling the economic deck? |
In Radio National’s PM program Roger Montgomery provides his Value.able insights into the short-term economics of the Australian airline industry to the ABC’s David Taylor. Read/Listen here. This program was broadcast on 22nd May, 2012. |
Read |
| Why will more production equal less value for Mining Services investors? |
BHP Billiton (BHP), Rio Tinto (RIO) and Fortescue Metals (FMG) have all announced significantly increased production in the future – on Radio 2GB Roger Montgomery discusses with Ross Greenwood why this, combined with Chinese demand levels is likely to have an adverse effect on their respective share value for some time to come. Listen here. This program was broadcast 16 May 2012. |
Listen |
| A solid 3rd quarter return perhaps, but what does the future hold for News Corporation? |
Declining print revenues are an increasing challenge facing News Corp – Roger Montgomery discusses News Corp’s future with David Taylor of ABC’s PM program. Read and Listen here. |
Read |
| Is BHP an under performing stock? |
Roger Montgomery uses Value.able investing techniques to assess the management choices made by BHP executives over the last 20 years with Ross Greenwood and stockbroker Michael Whiting. Listen. |
Listen |
| How does Roger Montgomery view the desirability of owning airline stocks? |
Roger Montgomery speaks with Ross Greenwood on Radio 2GB regarding the current state-of-play for Australian airlines, how the global landscape is both pressuring our local players and will also shape their future – and why his in “Value.able” investing strategy highlights why Australian airline stocks are unlikely to represent strong growth investments for some time to come. Listen here. |
Listen |
| What are Roger Montgomery’s thoughts on good-value industrial stocks? |
Industrial stocks are on the rise, however how many of them represent good-value to investors? Roger Montgomery speaks with Ross Greenwood about how his book “Value.able” and the “Skaffold” application help investors to sift the good-value industrials from those you don’t want to own. Listen. |
Listen |
| Will investment in re-structuring boost David Jones fortunes? |
David Jones will spend between 70 and 80 million dollars to restructure its businesses – is this likely to boost its flagging share price? Roger Montgomery provides his insights to the ABC’s David Taylor on this edition of the PM program, broadcast 21 March 2012. Read/Listen here. |
Read |
| Are we in the middle of another US share market bubble? |
On ABC Radio’s ‘The World Today’ Roger Montgomery discusses with David Taylor why he can foresee a corrections to the US equity markets. Read/Listen here. This program was broadcast on the 19th March 2012. |
Read |
| What are Roger Montgomery’s thoughts on JB Hi-Fi’s future? |
After repotting a reduced annual net profit, what does the current economy hold for JB Hi-Fi’s future performance? Roger Montgomery discusses his insights with the ABC’s David Taylor on The World Today program broadcast 13 February 2012. Read/Listen here. |
Read |
| What are Roger Montgomery’s thoughts on Bluescope Steel? |
Roger Montgomery speaks to Ross Greenwood about his thoughts on Bluescope Steel. Listen |
Listen |
| Roger Montgomery discusses Skaffold with Ross Greenwood |
Roger Montgomery speaks to Ross Greenwood about his new stock market product Skaffold. listen |
Listen |
| What are Roger Montgomery’s thoughts on executive pay? |
It is AGM season right now and the new executive pay rules are in everyone’s thoughts. Roger Montgomery shares his insights with Ross Greenwood on 2GB Money News. Listen to the podcast. |
Listen |
| Carbon Tax – What are Roger Montgomery’s thoughts? |
The Carbon Tax is one everyone’s lips at the moment. Roger Montgomery shares his thoughts on the government’s new tax with Ross Greenwood on 2GB money News. Listen to the podcast |
Listen |
| What are Roger Montgomery’s thoughts on Silver & Gold? |
In this interview with Ross Greenwood on 2GB Money News, Roger Montgomery shares his thoughts on investing in Silver & Gold stocks Troy Resources NL (ASX:TRY) and Silver Lake Resources Limited (ASX:SLR). Listen to the podcast |
Listen |
| Does Roger Montgomery embrace market volatility? |
In this interview with Ross Greenwood on 2GB Money News, Roger Montgomery urges investors to embrace volatility and use times of such turbulence as an opportunity to acquire shares in extraordinary A1 companies at prices less than they’re worth. Listen to the Podcast. |
Listen |
| Which A1 companies have caught Roger Montgomery’s Value.able eye? |
Reporting season is now over, presenting many new Value.able opportunities. Roger Montgomery reveals to Ross Greenwood which A1 companies have caught his eye this season. Listen to podcast. |
Listen |
| Survival of the fittest as companies refinance |
Australian companies are facing a combined debt bill of around $100 billion. In this interview with David Taylor, Roger Montgomery shares his insights on the challenge faced by many companies who are attempting to refinance their debt, particularly in light of the recent turmoil on global financial markets. Listen to the Podcast |
Listen |
| Bega Cheese – what are Roger Montgomery’s thoughts? |
Floating a business in volatile times takes a big leap of faith. Bega Cheese (ASX:BGA) floated last month; issuing 127 million shares at $2 each, this raised $35 million which brought the companies value to $250million. In this interview with Ross Greenwood, Roger Montgomery shares his Value.able expert opinion on the future of Bega Cheese. Listen to Podcast. |
Listen |
| Qantas chief says shareholders ‘better off in the bank’ |
Qantas posted an underlying before-tax profit of more than $550 million, which is up almost 50 per cent on last year. However, while half a billion dollars may sound like a lot of money, Qantas Chief executive Alan Joyce says the airline’s profit is well short of where it needs to be to justify the investment from its shareholders. Listen to the Podcast or Read the article. |
Listen |
| Qantas says profits not enough to cover cost of planes |
Qantas has reported a $250 million profit just a week after announcing plans to lay off 1,000 workers. Roger Montgomery says the airline does have to change drastically to cover the soaring costs of new aircraft. Read the transcript. |
Read |
| What does Roger Montgomery think about Matrix? |
In the height of reporting season, and following the announcement of the annual results from Matrix Composite & Engineering (ASX:MCE), Roger Montgomery shares his insights and Value.able expert opinion with Ross Greenwood. Listen to podcast. |
Listen |
| MTU, DCG, ZGL and MQG – which is a Roger Montgomery A1 business that’s cheap right now? |
In light of the market downturn, Roger Montgomery is finding bargains in extraordinary companies that are trading at discounts to their intrinsic values. In this interview with Ross Greenwood, Roger shares his thoughts on Macquarie Bank (MQG) and Zicom (ASX:ZGL). Roger also reveals which A1 and A2 MQR (Montgomery quality rating) companies are trading at discounts to their intrinsic values. Listen to the podcast. |
Listen |
| When to sell |
You have never made a profit in the stock market until you have sold. Despite this, many investors focus solely on what shares to buy and what price should be paid. But what about when to sell? Roger Montgomery says that you will eventually lose money, irrespective of the price you paid, if you continue to hold shares in poor performing businesses. At his recent ASX Investor Hour in Melbourne, Roger explained four of his five reasons for selling shares – even those businesses that achieve his top A1 Quality Rating. Listen to the podcast. |
Listen |
| Why is Roger Montgomery excited by the market downturn? |
Last week, the US stockmarket had its biggest one day selloff since the global financial crisis. Roger Montgomery reveals to Ross Greenwood why this is the time that he looks for extraordinary businesses trading at discounts to their intrinsic value. Listen to the interview. |
Listen |
| Why do Apple and Zara make Roger Montgomery’s A1 grade? |
Roger Montgomery talks to Ross Greenwood about the current performance of the retail sector. While answering listeners questions, Roger also shares his opinions on the success behind retail giants Apple and Zara. Listen to podcast. |
Listen |
| Change of the guard at CommBank |
The head of the Commonwealth bank, Ralph Norris, announced his retirement today. His successor is Ian Narev, a former New Zealand child star, who currently runs business banking at Commonwealth. Roger Montgomery shares his expert opinion on the impact of Ralph’s departure for CBA’s Value.able intrinsic value. Listen to the Podcast or read the article. |
Read |
| Irish debt downgraded to ‘junk’ |
Ireland has become the latest European nation to have its debt downgraded to junk status. That means the Irish government may now be reliant on another financial bailout to fund its spending. Roger Montgomery believes the central issue is debt and it will take many years for it to be paid off and shares his thoughts with David Taylor for the ABC. Listen to the podcast. |
Listen |
| How does Roger Montgomery identify Value.able stocks? |
Roger Montgomery talks to Ross Greenwood about the impact of the European debt crisis and the carbon tax on the Australian stock market today. Roger believes that “this too will pass” and urges investors to concentrate on what a business will be like in 5 years as identified in his stock market guide book, Value.able. Listen to the podcast. |
Listen |
| Property heading into a storm, banks to feel pain |
Baby boomers have boosted the property market, but what’s going to happen when they retire? Investment expert Roger Montgomery says he isn’t encouraged by comments by the housing industry. Listen to the podcast. |
Listen |
| Union approves strike action as Joyce says their demands are insupportable |
In a nationally broadcast speech, Qantas boss Alan Joyce says the airline had to change with the times or risk going the way of Ansett which collapsed ten years ago. Roger Montgomery adds “I have very low expectations for airlines. I think that you would hate to own the business outright and so I don’t own a little piece of it either.” Listen to podcast. |
Listen |
| What businesses are trading below Roger Montgomery’s Value.able intrinsic value? |
Roger Montgomery is not worried that the stock market is going down. Quite the opposite, Roger is excited! Roger reveals to Ross greenwood where investors can find Value.able opportunities in the current market. He also reveals his Value.able intrinsic values for BHP, Westpac, ANZ, Myer, David Jones and Metcash. Listen to the podcast. |
Listen |
| BHP, RIO, WBC, ANZ and LEI – What are Roger Montgomery’s Value.able intrinsic valuations |
Roger Montgomery shares his insights and Value.able intrinsic valuations for BHP, RIO, WBC, ANZ and LEI. Roger also talks to Ross Greenwood about China’s demand for steel and US hedgefunds’ bullish attitude towards coal and iron ore. Listen to the podcast.
|
Listen |
| What 5 stocks are on Roger Montgomery’s watch list? |
Roger Montgomery’s Value.able way of investing required you to turn the stock market off, think of businesses rather than stocks and focus on value rather than price. Read Chapter 13 of Roger Montgomery’s Value.able stock market guide book and discover how you too can calculate the intrinsic value of any business. In this interview with Ross Greenwood, Roger also reveals 5 businesses at the top of his watch list. Listen to the podcast. |
Listen |
| What new business has caught Roger Montgomery’s Value.able eye? |
Roger Montgomery and Ross Greenwood talk about the Federal budget and the legalities of the compulsory acquisition of shares in a takeover situation. Roger also shares his thoughts about the tidal wave of new floats. Has a new business caught Roger’s Value.able eye? Listen to podcast. |
Listen |
| Why is Roger Montgomery excited by a stock market downturn? |
With the stock market down at the moment, one of Australia’s largest stock brokers put a sell recommendation on commodities. Is Roger Montgomery concerned? No. Roger sees times of gloom as an opportunity to purchase shares in extraordinary A1 companies for less than they’re worth. isn’t concerned at all – he sees this as an opportunity. Presenting opportunity in the long term. Listen to podcast. |
Listen |
| Which small cap gold stock is Roger Montgomery currently buying? |
Roger Montgomery and Ross Greenwood talk gold, commodities, inflation and the US economy on 2GB Money News. Listen to Podcast. |
Listen |
| Is Roger Montgomery concerned about the SGX bid? |
In this extended interview with Ross Greenwood, Roger Montgomery shares his concerns about the Singapore Stock Exchange bid for ASX. Roger questions whether the acquisition is in Australia’s best interest. Roger also answers listener questions about Bluescope Steel (ASX:BSL), One Steel (ASX:OST), Atlas Iron (ASX:AGO) and Telstra (ASX:TLS). Listen to Podcast. |
Listen |
| The best stocks at the best price for your SMSF |
Australia’s master of value investing, Roger Montgomery, shows you step-by-step how to successfully invest in the stock market in the most rational, logical way – by identifying extraordinary businesses and buying them for less than they’re worth. Listen to the podcast. |
Listen |
| Do natural disasters present opportunities to Roger Montgomery? |
The Japanese earthquake is a tragic event. In five years time we will look back with distant memories of the devastation caused, reminded how fortunate we are to live in Australia. The quake caused the largest single fall in the Japanese stock market since the 1987 crash. Are falling shares prices a trigger for Roger Montgomery to buy? Listen to podcast. |
Listen |
| Which small cap stock makes Roger Montgomery’s Value.able A1 grade? |
Half year reporting season has just finished, presenting some new Value.able opportunities for stock market investors. In this interview with Ross Greenwood, Roger urges investors to understand how much money goes into a business to produce the reported profit. Listen to podcast. |
Listen |
| Roger Montgomery talks oil prices with Ross Greenwood |
Unlike many stock market investors, Roger Montgomery isn’t distracted by geo political concerns or freak weather conditions. Rather, he looks at sentimental reasons that impact the long-term price of oil. In this interview Roger also reveals an A1 MQR stock trading below his estimate of its Value.able intrinsic value. Listen to Podcast. |
Listen |
| Roger Montgomery talks stocks with Ross Greenwood |
Ross Greenwood and Roger Montgomery speak about the business of oil… think of it as ‘good oil’. Listen to Podcast. |
Listen |
| Stocks for your stocking |
Roger says good value companies tend to hit you in the face – their value is obvious. This engaging presentation has lots of questions from the floor as Roger lists ways of assessing the value of companies. He lists companies he regards as good value and those that are poor value and gives his reasons. View the presentation. |
View |
| Roger Montgomery talks shares with Ross Greenwood |
Ross Greenwood is joined in the 2GB Money News studio by Roger Montgomery to talk about his top stock picks. Listen to Podcast. |
Listen |
| QR National share debut beats expectations |
Australia’s biggest rail freight company, QR National, made its debut on the share market this lunchtime. Roger Montgomery said the intrinsic value of this business is closer to about $1.50 than it is to $2.50. Read transcript. |
Read |
| QR National float inflated by index funds |
More than a billion dollars’ worth of QR National shares changed hands in the first two hours of trade this morning as index funds rushed to gain an allocation, distorting the price. Read transcript. |
Read |
| QR National float surprises market |
The Queensland Government’s rail freight company, QR National, has performed much better than expected at its launch on the local share market. But Australia’s biggest float in more than a decade has been marked by controversy. Read transcript. |
Read |
| Buy Value.able stocks for less than they’re worth |
Roger Montgomery shares how he buys Value.able stocks for less in the Chartered Accountants Monthly Audio Program. Listen to Podcast. |
Listen |
| Telstra trying to connect with new customers |
For a company so dominant in its market Telstra has been a constant source of disappointment to shareholders. The fixed line rental part of their businesses is in terminal decline it seems. And people are replacing their fixed lines in the home for example with mobile phones, Roger Montgomery says. Listen to interview. |
Listen |
| Roger Montgomery’s formula that works: company analysis made easy |
Don’t be mislead by conventional wisdom again. Find out how Roger Montgomery identifies A1 businesses trading at D-grade prices to produce returns that have significantly outperformed. Discover his “true cash flow” calculation and ten businesses that have the highest probability of success. Listen to Podcast. The Formula That Works was recorded at the Australian Investors’ Association National Conference, Surfers Paradise Australia, 28 July 2010 and was rated by investors as the second best overall presentation of the Conference. Listen to Roger’s keynote presentation What works on Wall Street? |
Listen |
| What works on Wall Street? |
High dividend yields, low P/E’s and high PEG ratios are popular but why do the returns merely rise and fall with the market? Should you use charts or fundamentals? Time in the market or timing? What really works on the Australian stock market? Roger Montgomery explores the methods many use when attempting to beat the market and then reveals those that do. Listen to Podcast. What works on Wall Street? was recorded at the Australian Investors’ Association National Conference, Surfers Paradise Australia, 27 July 2010. Listen to Roger’s workshop presentation The Formula That Works: Company Valuation Made Easy. |
Listen |
| How to simply pick the best stocks |
Does your portfolio simply rise and fall with the market? On 4 August 2010 at the ASX Investor Hour in Melbourne Roger Montgomery revealed his technique for valuing the best stocks and buying them for less than they’re worth. Listen to Podcast. |
Listen |
| How to pick the best value stocks and what to buy right now |
Roger Montgomery shares his amazingly simple steps investors should follow to pick the best value stocks and those that make his A1 Montgomery Quality Rating (MQR) at the Trading & Investing Expo. Listen to Podcast. |
Listen |
| Airlines hopeful of take off, but fares set to rise |
For the past 18 months the region’s airlines have been riding out turbulence arising from a collapse in passenger traffic. But now at least one of the big three Singapore Airlines, Cathay Pacific and Qantas says the worst might be over. Read transcript. |
Read |
| Airline industry facing turbulence |
Investors may have been surprised that Qantas didn’t pay a dividend but industry analyst and Roger Montgomery says the surprise should be that the airline turns a profit at all. Listen to Roger’s comments. Share analyst Roger Montgomery tells the ABC’s Michael Janda that Qantas is lucky to be making a profit at all. Listen to the interview |
Listen |