On the blog last week, Russell questioned whether childcare operator G8 Education (GEM:ASX) is worth more than five dollars per share. In Tuesday’s issue of the Australian Financial Review, Jessica Gardner reported on G8’s recent purchase of 91 centres from Sterling Early Education for $228m. After talking with G8 management, Russell was quoted in the article, which you can read here.

by Roger Montgomery's Team Posted in Consumer discretionary.

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by Roger Montgomery's Team Posted in Old Content.

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We were interested recently to see Jeremy Grantham add his view to the “bubble or no bubble” debate. In a typically thoughtful contribution, Jeremy has set out a test for what constitutes a bubble and determined objectively that equity valuations currently do not meet that test. Continue…

by Roger Montgomery's Team Posted in Market commentary.

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We love an award, especially when someone we, at Montgomery, know and like wins one.

Whether it is a high rating from one of the most respected rating houses or a top three place in the fund manager performance stakes, we love to crow about the wins. But what we all need to crow about a bit more is when Australian business has a win. Continue…

by Roger Montgomery's Team Posted in Companies.

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You’ve acquired shares in a company at a price less than your estimate of it’s Value.able intrinsic value, yet the share price continues to slide (Lend Lease, Babcock and Brown). Maybe your estimate of the company’s Value.able intrinsic value was based on misleading information (ABC Learning Centres)? Or the company just wasn’t investment grade, despite the stock market’s enthusiasm (Leighton Holdings)? In this appearance on Switzer TV with Peter Swizter, Roger Montgomery reveals his Value.able strategy you can follow to avoid ‘value traps’ and build a portfolio of A1 stocks. Roger also shares his step-by-step guide for avoiding poor quality businesses. Watch the interview.

by Roger Montgomery's Team Posted in Media Room, TV Appearances.

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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.

by Roger Montgomery's Team Posted in Media Room, Radio.

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Cochlear (COH) is one of just a few Australian businesses that can be compared to the likes of Coca-Cola and Johnson & Johnson. So when the company recently announced a recall of its market-leading product, the share market reacted. Does Roger Montgomery believe this is a once-in-a-lifetime opportunity to acquire shares in this extraordinary A1 company at a price less than his estimate of its Value.able intrinsic value? In this appearance on Your Money Your Call, Roger also shares his insights on Drilltorque (DTQ), Matrix (MCE) and gold stocks Silverlake Resources (SLR) and Troy (TRY). Watch the interview.

by Roger Montgomery's Team Posted in Media Room, TV Appearances.

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Australia’s one-time construction champion, Leighton Holdings, is facing a share holder class action following the recent significant decline in the companies share price. In this interview with Alan Kohler, Roger Montgomery shares his insights into the declining economics of the Leightons business. Read the transcript

by Roger Montgomery's Team Posted in Media Room, TV Appearances.

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Research on broking websites can often be crucial. Roger Montgomery says the research is useful, depending upon the investor’s experience. Read the article.

by Roger Montgomery's Team Posted in In the Press, Media Room.

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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

by Roger Montgomery's Team Posted in Media Room, Radio.

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