Companies

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.

by Roger Montgomery Posted in Airlines, Companies, In the Press, Radio.

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In TheBull.com.au Roger Montgomery discusses his insights into the outlook for Australian commodities share prices over the near future.  Read here.

by Roger Montgomery Posted in Companies, Energy / Resources, In the Press.

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A broker sent us a copy of these notes taken at the 2012 Berkshire Annual general meeting.  The media has taken excerpts and they’ve gone viral but we like the completeness of the document we were sent.  Have a read and feel free to share your thoughts.

2012 Berkshire Hathaway Notes Annual Meeting Notes

Posted by Roger Montgomery, Value.able author, SkaffoldChairman and Fund Manager, 16 May 2012.

by Roger Montgomery Posted in Companies, Insightful Insights.

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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.

by Roger Montgomery Posted in Companies, Energy / Resources, Radio.

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Roger Montgomery is not surprised by the slump in Mining Services share prices – here he discusses with Ticky Fullerton on ABC’s The Business how the growth in supply and the limits to Chinese demand have allowed value investors to anticipate the current share price levels. Watch the video.

This interview was broadcast on ABC1’s The Business on 15 May 2012.

by Roger Montgomery Posted in Companies, Energy / Resources, Investing Education, TV Appearances.

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Do Indochine Mining (IDC), Silverlake Resources (SLR), Iluka Resources (ILU), Horizon Oil (HZN), Boart Longyear (BLY), Newcrest Mining (NCM), BHP Billiton (BHP), Rio Tinto (RIO), Think Smart (TSM), New Hope Coal (NHC), Ludowici (LDW), Alumina (AMC), Flight Centre (FLT), Hawkley Oil & Gas (HAG), M2 Communications (MTU), Northern Star (NST), Codan (CDA) or Onesteel (OST) make Roger’s coveted A1 grade? Watch this edition of Sky Business’ Your Money Your Call broadcast 9 May 2012 to find out.  Watch here.

by Roger Montgomery Posted in Companies, Investing Education, Skaffold, TV Appearances, Value.able.

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A 7% slump in sales for the first 3 quarters of 2012 has taken a predictable toll on the Harvey Norman share price – but will things turn around when the economy improves?  Roger Montgomery discusses his views in this Sydney Morning Herald article published on 4 May 2012.  Read here.

by Roger Montgomery Posted in Companies, Consumer discretionary, In the Press.

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In this BRW article Tony Featherstone discusses the nature of sustainable competitive advantage and how Roger Montgomery swears by it in his Value.able investing strategy. Read here.

This article was published on 3 May 2012.

by Roger Montgomery Posted in Companies, In the Press, Investing Education.

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Join Roger as he discusses his Value.able approach to picking the best stocks for this ASX Investor Hour presentation delivered 2 May 2012.  Watch here.

by Roger Montgomery Posted in Companies, Intrinsic Value, TV Appearances.

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Roger Montgomery discusses why the Spotless (SPT) board has finally accepted a Pacific Equity Partners takeover offer in this Sydney Morning Herald article published 1 May 2012. Watch here.

by Roger Montgomery Posted in Companies, In the Press, Takeovers.

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