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Chasing growth in a low return world
Roger Montgomery
April 23, 2013
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.
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The trouble with commodities is…
Roger Montgomery
April 16, 2013
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.
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What exactly is a roll-up?
Roger Montgomery
April 15, 2013
In this edition of ABC radio’s Statewide Drive show, Roger talks to John Morrison about ‘roll-ups’ and what they might mean for investors. Listen here.
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Billabong: what happened?
Roger Montgomery
April 9, 2013
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.
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Valuing resource companies
Roger Montgomery
March 26, 2013
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.
by Roger Montgomery Posted in Energy / Resources, Radio.
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Back to all time highs
Roger Montgomery
March 12, 2013
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.
by Roger Montgomery Posted in Energy / Resources, Insightful Insights, Radio.
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Retailers and Banks on the rise
Roger Montgomery
March 5, 2013
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.
by Roger Montgomery Posted in Consumer discretionary, Radio.
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Half Year Results recap
Roger Montgomery
February 26, 2013
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.
by Roger Montgomery Posted in Media Companies, Radio.
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A rising tide lifts all boats……
Roger Montgomery
February 19, 2013
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.
by Roger Montgomery Posted in Market Valuation, Radio.
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How to invest with low interest rates
Roger Montgomery
December 4, 2012
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.
by Roger Montgomery Posted in Insightful Insights, Radio.
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