On the Internet
-
MEDIA
Is it time to sell?
Roger Montgomery
June 1, 2011
If you take your cues from price rather than values, fear may have recently set in. For Value.able investors, a market correction is a reason for celebration rather than consternation. Roger Montgomery explains why holding on may be the wiser decision. Read Roger’s article
by Roger Montgomery Posted in Media Room, On the Internet, Value.able.
- 29 Comments
- save this article
- POSTED IN Media Room, On the Internet, Value.able
-
MEDIA
Value.able: Rare earths
Roger Montgomery
June 1, 2011
The prices of rare earths have rise, but share prices of the producers have fallen. What’s the bigger picture? Read Roger’s article at www.eurekareport.com.au.
by Roger Montgomery Posted in Media Room, On the Internet.
- 2 Comments
- save this article
- POSTED IN Media Room, On the Internet
-
MEDIA
Value.able: Take five
Roger Montgomery
May 25, 2011
With June 30 fast approaching, and following a series of reports that highlight a decline in global economic growth, analysts around the globe have begun to reassess their assumptions about commodity prices, inflation, China and company earnings. But every dark cloud has a silver lining. With that in mind, Roger Montgomery suggests five businesses to put on your watchlist. Read Roger’s article at www.eurekareport.com.au.
by Roger Montgomery Posted in Media Room, On the Internet.
- 113 Comments
- save this article
- POSTED IN Media Room, On the Internet
-
MEDIA
Value.able: Intangible attraction
Roger Montgomery
May 18, 2011
The attachment of ‘value’ to physical assets is not unusual. Roger Montgomery says assets of the intangible variety – the economic goodwill (rather than the accounting variety) – are more valuable. Read Roger’s article at www.eurkeareport.com.au.
by Roger Montgomery Posted in Media Room, On the Internet.
- 1 Comments
- save this article
- POSTED IN Media Room, On the Internet
-
MEDIA
Value.able: The big switch
Roger Montgomery
May 11, 2011
Owning a bank based on an island – that’s pretty attractive. Choosing one bank is no easy decision, but on balance, over the next few years, Roger Montgomery anticipates the ANZ to prove superior, provided costs can be controlled and expectations don’t put the price up beyond intrinsic value. But if you want to buy the best bank in terms of economic performance, it would be CommBank. Unfortunately, it is now expensive. Ranked by the Montgomery Quality Ratings only, the banks are all A-class companies, but which receives Roger’s coveted A1 Montgomery Quality Rating? Read Roger’s article at www.eurekareport.com.au.
by Roger Montgomery Posted in Media Room, On the Internet.
- 2 Comments
- save this article
- POSTED IN Media Room, On the Internet
-
MEDIA
It’s quality that counts
Roger Montgomery
May 4, 2011
When markets rise and your Value.able portfolio rises even more, its difficult not to want to enjoy some fruits. But Roger believes value investors must keep constant vigil and if it’s high-quality smaller companies that suit, there are a few with exposure to oil and gas that your advisor should look at. Read Roger’s article.
by Roger Montgomery Posted in Media Room, On the Internet.
- 4 Comments
- save this article
- POSTED IN Media Room, On the Internet
-
MEDIA
ValueLine: D-I-V-O-R-C-E
Roger Montgomery
May 4, 2011
Smart people are capable of not-so-smart things. Consider the marriage of Foster’s and Southcorp. On Friday 29 April 2011 Friday Foster’s shareholders voted in favour of a divorce; on 4 May 2011 the Supreme Court of Victoria granted a decree absolute. Companies considering merging should pay attention to Foster’s experience. The next time the board of a company you own makes a bid for one you don’t, do yourself a favour and send them a copy of Value.able! Read Roger’s comments at www.eurekareport.com.au.
by Roger Montgomery Posted in Media Room, On the Internet.
- 15 Comments
- save this article
- POSTED IN Media Room, On the Internet
-
MEDIA
ValueLine: Where does IPO money go?
Roger Montgomery
April 27, 2011
When it comes to company floats, there’s one piece of information Roger Montgomery looks for above all others. Read Roger’s article at www.eurekareport.com.au.
by Roger Montgomery Posted in Media Room, On the Internet.
- 5 Comments
- save this article
- POSTED IN Media Room, On the Internet
-
MEDIA
When to sell shares
Roger Montgomery
April 21, 2011
You can’t buy shares in a business and hold them forever. Business is dynamic and unfortunately many of those listed on the sharemarket are destined to be liquidated, or go into receivership or administration. Companies disappoint operationally, their prospects become less bright, they take on too much debt, pay too much for an acquisition, or their share price simply rallies far above any reasonable estimate of value. How then can you hold these shares and expect to do well? Read Roger’s article.
by Roger Montgomery Posted in Media Room, On the Internet.
- 57 Comments
- save this article
- POSTED IN Media Room, On the Internet
-
MEDIA
ValueLine holiday homework for investors: how many of these ‘blue chips’ do you own?
Roger Montgomery
April 20, 2011
Roger Montgomery’s ValueLine portfolio for Alan’s Eureka Report rose by 12.79% in its first year of operation (with less than half the portfolio invested), compared to the index gain of 9.69%. This financial year the portfolio has grown by 15.11% compared to the index, which has grown by 12.71%. The invested portion of the portfolio returned 27.6% in year one and 23.4% this year thus far. It goes to show that Roger’s Montgomery’s Value.able strategy of buying the best stocks – those with the higher Montgomery Quality Ratings or MQRs – for less than they’re worth leads to meaningful outperformance over time. How the ‘blue chips’ in your portfolio compare? Compare your portfolio to Roger’s list of 51 companies and their Montgomery Quality Ratings. Read Roger’s article at www.eurekareport.com.au.
by Roger Montgomery Posted in Media Room, On the Internet.
- 76 Comments
- save this article
- POSTED IN Media Room, On the Internet