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ValueLine: Lesson number one
Roger Montgomery
April 13, 2011
Investments are never certain, but avoiding particular sectors and companies can improve your prospects. Extraordinary A1 businesses businesses are not blue-chip. Find a business whose shares are available at prices below intrinsic value and one whose value is expected to rise materially over the next few years, then provided the other characteristics of quality are met you would be unwise to leave your funds parked anywhere else. Read Roger’s article at www.eurekareport.com.au.
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ValueLine: Offshore oilfield player
Roger Montgomery
April 6, 2011
Whilst Roger Montgomery can’t predict how high the oil price will go nor tell you what kind of trajectory it will take, he does believe, with a considerable degree of certainty, that Australian’s will be paying higher prices for fuel over the next decade. Zicom, a supplier of equipment to service vessels, is just one company set to benefit from our growing need for oil. Read Roger’s article at www.eurekareport.com.au. WARNING: Zicom is a thinly traded microcap in which Roger Montgomery has purchased shares because it meets his investment criteria. It may not meet yours. It is therefore information that is general in nature and NOT a recommendation or a solicitation to deal in any security.
by Roger Montgomery Posted in Media Room, On the Internet.
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Stars of the data world
Roger Montgomery
April 6, 2011
Unlike a conventional “Blue Chip” portfolio founded on the principles of diversification in large well-known companies, Roger Montgomery’s Money Value.able portfolio is driven by the pursuit of extraordinary businesses at prices less than they’re worth. In the April 2011 column, Roger diverges slightly from his ‘picks and shovels’ theme to focus on a company that is reaping the benefits of Australia’s exploding internet usage. Read Roger’s article.
by Roger Montgomery Posted in Media Room, On the Internet.
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ValueLine: Fifteen stocks to watch
Roger Montgomery
March 30, 2011
I have prepared a list of companies that achieve extremely high Montgomery Quality Ratings of A1, A2 or B1, with a market capitalisation of greater than $1 billion, returns on equity of more than 10% and historical and forecast intrinsic value increases of more than 10% per annum. I hope you find the list educational and are able to put it to good use. Read Roger’s article at www.eurekareport.com.au.
by Roger Montgomery Posted in Media Room, On the Internet.
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ValueLine: Your retail form guide
Roger Montgomery
March 23, 2011
Entrants in Australia’s retail sector range from nippy thoroughbreds to tired donkeys… Harvey Norman, Oroton, Woolworths, Myer, Coles, Noni B, Kathmandu, JB Hi-Fi, Fantastic Furniture, Nick Scali, The Reject Shop and Billabong. Roger reveals his Montgomery Quality Rating (MQR), forecast change in Value.able intrinsic value over the next twelve months and the current safety margin for these well-known Australian retailers in his latest column for Alan’s Eureka Report. Read Roger’s article at www.eurekareport.com.au.
by Roger Montgomery Posted in Media Room, On the Internet.
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ValueLine: Against the grain
Roger Montgomery
March 16, 2011
Last year Roger Montgomery wrote about TFS Corporation (TFC), an owner and manager of Indian sandalwood plantations in the east Kimberly region of WA. On Wednesday, the company emerged from a trading halt, announcing a $38 million capital raising. What happens to the value of the company? Well, a company that loses cash has a value that requires no calculations. It is simply zero. Read Roger’s article at www.eurekareport.com.au.
by Roger Montgomery Posted in Media Room, On the Internet.
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ValueLine: Making money underwater
Roger Montgomery
March 10, 2011
Audience fragmentation, declining revenues and duelling billionaires. Its enough to put any investor off the media sector for life. But as Roger Montgomery reveals, there are opportunities in this constantly evolving space that investors would be silly to ignore. Read Roger’s article at www.eurekareport.com.au.
by Roger Montgomery Posted in Media Room, On the Internet.
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Look past the labels
Roger Montgomery
March 3, 2011
If you are looking for a true blue chip portfolio, you may need to rethink conventional wisdom. According to Roger Montgomery, a true blue chip portfolio has nothing to do with size or longevity and everything to do with quality. Roger’s Value.able portfolio for Money is proof of this strategy – on average, the stocks in the portfolio have risen 27 per cent in just six months. Read Roger’s article.
by Roger Montgomery Posted in Media Room, On the Internet.
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ValueLine: Something special
Roger Montgomery
February 23, 2011
Matrix is a stock with the lot. It was added to Roger Montgomery’s Value Line portfolio in August 2010. Since that time, and with Middle East tensions fuelling the price of oil, MCE is soaring. Its competitive advantages combined with deep-sea exploration expertise put this A1 stock in a league of its own. Read Roger’s article at www.eurekareport.com.au.
by Roger Montgomery Posted in Media Room, On the Internet.
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ValueLine: Transurban
Roger Montgomery
February 16, 2011
Put simply, if you want a high return on your money, Transurban probably isn’t for you. Its success hinges on revenues going up and interest rates remaining stable or declining. Rather than paying down its existing debt, Transurban persistently refinances and the amount that still needs to be re-financed before 2020 now exceeds $3.5 billion. Like airlines, investing in Transurban is unlikely to put you on the fast lane to high returns. The stock does not look cheap and in Roger Montgomery’s opinion, there are plenty of better (A1) and less risky options out there. Read Roger’s article.
by Roger Montgomery Posted in Media Room, On the Internet.
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