Media Room
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MEDIA
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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MEDIA
To delegate or not? Research is the key
Roger Montgomery
February 22, 2013
In this Australian Financial Review column published 22 February 2013, Christopher Joye recommends The Montgomery Fund for investors seeking a fund manager who actively manages their Australian share portfolio. Read here.
by Roger Montgomery Posted in In the Press, Value.able.
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Which Energy Stocks Does Roger Rate?
Roger Montgomery
February 21, 2013
In the highlights from this edition of Peter Switzer’s Sky Business program broadcast 21 February 2013, Roger provides his latest insights into Origin Energy (ORG) and BHP (BHP), and also explains how applying his Value.able investment strategy still makes Wesfarmers (WES) a stock that Montgomery Investment Management won’t hold in the near term, despite its price recovery. Watch here.
by Roger Montgomery Posted in Companies, Consumer discretionary, Energy / Resources, Insightful Insights, TV Appearances.
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MEDIA
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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In search of gems amid the reporting gloom
Roger Montgomery
February 15, 2013
In this Australian article published 9 Feburary 2013, Roger provides his insights into the sectors which will continue to perform well in the Australian market over coming months. Read here.
by Roger Montgomery Posted in Health Care, In the Press, Intrinsic Value.
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MEDIA
What are Roger’s Insights into the Energy Sector?
Roger Montgomery
February 14, 2013
In these highlights from the February 14 edition of Sky Business’ Your Money Your Call program, Roger discusses The Reject Shop (TRS), Cash Converters (CCV), UXC (UXC), Collection House (CLH), Dicker Data (DDR) and QBE (QBE) – do they achieve the coveted A1 grade? Watch now to find out, and also learn Roger’s insights into the Energy Sector. Watch here.
by Roger Montgomery Posted in TV Appearances.
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Retail on the Rise (Again)
Roger Montgomery
February 12, 2013
In discussion with ABC1’s Ticky Fullerton Roger provides his insights into the outlook for Retail Stocks in the half-year reporting period.
This interview was broadcast 12 February 2013. Watch here.
by Roger Montgomery Posted in Consumer discretionary, Insightful Insights, TV Appearances.
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MEDIA
Back to Equities? We never left!!
Roger Montgomery
February 8, 2013
In this special ‘Bonds vs Equities’ edition of Sky Business’ Your Money Your Call (broadcast 8 February 2013), Roger provides his insights into why the so-called rotation back to equities is a fallacy for value investors, and in discussion covers a broad range of topics including:-
– Inflation Linked bonds
– The likelihood of a GFC Part 2
– The impact of the new prevalence of SMSFs
– and the performance of specific stocks including ARB Corporation, QBE and Sydney AirportWatch here.
by Roger Montgomery Posted in Insightful Insights, TV Appearances.
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Telstra: Price Up, Value Way Down
Roger Montgomery
February 7, 2013
In these highlights from The 7 February edition of the Switzer Report, Roger addresses in detail the causes for the rising Telstra share price, and how the underlying position of the company is being impacted.
Roger also discusses The Reject Shop (TRS), Kathmandu (KMD), CSL (CSL), Seek (SEK), REA Group (REA), Resmed (RMD), and Leightons (LEI) – do they achieve the coveted A1 grade? Watch now to find out. Watch here.
by Roger Montgomery Posted in Technology & Telecommunications, TV Appearances.
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MEDIA
Stick to stocks with edge
Roger Montgomery
February 1, 2013
In his February 2013 Money Magazine column, Roger outlines why it serves rational value investors to ignore the predictors of market fluctuations. Read here.
by Roger Montgomery Posted in Insightful Insights, Investing Education, Market Valuation, On the Internet.