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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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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 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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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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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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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 Airport

Watch here.

by Roger Montgomery Posted in Insightful Insights, TV Appearances.

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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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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.

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In his first television appearance for 2013, Roger provides his insights into the reasons behind the recent rallies on Australian and Global Markets and how and if these trends will continue in discussion with Ticky Fullerton on ABC1’s The Business (Roger appears at 3:30). Watch here.

This edition of The Business was broadcast on Tuesday 29th January 2013.

by Roger Montgomery Posted in Companies, Insightful Insights, Market Valuation, TV Appearances.

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In these highlights from the 24 January of Sky Business’ Your Money Your Call Program, Tim Kelley discusses Atlas Iron (AGO), SMS Management (SMX), United Overseas Australia (UOS), Metals X (MLX), Northern Star (NST) and Oz Minerals (OZL) – do they make the coveted A1 Grade? Watch now to find out, and also learn Tim’s insights into investing in infrastructure stocks. Watch here.

by Roger Montgomery Posted in TV Appearances, Value.able.

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