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Participation in the stock market is at a low ebb – in this Australian article published 17 March 2012 Roger Montgomery explains how when you decide to re-enter the stock market his Value.able strategy will allow you to invest for value, and entirely avoid speculation.  Read here.

by Roger Montgomery Posted in In the Press, Investing Education, Value.able.

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• POSTED IN In the Press, Investing Education, Value.able

Do BHP Billiton (BHP), Rio Tinto (RIO), Dominoes Pizza (DMP), Myers (MYR), Range Resources (RRS), IRESS (IRE), Acrux (ACR), Haranga Resources (HAR) QBE Insurance (QBE), Westpac (WBC), Credit Corp (CCP), Matrix Composites (MCE), Caltex (CTX) Graincorp (GNC) and Seek (SEK) make Roger’s coveted A1 grade?  Watch this edition of Sky Business’ Your Money Your Call broadcast 14 March 2012 to find out.  Watch here.

by Roger Montgomery Posted in Investing Education, Talks.

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• POSTED IN Investing Education, Talks

A busy week last week for value investing.  Presenting in Perth for the ASX and in Melbourne as well as chatting to Ross Greenwood and Ticky Fullerton as I do regularly has cemented in my mind the idea that the case is building for a protracted de-leveraging (Click the European youth unemployment chart at left).  I will bring you more about this de-leveraging vs recession idea soon as well as what I believe it means for share portfolios but for now I thought you might like a shortcut to some of the chats. And of course, all proudly brought to you by my very good friends at Skaffold.

The subject came up with Alan Kohler last weekend on the ABC’s Inside Business.  You can watch it by clicking here

It also came up on the ABC’s The Business with Ticky Fullerton, which airs at 8.30pm and just after 11pm Monday to Thursday.  You can watch it by clicking here

And finally, here is the talk I gave recently for the ASX Investor Hour.  You can simply click on the video below to watch the seminar or click HERE to view the seminar with slides.

There’s plenty to think about and stay tuned to find out what stocks we have been buying in the most recent quarter.  If you are looking for hot tips you are at the wrong blog, as we may have bought the stocks I mention as being worthy of careful study as many as three months ago.  And sadly, we have already benefited greatly from someone spruiking some of these stocks online and I am told by one CEO that they have been reported to ASIC.

Posted by Roger Montgomery, Value.able author, Skaffold Chairman and Fund Manager, 11 March 2012.

by Roger Montgomery Posted in Market Valuation, TV Appearances.

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• POSTED IN Market Valuation, TV Appearances

Roger Montgomery discusses why ‘watching the Directors’ is a “Value.able” strategy when assessing future business performance in his March 2012 Money Magazine article.  Read here.

by Roger Montgomery Posted in Companies, Intrinsic Value, Investing Education, On the Internet.

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• POSTED IN Companies, Intrinsic Value, Investing Education, On the Internet

Do BHP Billiton (BHP), Fortescue Metals (FMG), Seek (SEK), Bluescope Steel (BSL), GR Engineering (GNG), CSL (CSL), Peak Resources (PEK), Harvey Norman, (HNN), Buru Energy (BRU), The Reject Shop (TRS), ASG Group (ASZ), Tatts Group (TTS) and  Webject (WEB) make Roger’s coveted A1 grade?  Watch this edition of  Sky Business’ Your Money Your Call broadcast 29 February 2012 to find out.  Watch here.

by Roger Montgomery Posted in Companies, Energy / Resources, Investing Education, TV Appearances, Value.able.

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• POSTED IN Companies, Energy / Resources, Investing Education, TV Appearances, Value.able

In his ASX Investor Hour presentation of 21 February 2012, Roger argues that whether you invest on the basis of fundamentals or technical analysis, your buying and selling decisions should always be made in the light of your valuation of the company. Roger explains the factors he takes into account in assessing the value of companies, the systems he uses to do those valuations and talks about some of the companies that he currently regards as good value.  Watch video here and view the slides here.

by Roger Montgomery Posted in Insightful Insights, Investing Education, TV Appearances, Value.able.

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• POSTED IN Insightful Insights, Investing Education, TV Appearances, Value.able

Roger Montgomery shows investors how he uses Skaffold to find great value stocks at the ASX Investor Hour Sydney. Watch the video.

by Roger Montgomery Posted in Media Room, TV Appearances.

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• POSTED IN Media Room, TV Appearances

Roger Montgomery shows investors how he uses Skaffold to find great value stocks at the ASX Investor Hour Sydney. Watch the video.

by Roger Montgomery Posted in Media Room, TV Appearances.

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• POSTED IN Media Room, TV Appearances

After repotting a reduced annual net profit, what does the current economy hold for JB Hi-Fi’s future performance?  Roger Montgomery discusses his insights with the ABC’s David Taylor on The World Today program broadcast 13 February 2012.  Read/Listen here.

by Roger Montgomery Posted in Consumer discretionary, In the Press, Radio.

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• POSTED IN Consumer discretionary, In the Press, Radio

Roger Montgomery thinks not, and discusses why in this article published in The Sydney Morning Herald on 7th February 2012.  Read here.

by Roger Montgomery Posted in Energy / Resources, In the Press, Intrinsic Value, Investing Education.

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• POSTED IN Energy / Resources, In the Press, Intrinsic Value, Investing Education