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WeBe.com.au interviews Roger Montgomery
Roger Montgomery
May 10, 2011
Back in September 2010, WeBe identified Roger Montgomery as one of their top five financial bloggers. Sam Birmingham interviewed Roger Montgomery on his unconventional Value.able stock market investing philosophy. Read the interview.
by Roger Montgomery Posted in In the Press, Media Room.
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Shares wizard Roger Montgomery
Roger Montgomery
May 6, 2011
In Peter’s daily email for Switzer.com.au he describes Roger Montgomery as Australia’s “Share wizard”. View the Email.
by Roger Montgomery Posted in In the Press, Media Room.
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Roger Montgomery asks: Are Aussie CEOs asleep at the wheel?
Roger Montgomery
May 5, 2011
Overpaying for assets is not a characteristic unique to ‘mum and dad’ investors. CEOs in Australia have a long and proud history of burning shareholders’ funds to fuel their bigger-is-better ambitions. In this interview with Peter Switzer, Roger Montgomery discusses PaperlinX, Fairfax, Foster’s, Zinifex and Oxiana. In Roger’s opinion, the CEOs of these businesses have consistently overpaid for assets, driven down their returns on equity and made the Value.able value of intangible goodwill carried on the balance sheet look absurd. Which Australian business does Roger Montgomery believe has consistently acquired other businesses at the right price? Watch the interview.
by Roger Montgomery Posted in Media Room, TV Appearances.
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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.
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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.
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Why is Roger Montgomery excited by a stock market downturn?
Roger Montgomery
May 3, 2011
With the stock market down at the moment, one of Australia’s largest stock brokers put a sell recommendation on commodities. Is Roger Montgomery concerned? No. Roger sees times of gloom as an opportunity to purchase shares in extraordinary A1 companies for less than they’re worth. isn’t concerned at all – he sees this as an opportunity. Presenting opportunity in the long term. Listen to podcast.
by Roger Montgomery Posted in Media Room, Radio.
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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.
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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.
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How does Roger Montgomery read a Prospectus?
Roger Montgomery
April 21, 2011
ASIC specifies the information that companies seeking to float on the ASX must include in their prospectus. Yet Australia’s corporate landscape has a scattered history of hyped up floats followed by disappointment for many investors — Telstra, Qantas and Cool or Cosy are just a few. In this appearance with Peter on Switzer TV Roger Montgomery tells investors exactly what to look for in a prospectus. Roger’s advice? Go to the second last page – the Pro Forma balance sheet. And Roger’s advice for ASIC? Ensure vendors specify the impact of the float on the post listing balance sheet, write the prospectus in natural English and put the most important page – the Pro Forma balance sheet – on Page One! Watch the interview at youtube.com/rogerjmontgomery.
by Roger Montgomery Posted in Media Room, TV Appearances.
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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.
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