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Change is in the air
Roger Montgomery
November 18, 2010
There’s growing trepidation across the media sector as the government finalises changes to the ‘anti-siphoning list’ – the law dictating which national sports must be broadcast on free to air television stations and which are allowed to sell broadcasting rights to pay television. Roger Montgomery told 7.30 Report’s Gregy Hoy “Channel Ten has increased its profits over the last decade by about 4.5 per cent per year. That’s about the rate of inflation or about the rate of income and population growth in Australia. So the results aren’t spectacular and that’s why you’ve seen over time these assets are really the play things of the rich and famous”. Read the transcript.
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Are banks still good value?
Roger Montgomery
November 17, 2010
Bad PR and reregulation at home and abroad combine to create serious headwinds for bank stocks. They really do need to fight the regulatory cloud hanging over them. And investors should only be buying at very big discounts to intrinsic value – which currently don’t exist. Read Roger’s article at www.eurekareport.com.au.
by Roger Montgomery Posted in Media Room, On the Internet.
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Time to break up BHP?
Roger Montgomery
November 17, 2010
Some analysts believe BHP could me worth a lot more broken into its component parts that the conglomerate it has become. Roger Montgomery questions the loss of synergies and the risk of BHP’s smaller business units receding back to the status of being a “price taker” rather than BHP’s traditional power as a “price maker”. Read article.
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QR National retail share offer closes
Roger Montgomery
November 16, 2010
The take up by retail investors, private investors, has been significantly less than was hoped and that means that the onus is now on the institutions to make up the difference. Read article.
by Roger Montgomery Posted in In the Press, Media Room.
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AMP sets sights on Axa
Roger Montgomery
November 15, 2010
AMP has launched a cash and scrip bid for Axa Asia Pacific that values the company at the same $13.3 billion as the accepted NAB bid that was blocked by the regulators. Roger Montgomery told Phillip Lasker on ABC Lateline Business that the intrinsic value of “[Axa is] significantly lower than the current price being offered by AMP. Read the transcript.
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What are Roger Montgomery’s cheapest A1 businesses?
Roger Montgomery
November 15, 2010
Roger Montgomery explains to Peter Switzer on the Sky Business Channel that a share portfolio of his A1 businesses, when bought at discounts to intrinsic value, will significantly outperform the market. Whilst Reckon, Thorn Group, GUD Holdings, Fleetwood, Wotif, Monadelphous are expensive A1 businesses, Roger tells investors that his Value.able intrinsic values of these businesses are expected to rise between 6% and 15% per year over the next three years. Roger also reveals his cheapest A1 businesses. Tune into Switzer TV in February 2011 when Peter Switzer reveals the performance of Roger Montgomery’s ‘A1’ portfolio. Watch the interview.
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What are Roger Montgomery’s top 20 A1 stocks?
Roger Montgomery
November 15, 2010
Roger Montgomery describes his list of A1 businesses as a ‘wishlist’. Your goal as an investor is to find great businesses and buy them when their share prices are trading at big discounts to intrinsic value. Roger’s list of A1 businesses include fund manager Platinum Asset Management, manufacturer Cochlear, vitamin manufacturer Blackmores, online list Realestate.com.au, telecommunications business M2, mining services business Mineral Resources, IT services provider DWS, Centrebet, bull bar manufacturere ARB Corporation and one of Roger’s favourites, Oroton Group. Some of Roger’s A1s are cheap and some are expensive. One business is forecast to increase in intrinsic value by over 30% each year for the next three years and another by just 3%. User Roger’s list of A1s as a guide for your own ‘wishlist’, but ensure you always seek personal professional financial advice. Watch the interview.
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What is the secret of Roger Montgomery’s A1 Montgomery Quality Rating?
Roger Montgomery
November 15, 2010
In his final appearance on Switzer TV for 2011, Peter Switzer asked Roger Montgomery to reveal his top 20 A1 stock picks. So how does a business achieve Roger’s coveted A1 MQR? Unlike conventional wisdom, Roger’s A1s aren’t necessarily ‘blue chips’. Wesfarmers and Qantas may be big businesses, but they don’t make his A1 grade. Businesses that achieve Roger’s A1 or A2 MQR have the lowest probability of a ‘liquidity event’. His A1s are less likely to raise capital, borrow more money, default on debt repayments of breach debt covenants – Roger would be very surprised if any of his A1s went bust! A follower of Roger’s blog went back five years and created a hypothetical portfolio of A1 businesses. The portfolio returned 60% per annum. Watch the interview.
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The Australian Investors’ Association reviews Value.able
Roger Montgomery
November 10, 2010
The long title of this book covers what Roger Montgomery sets out to do and he does it well… Value.able is an easy to read book and the reader is not blinded by mathematical formulae. It would be ideal if the book was made compulsory reading for all public company directors and management and Chairpersons ordered all their Board to reread it before considering the takeover being proposed by management. Read the Australian Investors’ Association review.
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ValueLine: Westfield
Roger Montgomery
November 10, 2010
Westfield plans to spin off half of its Australian and New Zealand assets (about $12 billion) into a new vehicle called the Westfield Retail Trust (WRT). The company It also plans to raise $3.5 billion worth of equity to pay down debt associated with the original vehicle Westfield Group (WDC), which will own the remainder of the assets and stay listed. Roger Montgomery investigates if the de merger will restore the company to its glory days. Read Roger’s article at www.eurekareport.com.au.
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