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In this appearance on Your Money Your Call, Roger Montgomery shares his insights on the upcoming float of QR National and the future of QBE following the resignation of CEO Frank O’Halloran. Roger also reveals his Value.able intrinsic valuations for Austin Engineering (ANG) and Asciano (AIO). Watch the interview.

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Leading BRW and respected Fairfax journalist Tony Featherstone says Roger Montgomery urges investors to ignore share market noise and focus instead on intrinsic value. Tony also reveals nine stocks that meet Roger’s exacting A1 criteria. Read article.

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by Roger Montgomery Posted in Media Room, TV Appearances.

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In a very special appearance on Switer TV, Peter Switzer combines his cautionary investing style for Self Managed Super Funds with Roger Montgomery’s Value.able intrinsic valuation technique to produce a portfolio of great businesses that generate high ROE, plenty of cash and whose intrinsic values is forecast to rise over the coming years. Peter Switzer insists they must have a high dividend yield. So what companies make it into the Switzer Montgomery portfolio? Watch the interview.

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Through Value.able Roger Montgomery shares his common sense approach to investing in clear, easy-to-understand language, writes Kris Ashton in the latest issue of NRMA’s Open Road magazine. Read review.

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The pending float of QR National will stir up plenty of memories. Some good, some bad. Its time to crunch some numbers. Read Roger’s article at www.eurekareport.com.au.

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Looking for top-quality stocks? Ignore the ‘blue-chips’ and start with Roger Montgomery’s list of A1 businesses – those with enduring quality as evaluated by the Montgomery Quality Rating. Read Roger’s article at www.eurekareport.com.au.

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A protracted financial downturn is a lot like banging your head against a brick wall: it feels fantastic when it’s over. Simon Hoyle asked Roger Montgomery how his A1 and A2 companies fared through reporting season. Read article.

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Foster’s has rejected a $2 billion private equity bid for its wine business, saying it “significantly undervalues” the Treasury Wine Estates. Roger Montgomery observed “It’s a very tough business with low barriers to entry, very low barriers to imitation and there’s a huge amount of choice… They will use a large portion of debt to make the acquisition so they only need very small improvements in earnings before interest and tax in order to generate very large returns on the equity that’s actually invested and that’s because of the leverage they use. Read transcript.

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Roger Montgomery is a fund manager. He also runs his own Self Managed Superannuation Fund (not that he will be able to access it for a while yet). So what is Roger’s SMSF investment strategy? Focus on A1 businesses that you need to focus on the least (just twice a year when half and full year results are released). In Roger’s opinion the optimum number of shares in a portfolio is between 12-24 (more details in Value.able). As for the stocks he would put in his SMSF … Roger revealed his top 10 to Peter Switzer on 26 August. Do they still fit the bill? Watch the interview.

by Roger Montgomery Posted in Media Room, TV Appearances.

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