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What is Roger Montgomery’s portfolio allocation strategy?
Roger Montgomery
September 23, 2010
Some investors are scared to invest in businesses with low liquidity. In this appearance on Your Money Your Call Roger Montgomery explains that when you buy great businesses when they are cheap, they remain great businesses and their intrinsic value subsequently rises, they don’t remain thinly traded stocks for very long. Roger also shares his thoughts on coal and reveals his Value.able intrinsic valuations for bull bar and 4WD accessories manufacturer ARB, Oroton and Decmil. Watch the interview.
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Will Roger Montgomery invest in QR National?
Roger Montgomery
September 23, 2010
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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Essential Elements – Tony Featherstone reviews Value.able in BRW
Roger Montgomery
September 23, 2010
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.
by Roger Montgomery Posted in In the Press, Media Room.
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What stocks make it into the Peter Switzer Roger Montgomery portfolio?
Roger Montgomery
September 23, 2010
To be considered for the Switzer Montgomery portfolio, a business must not only be great quality, but also be good value right now and pay a high divided. BHP and JB Hi-Fi are two. Other Roger Montgomery A1s that make it into the portfolio are CBA, Woolworths, CSL and Platinum Asset Management. What other well-known large cap companies make it into the Switzer Montgomery portfolio? And what small cap company would Roger Montgomery purchase in place of BHP? In this very special interview with Peter Switzer Roger Montgomery reveals a lesser known engineering business, manufacturers of furniture and bull bars, and two IT companies that make his A1 grade. Watch the interview.by Roger Montgomery Posted in Media Room, TV Appearances.
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How do Roger Montgomery and Peter Switzer select stocks for the Switzer Montgomery portfolio?
Roger Montgomery
September 23, 2010
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.
by Roger Montgomery Posted in Media Room, TV Appearances.
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Uncommon sense – NRMA Open Road reviews Value.able
Roger Montgomery
September 22, 2010
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.
by Roger Montgomery Posted in In the Press, Media Room.
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Will QR become T3?
Roger Montgomery
September 22, 2010
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.
by Roger Montgomery Posted in Media Room, On the Internet.
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ValueLine: Better than blue-chips
Roger Montgomery
September 15, 2010
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.
by Roger Montgomery Posted in Media Room, On the Internet.
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Feeling good, looking fine: we’ve shrugged off the financial fear factor, and it shows
Roger Montgomery
September 8, 2010
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 turns down $2b bid
Roger Montgomery
September 8, 2010
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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