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Roger Montgomery reveals the characteristics of top quality businesses – strong balance sheet, growing earnings, strong competitive advantage. Roger also talks about Toll Holdings and MMS. Watch the interview.

by Roger Montgomery Posted in Media Room, TV Appearances.

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In 1999 TLS was the darling of the market. Analysts described it as a wonderful company, going to $20. One analyst even said it would be Australias first $100 stock. Not Roger Montgomery. He said the business was worth $2.70-$2.80. It was trading around $9. In this interview with Peter Switzer Roger reveals the valuation formula for a business that payout out all of its earnings out as a dividend, such as Telstra. Watch the interview. Sign up free to Peter Switzer’s latest personal finance and financial planning news at switzer.com.au.

by Roger Montgomery Posted in Media Room, TV Appearances.

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Roger Montgomery reveals to viewers of Oriel Morrison’s Trading Matters program on CNBC Asia the businesses that are overpriced and represent a short selling opportunity, including IAG, AMP, WES, LLC, TOL, STO, AIO, RIO and LEI. In this appearance Roger also discusses the future prospects of The Reject Shop. Watch the interview.

by Roger Montgomery Posted in Media Room, TV Appearances.

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Bids to takeover Arrow Energy are very generous, says Roger Montgomery. He shares his view on Royal Dutch Shell and PetroChina’s $3 bn joint bid, with CNBC’s Oriel Morrison. Watch the interview.

by Roger Montgomery Posted in Media Room, TV Appearances.

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On 4 March 2010 Roger Montgomery’s YouTube channel, www.youtube.com/RogerJMontgomery, ranked as the #19 Most Viewed Guru Channel. Following is a message from Roger

“Yesterday I was looking for a video on my YouTube channel and noticed what looked like a ribbon I used to receive as a child at school carnivals. It turns  out my channel has become more popular than I would have ever imagined. Yesterday I was ranked # 53 for Most Viewed category of Guru in Australia.  And today… I am #19! I would not have achieved this success without your encouragement and support, and for that I would like to express my sincere  thanks. Roger”

by Roger Montgomery Posted in In the Press, Media Room.

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Rio Tinto’s fortunes are so closely tied to China that any ‘speed bumps’ in Chinese demand would hit the company hard. Read online.

by Roger Montgomery Posted in Media Room, On the Internet.

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Focusing on price leads to speculation, and speculation is not investing. Read online.

by Roger Montgomery Posted in On the Internet.

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Measuring business performance correctly rather than conventionally is the key to investment success. Read article.

by Roger Montgomery Posted in Media Room, On the Internet.

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Here’s a strategy to hedge against each of the four risks to your prosperity.

by Roger Montgomery Posted in In the Press, Media Room.

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Whilst most investors are obsessed with earnings and dividends, Roger Montgomery always considers how much money has been put in to a business to get earnings and dividends out. So what does Roger look at when valuing a business? 1. Equity on the balance sheet how much is there? Make sure it isnt full of accounting hot air (goodwill). 2. ROE how profitable is the business historically and looking into the future? 3. Discount rate what return do you want from the investment? 4. How much money is being retained and compounded by the company, and how much is being paid out. Roger also answers a viewer question about Telstra, valuing the business around $3.00. Watch the interview. Sign up free to Peter Switzer’s latest personal finance and financial planning news at switzer.com.au.

by Roger Montgomery Posted in Media Room, TV Appearances.

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