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What does Roger Montgomery consider when valuing businesses?
Roger Montgomery
February 25, 2010
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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MEDIA
What is Roger Montgomery’s valuation formula?
Roger Montgomery
February 25, 2010
Using a bank account as an example, Roger Montgomery explains to Peter Switzer how to value a business that retains all its earnings, and shares his formula for calculating intrinsic value. 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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MEDIA
What are Roger Montgomery’s selling tips?
Roger Montgomery
February 25, 2010
There are actually five, but Roger saves the fifth for readers of his book, Value.able. So what are his first four? 1.When you are wrong 2.When there are better opportunities 3.When price is far above intrinsic value 4.Deterioration in original reasons for buying In his appearance on Market Moves with Richard Gonclaves Roger also analyses IAG, QBE, Asciano and Virgin Blue. Watch the interview.
by Roger Montgomery Posted in Media Room, TV Appearances.
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MEDIA
What does Roger Montgomery think of FWD, ANZ, CBA and HIG?
Roger Montgomery
February 25, 2010
Roger Montgomery joins Nina May on Your Money Your Call and answers viewer questions about Fleetwood (FWD), suppliers of the China property boom, identifying companies with durable competitive advantages, ANZ, CBA, Highlands Pacific (HIG), and the key ratio to look at when assessing mining companies.Watch the interview.
by Roger Montgomery Posted in Media Room, TV Appearances.
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MEDIA
How many stocks fall into Roger Montgomery’s A1 basket?
Roger Montgomery
February 25, 2010
Origin Energy is trading above value, Oil Search at almost double its value and with a 2012 value of $6.37, Toll is not only mediocre, but also expensive. As for selling out of Wesfarmers to buy into RIO, Roger compares that plan to be like jumping from the fry pan into the fire! In his appearance with Nina May on Your Money Your Call Roger also reveals that of the 1874 businesses listed on the ASX only 600 make a profit, and for him, a tiny 23 fall into his ‘A1’ category of wonderful businesses. Watch the interview.
by Roger Montgomery Posted in Media Room, TV Appearances.
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MEDIA
What are Roger Montgomery’s 2010, 2011 and 2012 valuations for AGL, ORG, AOE, JBH and BSL?
Roger Montgomery
February 25, 2010
AGL, like Origin Energy and Arrow, has been expensive for a long time. According to Roger Montgomery this seems to be a general trend in the energy sector. In his appearance on Nina May’s Your Money Your Call Roger also reveals his 2010, 2011 and 2012 valuations for Bluescope and JB Hi-Fi, and discusses the impact of management’s decision to raise JBH’s dividend payout ratio from 50% to 60%. Watch the interview.
by Roger Montgomery Posted in Media Room, TV Appearances.
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MEDIA
What are Roger Montgomery’s valuations for TLS, QBE, WOR, BXB, AGK, AOE, ORG and SAI?
Roger Montgomery
February 25, 2010
In this appearance on Your Money Your Call Roger Montgomery talks about the future prospects of Telstra, QBE, Worley Parsons and compares NAB and AMP’s attempt to acquire AXA to that of WES buying Coles, or Fosters buying Southcrop – disaster! Watch the interview.
by Roger Montgomery Posted in Media Room, TV Appearances.
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MEDIA
ValueLine: Why I still don’t like Wesfarmers
Roger Montgomery
February 24, 2010
The profits don’t justify the share price, which I calculate are trading at more than twice their intrinsic value. Read article.
by Roger Montgomery Posted in Media Room, On the Internet.
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MEDIA
Qantas: the six billion dollar question
Roger Montgomery
February 22, 2010
Only three years ago some very bright private ‘equiteers’ authored a deal to buy Qantas for $11.1 billion. It fell through. Not long after, Qantas shares hit $6.06 and the business was being valued, by my arguably equally-bright fund management peers, at $12.3 billion. Today, Qantas shares are trading around $2.75 and Qantas has a market value of about $6.2 billion. Where did $6 billion go? Read article.
by Roger Montgomery Posted in Media Room, On the Internet.
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MEDIA
Airlines hopeful of take off, but fares set to rise
Roger Montgomery
February 19, 2010
For the past 18 months the region’s airlines have been riding out turbulence arising from a collapse in passenger traffic. But now at least one of the big three Singapore Airlines, Cathay Pacific and Qantas says the worst might be over. Read transcript.
by Roger Montgomery Posted in Media Room, Radio.
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