In this episode of Value.Able The podcast Roger identifies what numbers you should look for in a company’s financial statements which will help you determine whether a company is high quality or not. Roger also shares a real-life example with you to assist.

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Veronica Morgan & Chris Bates host the The Elephant In The Room Property Podcast with Roger joining to discuss how to apply the principles of value investing to the property market. Listen here. (60 minutes)

Here’s a snapshot of what you’ll learn from listening:

• How to identify the 3 phases to a boom in the market.

• Why a focus on the calibre of any asset is so important.

• How to apply the principles of value investing to a property purchase.

• What happens to prices when population growth in Australia is underestimated.

• Why access to credit & interest rates are the ultimate driver of asset price.

• When you know what something is worth, you know when you are paying too much!

• What is the impact on property prices with a slow down in construction?

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In this episode of Value.Able The podcast Roger discusses low quality businesses. If a company is generating a low rate of return on equity, is it best to pay the returns out as a dividend? Roger identifies companies which are forced to reinvest.

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In this episode of Value.Able The podcast Roger takes a closer look into quality and identifies the correlation between the return on equity of a business and its share price performance.

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This paper illustrates the worked example of companies’ dividend policies from the 5:00 minute mark in Episode 13 of Value.able The Podcast. continue…

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In this episode of Value.Able The podcast Roger discusses dividend policies. In Australia boards tend to pay a high proportion of earnings out as dividends simply because franking credits have no value to the company but have enormous value to their recipient. This also produces some odd capital allocation decision by management which is what I look at in this episode.

If you would like to read the worked example discussed from the 5-minute mark please click here.

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In this episode of Value.Able The podcast Roger applies the Rober Shiller CAPE ratio to the S&P500 to assist us in identifying whether future returns will be high or low.

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In this episode of Value.Able The podcast Roger identifies the importance of investing in quality companies over the long term and discusses the difference between timing markets and pricing markets.

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In this episode of Value.Able The podcast I discuss the importance of investing over a long-time frame. If we look at the date range between 1926 to 31 December 2017 the S&P 500 has produced 24 negative years and 68 positive years. During those negative years, value investing is particularly helpful.

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In this episode of Value.Able The podcast I take a look at the importance of the return on equity measure. It is an essential ingredient in establishing a businesses economics, and plays a part in determining the returns for shareholders.

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