TV Appearances

A busy week last week for value investing.  Presenting in Perth for the ASX and in Melbourne as well as chatting to Ross Greenwood and Ticky Fullerton as I do regularly has cemented in my mind the idea that the case is building for a protracted de-leveraging (Click the European youth unemployment chart at left).  I will bring you more about this de-leveraging vs recession idea soon as well as what I believe it means for share portfolios but for now I thought you might like a shortcut to some of the chats. And of course, all proudly brought to you by my very good friends at Skaffold.

The subject came up with Alan Kohler last weekend on the ABC’s Inside Business.  You can watch it by clicking here

It also came up on the ABC’s The Business with Ticky Fullerton, which airs at 8.30pm and just after 11pm Monday to Thursday.  You can watch it by clicking here

And finally, here is the talk I gave recently for the ASX Investor Hour.  You can simply click on the video below to watch the seminar or click HERE to view the seminar with slides.

There’s plenty to think about and stay tuned to find out what stocks we have been buying in the most recent quarter.  If you are looking for hot tips you are at the wrong blog, as we may have bought the stocks I mention as being worthy of careful study as many as three months ago.  And sadly, we have already benefited greatly from someone spruiking some of these stocks online and I am told by one CEO that they have been reported to ASIC.

Posted by Roger Montgomery, Value.able author, Skaffold Chairman and Fund Manager, 11 March 2012.

by Roger Montgomery Posted in Market Valuation, TV Appearances.

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Do BHP Billiton (BHP), Fortescue Metals (FMG), Seek (SEK), Bluescope Steel (BSL), GR Engineering (GNG), CSL (CSL), Peak Resources (PEK), Harvey Norman, (HNN), Buru Energy (BRU), The Reject Shop (TRS), ASG Group (ASZ), Tatts Group (TTS) and  Webject (WEB) make Roger’s coveted A1 grade?  Watch this edition of  Sky Business’ Your Money Your Call broadcast 29 February 2012 to find out.  Watch here.

by Roger Montgomery Posted in Companies, Energy / Resources, Investing Education, TV Appearances, Value.able.

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In his ASX Investor Hour presentation of 21 February 2012, Roger argues that whether you invest on the basis of fundamentals or technical analysis, your buying and selling decisions should always be made in the light of your valuation of the company. Roger explains the factors he takes into account in assessing the value of companies, the systems he uses to do those valuations and talks about some of the companies that he currently regards as good value.  Watch video here and view the slides here.

by Roger Montgomery Posted in Insightful Insights, Investing Education, TV Appearances, Value.able.

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Roger Montgomery shows investors how he uses Skaffold to find great value stocks at the ASX Investor Hour Sydney. Watch the video.

by Roger Montgomery Posted in Media Room, TV Appearances.

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Roger Montgomery shows investors how he uses Skaffold to find great value stocks at the ASX Investor Hour Sydney. Watch the video.

by Roger Montgomery Posted in Media Room, TV Appearances.

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Is limited competition placing pressure on interest rates and stifling the RBA’s monetary policy options?  Roger Montgomery discusses his views with Ticky Fullerton on the ABC1’s Lateline Business on 7 February 2012.  Watch here.

by Roger Montgomery Posted in Financial Services, TV Appearances.

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Do David Jones (DJS), Myer (MYR), ARB Corporation (ARP), Oroton (ORL), Billabong (BBG), JB Hi-Fi (JBH), Harvery Norman (HVN) or Campbell Brothers (CPB) make Roger’s coveted A1 grade?  Watch this edition of  Sky Business’ Switzer program broadcast 1 February 2012 to find out and also learn Roger’s views on the pricing of the upcoming Facebook IPO.  Watch here.

by Roger Montgomery Posted in Intrinsic Value, Investing Education, Skaffold, TV Appearances, Value.able.

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Montgomery Investment Management founder Roger Montgomery reassures stock market investors that its quite easy to value a business. Using Roger’s simple Value.able formula, investors can value any business, listed or unlisted. “If you simply take the return on equity, divide it by the required return, so the return that you think is reasonable, and multiply it by the book value, you’ve got a valuation that’s going to be pretty sensible” Roger said. Read the transcript or watch the interview at www.abc.net.au.

by Roger Montgomery Posted in Media Room, TV Appearances.

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Roger Montgomery seeks out extraordinary A1 businesses whose share prices are trading at prices less than they’re worth. Roger also looks for businesses that produce a high rate of return on equity, have little or no debt and whose intrinsic value is forecast to rise over the coming years. Do CSL, Cardno (CDD) and Saracen Minerals (SAR) achieve Roger’s coveted A1 grade? Watch this interview and also discover Roger’s 2012 forecast Value.able intrinsic value for Cardno Limited. Watch the interview

by Roger Montgomery Posted in Media Room, TV Appearances.

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In this appearance on Your Money Your Call with Chris KImber, Roger Montgomery shares his Value.able insights on Vocus Communications and Matrix C&E. Roger also answers a viewer question on stop losses and explains why Lend Lease fails to make his A1 grade. Watch the interview

by Roger Montgomery Posted in Media Room, TV Appearances.

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