TV Appearances
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MEDIA
Which small cap stock has caught Roger Montgomery’s Value.able eye?
Roger Montgomery
May 18, 2011
In this appearance on Your Money Your Call, Roger Montgomery answers viewer questions on Macquarie Telecoms Group (ASX:MAQ), BMA Gold Limited (ASX:GDO), Rialto Energy (ASX:RIA), Computershare (ASX:CPU) and M2 Telecommunications Group. Roger also shares his thoughts on SGX’s failed takeover of the Australian Stock Exchange, carsales.com.au’s enduring network effect of, to much anticipation, Roger reveals an A1 business that is cheap right now. Watch the interview.
by Roger Montgomery Posted in Media Room, TV Appearances.
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Does Roger Montgomery believe cash converters will be the next JB Hi-Fi?
Roger Montgomery
May 18, 2011
Roger Montgomery believes Cash Converters is a high quality business, but can this reseller of second hand goods surpass JB Hi-Fi as Roger’s preferred retail stock? In this appearance on Your Money Your call Roger also shares his thoughts on OneSteel (ASX:OST), Treasury Group (ASX:TRG), Lynas Corporation (ASX:LYC) and Focus Minerals (ASX:FML). Is Focus the mystery gold stock Roger Montgomery has been buying for The Montgomery [Private] Fund? Watch this interview to find out! Watch the interview.
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Roger Montgomery asks: Are Aussie CEOs asleep at the wheel?
Roger Montgomery
May 5, 2011
Overpaying for assets is not a characteristic unique to ‘mum and dad’ investors. CEOs in Australia have a long and proud history of burning shareholders’ funds to fuel their bigger-is-better ambitions. In this interview with Peter Switzer, Roger Montgomery discusses PaperlinX, Fairfax, Foster’s, Zinifex and Oxiana. In Roger’s opinion, the CEOs of these businesses have consistently overpaid for assets, driven down their returns on equity and made the Value.able value of intangible goodwill carried on the balance sheet look absurd. Which Australian business does Roger Montgomery believe has consistently acquired other businesses at the right price? Watch the interview.
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How does Roger Montgomery read a Prospectus?
Roger Montgomery
April 21, 2011
ASIC specifies the information that companies seeking to float on the ASX must include in their prospectus. Yet Australia’s corporate landscape has a scattered history of hyped up floats followed by disappointment for many investors — Telstra, Qantas and Cool or Cosy are just a few. In this appearance with Peter on Switzer TV Roger Montgomery tells investors exactly what to look for in a prospectus. Roger’s advice? Go to the second last page – the Pro Forma balance sheet. And Roger’s advice for ASIC? Ensure vendors specify the impact of the float on the post listing balance sheet, write the prospectus in natural English and put the most important page – the Pro Forma balance sheet – on Page One! Watch the interview at youtube.com/rogerjmontgomery.
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Which small cap stock is Roger Montgomery’s fund buying right now?
Roger Montgomery
April 13, 2011
Roger Montgomery has picked some winning A1 stocks over the past twelve months — Forge and Matrix are just two. In this appearance on Your Money Your Call Roger reveals a new small cap stock that makes his Value.able grade. Roger also shares his insights on AMP, Woodside (WPL), Paladin Energy (PDN), TFS Corporation (TFC), and Australia’s big four banks. Is CBA still Roger’s preferred bank stock? Watch the interview.
by Roger Montgomery Posted in Media Room, TV Appearances.
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How does Roger Montgomery value speculative miners?
Roger Montgomery
April 13, 2011
In this appearance on Your Money Your call Roger Montgomery shares his thoughts about CEOs and founding shareholders selling shares. Does he begrudge Matrix CEO Aaron Begley selling 350,000 recently? Absolutely not! Roger also reveals his Value.able formula for calculating the cash burn rate of mining exporation businesses. Watch the interview.
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Flights reduced, jobs cut at Qantas
Roger Montgomery
March 30, 2011
The head of Qantas says high fuel costs and a series of natural disasters means the company is facing its most serious challenge since the global financial crisis. Today the airline’s chief executive Alan Joyce announced the company will retire aircraft, reduce flights to Japan and New Zealand, and cut staff. Roger Montgomery said “If they keep going the way they’ve been going – with the amount of planes that they’ve got, the amount of staff that they’ve got, the routes that they’ve got and the prices that they’ve got – then yes they’ll have to keep increasing the amount of money that’s contributed to the business”. Read transcript.
by Roger Montgomery Posted in Media Room, TV Appearances.
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Which small cap stocks have caught Roger Montgomery’s Value.able eye?
Roger Montgomery
March 24, 2011
Peter Switzer asked Roger Montgomery to reveal which small cap stocks achieve his A1 Montgomery Quality Rating (MQR). Forge Group (FGE), Matrix Composite (MCE) and Think Smart (TSM) have been on Roger’s list for a while. They all pass Roger’s Value.able criteria for extraordinary businesses – good quality, bright prospects, low debt, competitive advantage and rising intrinsic values. In this interview Roger reveals three new stocks that look set to make his A1 grade, plus his Value.able estimate of their intrinsic value. Watch the interview.
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Wesfarmers shareholders wait for return on takeover
Roger Montgomery
March 21, 2011
Wesfarmers’ $20 billion purchase of the Coles group is Australia’s biggest takeover, but Roger Montgomery says shareholder value has being destroyed. Read transcript.
by Roger Montgomery Posted in Media Room, TV Appearances.
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Roger Montgomery and Peter Switzer talk Vocus Communications
Roger Montgomery
March 10, 2011
Vocus Communications isn’t an A1, yet. But is a stock Roger Montgomery likes. Earlier this month, after writing about VOC in Alan’s Eureka Report and Money magazine, Roger shared his thoughts with Peter on Switzer TV. The following week Peter interviewed Vocus CEO James Spenceley. Watch the highlights.
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