TV Appearances
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MEDIA
How does Roger Montgomery quickly calculate cash flow?
Roger Montgomery
June 2, 2011
In the lead up to reporting season, Roger Montgomery says it’s a good time to work out which companies in your portfolio are actually making money. In this appearance on Switzer TV, Roger reveals, step by step his quick-back-of-the-envelope Value.able method you can follow to get to the heart of a company’s true cash flow performance. Watch the interview.
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Which A1 retail business has caught Roger Montgomery’s Value.able eye?
Roger Montgomery
June 1, 2011
Roger Montgomery talks to CNBC’s Oriel Morrison about the future of the Australian economy, and why a market decline is a good opportunity to find quality businesses trading below their Value.able intrinsic value. Roger believes that retail is precisely the sector to be looking for the best stocks and buying them for less than they’re worth right now. Watch the interview.
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Does Roger Montgomery think online businesses are good, bad or just plain ugly?
Roger Montgomery
May 19, 2011
The best online businesses are lists – seek.com.au, realestate.com.au, carsales.com.au and Wotif.com.au are just four listed on the ASX. What are the risks associated with investing in online businesses? Loss of competitive advantage. Is carsales.com.au at risk? In this appearance on Switzer TV Roger Montgomery also reveals his Value.able intrinsic valuations for Carsales, Seek and Wotif. Watch the interview.
by Roger Montgomery Posted in Media Room, TV Appearances.
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Is Roger Montgomery buying PPT, WOR, FMS, GBG or AGO?
Roger Montgomery
May 18, 2011
Of the 2000-odd stocks listed on the Australia Stock Exchange, only 56 achieve Roger Montgomery’s coveted A1 quality and performance score. Of those 56, less than 15 are trading at discount to Roger’s estimate of their Value.able intrinsic value. And less than six are being offered at prices at least 20 per cent less than they’re worth. In this appearance on Your Money Your Call Roger also shares his Value.able intrinsic valuations for Perpetual Limited (ASX:PPT, Q&P:B1), Worley Parsons (ASX:WOR, Q&P:A3), Flinders Mines (ASX:FMS, Q&P: A4), Gindalbie Metals (ASX:GBG, Q&P: A4) and Atlas Iron (ASX:AGO, Q&P: A3). Is Roger Montgomery buying any of these stocks right now? Watch the interview
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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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