TV Appearances
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MEDIA
What is the Value.able Graduates’ A1 stock for 2011?
Roger Montgomery
December 16, 2010
Roger Montgomery was invited to share his top A1 stock for 2011 with viewers of the Sky Business channel. Roger decided to ask the Value.able Graduate class of 2010 to nominate the A1 stock that investors should include in their 2011 watchlist. Which stock made Roger’s A1 Montgomery Quality Rating (MQR)? The stand out company is trading at a discount to its intrinsic value, has bright long-term prospects, a sustainable competitive advantage, high ROE, little or no debt and fantastic cash flow. It is the leading supplier of buoyancy devices for deep-sea oil rigs and is an A1 business that Roger has mentioned many times at his Insights stock market blog. Watch the interview.
by Roger Montgomery Posted in Media Room, TV Appearances.
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MEDIA
How does Roger Montgomery avoid bad businesses?
Roger Montgomery
December 1, 2010
Roger Montgomery is one of Australia’s most successful value investors because he thinks like an investor. Roger focuses on the value of businesses not the prices of stocks. Roger says “If you wouldn’t be prepared to own the whole business for ten years, don’t be prepared to own a little piece of it for 10 minutes.” Watch this interview to discover how Roger Montgomery avoids bad businesses. Watch the interview.
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MEDIA
What is Roger Montgomery’s Value.able intrinsic valuation formula?
Roger Montgomery
December 1, 2010
You’ve read Value.able, Roger Montgomery’s step-by-step guide to valuing the best stocks and buying them for less than they’re worth, now watch Roger Montgomery value a business live! Using an extraordinary business, Woolworths, Roger Montgomery reveals, step-by-step, how he values listed businesses and invests in the Australian stock market. Following Roger’s simple steps doesn’t require a great deal of maths, just a little arithmetic and some thinking about what an extraordinary business is. Follow Roger’s Value.able method of valuing businesses and soon you too will be valuing the best stocks and buying them for less than they’re worth. Watch the interview.
by Roger Montgomery Posted in Media Room, TV Appearances.
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MEDIA
QR National listed on the stock exchange
Roger Montgomery
November 22, 2010
It is Australia’s biggest public float since Telstra – Queensland rail company QR National was listed on the stock exchange today. The sale is the centrepiece of a suite of contentious asset sales by the Queensland Government. Roger Montgomery said the long-term intrinsic value of the company is a lot lower and the government in Queensland did get a lower price than what they’d hoped. Watch the interview.
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MEDIA
Change is in the air
Roger Montgomery
November 18, 2010
There’s growing trepidation across the media sector as the government finalises changes to the ‘anti-siphoning list’ – the law dictating which national sports must be broadcast on free to air television stations and which are allowed to sell broadcasting rights to pay television. Roger Montgomery told 7.30 Report’s Gregy Hoy “Channel Ten has increased its profits over the last decade by about 4.5 per cent per year. That’s about the rate of inflation or about the rate of income and population growth in Australia. So the results aren’t spectacular and that’s why you’ve seen over time these assets are really the play things of the rich and famous”. Read the transcript.
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MEDIA
AMP sets sights on Axa
Roger Montgomery
November 15, 2010
AMP has launched a cash and scrip bid for Axa Asia Pacific that values the company at the same $13.3 billion as the accepted NAB bid that was blocked by the regulators. Roger Montgomery told Phillip Lasker on ABC Lateline Business that the intrinsic value of “[Axa is] significantly lower than the current price being offered by AMP. Read the transcript.
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MEDIA
What are Roger Montgomery’s cheapest A1 businesses?
Roger Montgomery
November 15, 2010
Roger Montgomery explains to Peter Switzer on the Sky Business Channel that a share portfolio of his A1 businesses, when bought at discounts to intrinsic value, will significantly outperform the market. Whilst Reckon, Thorn Group, GUD Holdings, Fleetwood, Wotif, Monadelphous are expensive A1 businesses, Roger tells investors that his Value.able intrinsic values of these businesses are expected to rise between 6% and 15% per year over the next three years. Roger also reveals his cheapest A1 businesses. Tune into Switzer TV in February 2011 when Peter Switzer reveals the performance of Roger Montgomery’s ‘A1’ portfolio. Watch the interview.
by Roger Montgomery Posted in Media Room, TV Appearances.
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MEDIA
What are Roger Montgomery’s top 20 A1 stocks?
Roger Montgomery
November 15, 2010
Roger Montgomery describes his list of A1 businesses as a ‘wishlist’. Your goal as an investor is to find great businesses and buy them when their share prices are trading at big discounts to intrinsic value. Roger’s list of A1 businesses include fund manager Platinum Asset Management, manufacturer Cochlear, vitamin manufacturer Blackmores, online list Realestate.com.au, telecommunications business M2, mining services business Mineral Resources, IT services provider DWS, Centrebet, bull bar manufacturere ARB Corporation and one of Roger’s favourites, Oroton Group. Some of Roger’s A1s are cheap and some are expensive. One business is forecast to increase in intrinsic value by over 30% each year for the next three years and another by just 3%. User Roger’s list of A1s as a guide for your own ‘wishlist’, but ensure you always seek personal professional financial advice. Watch the interview.
by Roger Montgomery Posted in Media Room, TV Appearances.
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MEDIA
What is the secret of Roger Montgomery’s A1 Montgomery Quality Rating?
Roger Montgomery
November 15, 2010
In his final appearance on Switzer TV for 2011, Peter Switzer asked Roger Montgomery to reveal his top 20 A1 stock picks. So how does a business achieve Roger’s coveted A1 MQR? Unlike conventional wisdom, Roger’s A1s aren’t necessarily ‘blue chips’. Wesfarmers and Qantas may be big businesses, but they don’t make his A1 grade. Businesses that achieve Roger’s A1 or A2 MQR have the lowest probability of a ‘liquidity event’. His A1s are less likely to raise capital, borrow more money, default on debt repayments of breach debt covenants – Roger would be very surprised if any of his A1s went bust! A follower of Roger’s blog went back five years and created a hypothetical portfolio of A1 businesses. The portfolio returned 60% per annum. Watch the interview.
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MEDIA
What is Roger Montgomery’s Value.able recipe?
Roger Montgomery
November 5, 2010
In this special edition of CNBC Asia’s ‘Protect Your Wealth’, Oriel Morrison asked Roger Montgomery to reveal his Value.able recipe for valuing the best stocks and buying them for less than they’re worth. Roger cautions investors to avoid focusing on who is rowing the boat and instead seek out businesses with little or no debt, high rates of Return on Equity and sustainable competitive advantages. What is Roger’s Montgomery’s most Value.able piece of advice? Only buy A1 businesses when their price is less than their intrinsic value. As Warren Buffett said, “time is the friend of a good business but the enemy of a bad business”. Watch the interview.
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