TV Appearances
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MEDIA
What A1 stocks would Roger Montgomery buy for his SMSF?
Roger Montgomery
November 4, 2010
Peter Switzer asked Roger Montgomery to imagine he was starting is own Self Managed Superannuation Fund today. What stocks would he buy? A vintage Maserati and some artwork would be nice, but when it comes to the stock market, Roger tells investors to treat the stock market like a supermarket — buy the best quality businesses when they are cheap. So what businesses does Roger think will be winning the race in 5, 10, 15 years time? JB Hi-Fi, Oroton, Commonwealth Bank, DWS, Matrix, Forge and MACA are some of Roger’s well-known stocks that says qualifies for his SMSF. Roger also reveals a debt collection, retail, car accessory manufacturer and an IT services business that make his A1 Montgomery Quality Rating. Watch the interview.
by Roger Montgomery Posted in Media Room, TV Appearances.
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QR National still an uncertain bet
Roger Montgomery
November 1, 2010
The jury is still out on whether QR National represents the stock market opportunity of the year or a great train robbery. Roger Montgomery tells ABC Reporter Andrew Robertson he wouldn’t want to own the business. Read the transcript.
by Roger Montgomery Posted in Media Room, TV Appearances.
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MEDIA
Which small caps are Roger Montgomery A1s?
Roger Montgomery
October 28, 2010
Roger Montgomery has Value.able intrinsic valuations for every ASX-listed business going back 10 years, and for those with consensus analyst forecasts, going forward three years. So what stock market sectors does Roger see value in right now? IT services, retailers and mining services businesses are at the top of his list. In this appearance on Market Moves Roger Montgomery also reveals which small cap companies achieve his coveted A1 Montgomery Quality Rating. Watch the interview.
by Roger Montgomery Posted in Media Room, TV Appearances.
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Is Roger Montgomery buying Woolworths?
Roger Montgomery
October 28, 2010
Roger Montgomery has said many times that Woolworths scores a very high Montgomery Quality Rating. Whilst the current market price doesn’t offer WOW at a bargain price, it does represent a rare opportunity to buy one of Australia’s highest quality businesses. So what is Roger’s 2010, 2011 and 2012 Value.able intrinsic valuations for Woolworths? In this appearance on Your Money Your Call Roger also shares his insights on the impact of the Mineral Resources Rent Tax on the intrinsic valuations of Australia’s resources companies. Watch the interview.
by Roger Montgomery Posted in Media Room, TV Appearances.
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What are Roger Montgomery’s Value.able intrinsic valuations for his top three A1s?
Roger Montgomery
October 28, 2010
In this appearance on Your Money Your Call, Roger Montgomery reveals his Value.able intrinsic valuations for popular retailer JB Hi-Fi (JBH), hearing device manufacturer Cochlear (COH), mortgage broking company Mortgage Choice (MOC), fund manager Platinum Asset Management (PTM) and construction company Leighton Holdings Limited (LEI). Which of these businesses are trading at a discount to Roger’s Value.able intrinsic valuation? And which businesses score Roger’s coveted A1 Montgomery Quality Rating (MQR)? Watch the interview.
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Are OBJ, DYW, MCE, TSM, ERA and LYC Roger Montgomery A1 companies?
Roger Montgomery
October 28, 2010
Of the 2000-odd businesses listed on the Australian Stock Exchange, Roger Montgomery tells Your Money Your Call viewers that only 600 make a profit, and only a handful score his coveted A1 Montgomery Quality Rating. Matrix Engineering (MCE) is one of Roger’s A1s. What MQR does Roger award to drug delivery business OBJ Limited, solar panel manufacturer Dyesol (DYE), uranium producer Energy Resources (ERA) and material processer Lynas Corporation Limited (LYC)? Watch the first part of Roger’s appearance to find out. Watch the interview.
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Does Roger Montgomery think James Packer got Ten for a bargain?
Roger Montgomery
October 22, 2010
The prices investors are prepared to pay for media assets in Australia baffles Roger Montgomery. In this interview with Peter Switzer Roger shares his concerns about Ten’s lack of ownership of non-TV assets and its poor economic performance over the past decade. Roger also reveals his Montgomery Quality Rating for Ten – a C5 (Roger’s very worst MQR) and forecast Value.able intrinsic value for the next few years. Did James Packer acquire his stake in Ten Network for a bargain? Watch the interview.
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What is Roger Montgomery’s intrinsic value for QR National?
Roger Montgomery
October 14, 2010
In this appearance on the Sky Business Channel, Peter Switzer asked Roger Montgomery for his expert opinion on the upcoming float of QR National. QR’s ROE is around 5%, it plans to spend over $7 billion on infrastructure, dividends will be paid out of borrowings and given the track record of government floats in Australia, Roger Montgomery does not believe QR National will provide long term value for its shareholders. Roger tells viewers there are other more attractive businesses that have exposure to China. Which great Australian business does Roger award his A1 Montgomery Quality Rating? Watch the interview.
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What is Roger Montgomery’s portfolio allocation strategy?
Roger Montgomery
September 23, 2010
Some investors are scared to invest in businesses with low liquidity. In this appearance on Your Money Your Call Roger Montgomery explains that when you buy great businesses when they are cheap, they remain great businesses and their intrinsic value subsequently rises, they don’t remain thinly traded stocks for very long. Roger also shares his thoughts on coal and reveals his Value.able intrinsic valuations for bull bar and 4WD accessories manufacturer ARB, Oroton and Decmil. Watch the interview.
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Will Roger Montgomery invest in QR National?
Roger Montgomery
September 23, 2010
In this appearance on Your Money Your Call, Roger Montgomery shares his insights on the upcoming float of QR National and the future of QBE following the resignation of CEO Frank O’Halloran. Roger also reveals his Value.able intrinsic valuations for Austin Engineering (ANG) and Asciano (AIO). Watch the interview.
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