TV Appearances
-
MEDIA
Which five A1 companies pass Roger Montgomery’s cash flow test?
Roger Montgomery
June 15, 2011
Businesses that achieve Roger Montgomery’s A1 grade generally have good cash flow and bright prospects. In this appearance with Peter Switzer on the Sky Business channel, Roger Montgomery shares his quick back-of-the-envelope Value.able cashflow calculation for Monadelphous, Technology One, Forge, Fleetwood and ARB Corp. Roger’s advice? Turn off the noise of the stock market and focus on buying the best stocks for less than they’re worth. Watch the interview.
by Roger Montgomery Posted in Media Room, TV Appearances.
-
MEDIA
Which four companies fail Roger Montgomery’s cash flow test?
Roger Montgomery
June 15, 2011
On 2 June 2011, Roger Montgomery revealed his quick-back-of-the-envelope Value.able method investors can follow to calculate cash flow. In this appearance on Switzer TV with Peter Switzer, Roger reveals four businesses that don’t make his A1 grade, including Naomi cotton, Funtastic, Lend Lease and Nexus Energy. Businesses with poor cash flow generally generate low profits and have high debt. Investor’s would be better to avoid such businesses. Watch the interview.
by Roger Montgomery Posted in Media Room, TV Appearances.
- watch video
- save this article
- POSTED IN Media Room, TV Appearances
-
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.
by Roger Montgomery Posted in Media Room, TV Appearances.
- watch video
- save this article
- POSTED IN Media Room, TV Appearances
-
MEDIA
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.
by Roger Montgomery Posted in Media Room, TV Appearances.
- watch video
- save this article
- POSTED IN Media Room, TV Appearances
-
MEDIA
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.
-
WHITEPAPER
HIGHER RETURNS AND LOWER RISK? YES, IT’S POSSIBLE WITH PRIVATE CREDIT
Discover how private credit can deliver higher returns with lower risk in our latest whitepaper. Learn how the Aura Core Income Fund’s AA equivalent rated portfolio has consistently outperformed while maintaining transparency and robust risk management. Unlock the insights to achieve superior risk-adjusted returns today.
READ HERE -
MEDIA
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
by Roger Montgomery Posted in Media Room, TV Appearances.
- watch video
- save this article
- POSTED IN Media Room, TV Appearances
-
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.
-
MEDIA
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.
by Roger Montgomery Posted in Media Room, TV Appearances.
- watch video
- save this article
- POSTED IN Media Room, TV Appearances
-
MEDIA
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.
by Roger Montgomery Posted in Media Room, TV Appearances.
- watch video
- save this article
- POSTED IN Media Room, TV Appearances
-
MEDIA
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.
by Roger Montgomery Posted in Media Room, TV Appearances.
- watch video
- save this article
- POSTED IN Media Room, TV Appearances
