TV Appearances
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MEDIA
Foster’s turns down $2b bid
Roger Montgomery
September 8, 2010
Foster’s has rejected a $2 billion private equity bid for its wine business, saying it “significantly undervalues” the Treasury Wine Estates. Roger Montgomery observed “It’s a very tough business with low barriers to entry, very low barriers to imitation and there’s a huge amount of choice… They will use a large portion of debt to make the acquisition so they only need very small improvements in earnings before interest and tax in order to generate very large returns on the equity that’s actually invested and that’s because of the leverage they use. Read transcript.
by Roger Montgomery Posted in Media Room, TV Appearances.
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MEDIA
What is Roger Montgomery’s SMSF investment strategy?
Roger Montgomery
September 8, 2010
Roger Montgomery is a fund manager. He also runs his own Self Managed Superannuation Fund (not that he will be able to access it for a while yet). So what is Roger’s SMSF investment strategy? Focus on A1 businesses that you need to focus on the least (just twice a year when half and full year results are released). In Roger’s opinion the optimum number of shares in a portfolio is between 12-24 (more details in Value.able). As for the stocks he would put in his SMSF … Roger revealed his top 10 to Peter Switzer on 26 August. Do they still fit the bill? Watch the interview.
by Roger Montgomery Posted in Media Room, TV Appearances.
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MEDIA
Read and Profit – Value.able
Roger Montgomery
September 7, 2010
Sky Business Reporter Brooke Corte speaks to Roger Montgomery about his new stock market guide book for value investing and online trading, Value.able: How to value the best stocks and buy them for less than they’re worth. Watch the interview.
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MEDIA
Are CSL and PTM Roger Montgomery MQR A1 businesses?
Roger Montgomery
August 26, 2010
Roger Montgomery tells viewers of Your Money Your call why he thinks funds management businesses, in particular Platinum Asset Management Limited, are extraordinary businesses. CSL is another ASX-listed business that achieves Roger Montgomery’s stringent A1/A2 Montgomery Quality Rating (MQR). What is the moral of Roger’s story? Buy the best businesses when their shares prices are trading at a discount to your Value.able intrinsic value and over time you can’t help but do well. Watch the interview.
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MEDIA
Does Roger Montgomery trust analyst forecasts?
Roger Montgomery
August 26, 2010
Roger Montgomery often reveals his Value.able intrinsic valuations for listed businesses in one, two and three years time. But he also cautions investors to be wary of analysts forecasts, which are typically optimistic, particularly at the beginning of each year. So how does Roger incorporate forecasts from leading investment analysts into his Value.able intrinsic valuations? Watch this interview to also discover Roger’s Montgomery Quality Rating (MQR) and Value.able intrinsic valuation for Wridgways. Is Wridgways an A1 MQR business? Watch the interview.
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MEDIA
Which recently listed mining services business is a Roger Montgomery A1?
Roger Montgomery
August 26, 2010
In this appearance on Market Moves Roger Montgomery tells stock market investors that BHP is a superior business to RIO, AGL is an average business and expensive, and the intrinsic values of both Worley Parsons (WOR) and Flexigroup (FXL) are rising over the next few years. But it is a recently listed mining services business that has money on its books, little or no debt and rising ROE that Roger is really excited about. Watch this interview to discover Roger Montgomery’s most recent A1 find. Watch the interview.
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MEDIA
What are Roger Montgomery’s Value.able valuations for WOW, FMG, TOL and VBA?
Roger Montgomery
August 26, 2010
Unlike most stock market investors, Roger Montgomery doesn’t pay attention to short-term moves in the market. Instead, he focuses on individual businesses and what they are worth. In this appearance on Market Moves Roger shares his insights on the Woolworths (WOW) share buy-back and also reveals his Value.able intrinsic valuations for Fortescue (FMG), Toll Holdings (TOL) and Virgin Blue (VBA). Watch the interview.
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MEDIA
What A1 businesses does Roger Montgomery compare all others to?
Roger Montgomery
August 26, 2010
Monadelphous and Fleetwood are both A1 businesses. When it comes to the banks, Roger Montgomery would choose CBA every time. Roger rates these businesses so highly that when it comes to analysing other businesses in the mining services, construction services and banking sectors, these businesses set the benchmark. In this appearance on Your Money Your Call Roger also shares his insights and 2012 Value.able intrinsic valuations for Santos, Woolworths, Primary Healthcare, Nexus Eneregy and Westpac. Watch the interview.
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MEDIA
What are Roger Montgomery’s Top 10 stocks?
Roger Montgomery
August 26, 2010
Peter Switzer asked Roger Montgomery to list his top 10 stocks that are the best value on the ASX. Whilst not all of them are A1s, they do share a common characteristic: the chance of these businesses making a surprise announcement about a capital raising, inability to repay debt or succumbing to liquidation or bankruptcy is very low. In fact, if any of these events were to occur, Roger Montgomery would be shocked. So what are Roger’s top 10 value stocks? Watch the interview.
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MEDIA
Telstra shareholders anxious as election looms
Roger Montgomery
August 18, 2010
Telstra and its 1.4 million shareholders are under pressure and stuck at an anxious crossroads pending the outcome of this election. Roger Montgomery said “10 years ago intrinsic value was $4, but the price was $9. Today the intrinsic value’s closer to $3 and that’s about where the price is. So, the market eventually gets it right. It’s not compelling value right now, but it’s not expensive either, finally.” Read transcript.
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