TV Appearances

by Roger Montgomery Posted in Media Room, TV Appearances.

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In a very special appearance on Switer TV, Peter Switzer combines his cautionary investing style for Self Managed Super Funds with Roger Montgomery’s Value.able intrinsic valuation technique to produce a portfolio of great businesses that generate high ROE, plenty of cash and whose intrinsic values is forecast to rise over the coming years. Peter Switzer insists they must have a high dividend yield. So what companies make it into the Switzer Montgomery portfolio? Watch the interview.

by Roger Montgomery Posted in Media Room, TV Appearances.

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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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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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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.

by Roger Montgomery Posted in Media Room, TV Appearances.

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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.

by Roger Montgomery Posted in Media Room, TV Appearances.

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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.

by Roger Montgomery Posted in Media Room, TV Appearances.

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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.

by Roger Montgomery Posted in Media Room, TV Appearances.

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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.

by Roger Montgomery Posted in Media Room, TV Appearances.

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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.

by Roger Montgomery Posted in Media Room, TV Appearances.

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