TV Appearances
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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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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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How does Roger Montgomery’s portfolio survive downturns?
Roger Montgomery
August 13, 2010
A rational investment approach is the only way to protect your portfolio in times of economic uncertainty. In this appearance on Lunch Money, Roger Montgomery shares with investors his strategy of buying great businesses when they are cheap. Roger also reveals his Value.able intrinsic valuations for Hutchison, ANZ and Woodside. Watch the interview.
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Which big four bank is Roger Montgomery’s top pick?
Roger Montgomery
August 13, 2010
Roger Montgomery often says Australia’s big four banks have a wonderful competitive advantage. But which one is his top pick — CBA, ANZ, NAB or WBC? Roger also shares his insights on Forge, Clough and Decmil — do these mining services businesses have the potential to be Australia’s next Worley Parsons? Watch the interview.
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Are Seek and Worley Parsons Roger Montgomery A1s?
Roger Montgomery
August 13, 2010
Seek and Worley Parsons have a track record of achieving Roger Montgomery’s coveted A1 Montgomery Quality Rating (MQR). The intrinsic value for these businesses is forecast to rise in the coming years, but are they cheap right now? In this appearance on Lunch Money with Brooke Corte, Roger Montgomery also shares his insights on the future prospects for uranium and oil. Watch the interview.
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Would Roger Montgomery buy Telstra now?
Roger Montgomery
August 13, 2010
On Lunch Money with Brooke Corte, Roger Montgomery reiterated his long-standing opinion on Telstra, a business whose profits are less today than they were ten years ago and whose intrinsic value has done nothing for years. But following the release of Telstra’s latest results, has Roger’s opinion of Australia’s largest telecommunications provider changed? Watch the interview.
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Is JB Hi-Fi still a Roger Montgomery A1?
Roger Montgomery
August 12, 2010
JB Hi-Fi released its full year results in early August and Roger Montgomery has some interesting insights about the future of the retailer. Can JBH continue to generate very high rates of return on equity? Watch the interview.
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Does Roger Montgomery agree with modern portfolio theory?
Roger Montgomery
August 12, 2010
Peter Switzer values Roger’s advice, but he often plays devils advocate. In this appearance on Switzer TV Roger Montgomery talks about the kinds of stocks invests should and shouldn’t have in their portfolios. Roger also shares his thoughts on modern portfolio theory and diversification and reveals his reasons for selling or holding. Watch the interview.
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Which Blue Chip stocks does Roger Montgomery rate C5?
Roger Montgomery
July 22, 2010
Roger Montgomery’s A1 label for extraordinary businesses is becoming a common language among investors, but just how does he determine if a company is an A1 or B3 or C5? In this interview with Peter Switzer on Switzer TV Roger explains the two aspects to his rating system. He also lists 18 ASX-listed businesses that have been around for a long time, pay consistent dividends and are regarded as core portfolio inclusions — blue chips — yet don’t make his A1 grade. Westfield, Transurban, Asciano, Lend Lease, Ten Network and Virgin Blue are just a few. Watch the interview.
by Roger Montgomery Posted in Media Room, TV Appearances.
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Can a small cap be an A1? Roger Montgomery reveals two
Roger Montgomery
July 22, 2010
Santos, Lynas, Fortescue and Ten are all expensive, and according to Roger Montgomery, are also mediocre businesses — low return on equity, poor economic performance and dilutive capital raisings. But there are two small cap stocks that are in Roger’s basket of A1 businesses. Watch Roger’s appearance on Market Moves to find out what they are. Watch the interview.
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