TV Appearances
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MEDIA
What are Roger Montgomery’s top 20 A1 stocks?
Roger Montgomery
November 15, 2010
Roger Montgomery describes his list of A1 businesses as a ‘wishlist’. Your goal as an investor is to find great businesses and buy them when their share prices are trading at big discounts to intrinsic value. Roger’s list of A1 businesses include fund manager Platinum Asset Management, manufacturer Cochlear, vitamin manufacturer Blackmores, online list Realestate.com.au, telecommunications business M2, mining services business Mineral Resources, IT services provider DWS, Centrebet, bull bar manufacturere ARB Corporation and one of Roger’s favourites, Oroton Group. Some of Roger’s A1s are cheap and some are expensive. One business is forecast to increase in intrinsic value by over 30% each year for the next three years and another by just 3%. User Roger’s list of A1s as a guide for your own ‘wishlist’, but ensure you always seek personal professional financial advice. Watch the interview.
by Roger Montgomery Posted in Media Room, TV Appearances.
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MEDIA
What is the secret of Roger Montgomery’s A1 Montgomery Quality Rating?
Roger Montgomery
November 15, 2010
In his final appearance on Switzer TV for 2011, Peter Switzer asked Roger Montgomery to reveal his top 20 A1 stock picks. So how does a business achieve Roger’s coveted A1 MQR? Unlike conventional wisdom, Roger’s A1s aren’t necessarily ‘blue chips’. Wesfarmers and Qantas may be big businesses, but they don’t make his A1 grade. Businesses that achieve Roger’s A1 or A2 MQR have the lowest probability of a ‘liquidity event’. His A1s are less likely to raise capital, borrow more money, default on debt repayments of breach debt covenants – Roger would be very surprised if any of his A1s went bust! A follower of Roger’s blog went back five years and created a hypothetical portfolio of A1 businesses. The portfolio returned 60% per annum. Watch the interview.
by Roger Montgomery Posted in Media Room, TV Appearances.
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MEDIA
What is Roger Montgomery’s Value.able recipe?
Roger Montgomery
November 5, 2010
In this special edition of CNBC Asia’s ‘Protect Your Wealth’, Oriel Morrison asked Roger Montgomery to reveal his Value.able recipe for valuing the best stocks and buying them for less than they’re worth. Roger cautions investors to avoid focusing on who is rowing the boat and instead seek out businesses with little or no debt, high rates of Return on Equity and sustainable competitive advantages. What is Roger’s Montgomery’s most Value.able piece of advice? Only buy A1 businesses when their price is less than their intrinsic value. As Warren Buffett said, “time is the friend of a good business but the enemy of a bad business”. Watch the interview.
by Roger Montgomery Posted in Media Room, 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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MEDIA
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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MEDIA
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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MEDIA
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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MEDIA
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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