TV Appearances
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MEDIA
HVN and JBH – which one is a Roger Montgomery A1 business?
Roger Montgomery
April 27, 2010
Roger Montgomery joins Peter Switzer to discuss two of Australia’s most well-known retailing businesses — Harvey Norman (HVN) and JB Hi-Fi (JBH). Whilst Roger considers Gerry Harvey to be a retailing genius, Roger says JB Hi-Fi does a better job selling the same products in the same market. So is JBH a buy? What is its forecast 2012 intrinsic value? And can Terry Smart continue the market-beating success of former CEO Richard Uechtritz? Watch the interview.
by Roger Montgomery Posted in Media Room, TV Appearances.
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NWS, IPL, MIN, TSE, EQN – which one is an A-Class business?
Roger Montgomery
April 22, 2010
In the final segment of Your Money Your Call Roger Montgomery reveals his quality and performance scores, and intrinsic valuations, for Mineral Resources Limited (MIN), Transfield Services Infrastructure Fund (TSI), Equinox Minerals (EQN), Incitec Pivot Limited (IPL) and News Corp (NWS). Watch the interview.
by Roger Montgomery Posted in Media Room, TV Appearances.
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Does Australia have too many levels of government?
Roger Montgomery
April 22, 2010
Roger Montgomery believes Australia has too many levels of government and discusses the impact on the health care sector. In this appearance on Your Money Your Call Roger also explains why Nufarm has been a B-class business for the past ten years and reveals his intrinsic valuations for First Australian Resources (FAR) and FKP Property Group (FKP). Watch the interview.
by Roger Montgomery Posted in Media Room, TV Appearances.
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Is Roger Montgomery buying Woolworths, Platinum, Forge, Worley Parsons, or Fleetwood?
Roger Montgomery
April 22, 2010
Roger Montgomery tells Nina May and viewers of Your Money Your Call why Woolworths is a superior business to Wesfarmers (despite the turnaround story of Coles), Platinum Asset Management (PTM) is an A2 business but expensive, Forge (FGE) and Worley Parsons (WOR) are A1s but again expensive, and whilst Fleetwood Corporation (FWD) is also an A1 yet expensive, why he still holds shares. Watch the interview.
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Is there value in the healthcare sector?
Roger Montgomery
April 22, 2010
IRESS Market Technology (IRE) is one of Roger Montgomery’s A1 businesses. So are CSL and Cochlear (COH). In his appearance on Your Money Your Call Roger shares his insights on the defensive healthcare sector, revealing valuations for Ramsay (RHC), Sonic (SHL) and Primary Healthcare (PRY), and discusses the outlook for IRE in the event of another stock exchange entering the Australian market. Watch the interview.
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What are Roger Montgomery’s top three A1 companies?
Roger Montgomery
April 22, 2010
On Market Moves with Bridie Barry Roger Montgomery reveals his top three A1 companies. Two are trading below their intrinsic values, with the third trading close to fair value. All are top ranking in terms of stability of their balance sheet, predictability of performance, have a low chance of collapse and whose intrinsic values are rising over the next couple of years. In this interview Roger also discusses Fortescue (FMG), Commonwealth Bank (CBA) and National Australia Banks (NAB) unsuccessful takeover of AXA. Watch the interview.
by Roger Montgomery Posted in Media Room, TV Appearances.
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Wesfarmers, Caltex, Santos and Newcrest – how does Roger Montgomery rate them?
Roger Montgomery
April 22, 2010
Roger Montgomery tells viewers there will be interesting opportunities if the market falls 600 points, but warns even in opportune times, never invest in anything other than A-class businesses. Roger also observes the enthusiasm in Wesfarmers as a result of the turnaround in Coles, but says Woolworths (WOW) is a much better business, Caltex is a stock going nowhere for next couple of years, Santos is worth around 30% of its current share price and if you are considering Newcrest Mining, don’t. You would be better off putting your money in a term deposit. Watch the interview.
by Roger Montgomery Posted in Media Room, TV Appearances.
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What are Roger Montgomery’s top five A1 stock tips?
Roger Montgomery
April 8, 2010
Before Roger Montgomery reveals his top five stock tips, which he ranks in terms of quality and performance from A1-C5, he talks about the characteristics of great businesses – his A1s: 1.Great quality high rates of ROE, little or no debt; 2.Intrinsic value is rising; 3. Share price is trading at discount to intrinsic value. Watch the interview. Sign up free to Peter Switzer’s latest personal finance and financial planning news at switzer.com.au.
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What C5 businesses does Roger Montgomery say AVOID?
Roger Montgomery
April 8, 2010
On the opposite end of the spectrum of Roger Montgomery’s A1 stock picks are C5 businesses – low quality, high debt, low ROE and trading at prices significantly about their intrinsic value. Transurban and Primary Healthcare are two such companies Roger talks with Peter Switzer about. Another is Myer. Watch the interview. Sign up free to Peter Switzer’s latest personal finance and financial planning news at switzer.com.au.
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Mirvac in talks to buy Westpac trust
Roger Montgomery
April 7, 2010
Developer and funds manager Mirvac has unveiled a $500 million capital raising and revealed it is in exclusive takeover talks with Westpac’s fund management arm. Fund manager Roger Montgomery says he’s not surprised at Mirvac’s interest. Read transcript. Read related blog post.
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