TV Appearances
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MEDIA
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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MEDIA
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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MEDIA
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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MEDIA
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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MEDIA
How does Roger Montgomery estimate a company’s cash flow?
Roger Montgomery
March 25, 2010
Using The Reject Shop as a case study, Roger Montgomery reveals to viewers of Peter Switzers Switzer TV how to use a balance sheet to calculate the cash flow of a business. Watch Part II for the second step in the process. Broadcast 25 March 2010. Watch Part I. Watch Part II.
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MEDIA
What are Roger Montgomery’s A1 healthcare stocks?
Roger Montgomery
March 25, 2010
n this appearance on Market Moves with Richard Gonclaves, Roger Montgomery not only reveals his top two A1 healthcare stocks, but also a speculative play in the sector and his 2010, 2011 and 2012 valuations for BHP and RIO. Watch the interview.
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MEDIA
What stock does Roger Montgomery think will outperform the market?
Roger Montgomery
March 25, 2010
Roger Montgomery reveals the A1 stock he thinks will outperform the market to Richard Gonclaves on Market Moves. In this appearance Roger also explains why the value of Telstra (TLS) has done nothing for the past ten years, the problem with classic commodity businesses such as Woodside (WPL) and Santos (STO) and reveals his valuations for Transurban, Ten Network and Fairfax. Watch the interview.
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What are Roger Montgomery’s A1 filters?
Roger Montgomery
March 24, 2010
Roger Montgomery always talks about buying A1 businesses at great prices, but what does a business need to do to get Roger’s A1 score for quality and performance? High ROE that is also superior to its peers, strong competitive advantage, stability of earnings, low chance of default, great management, low debt. In his appearance on Your Money Your Call Roger also shares his thoughts on UGL Limited (UGL), Dolomartix (DMX), Cochlear (COH), Incite Pivot (IPL), Alumina (AWC) and AWB Limited (AWB). Watch the interview.
by Roger Montgomery Posted in Media Room, TV Appearances.
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MEDIA
What qualities does Roger Montgomery look for in A1 businesses?
Roger Montgomery
March 24, 2010
When you buy shares in a business, always ask: Is the business able to sustain very high rates of its return on equity? The only way to do this is if the business has a sustainable competitive advantage. In this appearance on Your Money Your Call Roger Montgomery also gives his insights on Iron Ore and investing in infrastructure businesses. Watch the interview.
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Brambles, NAB and speculative miners – what are Roger Montgomery’s insights?
Roger Montgomery
March 24, 2010
On Your Money Your Call with Nina May Roger Montgomery tells viewers why Brambles is a mediocre business, explains that NAB is the poorest performer of Australia’s big four banks, guides investors on the steps to take to avoid being caught out by bad news and cautions against investing in speculative mining companies. Watch the interview.
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