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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MEDIA
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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MEDIA
Better-than-expected results for Kathmandu
Roger Montgomery
March 18, 2010
Newly-listed retailer Kathmandu has exceeded its prospectus forecasts in its first results announcement since being sold by private equity. Read article.
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MEDIA
What will happen when China’s property bubble bursts
Roger Montgomery
March 11, 2010
When China’s property bubble bursts, what will be the consequences for BHP and RIO? In the first part of his appearance on Your Money Your Call with Nina May Roger Montgomery also discusses Centennial Coal (CEY), Mortgage Choice (MOC), Virgin Blue (VBA), Santos (STO) and Woodside (WPL). Unfortunately none of these companies make Roger’s A1 grade. Watch the interview.
by Roger Montgomery Posted in Media Room, TV Appearances.
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MEDIA
What is Telstra worth?
Roger Montgomery
March 11, 2010
Roger Montgomery reveals his 2010, 2011 and 2012 valuations for Telstra, and it doesnt look good. In the second part of his interview with Peter Switzer Roger also tells viewers the value of Myer and Resmed. 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 types of businesses are good to own?
Roger Montgomery
March 11, 2010
Roger Montgomery reveals the characteristics of top quality businesses – strong balance sheet, growing earnings, strong competitive advantage. Roger also talks about Toll Holdings and MMS. Watch the interview.
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MEDIA
How does Roger Montgomery value Telstra?
Roger Montgomery
March 11, 2010
In 1999 TLS was the darling of the market. Analysts described it as a wonderful company, going to $20. One analyst even said it would be Australias first $100 stock. Not Roger Montgomery. He said the business was worth $2.70-$2.80. It was trading around $9. In this interview with Peter Switzer Roger reveals the valuation formula for a business that payout out all of its earnings out as a dividend, such as Telstra. 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 are Roger Montgomery’s tips for traders of IAG, AMP, WES, LLC, TOL, STO, AIO, RIO and LEI?
Roger Montgomery
March 8, 2010
Roger Montgomery reveals to viewers of Oriel Morrison’s Trading Matters program on CNBC Asia the businesses that are overpriced and represent a short selling opportunity, including IAG, AMP, WES, LLC, TOL, STO, AIO, RIO and LEI. In this appearance Roger also discusses the future prospects of The Reject Shop. Watch the interview.
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MEDIA
How does Roger Montgomery value the Arrow Energy bid?
Roger Montgomery
March 7, 2010
Bids to takeover Arrow Energy are very generous, says Roger Montgomery. He shares his view on Royal Dutch Shell and PetroChina’s $3 bn joint bid, with CNBC’s Oriel Morrison. Watch the interview.
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MEDIA
What does Roger Montgomery consider when valuing businesses?
Roger Montgomery
February 25, 2010
Whilst most investors are obsessed with earnings and dividends, Roger Montgomery always considers how much money has been put in to a business to get earnings and dividends out. So what does Roger look at when valuing a business? 1. Equity on the balance sheet how much is there? Make sure it isnt full of accounting hot air (goodwill). 2. ROE how profitable is the business historically and looking into the future? 3. Discount rate what return do you want from the investment? 4. How much money is being retained and compounded by the company, and how much is being paid out. Roger also answers a viewer question about Telstra, valuing the business around $3.00. 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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