TV Appearances
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MEDIA
What are Roger Montgomery’s 2010, 2011 and 2012 valuations for AGL, ORG, AOE, JBH and BSL?
Roger Montgomery
February 25, 2010
AGL, like Origin Energy and Arrow, has been expensive for a long time. According to Roger Montgomery this seems to be a general trend in the energy sector. In his appearance on Nina May’s Your Money Your Call Roger also reveals his 2010, 2011 and 2012 valuations for Bluescope and JB Hi-Fi, and discusses the impact of management’s decision to raise JBH’s dividend payout ratio from 50% to 60%. Watch the interview.
by Roger Montgomery Posted in Media Room, TV Appearances.
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MEDIA
What are Roger Montgomery’s valuations for TLS, QBE, WOR, BXB, AGK, AOE, ORG and SAI?
Roger Montgomery
February 25, 2010
In this appearance on Your Money Your Call Roger Montgomery talks about the future prospects of Telstra, QBE, Worley Parsons and compares NAB and AMP’s attempt to acquire AXA to that of WES buying Coles, or Fosters buying Southcrop – disaster! Watch the interview.
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MEDIA
What are Roger Montgomery’s rules for those investing in speculative miners?
Roger Montgomery
February 11, 2010
RIO released an upbeat result, but is it a superior business to BHP? In Part I of Rogers appearance on Nina Mays Your Money Your Call on 11 February 2010 Roger Montgomery also discusses the value of Metcash, but views Woolworths as a superior business, and provides investors considering in speculative mining companies, such as Kangaroo Resources (KRL), a few things to consider before taking the plunge how much are they going to produce, when are they going to produce it, and how much is it going to cost? Check the quarterly cash statement – how much cash they are burning! Can they last longer than 6 months without a capital raising? And to read Rogers thoughts on Industrea, visit the blog – http://rogermontgomery.com/what-do-i-think-of-industrea/. Watch the interview.
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MEDIA
Cochlear, Wesfarmers, ERA, NAB, ANZ and CBA – are they on Roger Montgomery’s stocks to buy list?
Roger Montgomery
February 11, 2010
Cochlear is one of the great success stories of Australian business and its value is rising over the next few years, but is it cheap? Can Wesfarmers ever recover following the overpriced Coles acquisition? And ANZ and NAB – Back in August 2009 Roger Montgomery said buy CBA, Australia’s superior bank, but now its expensive. ANZ is cheap and NAB is expensive, but they are inferior businesses to CBA. Visit Rogers blog, rogermontgomery.com, for his latest comments on NAB and ANZ. Watch the interview.
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MEDIA
What does the future hold for MMS, REX, Bradken, Asciano and Fosters?
Roger Montgomery
February 11, 2010
McMillan Shakespeare shares dropped in January because the founding shareholder sold shares, just before the Henry Tax Review was released. MMS is still a good business, but there are questions about the company’s future, and too many uncertainties for Roger Montgomery to keep the stock in his portfolio. In his appearance on Nina Mays Your Money Your Call Roger also shares his thoughts on Bradken and Asciano, and reminds viewers that whilst he doesn’t like airlines because of their capital intensity, Regional Express has a unique market advantage. Sadly the same can’t be said for Fosters. Watch the interview.
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MEDIA
Why did Roger Montgomery say Telstra is a poor business, again?
Roger Montgomery
February 11, 2010
United Group may be well liked by fund managers, but not by Roger. In this appearance on Your Money Your Call Roger Montgomery also comments on the value of AMP, Tatts Group and one of his favourites, Telstra (ASX:TLS). Roger admits viewers may get sick of him saying so, but Telstra is a business going nowhere, despite its high dividend yield. Watch the interview.
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MEDIA
What has changed at JB Hi-Fi?
Roger Montgomery
February 11, 2010
Whether Greece defaults on its debts or not, Roger Montgomery says it shouldnt matter when making micro investments. Unfortunately most investors dont think that way. Roger also discusses Myers falling share price following its recent float and the change in JB Hi-Fis dividend payout policy. Watch the interview.
by Roger Montgomery Posted in Insightful Insights, Media Room, TV Appearances.
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MEDIA
What are Roger Montgomery’s current and future valuations for WBC, CBA, ANZ and NAB
Roger Montgomery
February 11, 2010
BHP or RIO – both are expensive, but which is the better business with high ROE, low debt and a rising intrinsic value? Roger Montgomery also reveals the current and future values of Westpac, CBA, ANZ and NAB, repeats his thoughts on Telstra and answers viewer questions about Valad Property and his five rules of when to sell. Watch the interview.
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MEDIA
The ABC of a corporate collapse
Roger Montgomery
January 28, 2010
David Koch presents the ABC of a corporate collapse for CPA Australia. This series of videos will take you step-by-step through the actions and inactions of ABC Learning that lead to its spectacular collapse. Watch the trailer.
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MEDIA
Are JB Hi-Fi, CSL and WOW still Roger Montgomery’s top stock picks?
Roger Montgomery
January 27, 2010
Whilst most investors make their buy and sell decision based on macro views, Roger looks at the characteristics of individual businesses ROE, debt level, competitive advantage. Based on his analysis, Roger tells viewers of Oriel Morrison’s Trading Matters program the outlook for JB Hi-Fi, CSL and Woolworths. He also discusses the riskier proposition of MMS, warning investors to be very cautious of the company’s unknown future based on the Henry Tax Review. Watch the interview.
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