How would Roger Montgomery manage this inherited portfolio?
Imagine you inherited a portfolio that included Ausdrill (ASL), Boart Longyear (BLY), Monadelphous Group (MND), Bradken (BKN), UGL Limited (UGL), Fortescue (FMG), BlueScope (BSL), Oz Minerals (OZL), Incitec Pivot (IPL), Mirabela Nickel (MBN), Myer (MYR), Fleetwood Corp (FWD), Santos (STO), Oil Search (OSH), Reckon (RKN), Iress (IRE), Roc Oil (ROC), Webjet (WEB), Forge Group (FGE), Mineral Resources (MIN), Clean Seas Tuna (CSS), McMillan Shakespeare (MMS) and Galaxy Resources (GXY). In this appearance on Switzer TV with Peter Switzer, Roger Montgomery reveals is Quality Scores for these companies and shares his thoughts on how to manage the transition of this portfolio. Watch this interview and discover what stocks Roger would sell, and what stocks he would add to the portfolio. Watch the interview.
Roger Montgomery is the Founder and Chairman of Montgomery Investment Management. Roger has over three decades of experience in funds management and related activities, including equities analysis, equity and derivatives strategy, trading and stockbroking. Prior to establishing Montgomery, Roger held positions at Ord Minnett Jardine Fleming, BT (Australia) Limited and Merrill Lynch.
This post was contributed by a representative of Montgomery Investment Management Pty Limited (AFSL No. 354564). The principal purpose of this post is to provide factual information and not provide financial product advice. Additionally, the information provided is not intended to provide any recommendation or opinion about any financial product. Any commentary and statements of opinion however may contain general advice only that is prepared without taking into account your personal objectives, financial circumstances or needs. Because of this, before acting on any of the information provided, you should always consider its appropriateness in light of your personal objectives, financial circumstances and needs and should consider seeking independent advice from a financial advisor if necessary before making any decisions. This post specifically excludes personal advice.
