What are Roger Montgomery’s cheapest A1 businesses?
Roger Montgomery explains to Peter Switzer on the Sky Business Channel that a share portfolio of his A1 businesses, when bought at discounts to intrinsic value, will significantly outperform the market. Whilst Reckon, Thorn Group, GUD Holdings, Fleetwood, Wotif, Monadelphous are expensive A1 businesses, Roger tells investors that his Value.able intrinsic values of these businesses are expected to rise between 6% and 15% per year over the next three years. Roger also reveals his cheapest A1 businesses. Tune into Switzer TV in February 2011 when Peter Switzer reveals the performance of Roger Montgomery’s ‘A1’ 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.
les
:
HI,i’m a bit of a late starter,have been getting required information from Comsec,is this ok?some of my valuations are a bit different eg., QBE$24.70 BHP $42.92 and JBH$19.36.am i on the right track or do i need to re read my book.?? comment’s plse.
Roger Montgomery
:
Hi Les,
Welcome to the blog and thanks for posting a comment! Go back to the posts of the last month or two and have a read of the comments. You will find all your answers here!
Scott T
:
Many thanks for getting these up so promptly Roger. As a father I can never get to the TV between 7 and 8pm
All the Best
Scott T