What works on Wall Street?
High dividend yields, low P/E’s and high PEG ratios are popular but why do the returns merely rise and fall with the market? Should you use charts or fundamentals? Time in the market or timing? What really works on the Australian stock market? Roger Montgomery explores the methods many use when attempting to beat the market and then reveals those that do. Listen to Podcast.
What works on Wall Street? was recorded at the Australian Investors’ Association National Conference, Surfers Paradise Australia, 27 July 2010.
Listen to Roger’s workshop presentation The Formula That Works: Company Valuation Made Easy.
MORE BY RogerINVEST WITH MONTGOMERY
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.
Jim Kozlowski
:
Roger,
I really liked your August 6th podcast. when are you going to do the same for “tomorrow’s” session ??
Thanks…Jim
Roger Montgomery
:
Thanks for the Feedback Jim (and everyone else). I am pleased you are making the most of the insights and all of this amazing technology!
Marcos
:
Roger, talking technology and based on all the request for appearances, perhaps it istime to put the “webinar” (web seminar) in your ‘arsenal’?
That way you could be in Perth, the Riverina and anywhere there is an internet connection at the same time. And if you chose to record it then anywhere at any time!
Either way your efforts to educate us are much appreciated.
Roger Montgomery
:
Thanks Marcos.
Rob
:
Roger, Roger, Roger….where was your book 14 years ago when I bought my business. Sadly, I have learnt more in the last few days reading Valueable then I have in 14 years in business. Thanks for the education…now if I could just get it onto my iPad. I’d be happy to buy it again and again.
Roger Montgomery
:
Hi Rob,
Thank you for that. I have had a few requests for an online version. I will look into it.
Mick
:
Good thought Bruno, fair call Roger
How about a compromise – say a few years managing share investment for the Future Fund?
fred
:
Hi Roger,
CCV, I rate as a buy at the current price, do you?
QBE, Current assest is lower than current Liabilities, am I right..?????????
I have ordered your book for the 2nd time the first went to a friend. Now I am waiting for my copy……
Roger Montgomery
:
Hi Fred,
Regarding QBE; not as at December 2009. IN any case with insurers we look at combined ratios, Gross written and net earned premiums, claims and expense ratios, investment income and ITR’s. You should find some discussion about CCV here. It does look reasonably priced. You need to ask yourself (and answer) questions about prospects and potential.
Bruno
:
Hi Roger, Just listened to your podcast, I was wondering, would you like to move to the Riverina and run for government. I think you would make an excellent PM or even a treasurer. I wish our politicians had as much common sense as you do! I hope that one day I can attend one of your workshops, they sound very interesting and very far from boring! :-)
Roger Montgomery
:
Thanks Bruno,
I would hate to have a job that required dishonesty and compromise. I suspect I would have a very short term in office.