Which A1 companies have caught Roger Montgomery’s Value.able eye?
Reporting season is now over, presenting many new Value.able opportunities. Roger Montgomery reveals to Ross Greenwood which A1 companies have caught his eye this season. Listen to podcast.
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.
Jeff
:
Roger,
As a holder of SWL I was interested in your comments… Happy you think they are ok, but interested in the seeming reservations/concerns about the change in management. I seem to remember in the past you saying something like, “its not the captain but rather the ship thats the most important” sorry if the quote is not quite accurate.
In the case of SWL, i agree with the reasons you mentioned for it being worthy of consideration (hence my holding) and I was wondering if you would share what you think the potential problems could be with the change of management? What should valuable graduates be looking out for in this case, and others where management changes?
i notice that Brian Riggall (CEO currently on extended leave)has been appointed a Director. (last announcement to the ASX.) I would think this would be a positive? Thanks for sharing your knowledge
jeff
Roger Montgomery
:
My experience tells me we need to dig deeper. The reasons or lack thereof and the combination and timing of departures tells me to look harder for the truth.