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Which five A1 companies pass Roger Montgomery’s cash flow test?

Media Room, TV Appearances | Comments (17)

Which five A1 companies pass Roger Montgomery’s cash flow test?

Businesses that achieve Roger Montgomery’s A1 grade generally have good cash flow and bright prospects. In this appearance with Peter Switzer on the Sky Business channel, Roger Montgomery shares his quick back-of-the-envelope Value.able cashflow calculation for Monadelphous, Technology One, Forge, Fleetwood and ARB Corp. Roger’s advice? Turn off the noise of the stock market and focus on buying the best stocks for less than they’re worth. Watch the interview.

INVEST 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.

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17 Comments

  1. Gerry
    :

    Thanks Roger,
    Emptying the Cache did work – guess its the same as ‘Refreshing’…
    Oh that I had applied the same principle to some of my portfolio before now!

  2. Gerry
    :

    Hi Roger,
    Learning, with your help, not to blame myself….
    Tonight this post has gone back to showing “no Comments” – as do 4 of your recent posts.
    When I clicked on this one previously – up came the comments – and your replies.
    Tonight – no go…. Is it the link?
    I won’t know unless it fixed – or you can reply by Email.
    thanks
    Gerry

    • Roger Montgomery
      :

      Hi Gerry,

      I have sent you an email suggesting you try refreshing your cache. I suspect you aren’t the only one experiencing this and then assuming that I haven’t approved the comment…I hope that fixes it for you.

  4. Lindy Lu
    :

    Ohhh dear Roger – you really need to slow down with that machine gun rapid fire analysis so you don’t trip yourself up.

    For MND your got your -ves and +ves mixed up: Where you said ‘the cashflow from Investing actives is -ve, they actually received money from their investments.’
    It’s actually a cash outflow of approxumately 47MM over 2000-2010 excluding AFS investmemt purchases and 55MM outflow if you want to include them.

    And for your ~53MM decrease in contributed capital: ‘reduced their capital, reduced their capital so potentially bought back shares of 53MM dollars’ comment.
    Contributed capital increased ~19M over the 2000-2010 period from share option exercise.

    Kisses, LL

    • Roger Montgomery
      :

      You are spot on Lindy. I am looking at my sheet right here and I have -$54.341. What did I say? I will go back and check. Fortunately, I am not asked to invest $100 million in ten stocks in ten minutes! Regarding capital change, I also get +$16.24 between 2001 and 2010. So the data is spot on but I wasn’t. Thank you for the gentle reminder to slow down. Can you believe I was originally asked to provide ten of each and deliver them in the same amount of time?

  5. Peter
    :

    Hi Roger,

    Saw the interview and as always, you came across as someone who knew what they were talking about. No discussions on fibonacci and candle stick charting!!

    Your A! stocks sound interesting especially Forge and Monodelphous.

    Looking forward to your A1 offer sometime soon….

    Peter

  6. Gerry Whitmont
    :

    Hi,
    I’m having difficulty watching the Interview even though I have a gmail and I thought, an ITube account – it keeps coming up with “Its Private – sorry”.
    Can you help please?
    Its these luddite stockmarket and IT tendencies that I have yet to overcome that have prevented my borrowing a digital camera and learning how to upload to forward to you a photograph and consider myself a graduate!… Still lots to learn – and appreciate being able to read and learn from your blog and Eureka articles.
    They have changed my investing and am hungry to learn more
    Need to reread your book a third time and – yes, people like us still exist and appreciate all the educational work you put into your book and the blog!

    If you find time, I’d appreciate a reply by Email rather than on line
    thanks again
    one embarrassed, though honest
    Gerry
    PS – I wouldn’r dare try Facebook – even though it means I may not be able to get a copy of whatever it is you are producing.. Am interested, if there is another way

  7. Tiago
    :

    hello Roger, when I click on the link it says I cannot view as its a private video, missed the show, wanted to watch it.
    Take care

  9. Phil Harmonic
    :

    Hey Roger, when I click the link, it says the video is private.

    Just thought you’d want to know. :)

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