Your Money Your Call featuring Roger Montgomery
These highlights from Your Money Your Call, broadcast on Sky Business feature Montgomery CIO Roger 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.
Dylan
:
Hi Roger,
Great recap.
Excellent show , It’s amazing to think yield on bond got to lower then when Captain Cook was around.
1. What basis point increase in a ten year Aus bond would required to reevaluate the discount rate, i.e 2.8 — > 3.0 ?
2. I have a holding in VTG. @ $1.8 & $2.9
How would you best consider evaluating TPM,TLS,AYS or VOC for a secondary telco position,
On a consistent basis, i.e earnings and impact of NBN on business. ROE,P/E?
Or, would you be more inclined to back VTG Longer?
P.s, Have started reading your Value.able book – Great learning tool
Thanks,
Dylan
Roger Montgomery
:
Hi DYlan, I am hoping you’ll be able to conduct those evaluations and comparisons yourself after reading Value.able.