ASX Investor Update podcast - 2006

2006 | 2007 | 2008

Stocks for your Stocking (MP3 18.98MB)

Roger Montgomery of Clime Capital Limited
Duration 64:48

This is a Stocks to Watch for Value investors that should not be missed. Roger uses the robust intrinsic value calculations he uses at Clime Asset Management to identify the companies listed in Australia that are trading below their value. If you are a fan of Warren Buffett and other great value investors, this is your last chance in 2006 to find out what is good value in Australia at the moment!

Roger is the Managing Director and founder of Clime Asset Management. He has more than 13 years experience in the Australian securities and derivatives industry. Roger Montgomery holds a Bachelor of Commerce from the University of Melbourne and is a Fellow of the Securities Institute of Australia.

Recorded Tuesday 19th December, 2006 at Sydney ASX Investor Hour.

AMP and the Evolving Financial Services Industry (MP3 15.2MB)

Andrew Mohl, CEO of AMP
Duration 43:15
View the presentation slides (PDF 435KB)

AMP CEO Andrew Mohl covers AMP's evolution from a life insurance company to a modern wealth management group and the implications of that transformation on the group's risk profile and investment appeal.

Recorded Tuesday 10th October, 2006 at Sydney ASX Investor Hour.

Escape the System - How to invest without being ripped off (MP3 14.5MB)

Alan Kohler, Eureka Report
Duration 63:39

Layer after layer of percentage fees, accompanied by conflicts of interest, are being imposed on unsuspecting investors. Alan will tell you how to invest safely and profitably without paying fees and without taking advice from people who have a conflict of interest.

Recorded Tuesday 19th September, 2006 at Sydney ASX Investor Hour.

What Buffett would be buying now - Aussie stocks to watch for value investors (MP3 15.5MB)

Roger Montgomery, Clime Capital Limited
Duration 64:39

Value investor, Buffett acolyte and Chairman of listed investment company Clime Capital Limited, reveals the stocks worth buying today and those to avoid by applying a valuation approach consistent with the world's best value investors - Warren Buffett and Charlie Munger.  Roger Montgomery's analysis of businesses listed on the stock exchange is widely reported in the Australian press, including the Financial Review and the Sydney Morning Herald.

In this podcast, he will value several companies using up-to-the minute data and explain why they should be included in a portfolio using the methods adopted by the world's best.

Recorded Tuesday 15th August, 2006 at Sydney ASX Investor Hour.

Predictions for the reporting season - Winners & Losers 2006-2007 (MP3 15.2MB)

Carl Daffy, Senior private client adviser Wilson HTM Ltd
Duration 65:04
View webcast with presentation slides

Carl reviews the last six months and provides his view on where the Australian Sharemarket is headed for the remainder of calendar year 2006. He profiles a number of stocks and covers the various issues that are likely to arise out of the upcoming reporting season. He reviews last year's 'best picks' and gives his best picks for 2006/07.

Recorded Wednesday 2nd August, 2006 at Melbourne ASX Investor Hour.

How to value a company's shares (MP3 13MB)

Roger J Montgomery - Chairman, Clime Capital Limited
Duration 55:06
View webcast

Finding undervalued companies is the role of all professional investors and its so easy anyone can do it. But they don't. You simply need access to the right tools. While P/E ratios and dividend yields are popular they don't provide the reference point required to determine if a share is cheap. How do you know if a share is cheap? Should you buy the shares now or wait to see if they go down further? Should you sell now? These questions are more easily answered when the reference point called 'value' is produced. Securities Institute Fellow and Chairman of listed investment company Clime Capital Limited Roger, presents the actual spreadsheet tool he uses to value Australian listed Companies. Explaining why it is a superior way of valuing companies to the mass-produced alternatives, Roger runs through the valuations of several Australian companies and provides clear steps to valuing all listed Australian companies

Recorded Wednesday 2nd November, 2005 at Sydney ASX Investor Hour.

Stock Selection (Fundamental Analysis) (MP3 14.6MB)

Julia Lee - Commsec
Duration 62:38
View presentation (PDF 1MB)

This podcast offers a straightforward, practical approach to stock selection, based on fundamental analysis - the analysis of key financial indicators. Learn how to use a few key numbers to find stocks that match your investment goals, how to develop an investment strategy & how to tell whether a share is overvalued or undervalued.

Julia specialises in stock market seminars, & media finance reports.

Recorded Tuesday 21st February, 2006 at Sydney ASX Investor Hour.

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