After a big week in business and politics, it’s time to take a look at the effect that the federal budget may have on some of the companies Roger Montgomery is has his eye on.

Joining Peter on the show is Rudi Filapek-Vandyck, editor of FNArena, to tell us which stocks he likes and which ones he doesn’t.

Following up on Roger Montgomery and Peter’s discussion last week as to whether or not BHP is a buy, John Heffernan from Lonsec Securities joins Peter Switzer on the show to give his input and predictions on where there sector is heading.

While the ASX has been charging along nicely this year, the materials sector has been one of the few areas failing to keep up. Could this mean companies like RIO Tinto and BHP Billiton are below their worth? To find out, Roger Montgomery from Montgomery Investment Management joins Peter Switzer …

After backing the materials sector during his last appearance, the industry has experienced below-average performance. To find out how he feels about his call with the benefit of hindsight, Ron Bewley from Woodhall Investment Research, joins Peter Switzer on Super TV.