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The Qantas profit downgrade – what are Roger’s insights?
Roger Montgomery
June 5, 2012
With a downgrade in forecast profit of 90%, what should investors be thinking? Share Roger Montgomery’s insights into this latest bad news for Qantas in this interview of ABC Radio’s The World Today broadcast 5 June 2012. Listen here.
by Roger Montgomery Posted in Airlines, Companies, Investing Education, Radio, Value.able.
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What does Roger Montgomery think of Gina Rinehart’s Fairfax shareholding?
Roger Montgomery
May 30, 2012
Learn Roger’s insights into the near-term future for Fairfax Media (FXJ) as Gina Rinehart increases her shareholding in this discussion with 2GB’s Ross Greenwood broadcast 30 May 2012. Listen here.
by Roger Montgomery Posted in Companies, Investing Education, Market Valuation, Radio.
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Why does Roger Montgomery think Qantas’ accountants are so creative?
Roger Montgomery
May 23, 2012
Learn Roger’s Value.able insights into the recent Qantas corporate restructure in this discussion with Radio 2GB’s Ross Greenwoood broadcast on 23rd May 2012. Listen here.
by Roger Montgomery Posted in Investing Education, Radio, Value.able.
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Is the Qantas shake-up promoting transparency, or just shuffling the economic deck?
Roger Montgomery
May 22, 2012
In Radio National’s PM program Roger Montgomery provides his Value.able insights into the short-term economics of the Australian airline industry to the ABC’s David Taylor. Read/Listen here.
This program was broadcast on 22nd May, 2012.
by Roger Montgomery Posted in Airlines, Companies, In the Press, Radio.
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Why will more production equal less value for Mining Services investors?
Roger Montgomery
May 16, 2012
BHP Billiton (BHP), Rio Tinto (RIO) and Fortescue Metals (FMG) have all announced significantly increased production in the future – on Radio 2GB Roger Montgomery discusses with Ross Greenwood why this, combined with Chinese demand levels is likely to have an adverse effect on their respective share value for some time to come. Listen here.
This program was broadcast 16 May 2012.
by Roger Montgomery Posted in Companies, Energy / Resources, Radio.
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A solid 3rd quarter return perhaps, but what does the future hold for News Corporation?
Roger Montgomery
May 10, 2012
Declining print revenues are an increasing challenge facing News Corp – Roger Montgomery discusses News Corp’s future with David Taylor of ABC’s PM program. Read and Listen here.
by Roger Montgomery Posted in Media Companies, Radio.
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Is BHP an under performing stock?
Roger Montgomery
May 2, 2012
Roger Montgomery uses Value.able investing techniques to assess the management choices made by BHP executives over the last 20 years with Ross Greenwood and stockbroker Michael Whiting. Listen.
by Roger Montgomery Posted in Energy / Resources, Radio.
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How does Roger Montgomery view the desirability of owning airline stocks?
Roger Montgomery
April 26, 2012
Roger Montgomery speaks with Ross Greenwood on Radio 2GB regarding the current state-of-play for Australian airlines, how the global landscape is both pressuring our local players and will also shape their future – and why his in “Value.able” investing strategy highlights why Australian airline stocks are unlikely to represent strong growth investments for some time to come. Listen here.
by Roger Montgomery Posted in Media Room, Radio.
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What are Roger Montgomery’s thoughts on good-value industrial stocks?
Roger Montgomery
April 17, 2012
Industrial stocks are on the rise, however how many of them represent good-value to investors? Roger Montgomery speaks with Ross Greenwood about how his book “Value.able” and the “Skaffold” application help investors to sift the good-value industrials from those you don’t want to own. Listen.
by Roger Montgomery Posted in Media Room, Radio.
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Will investment in re-structuring boost David Jones fortunes?
Roger Montgomery
March 21, 2012
David Jones will spend between 70 and 80 million dollars to restructure its businesses – is this likely to boost its flagging share price? Roger Montgomery provides his insights to the ABC’s David Taylor on this edition of the PM program, broadcast 21 March 2012. Read/Listen here.
by Roger Montgomery Posted in Consumer discretionary, In the Press, Radio.
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