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Qantas: the six billion dollar question
Roger Montgomery
February 22, 2010
Only three years ago some very bright private ‘equiteers’ authored a deal to buy Qantas for $11.1 billion. It fell through. Not long after, Qantas shares hit $6.06 and the business was being valued, by my arguably equally-bright fund management peers, at $12.3 billion. Today, Qantas shares are trading around $2.75 and Qantas has a market value of about $6.2 billion. Where did $6 billion go? Read article.
by Roger Montgomery Posted in Media Room, On the Internet.
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ValueLine: Why dividends don’t matter
Roger Montgomery
February 17, 2010
As much as I enjoy receiving dividends, I struggle to accept them. Here’s why.
by Roger Montgomery Posted in Media Room, On the Internet.
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ValueLine: JB Hi-Fi without Uechtritz
Roger Montgomery
February 10, 2010
Richard Uechtritz built revenue from $158 million to $2.8 billion in a decade. Will JB Hi-Fi be the same without him? Read online.
by Roger Montgomery Posted in Media Room, On the Internet.
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ValueLine: Asciano
Roger Montgomery
February 3, 2010
Does Asciano’s sharp price drop and bright outlook make it good value? Well no, if you consider the headwinds the company faces. Read online.
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Which bank do you own?
Roger Montgomery
February 1, 2010
Half of all shareholders in Australia own at least one major bank in their share portfolios. Are you one of those investors? Read article.
by Roger Montgomery Posted in Media Room, On the Internet.
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ValueLine: Step Three – Recognising Fair Value
Roger Montgomery
January 27, 2010
Once you have identified and valued a great business, it’s time to wait for an opportunity to present. It inevitably will. Read online.
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ValueLine: Step Two – Avoid The Duds
Roger Montgomery
January 20, 2010
Building a portfolio of great businesses means ignoring the hype and the hubris … and the duds. Read online.
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ValueLine: Investing’s first step
Roger Montgomery
January 13, 2010
Successful investing means identifying sound businesses and buying them for the right price. It’s a world (and just three steps) away from speculating. Read online.
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Get started… with scissors
Roger Montgomery
January 1, 2010
Roger Montgomery covers the first step investors should take to outperform the market. Read article.
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ValueLine: Three golden rules
Roger Montgomery
December 23, 2009
Three rules of value investing, once learned and applied, never need change. Read online.
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