Media Room
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MEDIA
QR National float inflated by index funds
Roger Montgomery
November 22, 2010
More than a billion dollars’ worth of QR National shares changed hands in the first two hours of trade this morning as index funds rushed to gain an allocation, distorting the price. Read transcript.
by Roger Montgomery Posted in Media Room, Radio.
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MEDIA
Rail sale makes billions for Queensland Government
Roger Montgomery
November 22, 2010
The Queensland Government has raised $4.6 billion by selling 60 per cent of its rail freight business, QR National. Roger Montgomery says QR National’s value is actually well below what the Government has got for it. Read article.
by Roger Montgomery Posted in In the Press, Media Room.
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MEDIA
QR National float surprises market
Roger Montgomery
November 22, 2010
The Queensland Government’s rail freight company, QR National, has performed much better than expected at its launch on the local share market. But Australia’s biggest float in more than a decade has been marked by controversy. Read transcript.
by Roger Montgomery Posted in Media Room, Radio.
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MEDIA
Change is in the air
Roger Montgomery
November 18, 2010
There’s growing trepidation across the media sector as the government finalises changes to the ‘anti-siphoning list’ – the law dictating which national sports must be broadcast on free to air television stations and which are allowed to sell broadcasting rights to pay television. Roger Montgomery told 7.30 Report’s Gregy Hoy “Channel Ten has increased its profits over the last decade by about 4.5 per cent per year. That’s about the rate of inflation or about the rate of income and population growth in Australia. So the results aren’t spectacular and that’s why you’ve seen over time these assets are really the play things of the rich and famous”. Read the transcript.
by Roger Montgomery Posted in Media Room, TV Appearances.
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MEDIA
Are banks still good value?
Roger Montgomery
November 17, 2010
Bad PR and reregulation at home and abroad combine to create serious headwinds for bank stocks. They really do need to fight the regulatory cloud hanging over them. And investors should only be buying at very big discounts to intrinsic value – which currently don’t exist. Read Roger’s article at www.eurekareport.com.au.
by Roger Montgomery Posted in Media Room, On the Internet.
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MEDIA
Time to break up BHP?
Roger Montgomery
November 17, 2010
Some analysts believe BHP could me worth a lot more broken into its component parts that the conglomerate it has become. Roger Montgomery questions the loss of synergies and the risk of BHP’s smaller business units receding back to the status of being a “price taker” rather than BHP’s traditional power as a “price maker”. Read article.
by Roger Montgomery Posted in In the Press, Media Room.
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MEDIA
QR National retail share offer closes
Roger Montgomery
November 16, 2010
The take up by retail investors, private investors, has been significantly less than was hoped and that means that the onus is now on the institutions to make up the difference. Read article.
by Roger Montgomery Posted in In the Press, Media Room.
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MEDIA
AMP sets sights on Axa
Roger Montgomery
November 15, 2010
AMP has launched a cash and scrip bid for Axa Asia Pacific that values the company at the same $13.3 billion as the accepted NAB bid that was blocked by the regulators. Roger Montgomery told Phillip Lasker on ABC Lateline Business that the intrinsic value of “[Axa is] significantly lower than the current price being offered by AMP. Read the transcript.
by Roger Montgomery Posted in Media Room, TV Appearances.
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MEDIA
What are Roger Montgomery’s cheapest A1 businesses?
Roger Montgomery
November 15, 2010
Roger Montgomery explains to Peter Switzer on the Sky Business Channel that a share portfolio of his A1 businesses, when bought at discounts to intrinsic value, will significantly outperform the market. Whilst Reckon, Thorn Group, GUD Holdings, Fleetwood, Wotif, Monadelphous are expensive A1 businesses, Roger tells investors that his Value.able intrinsic values of these businesses are expected to rise between 6% and 15% per year over the next three years. Roger also reveals his cheapest A1 businesses. Tune into Switzer TV in February 2011 when Peter Switzer reveals the performance of Roger Montgomery’s ‘A1’ portfolio. Watch the interview.
by Roger Montgomery Posted in Media Room, TV Appearances.
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MEDIA
What are Roger Montgomery’s top 20 A1 stocks?
Roger Montgomery
November 15, 2010
Roger Montgomery describes his list of A1 businesses as a ‘wishlist’. Your goal as an investor is to find great businesses and buy them when their share prices are trading at big discounts to intrinsic value. Roger’s list of A1 businesses include fund manager Platinum Asset Management, manufacturer Cochlear, vitamin manufacturer Blackmores, online list Realestate.com.au, telecommunications business M2, mining services business Mineral Resources, IT services provider DWS, Centrebet, bull bar manufacturere ARB Corporation and one of Roger’s favourites, Oroton Group. Some of Roger’s A1s are cheap and some are expensive. One business is forecast to increase in intrinsic value by over 30% each year for the next three years and another by just 3%. User Roger’s list of A1s as a guide for your own ‘wishlist’, but ensure you always seek personal professional financial advice. Watch the interview.
by Roger Montgomery Posted in Media Room, TV Appearances.
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