Media Room
-
MEDIA
Telstra shareholders anxious as election looms
Roger Montgomery
August 18, 2010
Telstra and its 1.4 million shareholders are under pressure and stuck at an anxious crossroads pending the outcome of this election. Roger Montgomery said “10 years ago intrinsic value was $4, but the price was $9. Today the intrinsic value’s closer to $3 and that’s about where the price is. So, the market eventually gets it right. It’s not compelling value right now, but it’s not expensive either, finally.” Read transcript.
by Roger Montgomery Posted in Media Room, TV Appearances.
- save this article
- POSTED IN Media Room, TV Appearances
-
MEDIA
How does Roger Montgomery’s portfolio survive downturns?
Roger Montgomery
August 13, 2010
A rational investment approach is the only way to protect your portfolio in times of economic uncertainty. In this appearance on Lunch Money, Roger Montgomery shares with investors his strategy of buying great businesses when they are cheap. Roger also reveals his Value.able intrinsic valuations for Hutchison, ANZ and Woodside. Watch the interview.
by Roger Montgomery Posted in Media Room, TV Appearances.
- save this article
- POSTED IN Media Room, TV Appearances
-
MEDIA
Which big four bank is Roger Montgomery’s top pick?
Roger Montgomery
August 13, 2010
Roger Montgomery often says Australia’s big four banks have a wonderful competitive advantage. But which one is his top pick — CBA, ANZ, NAB or WBC? Roger also shares his insights on Forge, Clough and Decmil — do these mining services businesses have the potential to be Australia’s next Worley Parsons? Watch the interview.
by Roger Montgomery Posted in Media Room, TV Appearances.
- save this article
- POSTED IN Media Room, TV Appearances
-
MEDIA
Are Seek and Worley Parsons Roger Montgomery A1s?
Roger Montgomery
August 13, 2010
Seek and Worley Parsons have a track record of achieving Roger Montgomery’s coveted A1 Montgomery Quality Rating (MQR). The intrinsic value for these businesses is forecast to rise in the coming years, but are they cheap right now? In this appearance on Lunch Money with Brooke Corte, Roger Montgomery also shares his insights on the future prospects for uranium and oil. Watch the interview.
by Roger Montgomery Posted in Media Room, TV Appearances.
- save this article
- POSTED IN Media Room, TV Appearances
-
MEDIA
Would Roger Montgomery buy Telstra now?
Roger Montgomery
August 13, 2010
On Lunch Money with Brooke Corte, Roger Montgomery reiterated his long-standing opinion on Telstra, a business whose profits are less today than they were ten years ago and whose intrinsic value has done nothing for years. But following the release of Telstra’s latest results, has Roger’s opinion of Australia’s largest telecommunications provider changed? Watch the interview.
by Roger Montgomery Posted in Media Room, TV Appearances.
- save this article
- POSTED IN Media Room, TV Appearances
-
WHITEPAPER
HIGHER RETURNS AND LOWER RISK? YES, IT’S POSSIBLE WITH PRIVATE CREDIT
Discover how private credit can deliver higher returns with lower risk in our latest whitepaper. Learn how the Aura Core Income Fund’s AA equivalent rated portfolio has consistently outperformed while maintaining transparency and robust risk management. Unlock the insights to achieve superior risk-adjusted returns today.
READ HERE -
MEDIA
Taking-off or crash-landing?
Roger Montgomery
August 13, 2010
Qantas chief executive Alan Joyce says the company’s profits are poised to take-off, but Roger Montgomery says the whole airline industry is terminally unprofitable. Read article.
by Roger Montgomery Posted in In the Press, Media Room.
- 2 Comments
- save this article
- POSTED IN In the Press, Media Room
-
MEDIA
Telstra trying to connect with new customers
Roger Montgomery
August 12, 2010
For a company so dominant in its market Telstra has been a constant source of disappointment to shareholders. The fixed line rental part of their businesses is in terminal decline it seems. And people are replacing their fixed lines in the home for example with mobile phones, Roger Montgomery says. Listen to interview.
by Roger Montgomery Posted in Radio.
- LISTEN
- 2 Comments
- save this article
- POSTED IN Radio
-
MEDIA
Telstra profits will continue to drop
Roger Montgomery
August 12, 2010
Telstra had consistently failed to perform. Roger Montgomery says the company has had virtually no growth in profit in the past decade. Read article.
by Roger Montgomery Posted in In the Press.
- 2 Comments
- save this article
- POSTED IN In the Press
-
MEDIA
Qantas cuts costs to stay in profit
Roger Montgomery
August 12, 2010
The airline’s profit is a quarter of what it was ten years ago. If it had not managed to slash its staff costs, Qantas would have made a loss this year. Read article.
by Roger Montgomery Posted in In the Press.
- 5 Comments
- save this article
- POSTED IN In the Press
-
MEDIA
Is JB Hi-Fi still a Roger Montgomery A1?
Roger Montgomery
August 12, 2010
JB Hi-Fi released its full year results in early August and Roger Montgomery has some interesting insights about the future of the retailer. Can JBH continue to generate very high rates of return on equity? Watch the interview.
by Roger Montgomery Posted in Media Room, TV Appearances.
- save this article
- POSTED IN Media Room, TV Appearances
