Media Room

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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For the past 18 months the region’s airlines have been riding out turbulence arising from a collapse in passenger traffic. But now at least one of the big three Singapore Airlines, Cathay Pacific and Qantas says the worst might be over. Read transcript.

by Roger Montgomery Posted in Media Room, Radio.

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Investors may have been surprised that Qantas didn’t pay a dividend but industry analyst and Roger Montgomery says the surprise should be that the airline turns a profit at all. Listen to Roger’s comments.

Share analyst Roger Montgomery tells the ABC’s Michael Janda that Qantas is lucky to be making a profit at all.  Listen to the interview

by Roger Montgomery Posted in Media Room, Radio.

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Qantas had bad news to spare – in the air and on the ground – after a plane with troublesome landing gear was forced to turn back as the company announced a massive fall in profit.

by Roger Montgomery Posted in In the Press.

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Qantas says its airfares will rise, as the world economy recovers and demand for air travel picks up.

by Roger Montgomery Posted in In the Press.

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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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RIO released an upbeat result, but is it a superior business to BHP? In Part I of Rogers appearance on Nina Mays Your Money Your Call on 11 February 2010 Roger Montgomery also discusses the value of Metcash, but views Woolworths as a superior business, and provides investors considering in speculative mining companies, such as Kangaroo Resources (KRL), a few things to consider before taking the plunge how much are they going to produce, when are they going to produce it, and how much is it going to cost? Check the quarterly cash statement – how much cash they are burning! Can they last longer than 6 months without a capital raising? And to read Rogers thoughts on Industrea, visit the blog – http://rogermontgomery.com/what-do-i-think-of-industrea/. Watch the interview.

by Roger Montgomery Posted in Media Room, TV Appearances.

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Cochlear is one of the great success stories of Australian business and its value is rising over the next few years, but is it cheap? Can Wesfarmers ever recover following the overpriced Coles acquisition? And ANZ and NAB – Back in August 2009 Roger Montgomery said buy CBA, Australia’s superior bank, but now its expensive. ANZ is cheap and NAB is expensive, but they are inferior businesses to CBA. Visit Rogers blog, rogermontgomery.com, for his latest comments on NAB and ANZ. Watch the interview.

by Roger Montgomery Posted in Media Room, TV Appearances.

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McMillan Shakespeare shares dropped in January because the founding shareholder sold shares, just before the Henry Tax Review was released. MMS is still a good business, but there are questions about the company’s future, and too many uncertainties for Roger Montgomery to keep the stock in his portfolio.  In his appearance on Nina Mays Your Money Your Call Roger also shares his thoughts on Bradken and Asciano, and reminds viewers that whilst he doesn’t like airlines because of their capital intensity, Regional Express has a unique market advantage. Sadly the same can’t be said for Fosters. Watch the interview.

by Roger Montgomery Posted in Media Room, TV Appearances.

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United Group may be well liked by fund managers, but not by Roger. In this appearance on Your Money Your Call Roger Montgomery also comments on the value of AMP, Tatts Group and one of his favourites, Telstra (ASX:TLS). Roger admits viewers may get sick of him saying so, but Telstra is a business going nowhere, despite its high dividend yield. Watch the interview.

by Roger Montgomery Posted in Media Room, TV Appearances.

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