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AGL, like Origin Energy and Arrow, has been expensive for a long time. According to Roger Montgomery this seems to be a general trend in the energy sector. In his appearance on Nina May’s Your Money Your Call Roger also reveals his 2010, 2011 and 2012 valuations for Bluescope and JB Hi-Fi, and discusses the impact of management’s decision to raise JBH’s dividend payout ratio from 50% to 60%. Watch the interview.

by Roger Montgomery Posted in Media Room, TV Appearances.

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In this appearance on Your Money Your Call Roger Montgomery talks about the future prospects of Telstra, QBE, Worley Parsons and compares NAB and AMP’s attempt to acquire AXA to that of WES buying Coles, or Fosters buying Southcrop – disaster! Watch the interview.

by Roger Montgomery Posted in Media Room, TV Appearances.

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The profits don’t justify the share price, which I calculate are trading at more than twice their intrinsic value. Read article.

by Roger Montgomery Posted in Media Room, On the Internet.

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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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