I've done some analysis of several Australian stocks that I believe is trading at or below intrinsic value currently.
Platinum Asset Management PTM
Oroton ORL
Flight Centre FLT
JB Hi-fi JBH
Wotif WTF
The calculations have been done using the formula and tables from Roger Montgomery's book Value.able
For those of you unfamiliar with Roger Montgomery he is regarded by many as amongst the top value investors an fund managers in Australia; peers with others in the industry such as Kerr Neilson of Platinum, Manny Pohl of Hyperion and Matthew Kidman of WAM.
Follow this link to the online document:
https://docs.google.com/spreadsheet/ccc?key=0AoGU3QVjAi2tdF9zcTUxbjBISWx3QzE5eDEzeW1oSUE
If you have any questions please feel free to contact me or post.
Cheers
Sterling
