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Value Investing
An SI Board Since November 1996
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Emcee:  Paul Senior Type:  Moderated
Ok, how about a value investing thread?

What we are looking for are value plays. Value plays
in the Ben Graham tradition.

We want to stay away from the obscenely high PE's and look
at net working capital models, etc. Schooling in the art
of fundamental analysis is also appropriate here.

Good luck to all. Hope this thread survives.

Update: 12/18/2012. P L E A S E...
DO NOT POST TECHNICAL ANALYSIS COMMENTARY OF SPECIFIC STOCKS ON THIS VALUE THREAD.
==============================

From E_K_S, here are some recent value investing books posters have recommended and discussed:

spreadsheets.google.com

Thanks, EKS, for your work in developing and maintaining this list for us!
==============================

From Spekulatius:
Here are some value investing blogs:
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54643AMTX is up 14% today as well.I have a target on GPRE of $40.00 People sold off gizwick-last Friday
54642$2.82 for gas and $3.72 for diesel here in Vt(I'm in a tourist area, higher Ditchdigger-last Friday
54641GPRE could work for me as well: I'll take a few shares.Paul Senior-last Friday
54640OT Since there seem to be quite a few knowledgeable investors here in the oil aJohn Koligman-last Friday
54639Bought shares in GPRE today to augment my shares in PEIX and AMTX. Like the low gizwick-last Friday
54638Recent article explaining how misunderstood these companies are. Just a matter ogizwick-last Friday
54637Any opinion on BFCF's current outlook ?Willitsoar-last Thursday
54636Hi Spek, I understand more than most. I have a Chevy dealership that is a commrobert b furman-last Wednesday
54635FWIW, SFY common shares +35% back above $4.00/share. Right, that's why peoplJurgis Bekepuris-last Wednesday
54634KMI has some exposure to crude pricing directly through their tertiary CO2 injecSpekulatius-last Wednesday
54633Re: SFY I like their assets and the recent TPLM sale could set the bench mark fE_K_S1last Wednesday
54632Now I know who stole the $56 bonds I wanted to buy. :) Just kidding. I boughJurgis Bekepuris-last Wednesday
54631You are right, but GOOGL is too expensive for me here. So I'll wait and see.Jurgis Bekepuris-last Wednesday
54630Distressed Senior Bond Debt - My value Buy Started a position today in the SFY E_K_S1last Wednesday
54629Own some shares in PEIX but always looking for ways to piggyback off of popular gizwick-last Wednesday
54628I investigated ANDE and from here earnings growth looks dismal going forward. Rigizwick-last Wednesday
54627I'll pass on AMTX. Significant Indian operations which I can't evaluaPaul Senior-last Wednesday
54626AMTX up another 8% today. This will be a long term winner, a four bagger from hegizwick-last Wednesday
54625GOOGL. Stock could get that low, who knows? However, IF the average of anaPaul Senior-last Wednesday
54624I like GOOGL too but not yet. I think you will be able to get this around 425 ingolfer72-last Wednesday
54623I suggest that people read the conference call pages from the November call. Thegizwick-last Tuesday
54622Yes, me too. I haven't got access to the "charter spot rates", buElroy-last Tuesday
54621I found it somewhat reassuring that CPLP managed to get increased day rates receCusterInvestor-last Tuesday
54620<i>The thinking could be : Give me these cheap oil as much as you can deliElroy-last Tuesday
54619Fwiw, my pick for ethanol would be PEIX which has metrics like 4.9x forward earnPaul Senior-last Tuesday
54618AMCON Distributing (DIT). I like to buy distributor companies with growing boPaul Senior-last Tuesday
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