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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.
==============================

Updated 5/26/16: From E_K_S, here are value investing books posters have recommended and discussed:

docs.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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59119Well these are two different things: 1) buying and holding is a function of patMicah Lance-13 minutes ago
59118It just depends on the level of inactivity you are willing to tolerate and the aGraham Osborn-an hour ago
59117I've been a net seller of this run up. Shiller PE is pushing 30, which is a Micah Lance-2 hours ago
59116Basically, Buffett says if you aren't willing to hold the stock for 10 yearsMicah Lance-2 hours ago
59115Hello Graham, I have not views in the semi companies. I don't think that SWKSpekulatius-yesterday
59114Berkshire Hathaway reports Q4 results Berkshire Hathaway (NYSE:BRK.A): Q4 EPS oE_K_S-yesterday
59113Me too recently. Interesting how the bounce in tech shares since Trump hasn'Graham Osborn-Saturday
59112SABR - I started with a tracking position.Paul Senior-Saturday
59111BGFV (niche sporting goods retailer). I reentered for a few shares. If upcomPaul Senior-Saturday
59110DHT, crude owner operator of oil tankers, has rebuffed an acquisition offer by Paul Senior-last Friday
59109Unrelated - Spekulatius, do you have any views on the valuations for the semiconGraham Osborn-last Friday
59108Hi staring, my policy is to invest cash as it becomes available so long as thereGraham Osborn-last Friday
59107Graham, I couldn't agree more with you. That's why I am still not conforstaring-last Friday
59106Hi staring, I've really dialed back on my short positions the last few monthGraham Osborn-last Friday
59105This is one of the few cheap stocks left (thanks for mentioning!), but the last MCsweet-last Friday
59104Added more IEHC today.Lazarus-last Friday
59103American Railcar Industries, Inc. (ARII) - out w/ earnings and business prospectE_K_S-last Friday
59102TAL International Group, Inc. (TAL) merged w/ Triton International Ltd (TRTN) - E_K_S-last Friday
59101Perhaps, but come on. TCPIF hasn't reported results for almost two years, aElroy-last Friday
59100Special situation stocks take time to come to true value but the risk reward is gizwick-last Thursday
59099they missed their expected revenues by something like $6Mil I found this on a Underexposed-last Wednesday
59098Are you fully invested? A lot of short trades? I am almost 10% in cash... I stilstaring-last Wednesday
59097I've been waiting to buy it but I don't have any money right now.Graham Osborn-last Wednesday
59096UTHR quarterly report didn't seem bad to me. 11+% stock drop seems unwarranPaul Senior-last Wednesday
59095Hit piece on Seeking Alpha today for CETX (stock down 30+%); already lawsuit filKeith J-last Wednesday
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