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Value Investing
An SI Board Since November 1996
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60316 1068 1
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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60316Vienna Airport/VIAAY. Spekulatius, thanks for that mention. Stock's triplPaul Senior-9 hours ago
60315re penny stock SYTE. I decided stock is too controversial for me with too manyPaul Senior-10 AM
60314Yes, thanks for the correction Paul; my bad. That area is doing well also. ItsLazarus-yesterday
60313OT. Lazarus, you could be in Southern California now, but the area served by TPaul Senior-yesterday
60312I'm in southern California right now and in the area served by TRVB. Pity tLazarus-yesterday
60311Lazarus, re TRVB, as of now, I'm planning to take the HTBK shares. Have haPaul Senior1yesterday
60310TRVB - buyout not much of a premium over shares I held (sold at .78) now how Lazarus-yesterday
60309I'll add another 300 shares here @ $3.50 #UIFCLazarus-yesterday
60308Seat supplier ADNT stock down sharply on margin warning: Per Reuters: ADIENT Paul Senior-Wednesday
60307MAA. I'll join you, grommit, with a starting position in this apartment reiPaul Senior-Wednesday
60306deletedPaul Senior-Wednesday
60305>Campbell soup is not a great value opp imo. I think Walmart would agree wrichardred-Tuesday
60304Honestly I'm not even familiar with P/B ratios quoted like that. I do use OLazarus-Tuesday
60303So for the P/B of 0.8 I got a market cap of 16M from 10M share authorized: inveGraham Osborn-Tuesday
60302Can you site your source for P/B?Lazarus-Tuesday
60301Also the dip that dropped it to the same price it was about 2 weeks ago. And tclm5-Monday
60300The reason I'm asking is that on HRBK, I note the P/B would be ~0.1 using OSGraham Osborn-Monday
60299What, you mean the dip that dropped the PE from 36 to 35?Graham Osborn1Monday
60298Anybody interested in the Facebook dip ? I'm more of a Buffettologist thanWogofWallStreet-Sunday
60297Hi Laz, this is a general question on the topic of banks. Why would you ever usGraham Osborn-last Friday
60296Ok, I'll follow you guys with an add to my small BGS position and an initialPaul Senior-last Friday
60295B&G Foods, Inc. (BGS) - Added shares @ $32.65/share Bought back shares soldE_K_S-last Friday
60294FWIW bought back in some CPB today on the new low. richardred-last Friday
60293GM's robo-taxis to be ready by 2019 General Motors (NYSE: GM) has filed forE_K_S-last Friday
60292It's interesting that since 1995 the Nasdaq has slightly outperformed FairfaGraham Osborn-January 10
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