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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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60098All I can say is exactly. A buyout play is great for the company's stock bWogofWallStreet-yesterday
60097Thank's will need to look at it as my GTC order still in at $0.38/share. LaE_K_S-yesterday
60096USNU - 10Q filed on FridayLazarus1yesterday
60095As a buyout play they may not be a bad pick - the company has a good cash positiGraham Osborn-yesterday
60094I did a screen on Friday after the market close and found 12 stocks that were neWogofWallStreet-yesterday
60093GE. GE could be one, two, or three in its sectors, but the earnings and revenuPaul Senior-yesterday
60092lol @ "....swarming incompetents are at the wheel." Partly I think thLazarus-Saturday
60091I'd have to agree with you there Graham. Since yesterday I've double eWogofWallStreet-Saturday
60090Laz, I give you credit for trying to deploy a little cash here. Of course, you Graham Osborn-Saturday
60089I am adding GE as well (been wrong on this one but position size was moderate). Spekulatius1Saturday
60088Re: value traps I usually define a value trap as a company with flat or decliniGraham Osborn1Saturday
60087I looked a couple times at UTHR before striking them out. This from my notes: Graham Osborn-Saturday
60086Robohogs I agree that there are better companies in pharma/bio sector out there.WogofWallStreet-Saturday
60085Lot of retail. UTHR BTW has been one of biggest laggards in pharma/bio for severRobohogs-Saturday
60084 Mario, fwiw, here's also a screen from Validea of stocks that show up as hPaul Senior1last Friday
60083FL stock clears low bar earnings :) I must say people this was a lot of fun. WogofWallStreet-last Friday
60082Fwiw, I reduced my FL and DSW positions this morning. Holding with no changes Paul Senior-last Friday
60081Nice rebound in ANF and a few other specialty retailers. richardred-last Friday
60080Foot Locker higher on earnings beat Foot Locker (NYSE: FL) reports comparable-stE_K_S1last Friday
60079CTEK former AUXO: I posted on cornerofberkshireandfairfax.ca Nothing deep, just Jurgis Bekepuris-last Friday
60078FH - a quick look and I immediately see things that turn me off: Alphabet Soup Lazarus-last Thursday
60077I have invested into two interesting, In my opinion, speculations. These are twgcrispin-last Thursday
60076FL seems to be on the rise Lazarus :) Earnings report is coming in soon and peWogofWallStreet-last Thursday
60075Top 40 value plays from the list Paul posted a while ago Well my screen is slowMario :-)1last Thursday
60074I bought a little FL last week. I'll put UTHR on watch.Lazarus-last Wednesday
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