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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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59269Re CIO I own a small position in the stock w/ 4 Buys in early 2016 (avg cost @ E_K_S-Tuesday
59268CIO. I am not a big fan of CIO. I give it black marks for (a) small cap (b) Grommit-Tuesday
59267I bought some DSW today to go with my RCKY. P.S. I would never buy shoes onrichardred-Tuesday
59266looks like patent issues are the cause: patents on United's three largest dMicah Lance-Tuesday
59265I have seen mention of UTHR a few times now, but never dove into it. Does anyoneclm5-Tuesday
59264DSW. I add to my position in this shoe retailer. I like that they are trying Paul Senior1Tuesday
59263Big Lots (BIG). Upped my position. Perhaps more GAARP stock than value stock. Paul Senior-Tuesday
59262CIO. Add to tracking position today. Persistent insider buys and dividend yPaul Senior-Tuesday
59261Upped my UTHR position a little on today's market drop. finance.yahoo.comPaul Senior-Tuesday
59260Source of Funds investment. Not Cash but for me 'similar' to cash Link E_K_S-Tuesday
59259Where are you investing the cash portion of you portfolio? Thanks, I2Investor2-Tuesday
59258Re cash level - interesting that you consider a 10% cash level high. For me, thaSpekulatius1Monday
59257NYCB. Kahn Brothers company still in, it seems: gurufocus.comPaul Senior1Monday
59256Two things on NYCB: Remember the Kahn Brothers? They were one of the largest sE_K_S-Monday
59255NYCB. I add a little to my shares. Lack of performance of stock could be due Paul Senior-Monday
59254Much of these calculations depend on AGE and STAGE of life. I have *6 children.Lazarus-Monday
59253The information in MNPP website, regarding the properties they hold is quite gooSpekulatius2Sunday
59252This may/could be a good value bet. Will need to dig into their holdings a bit E_K_S-Sunday
59251The Microcaps real estate company I have been buying recently is MNPP (MerchantsSpekulatius1Sunday
59250It's always a battle between the projected growth rate of US industry and thGraham Osborn-Sunday
59249Hi vulpes91, I think your valuation section speaks for itself. I've never uGraham Osborn-Sunday
59248CTL gets approval for LVLT merger from shareholders . . . (filed in 8K this AM)E_K_S-last Friday
59247Yes, I'm reasonably aware of the calculations. I've bought and sold sevebruwin-last Friday
59246<I>I fail to see why renting can be better than paying towards your own prElroy1last Friday
59245I fail to see why renting can be better than paying towards your own property anbruwin-last Friday
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