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 Strategies & Market Trends: Value Investing  
Posts: 54196 | Member SubjectMarks: 964 | No Bans

Share This Board Moderated By: Paul Senior -- (Moderated) -- Started: 11/16/1996 11:01:00 PM  Revision History

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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54196I sold my FDO position today. 22% gain in less than two weeks, helps to get lucWallace Rivers-12:18:03 PM
54195OT - Then you have the bank "Libor" rate conspiracy. Lloyds Banking GE_K_S-08:38:31 AM
54194The smaller banks have not seen much litigation. Their business model is simplerSpekulatius-02:06:54 AM
54193EKS thanks for your reply - will keep you updated. I also bank with my privateMattyice-07/26/2014 06:21 PM
54192Hi Mattyice - Re: Banks I still do not trust the reported BV especially in thE_K_S-07/26/2014 04:13 PM
54191Below are my trades done for the period 6/23/2014 through 7/25/2014 BUYs AchaogE_K_S107/26/2014 04:01 PM
54190I'm with you - not really sure what to make of banks, but in a market that hMattyice-07/26/2014 02:59 PM
54189I added a little to WD (commercial mortgage originator) at 13.2$. I like the manSpekulatius-07/25/2014 10:23 PM
54188CBI. Go figure. Had a limit order in for more shares as well and it didn't Asymmetric-07/25/2014 06:59 PM
54187Liberty: Thx for opinions. Paul Senior-07/25/2014 12:49 PM
54186CBI reports. Looks okay to me. Naysayers though have the upper hand-- stock doPaul Senior-07/25/2014 12:08 PM
54185No. Jurgis Bekepuris-07/25/2014 01:01 AM
54184I don't think that the distribution of LMCK share is a big deal, this is essSpekulatius-07/24/2014 11:22 PM
54183The NY city parcels, Cinema 123 (3rd ave between 59/60th) and Union Square Theatlawndale1-07/24/2014 08:02 PM
54182You wrote your message prior to the sale of big Burwood development parcel. Furlawndale1-07/24/2014 07:39 PM
54181Liberty: You guys who are in, are you making any changes with respect to your Paul Senior-07/24/2014 02:56 PM
54180Fwiw, here's what I'm doing - so far - with some of the stocks I have thPaul Senior-07/24/2014 01:36 PM
54179Thx, EKS. I'll have to consider further. Alterative use for containers tPaul Senior107/24/2014 12:53 PM
54178Re: Container leasing TAL International Group, Inc. (TAL) -NYSE TAL InternatiE_K_S107/24/2014 12:02 PM
54177Hi Grommit - Re: Government Properties Income Trust (GOV) - Hold for me I did E_K_S-07/24/2014 11:40 AM
54176Containers: EKS, I see you're in for some TAL, and I know you've folloPaul Senior-07/24/2014 11:08 AM
54175GOV. We all hate the company (mgmt) but the price is compelling. I added a feGrommit107/24/2014 10:04 AM
54174EVK - I took a look at this Chinese co. It's cheap. Probably based on fraud Jurgis Bekepuris107/24/2014 01:54 AM
54173TSCDY: Not sure what I will do here. Guess I will continue to hold. SlightPaul Senior-07/22/2014 07:33 PM
54172Re: Tesco PLC (TSCDY) Been watching this one as it gets close to a new 52wk lowE_K_S-07/22/2014 02:17 PM
54171Thx for the APA update. Some of us here are still in that one, I expect. Jana Paul Senior-07/21/2014 08:24 PM
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