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

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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54304Richmont Mines Inc. (NYSE MKT: RIC) Copper Mountain Mining Corporation (OTC MarkE_K_S1yesterday
54303Gold miners and Silver Miners: Quiet Week this week on board- Picking up some mMattyice-yesterday
54302Re: Tesco PLC (TSCDY) Tesco Slumps as Retailer Slashes Dividend 75% on ForecastE_K_S-yesterday
54301The internet in China is developing with enormous speed. The coming years the numz3003-Thursday
54300Auto finance companies: I'll start a small position in CPSS now at current Paul Senior-Thursday
54299ASDS, Earnings announcement was slightly disappointing to me. ASDS made 0.01 oMCsweet-August 22
54298Thanks, we all get lucky some time.Wallace Rivers-August 22
54297Very nicely done on DLR. Pinnacle Foods since I don't follow I have no 'Asymmetric-August 22
54296CE: I cautiously add a few more shares to my small Celanese position. Last moPaul Senior-August 22
54295Sold DLR and put proceeds into PF in an income account late yesterday. DLR oveWallace Rivers-August 22
54294KMI and EPB were great trades. Congrats on that. I've owned both KMI and EPBAsymmetric-August 22
54293Aug 21, 2014 2:00 AM PT Berkshire Defies Short Seller by Adding to CB&I StaE_K_S1August 21
54292ROST -- nice pick on July 16. Thanks. fingers crossed: > ...will announce Grommit-August 21
54291RKT: Rock-Tenn "manufactures and sells corrugated and consumer packaging Paul Senior-August 20
54290Congrats on ESV, I'm still holding, even off a nice move today. I think theWallace Rivers-August 20
54289ARTW: what an interesting find. Thanks for the pointer.mopgcw-August 20
54288There's been 2 or 3 times in the past where many of my stocks were at one yeGrommit-August 20
54287Art's-Way Manufacturing Co. Inc. (ARTW) - Started small position Be warned E_K_S1August 19
54286Japanese stock you might be interested in, Speculatius: 6245 on Tokyo theglobePaul Senior-August 19
54285More give-ups today for me: Reduced DKS position on news of good quarter. SPaul Senior-August 19
54284My recent give-ups. Lost patience with these. Feel free to consider my sales Paul Senior-August 18
54283DNR. Thx for the alert. I've held a few shares for a good while. StockPaul Senior-August 18
54282DNR CEO on Mad Money tonight, still holding. Affirmed the plan to increase the Wallace Rivers1August 18
54281Footwear, fwiw. "Designers/brands": I am holding shares of CROX, Paul Senior-August 18
54280Put in a high offer which filled on PF, but may re-enter at an attractive price Wallace Rivers-August 18
54279Bought more PF today sub 32. Goes ex 8/27.Wallace Rivers-August 18
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