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Value Investing
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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...

From E_K_S, here are some recent value investing books posters have recommended and discussed:

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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54443GPS. The Gap. Rode it up, and rode it down. I'll try again. Increased mPaul Senior-yesterday
54442Fwiw, in addition to SFY, I added (small) also to my Sanchez Energy (SN) positiPaul Senior-yesterday
54441Pep Boys - Manny, Moe & Jack (PBY) PBY is a hard one for me to value. No rE_K_S1yesterday
54440I have continued to average down on SFY as recently as today at $6.51. I startedsmaycs4-yesterday
54439Ive been adding to my PBY position recently. Gabelli has been a fairly aggressivsmaycs4-yesterday
54438Re: Swift Energy Co. (SFY) I made two more buys since that post and now have a E_K_S-yesterday
54437SFY, fwiw EKS: I'm adding to my position a little here. At $9.23/sh, my cPaul Senior-yesterday
54436SCL: "Stepan Company...produces and sells specialty and intermediate chemPaul Senior-Thursday
54435Loaded up on shares of EVC today as it is way undervalued and earnings are comingizwick-Wednesday
54434Sold Big Blue shortly after the open, made a few bucks. IMO IBM is nothing moreWallace Rivers-Wednesday
54433NFLX - yeah, we bought only a bit for my wife's account somewhere around 80.Jurgis Bekepuris-Wednesday
54432I am still kicking myself for not acting with conviction back when we discussed Difco-Tuesday
54431Sold BGS prior to close today. Looks like an earnings miss in after hours. BouWallace Rivers-Tuesday
54430PBY: Pep Boys. Added a few shares to my tracking position. Reversion-to-meaPaul Senior-Tuesday
54429MPW: "Medical Properties Trust, Inc. operates as a real estate investment Paul Senior-Tuesday
54428CSCO has over $10 per share cash on hand and trades for only 10 time expected eaBrian Sullivan-Tuesday
54427Adding small to positions in ORCL and GOOGL. Reiterating, I will sometimes iPaul Senior-Monday
54426JVA, Even though coffee prices have been dropping recently (still high), there MCsweet-Monday
54425Apache Corp. (NYSE: APA) Exxon Mobil Corporation (NYSE: XOM) Exxon-Apache PaiE_K_S-last Saturday
54424Added a bit to positions also: BAX, DNR, AE. Am still considering adding to Paul Senior-last Saturday
54423I bought some TROW at 72.4$, UTX @100.2$ and APA 70.34$. I sold CSG @7.8$ I had Spekulatius-October 17
54422Some positions I have that I've added to in this market swoon: C, BYI, FCX,Paul Senior1October 16
54421No hype just fact as per the CDC ( who are trying to put on a game face) and dowgizwick-October 15
54420RE: ARTW The stock just was discover today and is not IMO trading on traditionarichardred-October 15
54419OT. Fidelity response about the incorrect performance numbers in my account: &qJurgis Bekepuris-October 14
54418OT: It is not transmitted as an airborne disease though, like the flu is, etc. Itsigprofit2October 14
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