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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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54351EIG: I'll follow with an entry position. Stock fits my value style-box. Paul Senior-yesterday
54350BTU: Speak of stocks that have taken a beating and facing headwinds Woof! [grMattyice-yesterday
54349AGCO - Grommit/EKS thanks for heads up Ag prices have taken a beating. I dont Mattyice1yesterday
54348Bought shares of EIG and VR over the past several days. Both should have good eagizwick-yesterday
54347Re: AGCO goo.gl This one came up on my recent value screen. The stock is 47% uE_K_S1Thursday
54346DNR: I'll add to my position at current price.Paul Senior-Thursday
54345I added to my position at $5.60. Time is on the side of the longs.gizwick-Wednesday
54344RE:JVA FWIW I finally bought into some shares today.richardred-Tuesday
54343FWIW BGFV is now on my watch list, as, well. One other thing to consider - it iWallace Rivers-Tuesday
54342PRLS - sorry, not interested. Not in my circle of competence. :) Just two short Jurgis Bekepuris-Tuesday
54341BFGV has had a pretty horrible 2014 so far - down close to 50% to date. SupposAsymmetric-Monday
54340Big 5 Sporting Goods Corp.(BGFV) I have had this one on my value watch and do sE_K_S1Monday
54339Okay, Asymmetric, it's about two years later for BGFV, and this sporting goPaul Senior-Monday
54338CPSS: Upping my position in this auto finance company. Although earnings hisPaul Senior-Monday
54337I heard no specific education companies mentioned.Paul Senior-Monday
54336Paul - Did the author mention any on-line "certified" education compaE_K_S-Monday
54335This book, "Deep Value: Why Activist Investors and other Contrarians BattlPaul Senior-Monday
54334PRLS, Ok one of my pet peeves is people who recommend stocks after they have goMCsweet-Monday
54333Long Run Exploration, LRE.to/WFREF: Upped my small position. Low ev-to-flowiPaul Senior-September 12
54332Upping my few shares of ammo maker ATK a little more. finance.yahoo.comPaul Senior-September 12
54331Making it Rain - because thats what we doin every day all day [graphic]Mattyice-September 9
54330PF getting hit on secondary offering. Bought back in to BGS today @ 28.74, goesWallace Rivers-September 9
54329Well I can't help being a little impartial on this one. Message 28884481richardred-September 9
54328Paul, One of the things I liked about ENSV is that senior management owns 45% oAsymmetric-September 9
54327My top (>2%) positions in no particular order: MGDDY, JPM, MHNC, GLW, DRAGJurgis Bekepuris1September 9
54326I like the cigar butt idea, as well.Wallace Rivers3September 7
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