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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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54369Yeah, his performance has been spotty. And Barron's thinks that institutionsJurgis Bekepuris-yesterday
54368Correct me if I'm wrong, but Gross' performance has been spotty in recenWallace Rivers2Sunday
54367Some of my friends asked me if they should sell Pimco funds due to Gross leavingJurgis Bekepuris-Sunday
54366The movement in JNS seems pretty oversized (up 38%?!), as well. How can one perWallace Rivers-last Friday
54365OT One more thing to worry about. What happens if ebola becomes a permanent Grommit-last Friday
54364I also sold my ROST back on 9/4 for $76.70 after purchasing it on 7/16 as well.Brian Sullivan-last Friday
54363ROST - sold all my shares today. A nice run from 7/16. Insiders selling and Grommit-last Friday
54362I looked at PGP as it is getting hammered with the Gross switcheroo. Down over Wallace Rivers1last Friday
54361Well you were certainly right about RIG. When I started watching and posted herJohn Koligman-last Thursday
54360Making small adds today to these positions I hold: ARP: dividend attracts BXEPaul Senior-last Wednesday
54359Added a little RYCEY (Rolls Royce) @ 79.5$. This engine manufacturer looks reasoSpekulatius-last Wednesday
54358OT: Takeovers. Fwiw, here's where I'm at regarding current takeovers/Paul Senior-last Tuesday
54357Nicely done, looks like you got about $50 on the sell side and you're buyingWallace Rivers-last Tuesday
54356ESV. I started to verrrry slowly buy back my ESV shares. Grommit-last Tuesday
54355Added to my NFG position today. Below is a recent Seeking Alpha piece stating tWallace Rivers-September 22
54354PGN - well, you are ahead on this one. I bought more. At 10% yield it would be rJurgis Bekepuris-September 20
54353Why not DE? Disclosure: I have a largish position in DE and no position in AGCOJurgis Bekepuris-September 20
54352PGN - still no position. Evidently someone already knew the dividend estimates wSteve Felix-September 20
54351EIG: I'll follow with an entry position. Stock fits my value style-box. Paul Senior-September 19
54350BTU: Speak of stocks that have taken a beating and facing headwinds Woof! [grMattyice-September 19
54349AGCO - Grommit/EKS thanks for heads up Ag prices have taken a beating. I dont Mattyice1September 19
54348Bought shares of EIG and VR over the past several days. Both should have good eagizwick-September 19
54347Re: AGCO This one came up on my recent value screen. The stock is 47% uE_K_S2September 18
54346DNR: I'll add to my position at current price.Paul Senior-September 18
54345I added to my position at $5.60. Time is on the side of the longs.gizwick-September 17
54344RE:JVA FWIW I finally bought into some shares today.richardred-September 16
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