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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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54452This is going to be a six bagger in time. Very impressive numbers. I've bgizwick-1 PM
54451My thanks to whoever mentioned MBNC here. Stock is up 37% today and much more togizwick-12 PM
54450Eddie Lampert doing it again at Sears - It's a good deal for Lampert and maE_K_S1yesterday
54449I see AAWW fits many of my metrics for a value stock (p/stated bv, relative p/ePaul Senior-yesterday
54448ARCP should be avoided. The financials were not very transparent to begin with, Spekulatius-yesterday
54447ARCP. Yeah, these companies with bogus financials. I seem to own one about ePaul Senior-Wednesday
54446American Realty Capital Properties, Inc. (ARCP) ARCP Says Accounting Errors WerE_K_S-Wednesday
54445Added to my AAWW position over the past two days. target of $50.00 and as price gizwick-Tuesday
54444Regarding positions we hold or have held in common: I've added now to my Paul Senior-Tuesday
54443GPS. The Gap. Rode it up, and rode it down. I'll try again. Increased mPaul Senior-last Friday
54442Fwiw, in addition to SFY, I added (small) also to my Sanchez Energy (SN) positiPaul Senior-last Friday
54441Pep Boys - Manny, Moe & Jack (PBY) PBY is a hard one for me to value. No rE_K_S1last Friday
54440I have continued to average down on SFY as recently as today at $6.51. I startedsmaycs4-last Friday
54439Ive been adding to my PBY position recently. Gabelli has been a fairly aggressivsmaycs4-last Friday
54438Re: Swift Energy Co. (SFY) I made two more buys since that post and now have a E_K_S-last Friday
54437SFY, fwiw EKS: I'm adding to my position a little here. At $9.23/sh, my cPaul Senior-last Friday
54436SCL: "Stepan Company...produces and sells specialty and intermediate chemPaul Senior-October 23
54435Loaded up on shares of EVC today as it is way undervalued and earnings are comingizwick-October 22
54434Sold Big Blue shortly after the open, made a few bucks. IMO IBM is nothing moreWallace Rivers-October 22
54433NFLX - yeah, we bought only a bit for my wife's account somewhere around 80.Jurgis Bekepuris-October 22
54432I am still kicking myself for not acting with conviction back when we discussed Difco-October 21
54431Sold BGS prior to close today. Looks like an earnings miss in after hours. BouWallace Rivers-October 21
54430PBY: Pep Boys. Added a few shares to my tracking position. Reversion-to-meaPaul Senior-October 21
54429MPW: "Medical Properties Trust, Inc. operates as a real estate investment Paul Senior-October 21
54428CSCO has over $10 per share cash on hand and trades for only 10 time expected eaBrian Sullivan-October 21
54427Adding small to positions in ORCL and GOOGL. Reiterating, I will sometimes iPaul Senior-October 20
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