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

Updated 5/26/16: From E_K_S, here are value investing books posters have recommended and discussed:

docs.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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59858To add to your comment on ANW, Aegean Marine Petroleum Network. I also own thisBridge Player-9 hours ago
59857Took a starter position in BGS this morning - thanks for the heads up.Lazarus-yesterday
59856distribution income is the deferred income from the dividends. That lowers yourE_K_S-yesterday
59855What's "deferred distribution income"? I thought for an MLP, you Elroy-yesterday
59854Not really but you do have a tax event for the K1 that may/could require a paymeE_K_S-yesterday
59853<i>I have been buying shares at/near the lows and then selling some high pElroy-yesterday
59852Re: Calgon Carbon Corporation (CCC) Calgon Carbon shares soar 62% as company toE_K_S-yesterday
59851Re: UAN UAN is a deep value play. We finally saw some movement in the urea priE_K_S-yesterday
59850I'm still holding my UAN waiting for any good news....... I bought a littleElroy-Wednesday
59849B&G Foods, Inc. (BGS) - a 25% add to current position 6.2% div now at my BuyE_K_S1Wednesday
59848outLazarus-Wednesday
59847Actually looks like UAN prices haven't increased appreciably: farmfutures.coArea511Tuesday
59846I'll maintain my target of .18 cents on this turd -- but that said I have noLazarus-Tuesday
59845I'll load a little UAN here based on (also based in part on the technicals bArea51-Tuesday
59844Duplicate - but I accidentally responded to myself. Yes, as I mentioned here Lazarus1Tuesday
59843Here's a couple of major trading errors. I bought OPCO as low as .15 centsLazarus-Tuesday
59842Yes, as I mentioned here the other day, I added 30k shares on the dip to .03 ItLazarus1Tuesday
59841do you still like IVRO at it's current price? yahoo shows it now has a p/e oInvestor Clouseau-Tuesday
59840As mentioned here I picked up RFIL back in May which is another company in the Lazarus-Tuesday
59839re: "peeled off 50% of remaining shares bought 5/2016" ditto today Paul Senior-Tuesday
59838UBNT. Stock did not drop anywhere near as much as I would've expected givPaul Senior-Tuesday
59837One thing I add to this that maybe others can learn from - I realize that up untGraham Osborn-Monday
59836Trinity Industries, Inc. (TRN) - peeled off 50% of remaining shares bought 5/201E_K_S-Monday
59835I sold my UBNT today after reading that Citron report. Andrew Left is promotionGraham Osborn-Monday
59834Re: SMCI This is kind of an interesting situation: Chinese-American owned compaGraham Osborn-Monday
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