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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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54433NFLX - yeah, we bought only a bit for my wife's account somewhere around 80.Jurgis Bekepuris-3 hours ago
54432I am still kicking myself for not acting with conviction back when we discussed Difco-yesterday
54431Sold BGS prior to close today. Looks like an earnings miss in after hours. BouWallace Rivers-yesterday
54430PBY: Pep Boys. Added a few shares to my tracking position. Reversion-to-meaPaul Senior-yesterday
54429MPW: "Medical Properties Trust, Inc. operates as a real estate investment Paul Senior-yesterday
54428CSCO has over $10 per share cash on hand and trades for only 10 time expected eaBrian Sullivan-yesterday
54427Adding small to positions in ORCL and GOOGL. Reiterating, I will sometimes iPaul Senior-Monday
54426JVA, Even though coffee prices have been dropping recently (still high), there MCsweet-Monday
54425Apache Corp. (NYSE: APA) Exxon Mobil Corporation (NYSE: XOM) Exxon-Apache PaiE_K_S-last Saturday
54424Added a bit to positions also: BAX, DNR, AE. Am still considering adding to Paul Senior-last Saturday
54423I bought some TROW at 72.4$, UTX @100.2$ and APA 70.34$. I sold CSG @7.8$ I had Spekulatius-last Friday
54422Some positions I have that I've added to in this market swoon: C, BYI, FCX,Paul Senior1last Thursday
54421No hype just fact as per the CDC ( who are trying to put on a game face) and dowgizwick-last Wednesday
54420RE: ARTW The stock just was discover today and is not IMO trading on traditionarichardred-last Wednesday
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
54417You here a lot of banter on Yahoo about hedging and how they will have losses dugizwick-October 14
54416FWIW-I do own some JVA and still like it. The big doubt here might be. Did theyrichardred-October 14
54415Gizwick, JVA -- stock looks interesting here. So are JVA fundamentals improviMCsweet-October 14
54414Doubt it. If oil is going to $25, most, if not all, the oil rigs will shut down rllee-October 14
54413According to nurses it is capable of being airborne. If a patient or infected pegizwick1October 14
54412JNJ getting beat up after opening higher. Seems like an over reaction in a skitWallace Rivers-October 14
54411I have been buying KTOS the last two trading sessions. I am interested in this gcrispin-October 14
54410OT Ebola Everything I have seen by medical experts say it is very unlikely to mtsigprofit1October 14
54409OT - But a developing story that may/could impact investments Yes and I hear thE_K_S-October 14
54408Just a word for the wise. RE:CC I don't think there is big demand for sugar richardred-October 14
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