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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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ReplyMessage PreviewFromRecsPosted
59392I wish I had an answer for the selling but I don't. No form 4s filed. No ingcrispin-an hour ago
59391POLA follow up, Thanks for trying, but your reply doesn't help. For some mMCsweet-yesterday
59390I can't answer regarding the specific stock, however being at an informationMicah Lance-yesterday
59389POLA follow up There is large trading volume below 7. Do you think someone haMCsweet1yesterday
59388Sold RCKY Rocky today. Buffett's Justin Boots is not allowed to buy it now.richardred-yesterday
59387VSTO. I add a few shares to my downtrodden position. vistaoutdoor.comPaul Senior-yesterday
59386C: Adding more shares to my Citigroup position here. Stock still below tangiPaul Senior-last Friday
59385Perhaps just a deadcat/oversold bounce, we'll see.Ditchdigger-last Friday
59384I saw no new news except , that relatively good comparisons at the Foot Locker hrichardred-last Thursday
59383Wonder what is up with ANF, besides volume and price. Short Interest (Shares Ditchdigger-last Thursday
59382Certainly people will look buy their products / brands online or somewhere else,Sisyphus-last Wednesday
59381re: GILD - adding to what I've said before.. A few positives: IMO, good manMicah Lance-last Wednesday
59380also deploying cash into additional shares of ZBH, GILD, TSM. finance.yahoo.coPaul Senior-April 18
59379SYF: Ok, from one with maybe too much debt to one with maybe too much capitalPaul Senior-April 18
59378Re HNI approximately 89% of our net sales were wholesale sales to retailers...&qSpekulatius-April 18
59377I2, regarding NWL. I've opened a tracking position to monitor it. The coPaul Senior-April 18
59376Agree with Mr. Senior comments about debt, also troubling from their 10K: "Sisyphus-April 18
59375HBI (Hanes). Imo, yes, a good value at current price. Otoh, I believed the Paul Senior-April 17
59374Retail REITs -- Although this is a 'value forum', and the metrics forGrommit-April 17
59373It is curious, the short interest in BIG. Found this article from SA in 2015 digeoffrey Wren-April 17
59372IMO, a significant portion of the 30+% short interest can't be due to trade Micah Lance2April 17
59371Is Hanesbrands Inc. (HBI) a good value at current price? Thanks for your inputSAM-April 17
59370 Those are the kind of answers I was looking for -- is the short interest becausMCsweet-April 17
59369TD Ameritrade has short interest at 32% as of 3/31/17. Seems there really is thigeoffrey Wren-April 17
59368Re: PICO Google buys lands near Tesla's gigafactory Google ( GOOGL, GOOG)E_K_S1April 17
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