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Strategies & Market Trends: Value Investing

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Moderated By: Paul Senior -- (Moderated) -- Started: 11/16/1996 11:01:00 PM Revision History

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.
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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!
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From Spekulatius:
Here are some value investing blogs:

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Reply	Message Preview	From	Recs	Date
48648	Abbott Laboratories (NYSE: ABT) Merck & Co. Inc. (NYSE: MRK) Pfizer Inc. (NY	E_K_S	-	07/09/2012 01:15 PM
48647	The Barron's piece is suggesting $3.50/share or more is possible. You are	Sergio H	-	07/09/2012 11:02 AM
48646	KRO. nice one. I added 1/3 more at $14.39.	Grommit	-	07/09/2012 10:58 AM
48645	Wellpoint buys Amerigroup: finance.yahoo.com I own AGP and I have mixed	Mark Marcellus	-	07/09/2012 10:22 AM
48644	Kronos Worldwide Inc. (KRO) I started back my small tracking position in KRO @	E_K_S	-	07/09/2012 10:02 AM
48643	Re Laz, you are right, its about 4x book but it's 10x tangible book. In any	Spekulatius	2	07/08/2012 10:36 PM
48642	Re BX- looks like you have to deal with a K-1 tax form if you buy BX units? One	Spekulatius	2	07/08/2012 10:28 PM
48641	You know what...GS is a buy using GN. I will check it out. On LAZ, I get 4x boo	Sergio H	-	07/08/2012 10:25 PM
48640	Re Laz,you may hAve less risk than with GS just to drop a name, but you also pay	Spekulatius	-	07/08/2012 10:16 PM
48639	Hi Nik. Thanks for your comments on LAZ, BX and ABT. On ABT, its trading at mu	Sergio H	1	07/08/2012 09:54 PM
48638	Clown - i gotta agree. besides Dell's story sounds compelling. more than 50%	NikhilJog	-	07/08/2012 09:42 PM

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