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Strategies & Market Trends
Value Investing
An SI Board Since November 1996
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61732 1057 1
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.

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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Moderator may remove posts and/or posters where TA analysis of specific stocks is discussed with the purpose of making buy/sell/hold/wait/pass comments based on where the price trend is headed.

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!
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From Spekulatius:
Here are some value investing blogs:
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61732My 5 Stock Portfolio, in the same particular order it has been in since 2012, shbruwin-4 hours ago
61731re NWL - I believe it’s a melting ice cube and their brands are waning. Too muchSpekulatius-yesterday
61730Re: FB Did anyone notice how FCF fell off in 2018? The reason was increased invSpekulatius-yesterday
61729re CHL, yes I bought some in the mid forties a couple of month ago. I reduced thSpekulatius-yesterday
61728Another Buy for NWL @ $17.11/share. That's a 5.3% div yield. Next Buy leveE_K_S-yesterday
61727Re: NWL I am in for two Buys today. One at $18.60 and another at $17.65/share.E_K_S1yesterday
61726NWL being punished -- in for some @ $17.38Lazarus-yesterday
61725Re: FB Did anyone notice how FCF fell off in 2018? The reason was increased inGraham Osborn-yesterday
61724Thanks EKS & Paul. Looks like SUP has paid a divy for 30yrs. I remember bbenbuffett-Thursday
61723CHL. Yes, still holding a few shares. Fwiw, from Barron's 1/19/19 RoundtaPaul Senior-Thursday
61722No more KRO. I say my largest GN holding now is UNFI. Still has 12-15 months tE_K_S-Thursday
61721Anybody familiar with NL, VHI & KRO? EKS I believe you were in KRO a few yeabenbuffett-Thursday
61720Anyone still in CHL? Pays a decent divy, Graham number at 61.benbuffett-Thursday
61719Recent buys: Nordstrom, JWN. Low relative (to itself) p/e. Penske Automotive,Paul Senior-Wednesday
61718Exxon : Sold Secured Cash Puts Feb 7, 2019 : Sold 1 Weekly CSP strike 71,5@0.25 Valuex-last Saturday
61717Good info/advice EKS Thanks!!!benbuffett-last Saturday
61716It's good to compare debt levels by looking at the industry norms but remembE_K_S-last Saturday
61715Thank you EKS, made me look a little closer . I noticed that many of the creditbenbuffett-last Saturday
61714Another 15% add for me of UNFI @ $13.26/share. Had three buys last week. Not qE_K_S-February 8
61713FHLB earnings news out NEWS Friendly Hills Bank Reports Fourth Quarter ResultLazarus-February 8
61712SYF still carries a lot of debt almost 9x Net Income = LT Debt. They do bring iE_K_S-February 8
61711Anyone have thoughts on SYF Synchrony Financial? Small holding in Berkshire. I benbuffett-February 8
61710Yes, I mean DFS. ADS practice to add amortization to their GAAP earnings was cerSpekulatius-February 8
61709Ah yes - makes sense now.Paul Senior-February 8
61708I'm pretty sure he means DFS - Discover Financial.benbuffett1February 8
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