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Strategies & Market Trends
Value Investing
An SI Board Since November 1996
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80108 1230 4
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.
==============================
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.

List of related books: TBD
==============================

From Spekulatius:
Here are some value investing blogs:
Message 28850420

DO NOT POST COMMENTARY ABOUT CORONAVIRUS/COVID ON THIS THREAD UNLESS IT PERTAINS TO A SPECIFIC STOCK.
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ReplyMessage PreviewFromRecsPosted
80108Adds to positions. All small CLX (Clorox), SYK (Stryker) as they continue toPaul Senior-yesterday
80107RE: Adobe Systems Inc (ADBE) Pre-market 239.33-9.50 (-3.82%) EarninE_K_S-yesterday
80106Re: Astec Inds Inc (ASTE) 60% add as I build position. At a 65% portfoE_K_S1Thursday
80105SYK. I'll start a tracking position in Stryker after it hits a 12-mo low thPaul Senior1Thursday
80104DECK. I'll start adding now to my tracking position.Paul Senior-Thursday
80103RE: BRBR I am waiting for a bit lower to give myself the margin of safety I wanSean Collett1Thursday
80102Campbell’s Dividend Cut May Reset the Stock, But the Turnaround Still Has to Delroguedolphin1Wednesday
80101BRBR Bellring Insider Director buying shares today..... dataroma.comroguedolphin1Wednesday
80100Re: Bellring Brands Inc Cl A (BRBR) 50% add today in BRBR at $9.47/sharE_K_S1Wednesday
80099McCormick & Co. (MKC) - Produces and sells spices, seasonings, condiments, JakeStraw2Tuesday
80098TAP. In now for a tracking position (Molson Coors) finance.yahoo.comPaul Senior-Tuesday
80097ABM. I had my chances. Missed them all. Oh well.Paul Senior-Tuesday
80096Re: ABM Industries Inc (ABM) +7.08% on earnings beat Abm signals $3E_K_S-Tuesday
80095<i> Only qualified dividends and LTCGs qualify for the zero rate. </Elroy-Tuesday
80094Elroy- Only qualified dividends and LTCGs qualify for the zero rate. If you on aFIFO_kid21Monday
80093Yes that is deductible as an itemized deduction and if your account is registereFIFO_kid22Monday
80092<i> These are funds generated by borrowing against the collateral of yoElroy-Monday
80091These are funds generated by borrowing against the collateral of your stock portFIFO_kid21Monday
80090<i> I hold the gains inside the taxable portfolio and peel off the longElroy-Monday
80089<i> the buy borrow die strategy and borrow against the portfolio for liElroy-Monday
80088EKS- Likewise my state recently repealed taxes on capital gains. I go through thFIFO_kid22Monday
80087That's exactly what I do. I hold the gains inside the taxable portfolio andE_K_S2Monday
80086<i> If a person has a \portfolio of long-term winners, and if those oveElroy-Monday
80085If you are at a point where the 20% rate is applicable with NIIT you are at 23.8FIFO_kid22Monday
80084Edit; Comment to Elroy: "In a regular account it seems (to me) pretty haPaul Senior1Monday
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