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Strategies & Market Trends
Value Investing
An SI Board Since November 1996
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76098 1202 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
76098Re: Cleveland-Cliffs Inc (CLF) 15% add as I build position US SteeE_K_S-yesterday
76097Wonderful history of ROIC and great unit economics and they plan on continuing gMattyice-yesterday
76096RE: Cleveland-Cliffs Inc (CLF) This on the news wires this AM: ClevelaE_K_S-yesterday
76095INMD also a loser for me. Only have a tracking position. In medical device subPaul Senior-yesterday
76094You would think that CLF has their hands full with the STLC merger but I guess cSpekulatius-Thursday
76093yes, but many more seniors playing pickle ball now. New knees & hips help aE_K_S-Thursday
76092OT: Best wishes for a speedy recovery for him. Make sure he diligently does thPaul Senior1Thursday
76091My father, 91 yo just had a hip replaced last week :)Ditchdigger-Thursday
76090ZBH. Thanks for information reported, EKS. Prospects going forward look good tPaul Senior-Thursday
76089Re: ZBH As I build position did a 25% add. They had a presentation today whichE_K_S-Thursday
76088ZBH. I start a tracking position in expectation that there'll be a reversPaul Senior-Thursday
76087Steel. I'm also adding a little to CLF as it falls. I've a few shares Paul Senior-Thursday
76086Re: Cleveland-Cliffs Inc (CLF) 15% increase in CLF as I build position.E_K_S-Wednesday
76085after looking at it a little more I would be a buyer of paypal at $60. that woulMadharry-Wednesday
76084after looking at it a little more I would be a buyer of paypal at $60. that woulMadharry-Wednesday
76083I think DG and DLTR competes in similar markets and are having similar problems Ccube-Wednesday
76082I walk into costco about once a week. I would say that the biggest change is thMadharry-Wednesday
76081He may be raising cash, but he's also continuing to buy up OXY shares at thescbeachbum-Wednesday
76080Nordstrom family offers to buy retailer for $23 a share in cash I sold my JWN bE_K_S2Wednesday
76079It was in the conference call on last earnings. when it dropped > 25% BasicaCcube-Tuesday
76078DG. Dollar General. Margins – especially NPM, %-wise – have diminished rapidlypetal-Tuesday
76077<i>"He had done it ....... in 1987 and in the late 90s.. he knows sombruwin-Tuesday
76076Actually Berkhire paid a dividend of 10 cents once, in 1967, which Buffett also JohnyP-Tuesday
76075<i>"Would be a once in a lifetime thing"</i> It certainlybruwin-Tuesday
76074"Buffet raising cash like there is no tomorrow." Any chance Mr. BuffeE_K_S-Tuesday
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