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Strategies & Market Trends
Value Investing
An SI Board Since November 1996
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62144 1067 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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62144I came to the same conclusion as you. With so much money, I guess Dalio thinks tE_K_S-an hour ago
6214364.5% of his current Portfolio sits IN ONLY 4 ETF'S !! ~14% in the S&P5bruwin-6 hours ago
62142Looks like that LIFO charge represents $4.21/share in BV. BV from their financiE_K_S-yesterday
62141Seneca for years touted book value increases, due to LIFO accretion. The Lifo chSpekulatius-yesterday
62140Sold NUE at a small profit this morning on a lackluster forward look.Wallace Rivers1yesterday
62139Seneca Foods Reports Sales and Earnings for the Quarter and Year Ended March 31,E_K_S-yesterday
62138Corteva +3% after Deutsche Bank joins bull camp Jun. 17, 2019 8:27 AM ET ShareE_K_S-yesterday
62137Been getting my Schwab alerts from new analyst estimates. A pretty nice featureE_K_S-Sunday
62136Ray Dalio (Value Investor) Just Made a HUGE Bet on These Stocks. Here Is His StoE_K_S-Sunday
62135KEM. Also a small add to my small position today.Paul Senior-last Friday
62134FWIW-Took the plunge today -New Buy for myself to go with my VSH - KEM- KEMET Crichardred-last Friday
62133Re: John Neff screen Most of those stocks have not followed. Do not own any unE_K_S-last Friday
62132When Everything That Counts Can’t Be Counted thereformedbroker.comSultan1last Friday
62131Fwiw, current John Neff screen as interpreted by Am Assoc of Individual InvestorPaul Senior-last Thursday
62130Fwiw, current John Neff screen as interpreted by Am Asoc of Individual InvestorsPaul Senior-last Thursday
62129Fwiw, current John Neff screen as interpreted by Am Asoc of Individual InvestorsPaul Senior-last Thursday
62128John Neff Outperformed the Stock Market for Three Decades [graphic] wsj.comSultan-last Thursday
62127RE-Beyond Meat Competition Tyson Launches Its First Plant-Based Protein Brand trichardred-last Thursday
62126Thanks - put them both on watch.Lazarus-last Wednesday
62125Started a small Buy in AG genetic research company Arcadia Biosciences (RKDA) @ E_K_S1last Wednesday
62124re MAC - I recommend looking closely at the balance sheet. I haven’t looked st MSpekulatius-last Tuesday
62123MAC. I'll chance that supposed high-end mall operator Macerich can stop itPaul Senior-last Tuesday
62122Same here. I rebought the shares I sold a few day at higher prices. The stock isSpekulatius-June 10
62121Upped my CTVA position by 35% w/ a BUY at $25.25/share. Stock is undervalued bE_K_S-June 10
62120Yes, low nat gas prices/futures affecting these stocks. I have SWN, big in gas aPaul Senior-June 10
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