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Strategies & Market Trends
Value Investing

An SI Board Since November 1996

Posts	SubjectMarks	Bans
63256	1081	2

Emcee: Paul Senior	Type: Moderated

Introduction Compact

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:
Message 28850420

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Reply	Message Preview	From	Recs	Posted
63256	Thinking companies like SABR will be hit further. To: Paul Senior who wrote (6	richardred	-	Saturday
63255	OT -- not related to specific value stocks --- I agree. if spead is controlled	Grommit	-	last Thursday
63254	Cruiselines are going to be hit harder than airlines or hotels, because the busi	Spekulatius	-	last Thursday
63253	glad you are out of them. in addition to supply chains getting scrambled (now)	Grommit	-	last Thursday
63252	Yes, a difficult and maybe scary situation for cruise lines and passengers. I	Paul Senior	1	last Thursday
63251	NCLH CCL. tough times coming. followed you with a small buy, but sold my NC	Grommit	-	last Thursday
63250	Was killing a little time, as I do in the Winter(g) and thinking about TWTR'	Ditchdigger	-	last Wednesday
63249	Morning EKS, so I joined you in 1/2 position of VMVAX. I appreciate the suggesti	Ditchdigger	1	last Wednesday
63248	paul , today is a good day for me. I knew about the sum of the parts valuation	Madharry	-	last Tuesday
63247	How One Value Investor Is Weathering the Strategy’s Underperformance Gotham Ass	Julius Wong	-	last Tuesday
63246	reit data... here's some data that i collect on reits -- two clips of a spre	Grommit	2	February 8
63245	Re WHA No change in WHA position for which avg purchase price has been €25.60:	Spekulatius	1	February 7
63244	Positions as of now: Finally took initial position in TLRD for a total avg of	Nya_Quy	-	February 7
63243	EAF. Upping my position in Graftech. Rationale: Graftech is one of several	Paul Senior	-	February 7
63242	Thanks EKS, always appreciated. Not much yield in some of the dividend and bond	Ditchdigger	-	February 7
63241	Yes . I did a re-balance in Dec taking some off the SPX 500 fund and put into T	E_K_S	-	February 7
63240	Morning EKS, do you hold any vanguard bond funds? Suggestions? Just curious, I d	Ditchdigger	-	February 7
63239	On the 4th February I did an analysis on PSX and put it in this link .... Messa	bruwin	-	February 7
63238	Re PSX - the excerpt from the Q4 earnings call is why I like PSX. They have an e	Spekulatius	1	February 6
63237	Madharry, as you must undoubtedly know, today is a good day for you to have a &q	Paul Senior	-	February 6
63236	Thanks for VBR. Just logged into my Vanguard account and moved some money into	E_K_S	-	February 6
63235	EKS--I've used this fund in my daughter's rollover IRA for the past 3 ye	ekimaa	-	February 6
63234	Value stocks time to shine might be here Feb. 6, 2020 11:55 AM ET\|About: Vangua	E_K_S	-	February 6
63233	Corning declares $0.22 dividend Corning (NYSE: GLW) declares $0.22/share quart	E_K_S	1	February 5
63232	Good morning Paul, This AM shows that your suggestion the LIT performance is h	OldAIMGuy	-	February 5

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