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Strategies & Market Trends
Value Investing
An SI Board Since November 1996
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63632 1081 3
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.

List of related books: TBD
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From Spekulatius:
Here are some value investing blogs:
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63632Bruwin: Please keep your political commentary off this thread. We're herPaul Senior153 minutes ago
63631I'd say, E_K_S, that you make several very good and telling points, such as bruwin-an hour ago
63630Keith I somewhat agree but perhaps long term, companies may focus on having theiE_K_S-3 hours ago
63629Obviously things won't be "back to normal" within a short period obruwin14 hours ago
63628I think you are way too optimistic about USA booming post-COVID (whenever that iKeith J24 hours ago
63627GOOG. Added a little yesterday. My estimate of fair value for this year'Paul Senior-5 hours ago
63626Made a small add to Greenbrier Companies (GBX). Stock was off big Friday. I suE_K_S-8 hours ago
63625No problem DinoNavarre...bruwin-8 hours ago
63624SYK. Looking at this company based on my parameters I'd say its Fundamentalbruwin-8 hours ago
63623Thanks bruwin...DinoNavarre-9 hours ago
63622JMO, with the disclaimer SYK is my biggest holding. SYK is getting hit with theWallace Rivers-8 AM
63621IMO, once this Covid-19 thing is over the USA will BOOM like never before, especbruwin-3 AM
63620ALLY. Subprime car loans, internet bank, mortgage loans. Stock is pretty bPaul Senior-yesterday
63619GVA. Added a few shares. I am anticipating that, finally, in 2020 a USA infrasPaul Senior-yesterday
63618VEC. This company has relatively low Margins .... [graphic] There's lessbruwin-yesterday
63617STWD. I'll take a few shares here and bet that Mr. Sternlicht will guide tPaul Senior-yesterday
63616IMO, the CV-19 situation & it's downstream effects are going to be with DinoNavarre-yesterday
63615BRX. Could be more risk if isolation continues for a protracted period of time Paul Senior-Thursday
63614BRX. I count 1/2 of their top 10 to be in trouble. 8.5% of 17%. And if you goGrommit-Thursday
63613FLY. Adjusted net income last year: $225.9M "Sold aircraft for an economiPaul Senior-Thursday
63612Hmm, FLY looks interesting to me: I am going to take a closer look at it. Thank Nya_Quy-Thursday
63611The latest here, big box stores (Target etc.) can now only sell "essential&Spekulatius-Thursday
63610Aircraft lessors. Added a little to my losing position in FLY. We gotta have Paul Senior1Thursday
63609BLX. "Banco Latinoamericano de Comercio Exterior, S.A., a multinational baPaul Senior-Thursday
63608BRX. Stock hit a multiyear low. Under $8/sh. I added today. Two weeks ago atPaul Senior-Thursday
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