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Strategies & Market Trends
Value Investing
An SI Board Since November 1996
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61743 1058 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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61743Those p/tbv numbers need context imo. I see the argument that margin-of-safety Paul Senior1yesterday
61742Market must have liked GVA's earnings this morning(or simply couldn't unDitchdigger-yesterday
61741To be sure, no metric is perfect. The only gold standard is to calculate the liGraham Osborn-yesterday
61740NCS. NCI Building Systems. Started a small position. Reversion-to-mean play.Paul Senior-yesterday
61739lmaoflbenbuffett-Tuesday
61738Caesars Entertainment ( CZR+4.4%) rallies after Carl Icahn officially discloses E_K_S-Tuesday
61737I'm a big fan of FA but perhaps and even bigger fan of TA. Let's go wLazarus-Tuesday
61736What's you expectation for SUP? Is this more of a reversion to the mean canE_K_S-Tuesday
61735GOOG makes lots of investments for future business. If those monies are capitalPaul Senior-Tuesday
61734I took some SUP this am @ $5.32Lazarus-Tuesday
61733As with a lot of tech companies, the PE of Facebook is pretty deceiving. Free cGraham Osborn3Monday
61732My 5 Stock Portfolio, in the same particular order it has been in since 2012, shbruwin1last Saturday
61731re NWL - I believe it’s a melting ice cube and their brands are waning. Too muchSpekulatius-last Friday
61730Re: FB Did anyone notice how FCF fell off in 2018? The reason was increased invSpekulatius-last Friday
61729re CHL, yes I bought some in the mid forties a couple of month ago. I reduced thSpekulatius-last Friday
61728Another Buy for NWL @ $17.11/share. That's a 5.3% div yield. Next Buy leveE_K_S-last Friday
61727Re: NWL I am in for two Buys today. One at $18.60 and another at $17.65/share.E_K_S1last Friday
61726NWL being punished -- in for some @ $17.38Lazarus-last Friday
61725Re: FB Did anyone notice how FCF fell off in 2018? The reason was increased inGraham Osborn-last Friday
61724Thanks EKS & Paul. Looks like SUP has paid a divy for 30yrs. I remember bbenbuffett-last Thursday
61723CHL. Yes, still holding a few shares. Fwiw, from Barron's 1/19/19 RoundtaPaul Senior-last Thursday
61722No more KRO. I say my largest GN holding now is UNFI. Still has 12-15 months tE_K_S-last Thursday
61721Anybody familiar with NL, VHI & KRO? EKS I believe you were in KRO a few yeabenbuffett-last Thursday
61720Anyone still in CHL? Pays a decent divy, Graham number at 61.benbuffett-last Thursday
61719Recent buys: Nordstrom, JWN. Low relative (to itself) p/e. Penske Automotive,Paul Senior-February 13
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