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Strategies & Market Trends
Value Investing

An SI Board Since November 1996

Posts	SubjectMarks	Bans
66119	1108	3

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.
==============================
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.

Go to reply# or date (mm/dd/yy):

Reply	Message Preview	From	Recs	Posted
66119	Re: BABA It's hard to quantify 'Political' Risk in an investment, s	E_K_S	-	an hour ago
66118	LMT, VMW and FB are very strong value plays. Only problem I can see is that the	Rarebird	-	3 hours ago
66117	Some adds today (Very small): GAMR. Averaging up. AMCX. Continuing to add.	Paul Senior	1	yesterday
66116	Been out of TGH for a while, at a loss I believe. Only on my watch list now. St	Paul Senior	-	yesterday
66115	Been selling my TGH over last few months and now hold 30% of what I had. Was lo	E_K_S	1	yesterday
66114	Pistachios is huge! Projected to be real driver of BWEL profits going forward!	Frank Sully	1	yesterday
66113	I thought that was the number. That's huge when I look at what Gladstone bo	E_K_S	-	yesterday
66112	EKS, Message 33012264 As stated in the link I provided, 15,000 acres. Frank	Frank Sully	-	yesterday
66111	Gladstone Land Acquires Pistachio Orchard & Organic Farmland in California	E_K_S	-	yesterday
66110	Upsurge in baba stock due to ma being found addressing rural teachers on line.	Madharry	-	yesterday
66109	I don't have an account with Interactive Brokers.	bruwin	-	yesterday
66108	Meanwhile back at the ranch baba is up over 9% in hong kong. the electric car b	Madharry	-	yesterday
66107	QCOM. Certainly a Good Company ....... [graphic] . . With those Fundamentals i	bruwin	-	yesterday
66106	I bought some more QCOM today. And sold some covered $55 Feb SIMO calls. SIMO	Elroy	-	yesterday
66105	Bought more AMAT and TER. Since purchase in early January AMAT up 26% and TER u	bruwin	-	yesterday
66104	EKS, From the 2020 financials: Net Income $65,230 Curre	Frank Sully	2	Tuesday
66103	My estimate for Fair Value is $806/share. I am guessing PE at 11x-12x but coul	E_K_S	-	Tuesday
66102	This trading shantie is actually pretty good: reddit.com	Spekulatius	-	Tuesday
66101	BB is up because it is a Wallstreetbets meme stock , not because of any business	Spekulatius	-	Tuesday
66100	EKS, Briar Creek Partners has invested in BWEL. Over the last two years they	Frank Sully	1	Tuesday
66099	Do you recall how/if BWEL valued their water rights? I recall a story (I believ	E_K_S	-	Tuesday
66098	Opened a position in UNUM Group @ $25.49/share. A fundamentally strong compa	$Value$	2	Tuesday
66097	Sold all my AMC Networks (AMCX) shares today @ $43.10/share for an 80% return si	$Value$	2	Tuesday
66096	you can also go to seekingalpha.com and search for bwel. there were some excelle	Madharry	1	Tuesday
66095	Decided to just sell some BGS shares today and hold the cash. In fact peeled of	E_K_S	-	Tuesday

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