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Strategies & Market Trends
Value Investing

An SI Board Since November 1996

Posts	SubjectMarks	Bans
62904	1079	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.
==============================
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
62904	Re Macy’s. my counter argument is simple - if you like retail real estate that m	Spekulatius	-	2 hours ago
62903	1) I have used all investing methods with some success but I can say I made the	FIFO_kid2	3	8 hours ago
62902	The Prudent Speculator [youtube video]	E_K_S	1	11 AM
62901	FL (Foot Locker). I reenter for a few shares. P/e under 10x attracts me. ROE	Paul Senior	-	11 AM
62900	1. I read the Intelligent Investor in 1973 and it resonated with me. I read	Paul Senior	3	10 AM
62899	1. How and when did you discover (Value) Investing as a discipline and what was	Jurgis Bekepuris	3	9 AM
62898	RE: Macy's Company still covers their dividend of $1.51/share. Macy's	E_K_S	-	8 AM
62897	M - Macy’s in trouble: finance.yahoo.com I think these guys don’t have the mean	Spekulatius	-	7 AM
62896	This Value Investing thread was apparently born in November '96: a looong ti	Nya_Quy	2	yesterday
62895	Agree with you on ET, am too trying to figure out when I'll add more EPD, ha	Sisyphus	-	yesterday
62894	No doubt WHA looks cheaper than Vastned. Generally, we are finding that higher	Nya_Quy	-	yesterday
62893	Hi S, Re: EPD.......... I own this in my 'sandbox' portfolio (stocks I	OldAIMGuy	1	yesterday
62892	EPD is almost at $25, but I think I wait a bit longer. Despite the general marke	Spekulatius	-	yesterday
62891	No doubt WHA looks cheaper than Vastned. Generally, we are finding that higher t	Spekulatius	-	yesterday
62890	AAWW. Yes loss of key customer could be bad. Also, bad would be key customer	Paul Senior	1	yesterday
62889	Regarding AAWW, their largest customers are DHL and Amazon and are substantially	Spekulatius	-	Tuesday
62888	The way I see it, what matters most for a company, and most especially for a Pub	bruwin	-	Tuesday
62887	It's true that long term debt is larger than one should hope for, but this i	The_Commodore	-	Tuesday
62886	Yep, I thought that this company was attractive even when it was $35+, it amazes	The_Commodore	-	Tuesday
62885	AAWW. [graphic] The company's TTM numbers indicate that it's done fair	bruwin	-	Tuesday
62884	AAWW. I hold a substantially losing position. Surprised that the company has	Paul Senior	-	Tuesday
62883	Thoughts on AAWW? The key point is that it's down 54.6% in the past year,	The_Commodore	-	Tuesday
62882	That's it for Zorro99 here.	Paul Senior	-	Tuesday
62881	UCLE: CEO of US Nuclear Corp., Bob Goldstein, Discusses The Future of Power with	Zoro99	-	Tuesday
62880	Re: TLRD I searched the Corporate Bond public database but did not find any deb	E_K_S	-	Monday

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