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Strategies & Market Trends
Value Investing
An SI Board Since November 1996
Posts SubjectMarks Bans
70865 1167 4
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:
Message 28850420

DO NOT POST COMMENTARY ABOUT CORONAVIRUS/COVID ON THIS THREAD UNLESS IT PERTAINS TO A SPECIFIC STOCK.
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ReplyMessage PreviewFromRecsPosted
70865A good overview of ytd sector/sub-sector performance. yardeni.com Biotech appeaDitchdigger2yesterday
70864BXC. Thanks for suggestion. I'll put it on my watch list. I must assume Paul Senior-Saturday
70863For value oriented investors, lets look at some numbers. UAN's market cap iElroy-last Friday
70862FRD, et. al.: To me it looks like these "c" companies - steel, fertilPaul Senior1last Friday
70861They keep talking about finding good acquisitions on their conference call. FRDscbeachbum-last Friday
70860re ZEUS - and where is the free cash flow? All the earnings get sucked up by invSpekulatius-last Friday
70859Hi Mad, Far too often BOD = cronies and neighbors not causing waves and taking robert b furman-last Friday
70858ZEUS beat huge today. You have to look at their break down of shareholder equitscbeachbum-last Friday
70857thanks for the valuable insights. i read the transcript for Macerich latest confMadharry-last Friday
70856Ally is a very high rate floor plan source. Competitive rates can be obtained frobert b furman1last Friday
70855Hi Spekulatious, It also must be remembered that as payments are made in auto lrobert b furman-last Friday
70854ALLY provides floor plan financing which means the loan is secured by new cars Spekulatius-last Thursday
70853you have raised some interesting points. i am not sure to what extent ally provMadharry-last Thursday
70852Yes, unsecured credit (credit cards) has worse losses than secured credit (autoSpekulatius2last Thursday
70851NVO. A year has passed on NVO since your last post. Stock is down today on rPaul Senior-last Wednesday
70850Hi Mad, I was part owner of a Chevrolet Buick GMC dealership in a suburb outsidrobert b furman1last Wednesday
70849i suspect that at some point there will be a large shift from gas to electric aMadharry-last Wednesday
70848Hi Mad, I agree with you view. Car loans have collateral (the auto) which mustrobert b furman-last Wednesday
70847OT. Celsius. Celsius USD (CEL-USD), the bitcoin company, I don't follow. Paul Senior-last Wednesday
70846AAWW - and the price is in: $102.5 " Atlas Air Worldwide likely to be acquThe_Commodore1last Wednesday
70845i prefer the car loan business to the credit card business . I wonder how much Madharry1last Wednesday
70844Have you looked at Bluelinx Holdings Inc (BXC) Bluelinx Holdings is the largesE_K_S-last Tuesday
70843After hours sales today: [graphic]S. maltophilia-last Tuesday
70842Supplier companies to the housing/commercial builders: I hold several in additiPaul Senior1last Tuesday
70841The long promised fat cash has begun to arrive. CVR Partners Reports Second QuaElroy1last Tuesday
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