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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
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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62904Re Macy’s. my counter argument is simple - if you like retail real estate that mSpekulatius-2 hours ago
629031) I have used all investing methods with some success but I can say I made the FIFO_kid238 hours ago
62902The Prudent Speculator [youtube video]E_K_S111 AM
62901FL (Foot Locker). I reenter for a few shares. P/e under 10x attracts me. ROEPaul Senior-11 AM
629001. I read the Intelligent Investor in 1973 and it resonated with me. I read Paul Senior310 AM
628991. How and when did you discover (Value) Investing as a discipline and what was Jurgis Bekepuris39 AM
62898RE: Macy's Company still covers their dividend of $1.51/share. Macy's E_K_S-8 AM
62897M - Macy’s in trouble: finance.yahoo.com I think these guys don’t have the meanSpekulatius-7 AM
62896This Value Investing thread was apparently born in November '96: a looong tiNya_Quy2yesterday
62895Agree with you on ET, am too trying to figure out when I'll add more EPD, haSisyphus-yesterday
62894No doubt WHA looks cheaper than Vastned. Generally, we are finding that higher Nya_Quy-yesterday
62893Hi S, Re: EPD.......... I own this in my 'sandbox' portfolio (stocks I OldAIMGuy1yesterday
62892EPD is almost at $25, but I think I wait a bit longer. Despite the general markeSpekulatius-yesterday
62891No doubt WHA looks cheaper than Vastned. Generally, we are finding that higher tSpekulatius-yesterday
62890AAWW. Yes loss of key customer could be bad. Also, bad would be key customer Paul Senior1yesterday
62889Regarding AAWW, their largest customers are DHL and Amazon and are substantiallySpekulatius-Tuesday
62888The way I see it, what matters most for a company, and most especially for a Pubbruwin-Tuesday
62887It's true that long term debt is larger than one should hope for, but this iThe_Commodore-Tuesday
62886Yep, I thought that this company was attractive even when it was $35+, it amazesThe_Commodore-Tuesday
62885AAWW. [graphic] The company's TTM numbers indicate that it's done fairbruwin-Tuesday
62884AAWW. I hold a substantially losing position. Surprised that the company has Paul Senior-Tuesday
62883Thoughts on AAWW? The key point is that it's down 54.6% in the past year, The_Commodore-Tuesday
62882That's it for Zorro99 here.Paul Senior-Tuesday
62881UCLE: CEO of US Nuclear Corp., Bob Goldstein, Discusses The Future of Power withZoro99-Tuesday
62880Re: TLRD I searched the Corporate Bond public database but did not find any debE_K_S-Monday
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