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Value Investing
An SI Board Since November 1996
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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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61392Buys for me this morning: Small add to my few FDX shares. LEN SBGI. I see KPaul Senior-5 hours ago
61391Bought some DIS at $112.80 and UNP at $153.bruwin-11 AM
61390Re ST - I briefly looked at the stock today. Based on the low ~36% gross margin Spekulatius-last Friday
61389Yes, lumber prices have been coming down, but it also looks like early 2018 was Spekulatius-last Friday
61388ST, other auto-related. Yes, ST is not very appealing. I've held a few shPaul Senior-last Friday
61387ST: Took a look at ST today. Morningstar claims 11.5 forward PE. E/MC and FCF/MJurgis Bekepuris-last Friday
61386...with a tight leash because ---> CHINALazarus-last Friday
61385After your mention I ran a chart, looked for an entry number, set my alert for $Lazarus-last Friday
61384Keeping a close eye on the following 3 stocks, DIS, GLW and UNP ... Possible pubruwin-last Friday
61383Lumber Futures Chart. Either the price of lumber is A) dropping precipitously soLazarus-last Thursday
61382Funny coincidence - I was looking at chemicals as well, EMN amongst them. I endeSpekulatius-last Thursday
61381FDX. Looks good to me too for a gaarp stock. I've followed you with a buyPaul Senior-last Thursday
61380Sold my BUD for a two point loss. (There goes my beer money.) Also sold NVS andgcrispin-last Thursday
61379Of chemical companies on the 12-mo low list: I'll make an add to my few sPaul Senior1last Thursday
61378RAIT has been a crooked/incompetent manager’s operation from the beginning. It geoffrey Wren1last Thursday
61377I bought a starter in TOL and FDX. My thesis on TOL is that it almost trades at Spekulatius-last Thursday
61376Yup ... AAL is Technically Insolvent .... [graphic]bruwin-last Thursday
61375Well, we move on then from AAL to other potentials and picks. Paul Senior-last Wednesday
61374AA balance sheet is trash BB- rating 9 years into the recovery. Spent ~$10B on sSpekulatius-last Wednesday
61373When I value a business I am projecting free cash flows in the future, discountiGraham Osborn-last Wednesday
61372AAL. I'm adding here (a little); more if/as it drops. Several analysts havPaul Senior-last Wednesday
61371Not tempted. Not even a little. Cumulative negative free cash flow since 2000.Graham Osborn-last Wednesday
61370Airline, American Air, AAL. I'm tempted -- again -- by what seems to be a Paul Senior-last Tuesday
61369LEN. I'm guessing LEN might earn over $7/sh in 2020 ($6.32 is Yahoo 2019 Paul Senior-last Tuesday
61368LEN and TOL trade close to tangible book value. I think TOL deals more with luxuSpekulatius-last Tuesday
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