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Strategies & Market Trends
Value Investing
An SI Board Since November 1996
Posts SubjectMarks Bans
77177 1209 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
77177Yes, was very surprised to see 0%, but Idnk anything about IBKR. I have lowest Paul Senior-yesterday
77176Your reply prompted me to say something which I did here SI Message as I knew I David-yesterday
77175That’s a valid point. However, interest rates have been decreasing from their deOlafB-yesterday
77174I used a lot of margin in my younger days. When I was in the workforce. Not inPaul Senior1yesterday
77173You telling me... that if you bother financial institutions enough, they may iOlafB-yesterday
77172A main consideration of a margin loan is what percentage of equity will the loanElroy1yesterday
771710 interests on margin loans at young age? I’ve always been skeptical about takOlafB-yesterday
77170MRK. MRK's BUY price "limit" = 19936/2541/0.0536 = $146 >> bruwin-Saturday
77169I think you get a similar Buffet Buy signal for Merck & Company (MRK) too. E_K_S1Saturday
77168AMAT. According to Buffett's recommended BUY point calculation, AMAT's bruwin1Saturday
77167Buffett Did Not Sell Any Apple This Quarter, Sold More BofA & Citi, Exited UE_K_S4last Friday
77166EKS, I'll follow you with a tracking position in 12-mo low MRK, and with a Paul Senior-last Friday
77165RE: Applied Materials (AMAT) 171.15 -13.12 (-7.12%) Beat on earnings but warnE_K_S-last Friday
77164TGNA. No patience left for me with this one after two year holding and 10% losPaul Senior-last Friday
77163Nice score, wish I had your confidence in UNFI but mgmt seemed to have screwed Madharry-last Friday
77162WPC. upped my position from tiny to normal. 6.3% div P/FFO = 11. AFFO for Grommit1last Thursday
77161park hotel may be interesting. i wonder how the jap exchange rate decline will aMadharry-last Thursday
77160Hi Paul, Thank you for your reply. Above-market returns, to me, means those inSisyphus-last Thursday
77159I have no idea of what you believe "above-market" returns would look lPaul Senior1last Thursday
77158RE: United Nat Foods (UNFI) 33.25 +1.28 (+4.00%) Palantir Technologies InE_K_S-last Thursday
77157OGN. Regarding mentions on the Board of OGN .... One of the first things I tenbruwin-last Thursday
77156Mr. Senior, Have analyzed each of them and quickly relegated them as "alsoSisyphus-last Thursday
77155Not really on my radar but as a drug co. Patent disputes & regulatory risks Bob Rudd-last Wednesday
77154I add small amounts here to: Target (TGT) Park Hotels (PK) Owens and Minor (OMIPaul Senior-last Wednesday
77153OGN. Gave up on my tracking position last year; took small loss. Might work Paul Senior-last Wednesday
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