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Strategies & Market Trends
Value Investing
An SI Board Since November 1996
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63256 1081 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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63256Thinking companies like SABR will be hit further. To: Paul Senior who wrote (6richardred-Saturday
63255OT -- not related to specific value stocks --- I agree. if spead is controlled Grommit-last Thursday
63254Cruiselines are going to be hit harder than airlines or hotels, because the busiSpekulatius-last Thursday
63253glad you are out of them. in addition to supply chains getting scrambled (now)Grommit-last Thursday
63252Yes, a difficult and maybe scary situation for cruise lines and passengers. I Paul Senior1last Thursday
63251NCLH CCL. tough times coming. followed you with a small buy, but sold my NCGrommit-last Thursday
63250Was killing a little time, as I do in the Winter(g) and thinking about TWTR'Ditchdigger-last Wednesday
63249Morning EKS, so I joined you in 1/2 position of VMVAX. I appreciate the suggestiDitchdigger1last Wednesday
63248paul , today is a good day for me. I knew about the sum of the parts valuation Madharry-last Tuesday
63247How One Value Investor Is Weathering the Strategy’s Underperformance Gotham AssJulius Wong-last Tuesday
63246reit data... here's some data that i collect on reits -- two clips of a spreGrommit2February 8
63245Re WHA No change in WHA position for which avg purchase price has been €25.60:Spekulatius1February 7
63244Positions as of now: Finally took initial position in TLRD for a total avg of Nya_Quy-February 7
63243EAF. Upping my position in Graftech. Rationale: Graftech is one of several Paul Senior-February 7
63242Thanks EKS, always appreciated. Not much yield in some of the dividend and bond Ditchdigger-February 7
63241Yes . I did a re-balance in Dec taking some off the SPX 500 fund and put into TE_K_S-February 7
63240Morning EKS, do you hold any vanguard bond funds? Suggestions? Just curious, I dDitchdigger-February 7
63239On the 4th February I did an analysis on PSX and put it in this link .... Messabruwin-February 7
63238Re PSX - the excerpt from the Q4 earnings call is why I like PSX. They have an eSpekulatius1February 6
63237Madharry, as you must undoubtedly know, today is a good day for you to have a &qPaul Senior-February 6
63236Thanks for VBR. Just logged into my Vanguard account and moved some money into E_K_S-February 6
63235EKS--I've used this fund in my daughter's rollover IRA for the past 3 yeekimaa-February 6
63234Value stocks time to shine might be here Feb. 6, 2020 11:55 AM ET|About: VanguaE_K_S-February 6
63233Corning declares $0.22 dividend Corning (NYSE: GLW) declares $0.22/share quartE_K_S1February 5
63232Good morning Paul, This AM shows that your suggestion the LIT performance is hOldAIMGuy-February 5
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