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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.

We want to stay away from the obscenely high PE's and look
at net working capital models, etc. Schooling in the art
of fundamental analysis is also appropriate here.

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.
==============================

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!
==============================

From Spekulatius:
Here are some value investing blogs:
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60214Yea, they show a type of predictability. Elon makes grand claims creating a lot george_mangas16 hours ago
60213NWL looks interesting - durable brands generating stron FCF trading at a reasonaSpekulatius-yesterday
60212I'm interested in Newell too but the high debt lower my appetite. I may takeWilliam Cloutier-Saturday
60211 Glad you thought there is opportunity with Newell also. I'm not sure I see David-Saturday
60210I think TSLA is selling dreams more than selling anything else. Not interested William Cloutier-Saturday
60209Telsa (TSLA) Anybody use TSLA for a quick profit ? I mean it is a pioneer inWogofWallStreet-last Friday
60208RE: Newell Brands Inc. (NWL) - Started a small position @ $30.51/share w/ a 3% dE_K_S-last Thursday
60207No complaints re: SMITLazarus-last Thursday
60206Well, I think Schmidt said their top competitor for search volume was Amazon. MGraham Osborn-last Thursday
60205Yeah, Couche-tard is a well know brand in the province of Quebec. But they have William Cloutier-last Wednesday
60204Re EPD - I recently added BPL (product pipelines and terminals) and SEP (high quSpekulatius-last Wednesday
60203Yes, Best Buy Beats Amazon frequently, if you watch the promotions. I mentioned Spekulatius1last Wednesday
60202But I would bet that a certain moderator didn’t kick you off this thread for keegizwick-last Wednesday
60201Willliam Cloutier: On a more productive side, I'm watching twogrocery sPaul Senior-last Wednesday
60200Hi Paul, More than welcome - hope you knock a home run!! Bobrobert b furman-last Wednesday
60199That's the kind of "I told you" that scares me. Or maybe it's William Cloutier-last Wednesday
60198Robert b furman, thanks for your valuable insights into this sector. I'm inPaul Senior-last Wednesday
60197So glad I didn’t listen to all of you doubters that TCPIF would not survive. Mergizwick-last Wednesday
60196Hi Paul, A bit of history regarding ALLY and its sub prime loans. Just before robert b furman-last Wednesday
60195Volkswagen brand posts big month Volkswagen ( OTCPK:VLKAY) announces a record mE_K_S-last Tuesday
60194Ally Financial (ALLY): A bit hesitant due to the lower Return on Total Assets anLeo Fisher1last Tuesday
60193I take your general point. Re BA specifically, I wonder whether companies like Graham Osborn-December 10
60192YUEIY- Yue Yuen Industrial. Have added to my stub position last week. CompanyPaul Senior-December 10
60191OT. Yes, EKS, saw the Volvos at local Auto Show. They are nice. 40 series SUPaul Senior1December 10
60190check out this 25 year monthly chart on Boeing - BA Highest RSI in 25 years. Lazarus-December 9
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