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Value Investing
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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...

Updated 5/26/16: From E_K_S, here are value investing books posters have recommended and discussed:
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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60534I was looking at KO as it would have appeared to Buffett back in 1987-88, and I Graham Osborn-32 seconds ago
60533Tobacco - I never owned them before but recently bought some IMBBY, but decided Spekulatius-yesterday
60532You can easily find historical fundamentals of Portuguese stocks at Morningstar.staring-last Friday
60531Stocks I've been buying, fwiw: Possible GAARP stocks: small initial buys Paul Senior-last Thursday
60530Portugal. Obrigado. I will look again at stocks mentioned. I can buy direct, Paul Senior-last Thursday
60529Paul, Currently, I don't own any Portuguese stocks. But in the past two yestaring1last Thursday
60528Big Lots. A few days ago this discount retailer reported a decline in same stoPaul Senior-last Thursday
60527shopping center/mall reits. WSR might work. I am out of it now. I hold a few Paul Senior-last Thursday
60526One of my sons gave me a heads up on WSR the other day. I took some under $11.0Lazarus-last Wednesday
60525Have a look at VRX - both have great FCF (according to the usual calculation), yGraham Osborn-last Wednesday
60524Went back into ALSK @ $2.12 .... BV is nearly $3.00 and it looks like they'rLazarus-last Wednesday
60523RFIL - been trading this one since I made this post... Got up late this am but Lazarus-last Wednesday
60522CatchMark Timber Trust, Inc (CTT) doing a secondary @ $12.60/share. CatchMark AE_K_S-last Wednesday
60521Re: SQM The only recent news I saw was this: Reuters: Chile files complaint toE_K_S-last Wednesday
60520This seems to have gone under the radar regarding SQM. (20% higher than 64/sh?) Ditchdigger-last Wednesday
60519GE downgraded by J P Morgan with price target of $11Lazarus-last Tuesday
60518HI Spek, I think Immelt got caught up being a political figure vs GE's CEO.robert b furman-last Tuesday
60517<i>"Not all of it is Immelt fault (note their engine competitor Rollsbruwin-last Tuesday
60516I don’t blame Immelt as much for the bad stock performance (GE was very overvaluSpekulatius-last Tuesday
60515Several years ago, on this board, I had a go at GE primarily because of their fobruwin-last Tuesday
60514Staring, Our (USA) Barron's magazine has a recent report that Portugal may Paul Senior-last Monday
60513Re GE - anyone went through their 10k? Supposedly WEB is studying it. I found thSpekulatius2last Monday
60512I agree. In my case, I'm only about 10% cash now. I still hold some value instaring-last Monday
60511I'd prefer not to read 200 pages, but I genuinely can't see how backing Micah Lance-last Monday
60510I'll try some PPL here at $27.70Lazarus-last Monday
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