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Strategies & Market Trends
Value Investing
An SI Board Since November 1996
Posts SubjectMarks Bans
80219 1230 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
80219MKC. I hold shares, don't believe "Unilever deal offers upside" Paul Senior1yesterday
80218McCormick Stock Trades Cheap, Offers Dividend Growth and Unilever Deal Upside Wroguedolphin-yesterday
80217Conagra’s Turnaround Is Starting to Show Up in the Numbers Written by Thomas Hroguedolphin1yesterday
80216LW Started looking at it last week, but not seriously yet. So I missed out on wS. maltophilia1Saturday
80215Some trades for me: Buys (small quantities): Clorox (CLX) Brookfield (BN) AmrizPaul Senior-Saturday
80214Schwab. Well, with e-trade I have to move funds from their bank to buy a stock,Grommit-last Friday
80213Got a late day placeholder fill of 100sh of KBR @ 34.06. As Forest said, kind ofDitchdigger2last Friday
80212I have been with Schwab forever. It really annoys me that I need to now put in awalterenergy2last Friday
80211Key Drivers Behind the Pressure1. Are Non-Accruals and Defaults Increasing?Yes, Madharry-last Friday
80210Following Micron Technology’s Q4 FY2026 earnings release and strong Q1 FY2027 guMadharry-last Friday
80209STWD. No news that I see.Paul Senior-last Thursday
80208STWD - any news? RWSRWS-last Thursday
80207Hi Grommit, I love the Think or Swim platform. It is massive and takes a bit ofrobert b furman2last Thursday
80206STWD. With the stock continuing its fall and div yield now about 14.5%, I becoPaul Senior-last Thursday
80205i reduced losing position inmd bought a lil more stwd and mrp as they plummet,Madharry-last Thursday
80204Pulling some stuff off the new lows list: Added to tracking positions CLX (ClorPaul Senior-last Thursday
80203Ditto!berniel-last Thursday
80202<i> MU not even close...</i> not close to what? <i> they Elroy1last Wednesday
80201I have been with them for decades and like them. I saw the comment on money marJohn Koligman3last Wednesday
80200Fidelity pays money-market rate on your cash holdings. Not so with Schwab. "Willitsoar1last Wednesday
80199MU not even close, they are saying demand exceeds supply as far as the eye can sMadharry-last Wednesday
80198They're guiding next Q to $38.15. Amazing, they just reported 87.0% gross mElroy-last Wednesday
80197$33.42. I would say $40 possible in next quarter or 2,Madharry-last Wednesday
80196I've been using etrade for 100 years but want to switch brokers. Schwab aGrommit-last Wednesday
80195they will be supply constrained but eps could improve depending upon the extentMadharry-last Wednesday
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