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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Spekulatius who wrote (51388)4/21/2013 11:48:35 AM
From: Jurgis Bekepuris  Read Replies (1) | Respond to of 78419
 
I wonder if we should make a list of value investing sites/blogs/etc that are out there, like beyondproxy.com, valueinvestingletter.com and so on. Something similar to the list of value investing books that's in the thread header.



To: Spekulatius who wrote (51388)5/1/2013 10:19:09 AM
From: Spekulatius1 Recommendation  Respond to of 78419
 
I'll go with a little bit of NOV @64.26$ this morning. I like the market leading position and the strong balance sheet. GE bought Lufkin for ~18x earnings even though it is an inferior company to NOV. NOV is much larger and unlikely to be acquired. I think the stock is one of those cases where you are paid to take risk.


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