Value investing

A place to talk about speculative investing ideas for the optional Variable Portfolio

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frommi
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Value investing

Post by frommi »

For those interested i can share some links with knowledge:

http://greenbackd.com/2013/07/23/has-va ... 0-to-2011/
http://seekingalpha.com/article/1818352 ... ses-return
http://www.dividendgrowthinvestor.com
http://www.dividendmantra.com
http://www.dividend-growth-stocks.com

Books:
The Intelligent Investor, Ben Graham
Security Analysis, Ben Graham
Margin Of Safety, Seth Klarman
The Aggressive Conservative Investor, Martin Whitmann

When someone has found interesting blogs,books or links regarding this topic, please share.
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Ad Orientem
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Re: Value investing

Post by Ad Orientem »

I have toyed with VDIGX as a possible long term (buy and hold) VP play.
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HB Reader
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Re: Value investing

Post by HB Reader »

The Wise Investor Group, based in Reston, Virginia, is a brokerage group within R.W. Baird that practices value investing for their clients.  They broadcast a one hour weekly radio show in the Washington, DC area on Sunday mornings.  They also do a 15 minute weekly update on Wednesdays.  The broadcasts are available a day later on their website (www.thewiseinvestorgroup.com) and through iTunes.

I have listened to their radio broadcasts for slightly over 20 years and have found them to be pretty good stock pickers and overall market observers.  I have also met with and attended seminars (for nominal fees) given by several members of the group.  They don't follow the PP strategy, but I have found them well worth listening to for VP ideas.  I think they also have balanced and sensible views about how to use gold and other unconventional investments in portfolios.

They started the radio show in the early 1990s as a way to explain to their customers why they were investing in certain stocks and bonds.  They are also obviously advertising to gain more clients, but they don't engage in any hard sell or obnoxious sales tactics.  I don't have an account with them as I am very much a hands-on DIY type of investor, but if you are interested in the mechanics of value investing I think you would find their commentary quite valuable (and free!).  The group also has some good financial planners and occasionally feature them on their shows.             
Thomas Hoog
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Re: Value investing

Post by Thomas Hoog »

You use the term "Value investing" and you reffer to sites concerning Dividend Growth.
These are different strategies. So I'm not sure what you want
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frommi
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Re: Value investing

Post by frommi »

Thomas Hoog wrote: You use the term "Value investing" and you reffer to sites concerning Dividend Growth.
These are different strategies. So I'm not sure what you want
These investors use a value approach when buying dividend stocks. Its perfectly combinable.
frommi
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Re: Value investing

Post by frommi »

HB Reader wrote: The Wise Investor Group, based in Reston, Virginia, is a brokerage group within R.W. Baird that practices value investing for their clients.  They broadcast a one hour weekly radio show in the Washington, DC area on Sunday mornings.  They also do a 15 minute weekly update on Wednesdays.  The broadcasts are available a day later on their website (www.thewiseinvestorgroup.com) and through iTunes.

I have listened to their radio broadcasts for slightly over 20 years and have found them to be pretty good stock pickers and overall market observers.  I have also met with and attended seminars (for nominal fees) given by several members of the group.  They don't follow the PP strategy, but I have found them well worth listening to for VP ideas.  I think they also have balanced and sensible views about how to use gold and other unconventional investments in portfolios.

They started the radio show in the early 1990s as a way to explain to their customers why they were investing in certain stocks and bonds.  They are also obviously advertising to gain more clients, but they don't engage in any hard sell or obnoxious sales tactics.  I don't have an account with them as I am very much a hands-on DIY type of investor, but if you are interested in the mechanics of value investing I think you would find their commentary quite valuable (and free!).  The group also has some good financial planners and occasionally feature them on their shows.           
Thanks, i like their radio show.
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AdamA
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Re: Value investing

Post by AdamA »

HB Reader wrote: The broadcasts are available a day later on their website (www.thewiseinvestorgroup.com) and through iTunes.         
I just listened.  Enjoyed the podcast.  Thanks for sharing.
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