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Strategies & Market Trends : Value Investing
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To: Jurgis Bekepuris who wrote (47470)4/16/2012 5:12:42 PM
From: Paul Senior   of 78673
 
Earnings estimates are all over the place for DV and APOL. DV had a recent large impairment charge, so annualizing 1H earnings might not give a realistic estimate of the year's performance.

APOL: I look for earnings to be down next year. I don't see big demand falloff though or oversupply of schools to meet that demand. Nor demand destruction as a result of government funding cuts. When looking past next year, I expect the p/e to reflect better times again, and that p/e to revert sometime then to 15+ area.
That should result in a stock that trades more than $45 share within 18 months.

I continue to add to my beginning few shares of APOL as stock falls (today).
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