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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (22876)12/28/2005 8:16:28 PM
From: Spekulatius  Read Replies (1) of 78742
 
A PE of about 28 for a company like APOL sounds about right. What impresses me is that Capex was less than 25% of the cash flow during the last few years, despite high organic growth. By my estimate, shareholders would do OK with 10% growth organic growth rate given those economics. I think APOL should be able to do better than that for a couple of years. The stock right now look surprisingly weak - tax loss selling? I am planning to add more. Y2005 is almost over and Y2006 estimates are around 2.9$ so PE based on 2006 numbers is indeed around 20.
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