SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Calvin_2011 who wrote (42620)5/12/2011 11:55:41 PM
From: Mark Marcellus  Read Replies (2) of 78628
 
For profit education is a very good place for value investors to be looking right now, IMO. A lot of the companies, including COCO, are showing up on Greenblatt's Magic Formula screen.

I've spent some time studying these companies, and I've decided to shy away from COCO and APOL. From what I've seen, they have been much more aggressive than others in engaging in the sharp practices that have led to the intense scrutiny the sector faces from the Department of Education. The two stocks I like most in this sector are Devry (DV) and Strayer Education (STRA) (I own both). Both are beaten down, though DV has had a bit of a run up lately while STRA is trading near a 52 week low. I also recommend a read of Strayer's 2010 Annual Report, which is available on their web site.

strayereducation.com

Management of this company does a better job than most of explaining their business and laying out their long term strategy. They also go into great detail explaining what the new Education Department rules are and the issues they've faced in trying to understand and adhere to them. It's a good description from the trenches of what these institutions are up against and is worthwhile reading if you're interested in the sector, whether or not you're interested in this particular company.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News