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Strategies & Market Trends : Value Investing
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To: Calvin_2011 who wrote (42681)6/2/2011 9:22:45 AM
From: Mark Marcellus  Read Replies (1) of 78638
 
The 20% drop of student enrollment in Strayer definitely warrants investigation. I can somehow understand the big drop of enrollment in Corinthian or Apollo, since these two have to change their marketing practice and drop certain student candidates to comply with the new rules. But based on what I read from Strayer's annual report, its business model should not be impacted too much.

This becomes a much bigger deal now. When Strayer was beaten down around $120 I believed there was enough of a margin of safety in the price to absorb some bad enrollment news. Now that it looks like the regulatory cloud has lifted, and assuming these stocks are going to revert to something approaching their previous highs, the questions (for most of these companies, not just Strayer) become a lot tougher.
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