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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (47453)7/19/2012 10:35:54 PM
From: Paul Senior  Read Replies (1) of 78748
 
For profit education company stock Apollo, APOL, keeps falling. In addition to government investigations of the sector, and questions about future government student funding, now there's a rumor that David Einhorn is shorting APOL.

I have a few losing shares, and I'll continue to hold for now. I see that DeVry (DV) is also beat down. I now prefer this stock to APOL, and I've started accumulating shares. Stock now at $28.19 with $5 per sh. in cash, and ltd of 0. Stated bv has increased every year for the past ten. Stock trades at relatively (to itself) low p/stated bv, low p/sales, relatively high profit margins (relative to itself. (Question is. are they sustainable?), reasonably good roe for the relatively low p/e (Greenblatt sort of). 1% div yield while waiting for company's fortunes to improve. Which I'm assuming will happen.

ih.advfn.com
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