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Strategies & Market Trends : Buffettology -- Ignore unavailable to you. Want to Upgrade?

To: Shane M who wrote (3063)9/11/2002 10:58:54 AM
From: cfimx  Read Replies (1) | Respond to of 4691
 
>>Maybe less to go wrong with Devry, but Apollo is on track to get bigger faster if things stay on track and I see this as a somewhat monopolistic business model

with all due respect, could you explain how the education business is "somewhat monopolistic"?



To: Shane M who wrote (3063)9/13/2002 10:40:24 PM
From: Shane M  Read Replies (2) | Respond to of 4691
 
For the record. Bought some Best Buy BBY today. My first purchase in a long while. It's in the mid-20s now. I'm comfortable with a fair value somewhere around $40-45.

ROE around 25%
SPS change 20+%
PE around 13


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