Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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 -- Ignore unavailable to you. Want to Upgrade?

To: Jurgis Bekepuris who wrote (39673)	10/14/2010 1:35:46 PM
From: Paul Senior	Respond to of 78659

APOL. Has been on my watch list a short candidate for two months. Sorry I never followed up. (Since I rarely short though, I rarely follow up.) All kinds of issues with this company/these companies -- loan defaults, questionable availability of gov't loans, drop out rates, more students looking for two-year programs vs. four-year, competition from junior colleges. Company has had a history of bouncing back from previous concerns/set-backs. At current price, for me, not a buy not a short -- just an avoid.

To: Jurgis Bekepuris who wrote (39673)	10/15/2010 8:48:59 AM
From: Madharry	Respond to of 78659

I wouldnt touch these stocks with a 10 foot pole. you are completely at the mercy of whether the government wants to keep subsidizing a bad set up. I couldnt resist and bought more yhoo in the premarket. a guy was on bloomberg yesterday and espoused the view that the share price did not reflect a sharp increase in the value of alibaba's non public holdings of which yahoo owned something like 29%. My own scenario is that yahoo will split itself into an operating company and an investment company. The operating company will be solde. Then perhaps alibaba will buy the investment company in exchange for shares. Ths is a long term holding for me.