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

To: Paul Senior who wrote (47453)	4/14/2012 3:54:26 PM
From: Mattyice	Read Replies (1) \| Respond to of 78753

Paul, I agreed to play a round of golf walking backwards in high school for $100. Unfortunately i could not even finish the round and could barely walk for the next week.. And i still like to short stocks, i should learn my lesson by now. Anyhoo..... i like your APOL thinking, what about DV too? this sector is getting hammered, they are still the go to for continuing education once they work through there legal complications. Also, on dataroma DV is getting heavy interest from the value guys.

To: Paul Senior who wrote (47453)	7/19/2012 10:35:54 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78753

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