Brian Grosso
Investment advisor, long only, long-term horizon, value

Strayer: Business Clearly Turning And Stock Remains Cheap

Up until late February, I actively followed the for-profit education ("FPE") industry. As I've learned more about investing and refined my criteria, I've concluded that much of the practices in FPE, particularly predatory recruitment and advertising but also discretionary subpar education offerings and the like, are unsustainable and more fully appreciated the regulatory and legal risks the industry faces. The phrase "Don't Fight the Fed" should by now be familiar to most investors, and I think a slight variation - "Don't Fight the Obama Administration" - is a fitting way to describe how investors should view the regulatory challenges the industry faces. Obama spoke at my school 12 months ago about attacking education issues aggressively, and there are other indicators...

Join Seeking Alpha PRO to read this archived article and 11,574 other archived articles
FREESA PRO MEMBERS
IDEA GENERATORXExclusive access to 10 PRO ideas every day
INVESTING IDEAS LIBRARYXExclusive access to PRO library of more than 15,000 ideas
SECTOR EXPERT NETWORKXExclusive access to all sector experts for direct consultation
PERFORMANCE TRACKINGXTrack performance of all PRO stock ideas
PROFESSIONAL TOOLSXProfessional Idea Filters to zero-in based on industry, market cap and more
"In just the first month of using PRO, I used it to generate two ideas which were actionable for me. As a result of these two positions, I have earned more than 20 times the annual subscription costs for PRO."Michael Yagemann, Greenbridge Capital
"I am pleasantly surprised with the scope of small and mid-cap coverage PRO offers. You can't find that any where else."Patrick Rice, Mainstay Capital Management
You may cancel at any time for any reason, and receive a prompt refund for membership on months paid and not used (max. 6 months). Details