Chris Fernandez

Strayer Education Suffers from Market Contradictions

Hey Chris,

I agree with your assessment, and might add a few more:

- The CEO virtually liquidated his entire stake in the company not too long ago, why? He never explained, at least where I've looked.

- STRA is on the wrong side of being a defensive play, and will be the first place that institutions rotate out of as soon as other sectors roar back

- Valuation is already top heavy, meaning any "miss" whether real or perceived will crush the stock.

I'm with your short analysis here, but for me it's all a matter of timing, and of that I have no idea.

Chris