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

Two Stocks to Consider Shorting

Hey guys,

I agree wholeheartedly about all your comments concerning the TBT...there is risk with every single play out there right now or else we would all be Bernie Madoff, and promising amazing gains over and over again with no downside.

All the picks that I make are purely speculative in nature and are high risk.

That's what I specialize in, and it isn't for everyone.

That being said, I believe that once the institutional money starts flowing out of STRA, it will be a race to the exits...again, I don't think that now is the time to short STRA, we must wait for our entry point with caution, and make sure things are playing out to our advantage.

Dont worry, as sector rotation starts to happen, STRA will fall with the rest of the secondary education names as Wall Street buys up the next great bull rush in another sector.

Wait for it...wait for it...and then pounce!

I'll be watching closely.

Chris