Dan Weiss

The Short Case on Strayer Education

I actually like some education stocks on the long side but LOPE looks like a near no-brainer short at this time based on valuation. Also, APEI looks expensive at these levels. A stock like DV is actually relatively attractive at my opinion based solely on valuation.

Six Sectors Presenting Opportunities as Obama Takes Office

Meadow Valley acquisition closed today with 75% premium to today's closing price of $6.41. Deal closed at $11.25, Congrats to those who own the stock.

Four Stocks to Teach the Market a Lesson

I like your strategy but I am not a fan of COCO or CECO in the sector. DV, ESI or STRA are much stronger players in the education industry without the issues that COCO and CECO have faced in recent years. STRA is a bit expensive for my taste but DV or ESI could be nice setups.

Private Education Providers: A Counter-Cyclical Investment Idea

Looking at the overall sector, ITT would be the most attractive based simply on valuation with APOL and and Devry just behind and then strictly on a valuation basis a stock like APEI looks rather expensive (although they are growing faster than others).

Private Education Providers: A Counter-Cyclical Investment Idea

I agree 100% with the fact that the industry tends to be counter-cyclical and have been long Devry and Apollo Group. The valuation on Strayer is a bit high (although they clearly are a leader). I think as long as you stick with the four mentioned you will be fine and another one that would be interesting on weakness is APEI.

5 Sectors That Do Well in a Shrinking Economy

Interesting picks. I love the education sector at the moment especially considering the appearance that this will be a deeper recession than first thought. I actually like DV the best in the sector but I dont think you will do bad with ESI or STRA. I am more on the fence with APOL.