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Margin of Safety Investing

 
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  • Apollo: Good Opportunity With a Margin of Safety, Part 2 [View article]
    Interesting background, I like the comparison with the more technical schools. Thank you very much!
    Ben
    Oct 18 03:08 PM | Likes Like |Link to Comment
  • Apollo: Good Opportunity With a Margin of Safety, Part 2 [View article]
    Hello Violent Capitalist,
    Thank you for your comment.
    I agree that given the recent announcements, past margins may be unreliable. Could you share a bit more how you are getting to the 10% operating margin?
    Have a great week,
    Ben
    Oct 18 12:29 PM | Likes Like |Link to Comment
  • Apollo: Good Opportunity With a Margin of Safety, Part 2 [View article]
    Hello Chineseangel,
    Indeed APOL may have just become extremely attractive. I will review the stock in Q1 2011 once we've had a bit of time to figure what the changes to cash flow and earnings really are.
    Ben
    Oct 17 11:57 AM | Likes Like |Link to Comment
  • Apollo: Good Opportunity With a Margin of Safety, Part 2 [View article]
    Hello Jkdalla,
    Well I did the analysis 2-3 weeks back so the timing of publication was certainly interesting...but I went back to my analysis and I still think there was plenty of room. So I may have lost the margin of safety but I haven't sold; at this price it may be very interesting soon - I'll have to review once the dust settles and it's a bit clearer what the impact of the news on earnings and free cash flow is.
    Ben
    Oct 17 11:56 AM | Likes Like |Link to Comment
  • Apollo: Good Opportunity With a Margin of Safety, Part 2 [View article]
    Hello Barry,
    Indeed, they have been very stable over time and were already discounted due to uncertainty in the industry. I'm holding my stocks for now and will probably evaluate adding more in January.
    Are you buying?
    Thank you for your comment,
    Ben
    Oct 16 01:24 PM | Likes Like |Link to Comment
  • About Apollo Group's Strong Balance Sheet and Wide Moat, Part 1 [View article]
    Marty,
    I agree, it'll now probably take a bit more time to play out! :-)
    Thank you for your comments,
    Ben
    Oct 15 06:38 PM | Likes Like |Link to Comment
  • About Apollo Group's Strong Balance Sheet and Wide Moat, Part 1 [View article]
    Hello Marty,
    Thank you for your comment. I wrote this analysis a couple of weeks ago so the timing of the publishing has been "interesting" to stay the least. However, after a year or two of difficulties, don't you think that there is a good chance APOL will be one of the winners in the industry and back to some reasonable growth?
    I agree with you on HC and have actually reviewed/analysed a number of MedTech Cos on my blog.
    Ben
    Oct 15 03:54 PM | Likes Like |Link to Comment
  • About Apollo Group's Strong Balance Sheet and Wide Moat, Part 1 [View article]
    Hello Tom,
    Why do you say the business model is dishonest? And would you hold the same view of the listed for profit education companies or is there something you see in particular with APOL?
    Thank you
    Ben
    Oct 14 06:30 PM | 1 Like Like |Link to Comment
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