Strayer Education, Inc. (STRA)

All Comments on STRA

  • commenter
    False Profit
    Jun 25 09:25 AM
    Strayer Education: A Finely Run Operation [view article]
    However finely run it is, the stock looks greatly overvalued at a forward EPS multiple of 40x. Reply
  • commenter
    Mister C
    Apr 24 09:30 AM
    A Second Look at Educational Services and Student Lending Problems [view article]
    The tech bubble was a corporate driven recession unlike today's recession which is consumer driven. I'm doing an MBA and I just dropped my summer class.

    Guess what, 2 other students in my class did the same.

    Why? The college jacked up tuition by $140 per class. This means that I have to pay an additional $420 for my last 3 classes (1 in summer, 2 in fall).

    Mind you, I've got no student debt and I'm a professional.

    Credit crunch and inflation will kill the educational sector, which has been one of the few sectors adding jobs. I believe enrollment will drop and drop-outs will increase.     Reply
  • commenter
    SeekingAlpha
    Editors
    Apr 06 05:21 AM
    My Website
    General Discussion on STRA
    Is this a buy or a sell? Reply
  • commenter
    Solomon
    Apr 01 03:56 PM
    A Second Look at Educational Services and Student Lending Problems [view article]
    How do the companies compute the percentage of revenue tied to private loans? Reply
  • commenter
    David Tsao
    Mar 31 03:06 PM
    My Website
    A Second Look at Educational Services and Student Lending Problems [view article]
    CECO is the one that may fall by the way side. I'll be spending the next few days going over Strayer and DeVry's offerings with repect to healthcare (nursing) as this area of the employment market should bloom with baby boomer generation heading into retirement (need for healthcare, etc.)

    I don't buy the story that technology education will slow because of the offshoring to India/China/Eastern Europe. Fortune 500 companies will soon realize that there is a need for engineers on both sides of the ocean, and that bottom line billable hour costs are not the only thing CFO's and CIO's should focus on.

    This may spell some softness for tech education programs, but things will turn around.



     Reply
  • commenter
    Trader T
    Mar 31 01:58 PM
    A Second Look at Educational Services and Student Lending Problems [view article]
    Nice write-up. Both the tech build-up and the year after the tech bubble burst were good to the for-profit educators since they are more nimble at meeting market needs than traditional colleges. They reacted by providing computer tech degrees during the build-up and retraining into medical and other fields after the bubble burst.
    This down-turn is different since it is an 'across-the-board malaise' that doesn't lead as easily to re-training as an obvious solution. Additionally, the for-profit's have the burden of a tightened credit market. I think they all will have a tough couple of years ahead and we may see some thinning of the herd (CECO?).     Reply
  • commenter
    Alan
    Brochstein
    Oct 18 06:26 PM
    My Website
    Small-Cap Growth: Analyst Coverage Discount? [view article]
    That's a good point. I do tend to use high analyst ratings as a negative input, though WHQ didn't really have such strong opinion behind it. I think that there is a persistent investment arbitrage potential in buying the names that aren't so recognized and trading them out potentially when they become recognized. Reply
  • commenter
    bond
    investor
    Oct 18 01:02 AM
    Small-Cap Growth: Analyst Coverage Discount? [view article]
    Alan, the analyst optimism in WHQ would appear to be misplaced, at least in the short term, after the pre-announcement and lower guidance for the company. Your screen might be improved if a sell discipline was built. Maybe there's a "critical mass" of analysts at which excessive optimism is sure to result in underperformance. Given there's a finite number of sell-side firms with any real power over sentiment, there might be a trigger to sell when all the bulge-bracket firms cover a stock. (Note that I'm *not* suggesting that smaller-firm sell-side or independent analysts can't be more "right" than the big boys, just that they by definition they reach fewer people who actually follow their advice (blindly or not). Reply
  • commenter
    Uncle BIM
    Oct 11 05:56 PM
    Small-Cap Growth: Analyst Coverage Discount? [view article]
    Well writen with brevity. Two thumbs up! Reply
  • commenter
    Uncle BIM
    Oct 11 05:56 PM
    Small-Cap Growth: Analyst Coverage Discount? [view article]
    Well writen with brevity. Two thumbs up! Reply
  • commenter
    gerry_abreu
    Jul 13 08:07 AM
    Companies With 100% Earnings Beat Rates Over Last Few Years [view article]
    GOOG did not beat Q1 last year, of course!!!!!!! Reply
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