Student Loan Corp. (STU)

All Comments on STU

  • commenter
    SeekingAlpha
    Editors
    Apr 06 05:18 AM
    My Website
    General Discussion on STU
    Is this a buy or a sell? Reply
  • commenter
    FIG trader
    Sep 10 10:36 AM
    My Website
    First Marblehead's Family Affair (FMD) [view article]
    Lets get the discussion rolling. Since I posted the short SLM comment, I'll add why shorting FMD will be equally profitable. You can explain to our viewers why you think Residual Interests are so important. I'll just tell you that one can impute from the current price of FMD market expectations of unusual profits for a financial service company for the next five years. You will have to support your view with more reasoning and data to suggest the company will match these ridiculous expectations. Most of the owners of the stock don't even know how to go through this excercise. Why not bash CFC, WM? People are currently bashing the stocks by selling. And the aforementioned names now provide an opportunity. Which one you ask. Buy CFC, sell FMD (give it time to work out though, could be months or longer). Its a low-risk prop. Just shorting FMD a bit higher could work, short term chart is bullish, but any attempt to breakout above recent highs will fail. Another short NNI (on rally to Reply
  • commenter
    parity
    Jun 15 02:56 PM
    First Marblehead's Family Affair (FMD) [view article]
    1) SLM and STU are not exactly competitors. They may do student loans but primarily in gov't guaranteed space. What is the relevance of the revenue # when one is selling a truck and the other a coupe?

    2) True. Although declining, they are concentrated and will be for the next 2 years. On the other hand, they are selling at 15x PE and 60% PEG.

    3) You are scaring people without explaining what residual interests are. Every Finco has RIs. Are you going to bash WAMU, Countrywide, or JPM? If you want to question their assumptions, then that is another story.

    4) That's a concern.

    5) Analysts as a whole are usually a contrarian indicator. Are those #s in '000s or am I really looking at only 90 grand. I guess the latter, which would be a small concern.     Reply
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