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  • For-Profit Colleges: Don’t Bet on Uncle Sam Being Too Tough [View article]
    I suppose you'd rather lose your money than your ego.
    Sep 24 09:33 PM | Likes Like |Link to Comment
  • Don't be fooled by the recent bounce in financial stocks, Louis Navellier warns. "High foreclosure rates and low lending rates are acting against the big banks," he says, urging investors to sell these 11 famous financials: STD, BAC, BCS, LFC, C, HBC, GS, JPM, LYG, RBS, WFC.  [View news story]
    Shorts have the story correct. However, renewing the selling in shares of big banks will be difficult. I am neutral on banks.
    Sep 14 07:06 PM | 2 Likes Like |Link to Comment
  • Something Wicked (September-October Market) This Way Comes [View article]
    You forget Obama still has to spin the economic reports for election time.
    Sep 14 07:03 PM | Likes Like |Link to Comment
  • Education Stocks: Is Worst Over? [View article]
    Why do you imply a short bias at the bottom of the 9th inning?
    Sep 13 09:24 AM | Likes Like |Link to Comment
  • For-Profit Education, China Style [View article]
    You say "Worse yet, for-profit education stocks are a subsector of the consumer discretionary space." For-profit education is dependent on Title IV loans based on DOE stipulations. Your statement has no relevance. What makes it worse? Education prospers during times of high unemployment.

    "The data was provided as background showing how the proposed regulation was developed and not to establish the accuracy of the repayment rate calculation for any specific program or institution."
    Sep 2 01:13 PM | Likes Like |Link to Comment
  • The FHA is raising its mortgage standards, with requirements like larger down payments and higher credit scores. Normally this would be a good thing, but since the majority of buyers are first-time home buyers using FHA financing, the FHA's timing could have a pretty big impact on the still-anemic housing market.  [View news story]
    However, Obama is providing interest free loans of up to $50K for down payment. The city governments are making these available to low income applicants.
    Aug 15 02:44 PM | 2 Likes Like |Link to Comment
  • In Defense of For-Profit Education [View article]
    I agree with the idea to own COCO at a PE of 4. COCO acquired Heald College for $395M in January 09. As of August 13th the market capitalization is $586M.
    Aug 15 02:39 PM | Likes Like |Link to Comment
  • Why Apollo Group Is a Great Buy [View article]
    Under $41 I am a buyer of APOL. Under $20 I am a buyer of CECO, Under $8 I am a buyer of COCO.

    This is not even remotely similar to subprime as the the hedge fund shorts have proclaimed.

    BP was much worse and recovered. Remember the rumors of bankruptcy?

    Democrats(Obama) will take care of the for-profit education voters.
    Aug 12 01:58 PM | 1 Like Like |Link to Comment
  • Why Apollo Group Is a Great Buy [View article]
    Steve Eisman is short and so are his buddies. They will need to cover their shorts.
    Aug 12 01:35 PM | Likes Like |Link to Comment
  • Why Apollo Group Is a Great Buy [View article]
    The selling has been orchestrated by the shorts. APOL CECO COCO are essential for training the unemployed.
    Aug 12 01:33 PM | Likes Like |Link to Comment
  • For Profit Colleges: Should You Go Long or Short? [View article]
    Negativity PR has been the power of the shorts. Buy the for profit education now and hold for several months.
    Aug 12 01:30 PM | 1 Like Like |Link to Comment
  • ATP Oil & Gas Plunges on Q2 Earnings: The Market Doesn't Get It [View article]
    future cash flows are being discounted more than you assume
    Aug 11 02:44 PM | Likes Like |Link to Comment
  • High Conviction: An Education Stock With Healthy Cash Flow Growth [View article]
    At under $8 I am backing up the truck.

    Enough said.
    Aug 11 02:39 PM | Likes Like |Link to Comment
  • Doug Kass, who called the market bottom, now thinks we're approaching a top: "The economic outlook for the second half of 2010 still looks less than certain, especially relative to the magnitude of the market's rise and to the rise in animal spirits that has accompanied it."  [View news story]
    The markets are easier to call now since the trading desks of the IBs have reduced exposure(size) in recent months.

    If you are a buyer at today's prices you are a bigger gambler than I. Never overstay your welcome at your in-laws and the stock market. Cash is a position.
    Aug 5 07:15 PM | 4 Likes Like |Link to Comment
  • A government report due out today is expected to show that 75% of the oil from the Gulf leak has already evaporated, dispersed, been captured or otherwise eliminated, and that much of the rest is so diluted that it doesn't seem to pose much additional risk of harm.  [View news story]
    and what about the $$$ damage to the seafood industry? $$$ cost to reverse ecological damage?
    Aug 4 11:43 AM | 3 Likes Like |Link to Comment