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Apollo Education Group, Inc. Message Board

  • hedgiesqueezer hedgiesqueezer Oct 29, 2013 10:15 PM Flag


    You've been absolutely destroyed on this one. It has been one for the ages. Again, go back and read my post dated August 21. How could you be so dumb as to short a stock trading at 1.5 x TTM EV/EBITDA, with a 18% FCF yield and with over half of its share price in net cash? Not a good idea. Even Citron warned you that it was going to $30 (and we're not there yet, either...) Now you're back for more punishment. Stop. Think. Cover. Live to fight another day. You can thank me later.

    Sentiment: Strong Buy

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    • With traditional research universities like ASU offering valuable degrees ... the journey and destiny of online universities like UoP is is most probably only one way ... shrinking revenues ... closing business-units/university-campuses and aggressive cost cutting .. all the way down ...

      Cost cutting makes enhancements to course materials and timely updates to the competitiveness of courses could quite naturally be moved to back burner ...

      APOL is closing business-units/university-campuses and stating the cost of such closures as one time activity that are not part of cost of doing business ... but they have been continuing the closure of business-units/university-campuses from quarter to quarter to beat EPS projection even when revenue is steadily declining ...

      Many traditional research universities like ASU is offering valuable degrees almost at the same cost as degrees from UoP and the value of degrees from UoP could easily be guessed ...

      The chances of UoP graduate having any chance of getting a job when competing with an graduate could easily be guessed ...

      ESI is worth $29.5/share based on a P/E of 10 and its 2014 EPS of $2.95 where ESI would end up by Q1 of 2014 ...

      Based on ESI valuation would APOL end up near $17.5 based on their 2014 EPS of $1.75 ... probably about $9/share for 2015 and about $5/share for 2016 ???

    • good luck hedgie squeezer- hope you have taken your profits
      bulls make money-bears make money-hogs get slaughtered

      Sentiment: Strong Sell

      • 1 Reply to wavesearcher99
      • 99 Why is he a hog, he simply has different view of APOL's future?

        Others share his opinion that the stock is overbought:

        Apollo Group (APOL_), the for-profit parent company of University of Phoenix, surged in trading after reporting fourth-quarter diluted earnings per share of 19 cents on revenue 15.2% lower than a year earlier to $845 million. Operating income dropped 61.3% to $34.7 million from $89.6 million a year earlier. Keris Alison Lahiff

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