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Apollo Education Group, Inc. Message Board

hedgiesqueezer 6 posts  |  Last Activity: Oct 29, 2013 10:15 PM Member since: Jun 26, 2013
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  • 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

  • hedgiesqueezer hedgiesqueezer Oct 29, 2013 9:49 PM Flag

    You can't use a simplistic P/E approach to valuing APOL (or any stock, for that matter, I would argue). Take a look at APOL using a sum-of-parts approach, taking into account the value of U of P, technology biz, other businesses, cash, etc. and you'll come up with something closer to $34/$35 per share. And that gives the stock NO CREDIT for any present value of accretive deals done in the future with all the cash on hand. So if you look at it a bit more deeply you'll see the real value....hope this helps.

    Sentiment: Strong Buy

  • hedgiesqueezer hedgiesqueezer Oct 29, 2013 8:37 PM Flag

    Remember me ladies and gents? Hope those of you who were short covered as per my recommendation. Can't say I didn''t give you a chance. If you didn't cover, and even worse, shorted more, shame on you....go back to Investing 101 (if you can afford the tuition now, and BTW, I think U of Phoenix offers a class very similar to the one you'll need to be enrolling in). Things played out pretty much as I expected and even better, I see the stock (and the group) working higher as M & A begins to kick in. Those of you who went long on my recommendatioin, congrats to you and I hope you enjoyed squeezing the hedgies AGAIN. Hats off and stay tuned for my next call.

    Sentiment: Strong Buy

  • hedgiesqueezer hedgiesqueezer Aug 29, 2013 9:01 PM Flag

    I guess no one believed me. But that's OK, next time you'll know to attach more credibility to my posts. Steve really came through and the price was far higher than anyone was expecting. Watch the shorts scramble and the stock soar.

    Sentiment: Strong Buy

  • hedgiesqueezer by hedgiesqueezer Aug 26, 2013 8:41 PM Flag

    Uncle Carl will pull the ole pump-n-dump, just like he used to when he realized he bit off more than he could chew. (Don't forget he owns far less than 5%....) Einhorn, who's at least ten times smarter, couldn't find success and bailed. In fact, Uncle Carl may already have started selling. By the way, did you happen to see all the insider selling at AAPL last week?

    Sentiment: Strong Sell

  • hedgiesqueezer hedgiesqueezer Aug 23, 2013 8:47 PM Flag

    They have an outstanding buyback program that was announced a while ago but up until recently they have not bought back any shares because they were waiting for the HLC's decision. (If you go back and take a look at last Q's financials you'll see they did not buy back a single share.) Now that is behind them and the massive cash pile they are sitting on will be put to work shortly: the re-start of share repo once again or an accretive international acquisition. Either way the stock moves (materially) higher.

    Sentiment: Strong Buy

APOL
27.74+0.04(+0.14%)Aug 22 4:00 PMEDT

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