Comments on: Shorting Education – Against Convention http://zachstocks.com/2008/12/shorting-education-against-convention/ Dynamic Investments for Exceptional Traders Sat, 13 Mar 2010 18:21:24 -0700 http://wordpress.org/?v=2.8.6 hourly 1 By: Zachary Scheidt http://zachstocks.com/2008/12/shorting-education-against-convention/comment-page-1/#comment-5599 Zachary Scheidt Sun, 28 Dec 2008 16:01:28 +0000 http://zachstocks.com/2008/12/shorting-education-against-convention/#comment-5599 Mark, I don't think they will hold up very well throughout the entire cycle. Most of these stocks are trading at multiples that I consider very inappropriate when factoring in the lack of available funding, and the questions regarding future growth. Just my opinion - thanks for sharing yours! Zach Mark, I don’t think they will hold up very well throughout the entire cycle. Most of these stocks are trading at multiples that I consider very inappropriate when factoring in the lack of available funding, and the questions regarding future growth.

Just my opinion – thanks for sharing yours!
Zach

]]> By: Mark http://zachstocks.com/2008/12/shorting-education-against-convention/comment-page-1/#comment-5596 Mark Sat, 27 Dec 2008 21:18:09 +0000 http://zachstocks.com/2008/12/shorting-education-against-convention/#comment-5596 Apollo Group has held up well this year also. Looks like the private education market prospers during downturns for the reasons that you stated. Apollo Group has held up well this year also. Looks like the private education market prospers during downturns for the reasons that you stated.

]]> By: Zachary Scheidt http://zachstocks.com/2008/12/shorting-education-against-convention/comment-page-1/#comment-5588 Zachary Scheidt Fri, 26 Dec 2008 18:57:14 +0000 http://zachstocks.com/2008/12/shorting-education-against-convention/#comment-5588 Yes, it will be interesting to see just how well these stocks perform through the entire cycle. They may be some of the last to fall, but I expect weakness to reach this sector before all is said and done. Thanks for the comment! Zach Yes, it will be interesting to see just how well these stocks perform through the entire cycle. They may be some of the last to fall, but I expect weakness to reach this sector before all is said and done.

Thanks for the comment!
Zach

]]> By: BorisB http://zachstocks.com/2008/12/shorting-education-against-convention/comment-page-1/#comment-5587 BorisB Fri, 26 Dec 2008 16:51:30 +0000 http://zachstocks.com/2008/12/shorting-education-against-convention/#comment-5587 Capella's 1-2 month bounce is inline with the group's action. Why investors believe the education chains are recession proof? dont know. maybe because in 2001-2003 they did so well. But this time around they are much larger in the "macro" environment. Capella’s 1-2 month bounce is inline with the group’s action. Why investors believe the education chains are recession proof? dont know. maybe because in 2001-2003 they did so well. But this time around they are much larger in the “macro” environment.

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