Several times a year, a Confident Investor must reevaluate the companies in the portfolio. Keeping your money in a stock that no longer qualifies as a “Good” company can end up hurting your investment performance a great deal.  Also, there are a lot of Good Companies so losing the worst of the best is not going to impact the ability to have a balanced portfolio.  Over the coming days, this site will evaluate each stock on the Watch List.

 

Company name Strayer Education, Inc.
Stock ticker STRA
Live stock price [stckqut]STRA[/stckqut]
P/E compared to competitors Fair
MANAGEMENT EXECUTION
Employee productivity Fair
Sales growth Good
EPS growth Good
P/E growth Poor
EBIT growth Good
ANALYSIS
Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $152
Target stock price (averages with growth) $237.55
Target stock price (averages with no growth) $235.31
Target stock price (manual assumptions) $147.62

The following company description is from Google Finance: http://www.google.com/finance?q=stra Strayer Education, Inc. provides post-secondary education services. The Company offers a range of academic programs through its wholly owned subsidiary Strayer University, Inc. (the University), both in classroom courses and online via the Internet. Strayer University is an institution of higher learning that offers undergraduate and graduate degree programs in business administration, accounting, information technology, education, health care, public administration and criminal justice at 89 physical campuses in Alabama, Arkansas, Delaware, Florida, Georgia, Indiana, Kentucky, Louisiana, Maryland, Mississippi, New Jersey, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, West Virginia, Wisconsin, and Washington, D.C., and online. As of December 31, 2010, the Company had opened 75 of its campuses. The Company has also developed a robust online education program.

Confident Investor comments: At this time, I think that a Confident Investor can cautiously invest in this stock as long as the price is correct. Most of the fundamentals of this company are good but there are some concerns. I am removing this stock from the Watch List.

Company name Strayer Education, Inc.
Stock ticker STRA
Live stock price [stckqut]STRA[/stckqut]
P/E compared to competitors Fair
MANAGEMENT EXECUTION
Employee productivity Good
Sales growth Good
EPS growth Good
P/E growth Poor
EBIT growth Good
ANALYSIS
Confident Investor Rating Good
Target stock price (TWCA growth scenario) $205.76
Target stock price (averages with growth) $328.64
Target stock price (averages with no growth) $291.2
Target stock price (manual assumptions) $194.66

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in this stock.

Company name Strayer Education, Inc.
Stock ticker STRA
Live stock price [stckqut]STRA[/stckqut]
P/E compared to competitors Fair
MANAGEMENT EXECUTION
Employee productivity Good
Sales growth Good
EPS growth Good
P/E growth Poor
EBIT growth Good
ANALYSIS
Confident Investor Rating Good
Target stock price (TWCA growth scenario) $333.22
Target stock price (averages with growth) $427.54
Target stock price (averages with no growth) $351.97
Target stock price (manual assumptions) $322.54

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in this stock.