The Advisory Board Company (NASDAQ:ABCO)

Myshkin69 (44.48) Submitted: 1/11/2012 4:16:16 PM : Start Price: $74.75 ABCO Score: -24.62

The valuation baffles me.

inprocess (48.28) Submitted: 1/7/2012 12:34:33 PM : Start Price: $74.11 ABCO Score: -24.46

Too rich a valuation

naughtyguy (61.18) Submitted: 12/16/2011 6:42:54 PM : Start Price: $72.62 ABCO Score: -22.06

profit taking soon?

TSIF (99.95) Submitted: 11/2/2011 7:21:26 PM : Start Price: $61.92 ABCO Score: -46.25

I've been waiting for a downthumb entry for some time now and after I made my call I realized I should have put my energy elsewhere! The Advisory Board Company has maintained a high valuation throughout the down cycle and perhaps I was jealous! My theory was that with the high valuation that it would certainly disappoint at some point. The health care industry has been taking hits as the government clamps down. A company that specializes in advice would seem to be a luxury that it's customers couldn't afford, but the crunch apparently gives The Advisory Board Company a much needed value add. They are also innovating thier business. Finally, my error picking on this company is it's LOW VOLUME. I've learned, but wasn't paying attention on this one, that low volume equities generally have loyal investors and you don't get runs for the exits that trip stops and accelerate a selloff.

Growth does appear to be slowing, P/E stalling near 30, with a P/B of 6. Margins are not supporting growth, so I might get out of this one eventually, but with the low volume and extremely solid institutional investing I don't see enough downside to play it on caps.

BuffettJunior1 (97.53) Submitted: 10/11/2011 7:25:56 PM : Start Price: $63.41 ABCO Score: -39.67

Unless this company can grow at over 50% per year over the next 10 years, I don't think its worth over a billion dollars, as its market cap suggests.

jed71 (30.30) Submitted: 3/14/2011 11:53:53 AM : Start Price: $49.54 ABCO Score: -89.80

This is a good company, but current valuation is way too high compared to any growth potential it might have. Expectation is that it will settle back down into the low 40's, at the least.

sshoya (29.68) Submitted: 11/9/2010 3:29:04 AM : Start Price: $48.00 ABCO Score: -89.55

Hindered by a non-compete which severely handicaps the company. The market for their services isn't growing and hospitals love to cut costs.

pyupie0216 (25.02) Submitted: 8/18/2010 5:56:02 PM : Start Price: $43.79 ABCO Score: -95.11

screen

robertshrestha (46.17) Submitted: 7/9/2010 11:10:47 AM : Start Price: $41.87 ABCO Score: -102.70

Lofty valuation, highly sensitive to weak economy, too dependent on intellectual property, and limited prospects for growth. What's to like?!

oldnbroke441 (87.79) Submitted: 11/2/2008 10:01:12 AM : Start Price: $24.65 ABCO Score: +243.92

8 sma

wooderino (93.07) Submitted: 11/1/2008 6:57:23 AM : Start Price: $24.65 ABCO Score: +243.92

Very hidden stock that I found just by accident but they seem poised to really monopolize what is a very niche-market, but it will allow them to maintain a competitive advantage and with almost no required capital investment their profit margins will be through the roof.

skc0001 (< 20) Submitted: 6/18/2007 3:10:07 AM : Start Price: $54.43 ABCO Score: +83.16

Proposed by Good People