The Corporate Executive Board Company (NYSE:EXBD)

Current Parameters
LT Debt-to-Equity Ratio
0.00 - 0.00
Return on Equity (TTM)
25.00 - 7078.00
Market Capitalization
1B - 10B
Gross Margin
60.00 - 100.00
CAPS Rating
All on 2011-11-04

Best of breed. 0% D/E. Increasing fund ownership trend.

Area where they are solving problems, best guess on this one.

Stock price has been dragged down due to the economic downturn and uncertainties in where the economy is going. I see a upturn in the next few years.

low relative PE, good star & 2010 earnings. Bottom fishing week of 2/15

large debt load, high p/e and p/b, and increased operating expenses need further research but EXBD has a large economic moat and has been beaten down.

High-end subscription model that is extremely customer-focused. This is the kind of business that will make the most of these times and come out on top in the long run.

Network effect gives it a moat; currently on sale.

buy on dip

EXBD has been punished lately...overdone. They just declared a dividend: a positive sign for me that management is doing the right things. They are still bringing in more cash than most of their competitiors (a tribute to a loyal customer base), they have a proven track record (5-yr growth record of ~22%), and they have a respectable 13.7% profit margin. They are now trading at a low (especially when compared against competitors) 18.48x P/E. This company will outperform the market over the next few years.

Solid company. Should easily climb back up.

This company has a virtual monoply on Fortune 500 business consulting services. While domestic growth is a concern in light of the fact that EXBD has virtually saturated the Fortune 500, EXBD promises to add additional services to those currently available to their enviable client base, and look for substantial growth abroad and EXBD begins to penetrate foreign markets and make EXBD membership as indispensible to business leaders there as it is here,

my roomate works there!

I think the price is just too low right now. Watch their growth overseas and in the mid-cap companies if it shows good growth this could be a longer term stock.

Solid company with good fundamentals that just took a 40% blow to its share price. Easy money.

This may be the definition of BuyLowSellHigh

short term outlook not so good. Long term will be better.

This company may go down in the near future, or at least trade sideways, but in the long run, this will be seen as an excellent time to have picked up shares in a great company. EXBD is a great value play around these levels, especially due to the fact that their balance sheet is pristine and their dividend yield is currently about 4.5%. Buy this stock at low levels and hold on for a while... you won't be dissapointed.

Wasn't really surprised by the drop from $55 to $38. My own, margin of safety valuation I did about six months ago gave me a share price of $40.

I did like the company/stock so I wanted to follow the story. I think that long term, the valuation looks enticing at a sub $35 share price.

Cons:

Management blundered by buying back shares at the top when the P/E was around 30. At 30 X earnings that's a yield of 3.3%. That's not very good unless the company is growing a lot. Appears management overestimated growth prospects. This is not a good indication of management prowress. They also may have been elevating the stock price with the buybacks and dumping their own shares. Also not a good sign of shareholder friendly management.

Ok, this one bears watching but I don't think it's on my short list anymore.