Noah Education (NYSE:NED)

CAPS Rating: 5 out of 5

The company develops, markets, and distributes interactive education content in China.

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Member Avatar jissues (62.94) Submitted: 3/3/2011 11:33:08 AM : Outperform Start Price: $2.05 NED Score: -7.11

Wild guess on this one. It may take some time but I do think they will start to grow. They seem to have peaked last year at like 5 bucks a share, and then tumbled and I am not sure why. If anyone knows, please let me know. I feel the price has been stable aroudn $2 now for quite sometime, not sure if that is controled or what, but I feel it will go back up to 5 and above as time goes on.

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Member Avatar creek138 (31.50) Submitted: 10/7/2010 12:16:56 PM : Outperform Start Price: $2.10 NED Score: -31.35

Alright, couple of reasons I'm marking this as outperform, none of them related to the specific company at hand. Typically, about twice a year, I'll go to the finviz heatmap:

http://finviz.com/map.ashx?t=sec&st=ytd

From there I'll check the trending 6 months, 1 year, and YTD to find lagging sectors.

Once I find the lagging sectors, I'll do a quick analysis of the macro variables at hand and determine whether the secto is warranted to be under performing the market or whether I think the market has undervalued these sectors. In this case, I think O&G exploration and development as well as utilities are undervalued.

If you notice, pharmas are also undervalued, but I think the new healthcare law makes their underperformance relevant at this time - if they continue to be undervalued at the time of my next review, I may pick up some in the sector.

I digress, the reason I think O&G and utilities are a good buy at this time:

1. Winter is fast approaching
2. Energy prices are still comparatively low and will go up
3. The economy is rebounding
4. The oil spill worries are becoming something of the past for the majority of Americans (Personally, I hate that recency plays a factor in this at all)
5. Likely republican majority in one chamber will make it difficult to pass major energy reform, thus old energy wins and new energy loses. (Much to our malevolence)

After I determine which sectors to buy, I'll review each individual stock in CAPS. Anything less than 3 stars gets filtered out. 4 and 5 star picks are most preferable, as these quintiles usually gains points in a year's time.

I expect to remove 90% of these stocks by March/April. Typically, this nets me a few hundred caps points (read: profit), and roughly 75% accuracy. Some will be bombs or laggards. Those that barely lag will be kept on my portfolio in hopes that I may eke out a slight gain at a later date. The bombs will be dropped.

I want to emphasize, this is not a judgment call on this specific stock. I didn't even check the financials. Do your DD if you buy in RL. In fact if you like the sector and want to buy in RL, I recommend you buy a sector ETF - one of my personal faves is FCG.

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Member Avatar doomday (< 20) Submitted: 8/8/2010 12:42:21 PM : Outperform Start Price: $2.76 NED Score: -67.44

I sure hope I don't regret this...

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Member Avatar whomonkyoulus (28.65) Submitted: 8/7/2010 6:02:59 AM : Outperform Start Price: $2.52 NED Score: -63.57

PE of less than 10 and selling for cash....

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Member Avatar RobertJBanach (< 20) Submitted: 7/4/2010 6:35:25 PM : Outperform Start Price: $3.43 NED Score: -102.28

As the people of China become more affluent, more demand will be for their products.

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Member Avatar YodaBuffett (< 20) Submitted: 4/28/2010 1:42:56 PM : Outperform Start Price: $4.84 NED Score: -102.00

Much to learn, youngling. Much to learn.

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Member Avatar metoo105 (28.70) Submitted: 4/17/2010 12:25:18 PM : Outperform Start Price: $5.04 NED Score: -104.55

It's hard not to like this company's valuation.

And yet, I am thinking of Chuck Prince's quip that you have to dance as long as the music is playing in reference to banks and the mortgage game/impending disaster.

China's emerging middle-class will take a few lumps sometime in the next couple 'o years. There is a huge credit bubble that is waiting to explode from (1) an artificially cheap currency, (2) excessive government lending to businesses, and (3) excessive private lending to other private enterprises. I think that the unraveling will occur when the uncollectable A/R start to make themselves felt.

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Member Avatar spikerguy (< 20) Submitted: 1/10/2010 4:24:28 AM : Outperform Start Price: $5.08 NED Score: -110.44

Chinese are among the world's most dedicated societies at all levels in the areas of intelligence and education...too, the Chinese also are savers to the nth degree. These factors combined with their emergence as a computer based society makes NED a natural.

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Member Avatar littlekred (< 20) Submitted: 12/31/2009 3:51:28 PM : Outperform Start Price: $4.99 NED Score: -113.44

I don't think you can go wrong with this stock, it has surplus
cash, and in this day and time you have to have an education
for the most part to make it these days.

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Member Avatar vvintero (< 20) Submitted: 11/17/2009 3:47:54 AM : Outperform Start Price: $6.05 NED Score: -125.45

buying chinese education

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Member Avatar Sovestor (95.60) Submitted: 11/13/2009 9:57:56 AM : Outperform Start Price: $5.91 NED Score: -126.28

This integrated education company is significantly undervalued and operates in significantly scalable and fast growing education sector in China.

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Member Avatar pmiloradovich (< 20) Submitted: 10/28/2009 4:11:09 PM : Outperform Start Price: $4.72 NED Score: -121.80

Solid company, good balance sheets, emerging market. Chinese invest in education, once more money flows back into the market, this stock will pick back up.

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Member Avatar airforceja (< 20) Submitted: 9/24/2009 9:28:31 AM : Outperform Start Price: $4.99 NED Score: -122.92

Lots of cash; no debt; great return on capital; great margins; P/B about 1; P/cash flow < 10 = outperform

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Member Avatar StockEse (< 20) Submitted: 9/4/2009 2:57:21 AM : Outperform Start Price: $4.52 NED Score: -127.86

Chinese education reform will likely drive increasing numbers to private supplemental education. NED has is selling cheap and has lots of cash. Significant possible upside here is worth the relatively low risk.

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Member Avatar spundun (22.08) Submitted: 8/26/2009 1:39:44 PM : Outperform Start Price: $4.65 NED Score: -125.64

HT ImOuttaHere2009

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Member Avatar leslieelf (< 20) Submitted: 7/9/2009 4:55:06 PM : Outperform Start Price: $3.79 NED Score: -144.42

Education is very important. 6 adults in family spending savings on each child on their education. Goverment support. Desire to learn English etc. Good Earnings, Low PE, Ned is aquiring other companies. Pay a nice dividend. Etc

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Member Avatar greenwave3 (< 20) Submitted: 6/13/2009 8:27:10 PM : Outperform Start Price: $3.84 NED Score: -131.97

edumacation for the chinese masses

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Member Avatar Ibeatmykids (81.23) Submitted: 5/28/2009 12:47:35 AM : Outperform Start Price: $4.25 NED Score: -146.92

China's governement drops a stimulis package with a high precentage of it going to education. Plus I like China in general.

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Member Avatar woosiex (91.63) Submitted: 4/5/2009 4:05:02 PM : Outperform Start Price: $3.30 NED Score: -146.09

Pretty much trading at book value (pretty much all short term assets). That's enough - but add in steady revenue and earnings growth - and you have a good opportunity.

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Member Avatar dreese1 (60.21) Submitted: 2/24/2009 10:53:17 AM : Outperform Start Price: $3.00 NED Score: -161.77

This Chinese company appears poised to really take off. I am somewhat leery of the China market, but with almost no debt, this stock seems to be worth keeping an eye on.

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