Opinions
Christine Tan
TAL Education Group
TAL-N
COMMENT
Aug 31, 2017
$30.430
Stock price when the opinion was issued
0
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COMMENT
Own seagoing containers and rent them out to shippers. In an environment like this, when shippers are cautious about the economy, they don’t want to spend a lot of money building or buying new containers so they rent them. Stock fell when they issued new shares. Pays a nice dividend and the outlook is pretty good.
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She really likes this and it is one of her top 10 holdings. An education company that basically provides K to 12 tutoring services. In Asia, education is very important. On top of that, you layer almost 2 decades of a one child policy in China, education is absolutely non-discretionary. A very fragmented industry and anyone could actually start a tutoring business in China overnight. This company has done a fantastic job of building such a strong moat around themselves. They pay their tutors very well. Their best tutors actually have equity positions in the company. Their reputation is so high, that the company does not spend on advertising. Their biggest challenge right now is finding enough talent in tutors to grow. Trading at the highest valuation it has ever traded at.