Sysco and similar restaurant suppliers.

[vanzandt]

Good P/E and good products. Many people hate WOKE shoved down their throat by the public schools. I can see the growth of charter schools...People want them, back to basics.

Here in California, the strongest union is the teachers unions. They control the whole state...I kid you not!! They will have a say in the expansion of charter schools. They will have a say on who can be home schooled. This will spread to other states. You will have people fleeing to charter private/parochial schools. But they can not afford the cost. Most people would choose private schools, if they had the choice.

I believe the teacher's union is too powerful to allow changes...

I think what you will see in the future, is more the Asian/Indian/Muslim model of education. They will go to public schools (limited amount). Then in the afternoon have study groups with friends, family, and people of similar culture. I believe communities of all races will go this route. Sure there will be sports and other after school curricular activities. But, the days of handing your kids over to a full time woke teacher are limited in my view...

They had a real nice report. Nice beats on the top and bottom lines. The only thing I saw was enrollments were down slightly yoy. (3%ish)

-------------------------

Stride's Fiscal Q4 Earnings, Revenue Increase; Shares Rise After Hours


Stride (LRN) reported fiscal Q4 diluted net income late Tuesday of $1.01 per diluted share, up from $0.66 a year earlier.

Three analysts polled by Capital IQ expected $0.87 per share.

Revenue for the quarter ended June 30 was $483.5 million, up from $455.2 million a year earlier.

Three analysts surveyed by Capital IQ expected $460.7 million.

The company said it will provide fiscal 2024 guidance when it releases fiscal Q1 results in October.

Shares of Stride rose 9% in recent after-hours activity.

Price: 41.75, Change: +3.46, Percent Change: +9.04

 

[vanzandt]

Hey Cabin....
Having read your posts forever, I know that you're a pretty prudent investor, smarter than most in this game for sure... so I'm gonna give you a wayyyy off the radar stock that is rock solid and probably suits your style.

Stride Inc.
$LRN ---->$39.20

Now they have earnings on 8/15. You could buy it now and sell the August $40's for $2.40, but I'd wait on the selling the calls because I think it will spike on earnings. If it drops you'll be in the stock for $36 and change if you do sell the calls, but again, I wouldn't this time around. Do some DD on it if you want. It's a 10 year hold. The climb will be slow and steady.

Just a suggestion.

$56.50 now.