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Non-Tech
Education Stocks

An SI Board Since December 2003

Posts	SubjectMarks	Bans
50	2	0

Emcee: Doughboy	Type: Unmoderated

Introduction Compact

It's time to look at the For-Profit Education Sector. These stocks --Apollo Group (APOL), Corinthian Colleges (COCO), University of Phoenix (UOPX), Sylvan Learning (SLVN), DeVry (DV), and Career Education (CECO) have been scorching in the recent past (more than 50% YOY revenue growth) and have proven to be a safe haven during the recession. The investment thesis is this: 1) it is axiomatic that higher education and additional training leads to greater lifetime income; 2) the demand for better trained workers will be insatiable for the forseeable future; 3) the non-profit sector, especially public schools that are suffering from budget cutbacks, cannot meet the demand, and they do not serve those who are seeking technical/occupational training; 4) the stocks are counter-cyclical because during periods of rising unemployment, worker re-training heats up; 5) the for profit education stocks are great value, priced lower relative to the S&Ps. Hoping to generate some interest in the sector; dissenting opinions most welcome.

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Reply	Message Preview	From	Recs	Posted
50	Sam, Truly a sad story as to what these operators are doing to our young men and	Arthur Radley	-	12/15/2009
49	Marine Can’t Recall His Course Lessons at For-Profit College By Daniel Golden D	Sam Citron	-	12/15/2009
48	[graphic]	~digs	-	5/3/2009
47	End the University as We Know It [NYT Op Ed] By MARK C. TAYLOR GRADUATE educati	Sam Citron	-	4/30/2009
46	Plan to Change Student Lending Sets Up a Fight [NYT] By DAVID M. HERSZENHORN WA	Sam Citron	-	4/13/2009
45	No, I am not related to Citron Research, at least AFAIK. ;-)	Sam Citron	-	3/31/2009
44	Are you the creator of this site? If so, you have a great track record....As for	Arthur Radley	-	3/31/2009
43	McDonald's to sponsor Australian maths lessons guardian.co.uk Ronald McDon	Sam Citron	-	3/23/2009
42	Strayer Education (Nasdaq) fell 20.64, or 12%, to 150.45. Research firm Off Wall	Sam Citron	-	3/16/2009
41	CECO: one of a handful of stocks today hitting 52 week highs <img src='h	Sam Citron	-	2/24/2009
40	APEI: Is it the best online ed stock, as Cramer thinks? Nov '07 IPO PSR 7 P	Sam Citron	-	2/16/2009
39	STRA now down 18%. Strange that we are catching such a severe cold from China. I	Sam Citron	-	2/12/2009
38	Education stocks, which looked like market leaders, are selling off hard. [IBD M	Sam Citron	-	2/12/2009
37	I tend not to follow these second and third tier companies mainly because I feel	Sam Citron	-	2/5/2009
36	sallie mae : just another GSE in a world of hurt -20% on 3.3x avg daily volume	~digs	-	2/5/2009
35	<UTI> UNIVERSAL TECHNICAL INSTITUTE INC > 12.09 -5.83 -32.53% Vol >	~digs	-	2/5/2009
34	Too small and remote for me, but thanks.	Sam Citron	-	1/27/2009
33	fwiw, this one looks teed up.. finviz.com debt/equity = .09 has $2 cash on the	~digs	-	1/26/2009
32	ESI down over 12% today, just two trading days after announcing positive earning	Sam Citron	-	1/26/2009
31	Hi Sam, I will try to answer your questions without going into too much detail,	~digs	-	1/22/2009
30	<i>over bought...the trend is a bit 'long in the tooth' from an im	Sam Citron	-	1/22/2009
29	Thanks for the broader list. I will give it a thorough scrubbing. I also lik	~digs	-	1/22/2009
28	Right, and there's some indication that it might play catch-up soon. It'	~digs	-	1/22/2009
27	APOL leads pack in upward earnings revisions Zacks Revisions Ratio: 2009 <pr	Sam Citron	-	1/22/2009
26	7:33AM ITT Educational beats by $0.17, <b>beats on revs; guides FY09 EPS a	Sam Citron	-	1/22/2009

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