Education & Training Stock Picks (LRN, ESI, DV, UTI, APOL)
We think so. Education & Training has been a huge laggard in 2012, much like the Homebuilders were in recent years. However, the "Homies" have been tearing it up in 2012 - and the Housing Market hasn't even fully recovered yet.
Here are our picks: K12, Inc. (LRN), ITT Educational Services Inc. (ESI), DeVry, Inc. (DV), Apollo Group Inc. (APOL), Universal Technical Institute, Inc. (UTI).
New regulations regarding for-profit schools and increased scrutiny have taken a toll on enrollment and revenue in the Education & Training industry.
In spite of that, fundamentally, these stocks are looking pretty good. You might get laughed out of a job interview if your degree is from the DeVry Institute, but DV did 2.09B in sales last year, and is expecting Brazil to drive its growth in the next year. DV is also on track with plans to cut costs companywide to save at least $50 million in fiscal 2013. Others in the sector are doing the same.
It may not be time to buy right this second, but it would behoove you to add these names to your radar. It's just a matter of time until we see a short squeeze as the sector recovers.
|Ticker||Company||Price||Float Short||Performance (Year)|
|ESI||ITT Educational Services Inc.||38.38||29%||-39%|
|APOL||Apollo Group Inc.||29.6||17%||-34%|
|UTI||Universal Technical Institute, Inc.||12.75||3%||-5%|
Best of the Blogs
Scanning and identifying the best blog entries every hour
- "We Are At A Point Where The Encroachment Of Government Power Has Historically Resulted In Rebellion" | ZeroHedge
- Al Qaeda In Syria Changed Its Name And Now The US Is Arming Them | ZeroHedge
- Close All Mosques, Ban Koran; Poll-Leading Dutch 'Freedom' Party Unveils De-Islamization Manifesto | ZeroHedge
- New Lidar Chips for Self-Driving Vehicles Are Smaller Than a Dime, Cost $10 to Manufacture | Financial Sense
- Trump Closing Gap With Hillary In Latest Reuters Poll: This Is How He Could Win | ZeroHedge
- Europe: The Substitution Of A Population | ZeroHedge
- The Script: Ocwen Lawyer Spoon-Fed Foreclosure Questions and Answers to Robo-Witnesses | ZeroHedge
The most relevant financial news and articles from the Internets
- A sex expert reveals the 3 traits every couple needs for a happy... | Business Insider
- 6 of the best wallets you can buy for under $100 right now | Business Insider
- This shadowy group is assassinating ISIS members within its borders | Business Insider
- One of the most popular trades in the world is no longer profitable | Business Insider
- China’s middle class is exploding | Business Insider
- Here's a cautionary tale about why we shouldn... | Business Insider
- The amazing story behind the world's first hedge fund | Business Insider