Despite concerns about increasing student default rates and poor student placement, we feel the for-profit education stocks are appealing at current values. The countercyclical nature these stocks, people going back to school during a recession to improve their resumes, has resulted in record enrollments. Consumers Digest reports it as a 6.2 billion dollar industry, and many companies in this industry are producing above average revenue growth. Once called distance learning, online classrooms proliferate even at academically superior not for profit schools.
APOL, LINC, and CPLA
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