Is the growth in EDU demand starting to slow?
Some very interesting data coming in which may lead to the conclusion that the growth rates may be slowing. While the industry is still growing and at rates which would make most extremely happy, the percentage growth may be showing some signs that it’s leveling out a bit.
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Department of Education Conference Call
Department of Education Conference Call
The (DOE) Department of Education held a conference call on Friday that didn’t really clarify any potential upcoming regulatory changes.
Deputy Undersecretary Robert Shireman basically repeated what was published in The Federal Register.
In essence they intend to convene a committee to develop & propose regulations to maintain and/ or improve program [...]
Low cost/tuition online schools…they have been growing, what are your thoughts of long term prospects?
There have been a number of entrants into the online degree space whose tuition are at significantly lower price points than the majors. Some of these have seen tremendous enrollment growth over the last year to two. In addition, they have remained (in many cases) extremely profitable. What are your thoughts on these low price providers? [...]
Growth continues to look strong in for-profit industry
After speaking with many analysts and marketers it seems like the positive growth is continuing into the second quarter. Lead volume & enrollment growth seem to have continued from the first quarter. Lots of continued interest in investing into the for-profit arena is always a great sign. The only negative area has been the stock [...]
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EDU stocks trading at low prices & multiples
Take a look at the EDU stocks, now looks to be a good time to buy in at good prices and at multiples as low as they have been in a while. With all the bullish discussion of late the EDU sector has taken a hit. With people/investors being short sighted and thinking, hey if [...]
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Whens the next wave of acquisitions comming?
I have heard a few rumors but wanted to see what you think. 2002-2003 was suck a massive year for acquisitions but we haven’t seen a boom year (regarding acquisitions) since. Whose ripe for the picking? Whens the next roll-up coming out? There are so many nice mid-sized private for-profit schools out there just lining [...]
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As expected Apol exceeds expectations, yet analysts still fear
For its fiscal second quarter, Apollo Group reported earnings of $0.77 per share, $0.12 better than the First Call consensus of $0.65.
Revenues rose 26.3% year-over-year to $876.1 million, topping the consensus estimate of $865.5 million.
Contributing to the growth was a 20.4% year-over-year increase in degreed enrollment to 397,700.
With all of this good news the stock [...]
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CECO & COCO hit 52 week High’s
Feels almost like 2002-2003 again! If their share prices continue to go up, we know what’s next! Start up the acquisition machines again. Hopefully this time around they will take it slow. It’s good to see the shares of these two companies going up, I hope they both continue on the path of managed growth.
