2.19.01: Education Industry Issue
Five leading analysts and top management from seventeen sector firms examine the Education Industry in this special 88-page issue from The Wall Street Transcript.

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  1. Education Industry - In an in-depth (14,100 words) Analyst Roundtable, Gregory Cappelli, Managing Director/Senior Analyst for Credit Suisse First Boston, Keith Gay, Partner at Thomas Weisel Partners, LLC, Gerald Odening, Managing Director at J.P. Morgan H&Q, and Jeffrey Silber, Senior Vice President at Gerard Klauer Mattison, examine the outlook for the sector, including sector cyclicality, valuation factors, and share specific stock recommendations.
  2. Outlook for e-learning - In an in-depth (5,400 words) Analyst Interview, Trace Urdan, Senior Analyst at WR Hambrecht & Co., LLC, examines the outlook for the sector and shares specific stock recommendations.
  3. The TWST confidential Off-The-Record survey of management performance at fifteen sector firms asked market insiders about the ability of management teams to create shareholder value. Firms reviewed in Off-The-Record include:
    Apollo Group, Career Education, Corinthian Colleges, DeVRY, DigitalThink, Docent, Edison Schools, Education Management, ITT Educational Services, Lightspan, Saba Software, Scientific Learning, SkillSoft, SmartForce, Strayer Education
  4. CEO interviews (average 2,500 words). Top management of seventeen sector firms examine the outlook for their firm and the sector. Firms include:
    Lightspan, PLATO Learning, Stanfield Educational Alternatives, Argosy Education Group, Commercial Concepts, Concorde Career Colleges, DA Consulting Group, DeVry, HealthStream, Interplay Entertainment, ITT Educational Services, Learn2.com, Lucas Educational Systems, SmarterKids.com, Student Advantage, ViewCast.com, VirtualAcademics.com
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