Education

August 29, 2014

Buy ($175)

Topics covered: Student Housing REITs, Growth Drivers in Chinese Education Sector, Gainful Employment Clarification, For-Profit Institutions, Enrollment and Retention Trends, Economic Recovery and Enrollment Trends, Chinese Education Growth Catalysts

Companies covered: New Oriental Education & Technology Group, Inc. (NYSE:EDU), China Distance Education Holdings Limited (NYSE:DL), Capella Education Company (NASDAQ:CPLA), Apollo Education Group, Inc. (NASDAQ:APOL), Strayer Education, Inc. (NASDAQ:STRA), Grand Canyon Education, Inc. (NASDAQ:LOPE), Lincoln Educational Services Corporation (NASDAQ:LINC), ITT Educational Services, Inc. (NYSE:ESI), DeVry Education Group Inc. (NYSE:DV), Corinthian Colleges, Inc. (NASDAQ:COCO), Bridgepoint Education, Inc. (NYSE:BPI), Rosetta Stone (NYSE:RST), J P Morgan Chase & Co (NYSE:JPM), Goldman Sachs Group, Inc. (The) (NYSE:GS), Education Realty Trust Inc. (NYSE:EDR), Digital Realty Trust, Inc. (NYSE:DLR), Dupont Fabros Technology, Inc. (NYSE:DFT), Deutsche Bank AG (NYSE:DB), CoreSite Realty Corporation (NYSE:COR), American Campus Communities Inc (NYSE:ACC)