Education Report

September 06, 2010

Buy ($175)

Topics covered: Student Quality Over Quantity, Regulatory Risks, Innovation in Programming and Student Development, Growth Drivers in Chinese Education Sector, Great Buying Opportunities Among Weak Stocks, Economic Recovery and Enrollment Trends

Companies covered: ATA Inc. (NASDAQ:ATAI), Student Loan Corp., Career Education Corporation (NASDAQ:CECO), Capella Education Company (NASDAQ:CPLA), Apollo Education Group, Inc. (NASDAQ:APOL), American Public Education, Inc. (NASDAQ:APEI), Strayer Education, Inc. (NASDAQ:STRA), Grand Canyon Education, Inc. (NASDAQ:LOPE), ITT Educational Services, Inc. (NYSE:ESI), DeVry Education Group Inc. (NYSE:DV), Corinthian Colleges, Inc. (NASDAQ:COCO), Walmart Inc. (NYSE:WMT), K12 Inc (NYSE:LRN), Bridgepoint Education, Inc. (NYSE:BPI), Blackboard Inc., Children's Place, Inc. (NASDAQ:PLCE), Zumiez Inc. (NASDAQ:ZUMZ), Urban Outfitters, Inc. (NASDAQ:URBN), Men's Wearhouse, Inc. (The) (NYSE:MW), J. Crew Group, Inc., Gymboree Corp., Gap, Inc. (The) (NYSE:GPS), Guess?, Inc. (NYSE:GES), Chico's FAS, Inc. (NYSE:CHS), Aeropostale Inc (NYSE:ARO), Abercrombie & Fitch Company (NYSE:ANF), American Eagle Outfitters, Inc. (NYSE:AEO), New Oriental Education & Technology Group, Inc. (NYSE:EDU), ChinaEdu Corporation, Overstock.com, Inc. (NASDAQ:OSTK)