Education

August 30, 2013

Buy ($175)

Topics covered: Growth Drivers in Chinese Education Sector, Gainful Employment Clarification, Enrollment and Retention Trends, Economic Recovery and Enrollment Trends

Companies covered: ATA Inc. (NASDAQ:ATAI), New Oriental Education & Technology Group, Inc. (NYSE:EDU), China Distance Education Holdings Limited (NYSE:DL), ChinaEdu Corporation, Rosetta Stone (NYSE:RST), Career Education Corporation (NASDAQ:CECO), Capella Education Company (NASDAQ:CPLA), Blucora, Inc. (NASDAQ:BCOR), Apollo Education Group, Inc. (NASDAQ:APOL), American Public Education, Inc. (NASDAQ:APEI), Ladenburg Thalmann Financial Services Inc (AMEX:LTS), Universal Technical Institute Inc (NYSE:UTI), Strayer Education, Inc. (NASDAQ:STRA), K12 Inc (NYSE:LRN), Grand Canyon Education, Inc. (NASDAQ:LOPE), Lincoln Educational Services Corporation (NASDAQ:LINC), H&R Block, Inc. (NYSE:HRB), GP Strategies Corporation (NYSE:GPX), Franklin Covey Company (NYSE:FC), ITT Educational Services, Inc. (NYSE:ESI), DeVry Education Group Inc. (NYSE:DV), Corinthian Colleges, Inc. (NASDAQ:COCO), Bridgepoint Education, Inc. (NYSE:BPI), Moody's Corporation (NYSE:MCO), IHS Inc. (NYSE:IHS), FactSet Research Systems Inc. (NYSE:FDS)