This report was originally published on 2/21/10.Our entry for chart of the week is sure to send a painful reminder to shareholders of APOL(63.11 ↓0.52%) about Friday’s sell-off. APOL provided initial guidance for...
READ MORE >This report was originally published on 2/9/10.In an 8-K filing this morning, COCO (17.72 ↑1.72%) disclosed its draft 2-year cohort default rate (CDR) data for FY08, which was released to...
READ MORE >This report was originally published on 2/2/10.COCO reported 1Q10 results this morning. You can read the full press releasehere. Overall the company delivered upside to consensus on both the top...
READ MORE >This report was originally published on 1/26/10.We recently conducted a survey of privately-held for-profit postsecondary education institutions. Our goal was to gain a better understanding of...
READ MORE >This report was published on 12/17/09.The education stocks are trading off today following the release of a memorandum from the Department of Education’s Office of Inspector General (OIG). You can find the memorandumhere. ...
READ MORE >This report was originally published on 12/14/09.The Department of Education released unofficial 3-year cohort default rate data this morning. You can find the DOE’s press release here, which also...
READ MORE >This report was originally published on 12/9/09.We have expressed our concerns in the past about the impact the transition from a 2-year to a 3-year cohort default rate calculation could have on the...
READ MORE >This report was originally published 12/1/09.The U.S. Department of Education (DOE) distributed its first round of proposals to the negotiated rulemaking panel on Monday on Program Integrity Issues...
READ MORE >This report was originally published 10/28/09.Readers of our research know that we have been bearish on the for-profit education sector for the past few quarters based on our concerns about growing...
READ MORE >This report was originally published on 10/27/09.Corinthian Colleges, Inc. will report 1Q10 results on Thursday before the market opens. Overall we expect the company to post inline results highlighted...
READ MORE >This report was originally published on 10/20/09.Corinthian Colleges (COCO 17.39 ↓0.57%), Inc. announced it has reached an agreement to acquire Heald Capital, the owner of Heald Colleges for a total consideration of...
READ MORE >This report was originally published 10/14/09.A hearing was held today by the House Committee on Education and Labor entitled: “Ensuring Student Eligibility Requirements for Federal Aid”. You...
READ MORE >This report was originally published on 9/30/09.SF Weekly has published an article today about Corinthian Colleges and the broader for-profit education sector. You can find the article here. Overall the article appears to villify the for-profit...
READ MORE >This report was originally published on 9/22/09.For those of you that have followed our research since inception, you are probably intimately familiar with our concerns about the for-profit education...
READ MORE >This report was originally published on 9/15/09.Yesterday, the Department of Education released student loan cohort default rate data for the 2007 fiscal year. Overall, the national student loan cohort default rate (CDR) increased from 5.2% to 6.7%. As we...
READ MORE >This report was originally published on 9/11/09.On Monday or Tuesday of next week, the Department of Education will release final cohort default data for FY07. Before we get into company specific discussions, we wanted...
READ MORE >This report was published on 8/27/09.We have written extensively about our concerns about the for-profit postsecondary education space and ITT Educational Services, Inc. in particular. Our primary...
READ MORE >SELL/SHORT
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LONG
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SELL/SHORT
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SELL/SHORT
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LONG
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LONG
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LONG
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PAIR TRADE
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PAIR TRADE
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LONG
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SHORT
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SELL/SHORT
$10
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SHORT
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PAIR - LONG BGG/SHORT TTC
25%
PAIR - LONG BGG/SHORT TTC
25%
SHORT
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PAIR - LONG KNL/SHORT MLHR
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PAIR - LONG CSGP/SHORT LOOP
40%
LONG
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SHORT
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SHORT
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