Dan Weiss

Six Sectors Presenting Opportunities as Obama Takes Office

Meadow Valley acquisition closed today with 75% premium to today's closing price of $6.41. Deal closed at $11.25, Congrats to those who own the stock.

Private Education Providers: A Counter-Cyclical Investment Idea

Looking at the overall sector, ITT would be the most attractive based simply on valuation with APOL and and Devry just behind and then strictly on a valuation basis a stock like APEI looks rather expensive (although they are growing faster than others).

Private Education Providers: A Counter-Cyclical Investment Idea

I agree 100% with the fact that the industry tends to be counter-cyclical and have been long Devry and Apollo Group. The valuation on Strayer is a bit high (although they clearly are a leader). I think as long as you stick with the four mentioned you will be fine and another one that would be interesting on weakness is APEI.