Comments on Magnus Carlson's articles Comments on Magnus Carlson's articles RSS Syndication from SeekingAlpha.com http://seekingalpha.com/author/magnus-carlson/articles For-Profit Education Sector: Recession Proof http://seekingalpha.com/article/117855-for-profit-education-sector-recession-proof?source=feed#comment-671948 671948 Fri, 11 Sep 2009 10:19:55 -0400 finance.yahoo.com/news...]]> For-Profit Education Sector: Recession Proof http://seekingalpha.com/article/117855-for-profit-education-sector-recession-proof?source=feed#comment-469952 469952 Mon, 20 Apr 2009 13:10:11 -0400 For-Profit Education Sector: Recession Proof http://seekingalpha.com/article/117855-for-profit-education-sector-recession-proof?source=feed#comment-374075 374075 Tue, 03 Feb 2009 00:55:40 -0500
Regarding the unfreezing of securitization markets, that was something that was pushed in the previous administration. It obviously helped, but it's still hard to see to what degree on companies like APOL and ESI which had a relatively large exposure to private lending compared to STRA and DV.

I'd be a bit cautious about this sector, as everyone has or will continue to pile on to this boat. ]]>