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[1 Nov 2008 | 8 Comments | 656 views]
Thriving in Tough Times

I don’t get things right as much as I’d like when it comes to the market but my Latticework Linkfest back in late February was spot on:
In times of recession, when unemployment is high, the unemployed go back to school to add marketable skills and increase future earnings power. The leading companies in for-profit education include Strayer Education (STRA), DeVry (DV), ITT Educational Services (ESI), Career Education Corporation (CECO), Capella Education (CPLA), Corinthian Colleges (COCO), and industry giant Apollo Group (APOL). Apollo operates the ubiquitous University of Phoenix campuses. This …

Investing, Linkfest »

[12 Mar 2008 | No Comment | 3 views]
Investing Linkfest 3/12/08

ESCO receives order for 88,000 meter readers – Radio Frequency (RF) utility meters are coming to your neighborhood soon. Yes, everything is going to get networked, even your gas, electric, and water meters. ESCO Technologies (ESE) just sold a bunch to PG&E Corporation (PCG) and if you don’t live in California, expect your utility to follow suit.
Perdigao Reports Increase in Net Income of 174% in 2007 – Food prices keep rising – an issue I’ve mentioned here before. Brazilian pork and poultry producer Perdigao S.A. (PDA) has been a big …