DeVry DV

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    1. Did You Notice These New Sector Bets?

      Headlines

      Tue, 14 Oct 2014

      them the opportunity to buy leaders in a key component of the U.S. education system at attractive discounts. DeVry Education Group DV is best-of-breed in an oft-troubled industry, with strong and effective franchises in test prep and information

    2. Interview with FPA's Rob Rodriguez

      Commentary

      Fri, 16 Aug 2013

      create opportunity, what inexpensive sectors have not piqued their interest, how they play technology without having to pick product winners and losers, and why the see unrecognized value in DeVry , Rowan, Foot Locker and Western Digital.

    3. Dropping Coverage of DeVry

      Commentary

      Mon, 8 Apr 2013

      We are no longer providing equity research on DeVry DV . We provide broad coverage of more than 1,700 companies across more than 140 industries and adjust our coverage as necessary based on client demand and investor interest.

    4. Updating the Proprietary Education Sector Moat Ratings to None From Narrow, Trend Goes to Stable

      Commentary

      Wed, 6 Mar 2013

      previously. Although we still view Apollo Group APOL, DeVry DV , and Strayer Education STRA as meaningful players within ..... regulatory trends, will make it less likely that Apollo, DeVry , and/or Strayer will generate meaningful excess normalized

    5. Increased Cost-Reduction Plan Is Highlight From DeVry's 2Q; Shares Remain Under Review

      Commentary

      Thu, 7 Feb 2013

      DeVry DV reported fiscal 2013 second-quarter results ..... up across the board), but the larger DeVry University (graduate and undergraduate ..... under pressure. January total enrollments at DeVry University (undergrads) were down 14

    6. For-Profit Education Firms Under Review as We Assess Competitive Advantages

      Commentary

      Wed, 30 Jan 2013

      take another look at our long-term assumptions and economic moat analysis for the for-profit education industry. DeVry DV remains under review, and there is no change to our financial model assumptions for Capella Education CPLA. We have

    7. Online School Rankings Highlight Competition, Support Our View That For-Profits Can Still Improve

      Commentary

      Wed, 16 Jan 2013

      Phoenix (Apollo Group APOL) and DeVry DV , showed up in the rankings, which ..... weight). The key takeaway was that DeVry and University of Phoenix came in ..... University). As larger institutions like DeVry and the University of Phoenix allocate

    8. Minor Changes to Apollo Group Board, but No Change to Our Company or Sector View

      Commentary

      Fri, 14 Dec 2012

      student/learning infrastructure, or outcome perspective). We think that the companies we cover--Apollo Group, DeVry DV , Capella Education CPLA, and Strayer Education STRA still have roles to play in this market, but the aforementioned

    9. Likely 2012 Post-Election Impact on Education Sector; Situation Still Fluid, but a Modest Negative

      Commentary

      Fri, 9 Nov 2012

      remain under pressure for at least the next 18-24 months. We think that the companies we cover, Apollo Group APOL, DeVry DV , Capella Education CPLA, and Strayer Education STRA still have roles to play in this market, but increased uncertainty

    10. Grand Canyon Bucks Industry Trend in 3Q, Shows That Total Enrollment Can Go Up

      Commentary

      Fri, 2 Nov 2012

      still face several headwinds and normalized margins will be lower going forward. For firms like Strayer Education STRA, DeVry DV , Capella Education CPLA, and Apollo Group APOL, which are all making strides to improve their cost and competitive

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