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Osterweis on For-Profit Ed

Apollo is, among its peers, a high-quality company that can take steps to mitigate any problems that have arisen, says Osterweis Capital's John Osterweis.


Dan Culloton: Another company, which may not fit in everyone's definition of "quality" is Apollo Group, the for-profit education firm--an industry that's come under a lot more government scrutiny and actually been criticized or predicted as being the next subprime by some market observers.

What's your thesis for Apollo Group and how do you get comfortable with that as a quality company?

Dan Culloton does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.