Jeffrey Silber discusses the education sector. Mr. Silber is more optimistic on for-profit education than most, as there are a number of selective companies that can be good investments, particularly those going from a public pay model to a private pay model. He says nonprofits have had to change their themes a bit to compete with for-profit companies with the demand for education that helps students increase their employability. Mr. Silber favors the child care and premium K-12 sector, where he expects to see continued growth.
Full interview available here.
BMO Capital Markets REITs Mavens John Kim and Jeremy Metz See REITs Rebound, but only for Specific Names
May 07, 2018
Interview Highlights: Gbolahan Amusa of Chardan Capital Markets on Biotechnology and Pharmaceuticals
August 22, 2016
Interview Highlights: Donald Hooker of KeyBanc Capital Markets on Health Care IT
November 01, 2016
Interview Highlights: Leo Kulp of RBC Capital Markets on Gaming and Leisure
November 25, 2016
Interview Highlights: Richard Bove of Rafferty Capital Markets on Northeast, Mid-Atlantic and Southeast Banks
January 03, 2017
