A look back at how our picks have performed and where they are headed
Each issue in Sector Sense we zero in on a particular geographical area or investment segment, make a general case for it, and present a handful of enticing stocks for your consideration. Some of them belong to or eventually join one of our regular portfolios. It might seem as if the others, though, vanish from our radar screen. Thus we decided it would be useful to revisit our recommendations from time to time, and below we offer updates on a range of stocks previously presented in this column. Note, too, you’re always welcome to call us with questions about any stocks we recommend in TCI.
Education stocks (February 04: “No Brainers”): The case for online and adult education—one of the economy’s fastestgrowing sectors—is as strong as ever, starting with the massive discrepancy between the salaries earned by individuals with a college degree and those without such credentials. Our favorite stock in this area remains Growth Portfolio holding Washington Post, thanks to its subsidiary Kaplan, the leader in test preparation and online law education.
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