Look for the administration to drop $150 billion on Obama’s “new vision for 21st century education. One where we're not just supporting existing schools, but spurring innovation.”
And for-profit houses of learning are likely to play a part. That’s because the White House initiative will probably spark a trend – one in which more people return to the classroom.
As a result, we could see students worth more to their employers – and education stocks worth more to your portfolio.
What’s the trade?
“I’d look at the Apollo Group ,” counsels Guy Adami. “The good news is that there’s probably more room in this stock. The bad news is that it topped at $94 and there’s been some insider selling. I like this stock but it’s ahead of itself.
What’s the bottom line? “I think it’s a buy around $73,” Adami concludes.
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Trader disclosure: On Jan 28, 2009, the following stocks and commodities mentioned or intended to be mentioned on CNBC’s Fast Money were owned by the Fast Money traders; Macke Owns (BAC), (MSFT), (MS), (TM), (MCD); Seymour Owns (AAPL), (BAC), (EEM), (F), (FXI); Adami Owns (AGU), (C), (BTU), (GS), (INTC), (MSFT), (NUE); Finerman's Firm Owns (MSFT), (UNH); Finerman's Firm Owns (DNA) & (DNA) Call Spread; Finerman's Firm Is Short (IYR), (IJR), (IWM), (MDY), (SPY), (COF), (USO)
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