Value + chart + catalyst. Education exposure

magic formula July 20 08

He also likes McGraw-Hill, which he view as a terrific long-term bet and which he thinks can jump to 69 in a year; it recently traded around 40.

Long term..great stock

7.3%

401k

several well respected brands in one package.

value growth

McGraw-Hill downgraded at JP Morgan
8:04 AM EDT
MHP was downgraded from Overweight to Neutral, JP Morgan said. Credit markets should continue to see declining issuance activity. Stock will likely tread water in the near term.

Price Target: 77

owns S&P which can be effected by MCO court case

publishing may decline due to internet

above historic highs

From Barron's 3-26-07

"A secondary way we've found to play the demise of subprime and its fallout is by shorting the credit-rating agencies... Subprime issuance is going to shrink dramatically this year, and a big chunk of CDO volume is backed by subprime assets, and so the rating agencies' entire structured-finance operations should see a big drop in growth this year, especially in their high-margin areas, and that's underappreciated by the stock market. In light of the fact that Moody's is trading at 25 times estimates of 14% earnings growth and McGraw-Hill is trading at 22 times estimates of 16% earnings growth, and we see both missing their estimates this year and possibly showing little if any earnings growth, those multiples could get hurt badly."