Along those lines, I think it's misguided to fear that the government's involvement will do long-lasting damage to the industry. I don't believe that will be the case. These companies still have the capabilities to provide opportunities for a wide range of Americans to build careers. To that end, if the government can curb some abuse with stricter policies, I think it's a good thing.
Likewise, as with good teachers with high expectations, good investors should dive head first into these stocks. If my suspicions are correct, in four years, several of these for-profit names, especially DeVry and Apollo, will graduate at the head of their class. At the time of publication, the author held no position in any of the stocks mentioned. Follow @saintssenseThis article was written by an independent contributor, separate from TheStreet's regular news coverage.