Table of Contents
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Harold McGraw III
“Safe Harbor” Statement Under The Private Securities Litigation Reform Act of 1995
Year is off to a good start
Commitment to creating total shareholder value
Expanding the stock buyback program
Increasing the dividend
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Planning another year of growth in 2004
Expect to resume double-digit growth in 2005
Planning another year of growth in 2004
Planning another year of growth in 2004
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What is the outlook for interest rate changes and the economy?
We expect to benefit from an improving U.S. economy
What results do you expect from Financial Services in 2004?
What is contributing to recent margin improvement in Financial Services?
Is the year for ratings off to a good start?
Reduced dependency on new issuance in U.S. market
$16.6 trillion in new debt issued over the last six years in global markets
Growth of credit culture produces high levels of global issuance
International ratings businesses set the pace this year
What is the outlook for structured finance in the U.S.?
Why do you expect growth in the corporate market?
What other growth opportunities are there in Financial Services?
Index services generates four revenue streams
Index services generates four revenue streams
Rapidly growing our highly profitable index services business
The global research settlement opportunity for S&P
S&P equity analysts continue to outperform S&P 500
The global research settlement opportunity for S&P
The outlook for the regulation of rating agencies
Financial Services: Outlook for 2004
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The funding picture for education
State budget gaps are declining and revenue is improving
What’s the outlook for the education market?
Why will MHP outperform the college market?
Why will MHP outperform the college market?
Is the college market changing?
Technology has increased value proposition in last 10 years
Technology has increased value proposition in last 10 years
Taking advantage of convergence of technology and content
We expect college and university market to change and grow
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Overcoming lightest adoption calendar is the challenge for 2004
Why will MHP outperform the el-hi market in 2004?
Math: Biggest new adoption opportunity this year
Testing in 2004
What is the current status of the No Child Left Behind Act?
What is the current status of the No Child Left Behind Act?
U.S. Dept. of Education recently announced important changes to NCLB
Concern about underfunded costs is tied to reporting of testing results
How will these issues affect MHP?
Following the funding for Reading First
Following the funding for Reading First
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Following the funding for Reading First
What is MHP’s strategy for capturing Reading First funds?
McGraw-Hill Education: Summary for 2004
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What’s the outlook for advertising?
Broadcasting
How is BusinessWeek performing?
What’s the outlook for the verticals?
Stringent cost controls will continue in Information and Media Services
Information and Media Services: Summary for 2004
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The McGraw-Hill Companies: Outlook for 2004
Guidance for 2004
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