please act accordingly, independent research firm, compelling investment opportunities and ideas
  Sectors
  Companies Followed
   APOL    ARC    AYI
   BCO    BGG    COCO
   CSGP    DV    ESI
   GCA    HCG.TO    HNI
   HUBB    HURN    ING.PA
   IPSU    KNL    LOOP
   MCRS    MLHR    NA.TO
   NILE    OPEN    RGR
   RON.TO    SIG    SWHC
   THQI    TRLA    TTC
   TWPG    WPO    WWE
   XOXO    Z    ZIPR
   ZU
PAA Research

PAA Research, the owner and operator of pleaseactaccordingly.com, is an independent research firm that provides investment ideas backed by extensive fundamental and primary research to professional money managers and high net worth individuals. The company strives to generate action-oriented investment ideas with high absolute return potential.


Recent Reports

  Z/ZG: It’s Strange

Things have been quite different in Internet TAM-land for the past 3-6 months.  Seemingly overnight investors have held companies in the space to a higher standard of operating metrics, profitability and cash flow (do not confuse the relativ.....

  HCG.TO: Earnings Have Nowhere to Go but Down, Even with “Profits Before Expenses” Accounting HCG’s Core EPS Power is On the Decline

In case you were wondering what business looks like on the ground, or in this particular case the “air” in Alberta, here’s an important comment from the CEO of Westjet (Canada’s second largest airline) from the company’s 4Q15 earnin.....

  Z/ZG: Desperate Times, Desperate Measures – The Implications of Eliminating “Featured Listings” & Other Changes to the Zillow Ecosystem

It’s one of the more laborious, mind-numbing, and tedious exercises we have conducted on any investment idea, but it has proven to be the most revealing. Of course, we’re talking about the task of simply reviewing the data that makes up l.....

  RON.TO: The Irrational Bid Is Alive and Well in Canada, Closing Out Short Idea with a (-49%) Loss Following Acquisition by Lowe’s

This isn’t the first time, nor will it be the last (unfortunately) that the stock of a company that we have recommended going short has been acquired. It happened with OPEN, MCRS, and now RON.  Through yesterday, RON shares had declined (-.....

  DV: FTC and Dept. of Ed. Actions Confirm What We’ve Known All Along, There’s No Way DVU Has a 90% Job Placement Rate, Lowering Target to $15

For once, it appears that DV management might has gotten something right in their “fearless” forecasting – the FTC investigation from our perspective has come to its “logical close”.  We cannot prove this, but we highly doubt that .....