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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

BCO: Some Modest Operating Momentum Starting to Emerge, Revising Estimates

Posted July 29th, 2010

BCO reported 2Q10 results this morning. You can read the full earnings release here. Overall, the company delivered both topline and bottomline outperformance .....

Finally a Bottom in the Reprographics Industry? Channel Checks Suggest So, ARP Positioned for a Solid Q2 Beat

Posted July 28th, 2010

In April, we argued that the reprographics industry was showing signs of imminent revenue stabilization, despite what continued to be weakness in the macro-economic dat.....

“Repayment Rate” Provision of Gainful Employment Is Not Nearly as “Toothless” as You Might Think

Posted July 23rd, 2010

At long last the details on the Department of Education's proposal for its "gainful employment" were released. You can read an excellent summary of the proposal as well as responses from Senator Harkin, Harris Miller (CCA), and other interest.....

ESI: Rapidly Slowing Start Growth, Revenue Miss, and Low Quality Earnings Beat Suggest Growth Strains Are Starting to Emerge

Posted July 22nd, 2010

ESI reported 2Q10 earnings results this morning. Overall we think the precipitous slow down in new student start growth for the summer term should start to raise significant questions about the ability of ESI and other for-profit postsecondar.....

GCA’s Loss of Its Harrah’s Contract Throws Stock Into a “Doubt Spiral” – Four Reasons Why We Think the Stock Can Trade Higher From Here

Posted July 22nd, 2010

GCA shares sold off an astonishing 44.4% yesterday on massive volume (19.2MM shares) following the announcement that the company had received notice from Harrah's that the casino operator would not renew its contract with Global Cash Access f.....