please act accordingly, independent research firm, compelling investment opportunities and ideas
  Sectors
  Tickers
   ARP    AYI    BCO
   BGG    COCO    CSGP
   ESI    GCA    HNI
   HUBB    HURN    IPSU
   KNOT    LOOP    MLHR
   NILE    RGR    SIG
   SWHC    THQI    TTC
   TWPG    WPO    ZIPR
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

  THQI: The Waiting Has Been the Hardest Part, Finally Some Catalysts for THQI

Posted August 31st, 2010
THQI's "summer of discontent" appears it could finally be coming to a close.  Since Memorial Day, THQI shares have lost close to 40% in value. THQI shares now trade below book value and appear to discount a scenario in which the company cont.....

  WPO: Barron’s Strikes Again, A More Realistic SOTP Analysis, Tail Risk Growing Rapidly

Posted August 23rd, 2010
Barron's columnist Andrew Bary published a follow up piece this weekend to his initial write-up on WPO in which he argued that the stock could be worth as much as $900/share.  You can read the original article

  COCO Runs Itself Into Regulatory “Maelstrom”, Expect Full Year Operating Losses for the Next Several Years

Posted August 20th, 2010
Our short thesis on COCO has never been predicated on a change in the regulatory landscape governing the for-profit postsecondary education sector.  While the outcomes of NegReg 2009 and potential legislation by Congress could have a substan.....

  TTC: Large 3Q10 Beat As Expected, Guides Inline, Headwinds Should Start to Emerge in FY11, Still Favor Long BGG/Short TTC

Posted August 19th, 2010
TTC reported strong 3Q10 result this morning,  you can read the full release here.  On the heels of BGG's bl.....

  PAA Research SMid Cap Portfolio Update – YTD Up 10.0%

Posted August 17th, 2010
We wanted to provide you with an update on the performance of our SMid Cap portfolio, which we introduced on 9/3/09. You can read more about the parameters for the portfolio, our approach to risk management, and return objectives of the PAA R.....