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.....
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
Posted
August 31st, 2010
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
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.....
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.....
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.....
