Admittedly, we did not expect something like this. Suffice it to say BGG’s 2Q12 earnings results and conference call included a number of unexpected outcomes both operationally and strategically. Obviously the big news of the day was th.....
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
January 27th, 2012
Posted
January 26th, 2012
It’s True They Did Beat, But….
ESI reported 4Q11 revenue and EPS results that were significantly better than consensus estimates. Despite the overall outperformance, many of the critical underlying metrics the compan.....
Posted
January 25th, 2012
Yesterday we published a lengthy report that outlined the 12 issues that we think will have the greatest impact on the enrollment, revenue, EPS and stock sentiment of the publicly traded for-profit postsecondary education companies. Today w.....
Posted
January 25th, 2012
If there has been any sector that has served as the backbone of the recent rally in the market it has been the homebuilders. Most of the largest publicly traded homebuilders have witnessed stock advances in a range of 10-20% to start the ye.....
Posted
January 24th, 2012
Perhaps it happens every year, but the relative outperformance of last year’s losers compared to the prior year’s winners has been particularly pronounced thus far in 2012. The 25 worst performing stocks in the S&P 500 have outperfo.....

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