please act accordingly, independent research firm, compelling investment opportunities and ideas
  Sectors
  Companies Followed
   APOL    ARC    AYI
   BCO    BGG    COCO
   CSGP    ESI    GCA
   HNI    HUBB    HURN
   IPSU    KNL    LOOP
   MLHR    NILE    OPEN
   RGR    SIG    SWHC
   THQI    TTC    TWPG
   WPO    WWE    XOXO
   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

  BGG/TTC: BGG, This Needed to Happen, Now the Stock Becomes Even More Compelling

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.....

  ESI: 4Q11 EPS Beat Belies Significant Operational Red Flags

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.....

  For-Profit EDU: Will Winter Term/4Q11 Results Represent an Inflection Point for the Industry? Checks with Private Institutions Suggest Otherwise

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.....

  BGG/TTC: BGG 2Q12 Preview, Highlights from Proprietary Outdoor Power Equipment Dealer Survey, Still Favor Long BGG/Short TTC

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.....

  For-Profit EDU: As the Focus Turns To “Brand and Price”, The 12 Issues That Will Matter Most in For-Profit Postsecondary Education in 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.....