please act accordingly, independent research firm, compelling investment opportunities and ideas
  Sectors
  Companies Followed
   APOL    ARC    AYI
   BCO    BGG    COCO
   CSGP    DV    ESI
   GCA    HCG.TO    HNI
   HUBB    HURN    ING.PA
   IPSU    KNL    LOOP
   MCRS    MLHR    NA.TO
   NILE    OPEN    RGR
   RON.TO    SIG    SWHC
   THQI    TRLA    TTC
   TWPG    WPO    WWE
   XOXO    Z    ZIPR
   ZU
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

  Z: Five Questions We’re Thinking about This Week, Including: Do Internet Leads in Real Estate Convert at Less than 1%?

2015 is shaping up to be an incredibly challenging year for Zillow.  The ground is shifting rapidly in the residential real estate space as legacy brokerage firms and media companies (think News Corp/MOVE) attempt to reassert their mindshare.....

  NA.TO/HCG.TO/RON.TO: The Canadian Housing Market – Dancing on the Edge of a Razor Blade, Time to Get Short – FULL REPORT

This report is a follow up to our note published 3/10/15 in which we introduced Home Capital Group (HCG.TO), National Bank of Canada (NA.TO), and Rona Inc. (RON.TO) as short ideas. “Get busy with the facts, No zodiacs or almanacs, No man.....

  NA.TO/HCG.TO/RON.TO: The Canadian Housing Market – Dancing on the Edge of a Razor Blade, Time to Get Short

“Get busy with the facts, No zodiacs or almanacs, No maniacs in polyester slacks, Just the facts…. The small gets big, It’s a rig…. You better run homeboy, A fact’s a fact… Roll the bones” -          Rush. “Roll th.....

  Z: Trulia 10-K Observations – Rapid Deceleration in Growth Is the Headline

This morning Trulia filed its 2014 10-K.  As you might remember, on the conference call discussing Zillow’s 4Q14 earnings and the closing of the acquisition management was unwilling to provide much detail on Trulia’s 4Q14 financial perfo.....

  Z: Pricing Looks to be the Lever of Last Resort; Plenty of Potential Negative Catalysts on the Horizon

As long time followers of PAA Research know, we have a fair amount of experience dealing with heavily shorted stocks.  This is not our first rodeo with a stock that experiences a vicious rally that seems to have been induced in part by short.....