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ESI: 3Q11 EPS Beat, Overshadowed by Balance Sheet Issues, Weakening Free Cash Flow

October 20th, 2011

ESI reported inline revenues and a healthy 3Q11 EPS beat.  New student starts and total enrollments were both better than our expectations, but still showed weakening trends on a 2-year stacked basis.  There are some in the sell-side...

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For-Profit EDU: More of the Same, Checks with Private Institutions Suggest Primary Fundamental Issues Likely Remained...

October 17th, 2011

What a difference a few months can make.  To put the performance of the publicly traded for-profit postsecondary education companies in perspective for the past few months, we thought it might be...

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For-Profit EDU: More Details Emerge on the Extent of Online Fraud Rings, APOL Outlines Its Exposure

October 11th, 2011

In an article on Insidehighered.com today entitled “Hitting Hard at Fraud”, more details on the extent of online fraud rings in higher education have emerged.  As a reminder, two weeks ago, the Department of...

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For-Profit EDU: Highlights from Our Conference Call with a Representative from an Influential Consumer Advocacy Group

October 5th, 2011

Earlier today PAA Research hosted a conference call with Deanne Loonin of the National Consumer Law Center, one of the best known and most influential non-profit consumer advocacy organizations in the...

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REMINDER: For-Profit EDU - TODAY at 2:30PM EST, PAA Research Conf. Call with Deanne Loonin of the National Consumer Law...

October 5th, 2011

PAA Research will host a conference call TODAY at 2:30PM ET with Deanne Loonin of the National Consumer Law Center, one of the best known and most influential non-profit consumer advocacy...

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REMINDER THIS WED: For-Profit EDU, Wed. 10/5 at 2:30PM, PAA Research Conf. Call with Industry Expert on Student Loans...

October 3rd, 2011

PAA Research will host a conference call at 2:30PM ET Wednesday October 5th with Deanne Loonin of the National Consumer Law Center, one of the best known and most influential non-profit consumer...

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Current Ideas

EXPI

SELL/SHORT

$4

HUSQ.B

SELL

$50

UFPI

SELL/SHORT

$45

TREX

SHORT

$18

PRDO

SELL/SHORT

$5

STRA

SELL/SHORT

$42

CWH

LONG

$75

OSTK

LONG

$128

CM

SELL/SHORT

$50

RY

SELL/SHORT

$50

ARC

LONG

$5.50

AYI

SHORT

$50

BIG

SHORT

$28

WWE

LONG

$65

XOXO

LONG

$37

RLGY

PAIR TRADE

$10

RDFN

PAIR TRADE

$30

BCO

LONG

$35

ING.PA

SHORT

$35

TRUP

SELL/SHORT

$10

CTC

SHORT

$101

ATGE

SHORT

$15

HCG.TO

SHORT

$0

RON.TO

SHORT

$9

ESI

SHORT

$0

BGG

PAIR - LONG BGG/SHORT TTC

25%

TTC

PAIR - LONG BGG/SHORT TTC

25%

Z

SHORT

$14.00

NA.TO

SHORT

$22

ZU

SHORT

$15

TRLA

SHORT

$20

MCRS

SHORT

$31

APOL

SHORT

$35

OPEN

SHORT

$30

KNL

PAIR - LONG KNL/SHORT MLHR

25%

CSGP

SHORT

$100

GCA

LONG

$8

IPSU

LONG

$20

MLHR

SHORT

$22

LOOP

PAIR - LONG CSGP/SHORT LOOP

40%

THQI

LONG

$35

WPO

SHORT

$275

COCO

SHORT

$0

HNI

SIG

RGR