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CDM Capital

 
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  • CDM Capital
    Walter Energy: The Analysis And Probability Of A Bankruptcy $WLT http://seekingalpha.com/a/1dbv9
    Jul 8, 7:55 AM
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      • CDM Capital
        Another triple digit gain by Wilbur Ross on $IRE http://reut.rs/1oNRHCl $SPY $XLF $FAZ $IWM $DIA
        Jun 9, 3:16 PM
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          • CDM Capital
            If you had paid attention to $TYLS & $PSUN which are direct resellers of $ZQK products you would have seen this coming. Full Dis: Short ZQK
            Jun 3, 9:29 AM
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              • CDM Capital
                We continue to think a default from $DRL, (which seems likely, given the delay 10-Q yesterday & tier 1 capital issues) will help $FBP $BPOP
                May 14, 1:18 PM
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                  • CDM Capital
                    44% annualized returns since 1997, Wilbur Ross... http://bit.ly/1sO1cnr $IRE $MT $XCO $KOL $ACI
                    May 14, 12:19 PM
                    Reply (9)
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                    • CDM Capital: If things go right, we thk it has multi-bagger potential by end of 2015, when the street realizes the growth trajectory & LNG exports start.
                      Jun 10, 12:11 AM
                    • Wilson Wang: Wonderful! Thank you for the response! I will take a deeper look into XCO!
                      Jun 10, 2:31 AM
                      • CDM Capital
                        Staples: Industry Consolidation Leading To 50% Upside $SPLS http://seekingalpha.com/a/19y6d
                        Apr 17, 5:00 AM
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                          • CDM Capital
                            An excellent read on a heavily promoted pump & dump story stock. $ONVO http://bit.ly/1kLWMd3 $QQQ $XONE $VJET $DDD $SSYS
                            Mar 20, 11:03 AM
                            Reply (1)
                            • D-struction: Really!?!? Nah.
                              Mar 20, 11:40 AM
                              • CDM Capital
                                $SCTY bull responds to our short thesis on TMF, & basically makes our case even more apparent using a 16% CC http://bit.ly/1b2xyUy
                                Jan 28, 7:48 PM
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                                  • CDM Capital
                                    SolarCity: The Most Egregiously Overvalued Stock In The Nasdaq? $SCTY http://seekingalpha.com/a/167jn
                                    Jan 27, 8:25 AM
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                                      • CDM Capital
                                        $ARO If there is any truth to possible buyout talk rumors, we see $5-6 upside. Limited downside... $AEO $ANF $RTH $SPY $IWM $MDY
                                        Jan 9, 3:44 PM
                                        Reply (2)
                                        • Aryaah: After weeks of deliberation, finally placed order to buy some shares @ low 8.40s. Extremely risky though!
                                          Jan 10, 4:46 PM
                                        • CDM Capital: We don't view it as "extremely" risky, there is some hair on the name. The 60% haircut since recent highs we think takes this into account.
                                          Jan 10, 6:07 PM
                                          • CDM Capital
                                            $ARO interesting volume & call buying this morning. Our original idea just days ago. http://seekingalpha.com/a/15czn $ANF $AEO $RTH $SPY $IWM
                                            Jan 9, 9:48 AM
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                                              • CDM Capital
                                                Our top long going into 2014, $ARO, event driven idea + short covering kicker. http://seekingalpha.com/a/15czn $RTH $AEO $ANF $LULU $GPS $IWM
                                                Jan 7, 1:24 AM
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                                                  • CDM Capital
                                                    Aeropostale: Our Top 2014 Pick For A Unique Short Covering Rally $ARO http://seekingalpha.com/a/15czn
                                                    Jan 6, 9:20 AM
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                                                      • CDM Capital
                                                        $CTB hitting 52-wk lows after Delaware court dismisses appeal.
                                                        12/16/13
                                                        Reply (6)
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                                                        • Qniform: But deal failure started to be likely, and the price will certainly suffer. It will be a great buy sometime soon, I think.
                                                          12/16/13
                                                        • CDM Capital: I agree Qniform, at some point it will be a great buy. Perhaps below $20 or so, have not done a lot of work on the name though. GL to you!
                                                          12/16/13
                                                          • CDM Capital
                                                            $SCTY has had the 5th consecutive gross margin decline.. now GM's are ~ 36%
                                                            11/6/13
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                                                              • CDM Capital
                                                                $SCTY Thesis playing out: http://seekingalpha.com/a/11jt2
                                                                11/6/13
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                                                                  • CDM Capital
                                                                    Our new article on SolarCity just out for those that have not seen it. http://seekingalpha.com/a/11jt2 $SCTY $TSLA $FSLR $SPWR $RGSE $JASO
                                                                    10/17/13
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                                                                      • CDM Capital
                                                                        $CTB Yikes, referenced an $8-9 discount on the deal. #Apollotyres $APOLLOTYRE.BO
                                                                        10/7/13
                                                                        Reply (8)
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                                                                        • ConservativeOutperformer: After looking through 10 years of financials, $CTB is ugly. If the whole thing falls apart there might be a short pop, but I wouldn't hold
                                                                          10/7/13
                                                                        • CDM Capital: CO, We basically came to the same conclusion on $CTB,buying here may seem to be attractive, but a lot of negatives potentially down the road
                                                                          10/7/13
                                                                          • CDM Capital
                                                                            Gold Fever Catches a Cold http://seekingalpha.com/a/10dqc
                                                                            9/17/13
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                                                                              • CDM Capital
                                                                                Continue to be negative on $GLD and especially $SAND here w/ heavy exposure to micro cap gold miners.
                                                                                9/12/13
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