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MMCapitalMgmt (99.91)

December 2012



Turning the Tide(water)

December 26, 2012 – Comments (0) | RELATED TICKERS: TDW , BAS , GLF

Tidewater, Inc. provides service and support for offshore energy companies, including operation of marine vessels, offshore exploration, towing and repositioning of offshore drilling units, construction, seismic support, ROV operations, pipe and cable laying, among many others.   [more]



Cadiz, a Non-Profit Operating Model Failing in a Profit-Driven Universe

December 25, 2012 – Comments (2) | RELATED TICKERS: CDZI

I shorted Cadiz (the "Company) back in 2007 because it's valuation seemed absurd and it's industry growth was lacking. Although quite novel, my original conclusions still stand. As I have developed my investment strategy and understanding, CDZI continued to generate new concerns that reaffirmed my short opionion.   [more]

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