CDC Software (NASDAQOTH:CDCSY)

CAPS Rating: No stars

The company provides enterprise software for resource, supply chain, manufacturing operations, and customer relationship management for several different industries around the world.

Caps

This ticker is not currently Ratable.

Add Stock to CAPS Watchlist

All Players

128 Outperform
4 Underperform
 

All-Star Players

7 Outperform
2 Underperform
 

Wall Street

0 Outperform
0 Underperform
 

Top CDCSY Bull/Bear Pitches

The best Bull and Bear pitches based on recency and number of recommendations.

Roadkillguam (< 20)
Submitted February 07, 2012

Sold this mug real world today at $8 after a 65% jump....

troym72 (36.05)
Submitted March 17, 2011

The CAPS rating for CDC Software has been 4 or 5 for a very long time and yet this stock keeps underperforming the market. There have been no major changes withing CDC Software that would make me believe that this trend is going to change anytime… More

CDCSY VS S&P 500 (SPY)

CDCSY Summary

Recent Community Commentary

Read the most recent pitches from players about CDCSY.

Recs

1
Member Avatar Roadkillguam (< 20) Submitted: 2/7/2012 4:01:02 PM : Outperform Start Price: $10.16 CDCSY Score: -153.23

Sold this mug real world today at $8 after a 65% jump....

Recs

0
Member Avatar facwinjeff42 (< 20) Submitted: 11/11/2010 3:19:40 PM : Outperform Start Price: $7.18 CDCSY Score: -97.77

$10+ comin back

Recs

2
Member Avatar bofors (< 20) Submitted: 10/1/2010 10:27:23 AM : Outperform Start Price: $6.11 CDCSY Score: -82.05

This is a brief outline of how and why I selected CDCS to outperform:

(1) I am starting by following "Top Fools", a principle one of which is UltraLong. He selected CDCS to outperform on 3.1.10 at $10.00.

(2) CDCS appears to have hit and maintained a floor at about $5.50 since it dropped from about $8 following mildly disappointing results of the last quarterly report which were reported on July 29, 2010.

(3) CDCS peaked at $12 this year and traded above $6 every month in the last year.

(4) CDCS is Internet "cloud" services operation that was spun out of the CDC Corporation in August of 2009. This is a hot business area (but near its peak) with significant merger & acquisition activity taking place. CDCS has acquired five "cloud" products in 2009 and is the process of acquiring more now.

(5) CDCS has a P/E ratio of about 6.70. Other "cloud" companies have significantly higher P/E ratios.

(6) CDCS guidance for 2011 is for 20% growth in Non-GAAP earnings.

(7) CDCS will have the first application on Microsoft's new Windows Azure cloud platform, so it is leading something (I did not check to see if Windows Azure is a decent platform or not, however any involvement with Microsoft certainly represents a serious downside).

(8) In August 2010, CDCS announced that is closed two multi-million contracts and that it has recorded a 40% year over year backlog.

(9) On September 22, 2010, CDCS announce that it expects a 49% increase of third quarter sales year over year, which has been a historically weak quarter seasonally.

(10) CDCS has bought back almost 750k shares in the last year and continues to do so. The CEO and management personally have bought over 50k shares in the same time frame.

In short, CDCS is in the hot "cloud" sector but at a discount price and is expect to announced positive quarterly results in about 4 weeks. It has risen from about $5.50 to over $6 in the last two weeks.

Leaderboard

Find the members with the highest scoring picks in CDCSY.

Score Leader

1johns

1johns (< 20) Score: +156.97

The Score Leader is the player with the highest score across all their picks in CDCSY.

Top
Pick
Member Name Member
Rating
Start
Date
Call Time
Frame
Start
Price
Stock
Gain
Index
Gain
Score Commentary
1johns < 20 1/19/2010 Underperform 3M $11.02 -8.35% +148.62% +156.97 0 Comment
joesteinhardt 20.40 3/8/2010 Underperform 5Y $11.02 -8.35% +147.03% +155.38 0 Comment
jroren 99.02 6/21/2010 Underperform 3M $7.98 +26.57% +149.72% +123.15 0 Comment
thehurricane603 < 20 4/6/2011 Outperform 1Y $4.55 +121.98% +111.53% +10.44 0 Comment
jmf1957 98.43 3/24/2011 Outperform 5Y $4.73 +113.53% +116.06% -2.53 0 Comment
ShortingChina 99.96 4/11/2011 Underperform 5Y $4.69 +115.35% +112.39% -2.96 0 Comment
ScientistSteve < 20 12/7/2010 Outperform 5Y $5.59 +80.68% +128.29% -47.61 0 Comment
Ccavaz67 70.42 12/14/2010 Outperform 5Y $5.85 +72.65% +126.44% -53.79 0 Comment
LoPeg < 20 12/29/2010 Outperform 3Y $6.00 +68.33% +123.92% -55.59 0 Comment
PlumasPicker 29.30 12/29/2010 Outperform 3Y $6.00 +68.33% +123.92% -55.59 0 Comment

Wall Street

See what the Wall Street professionals think, according to their public statements and filings.

There are no Wall Street tracker picks for CDCSY.

Featured Broker Partners


Advertisement