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spielman

spielman
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  • BDCs With The Lowest Fees: Part 1 [View article]
    Thanks for the integrating article. Any thoughts on CODI? I believe it is a BDC that is organized as a Limited partnership. I have held it since 2009 and it has performed well.

    Long BDCL, CODI, HTGC
    Nov 4 05:20 PM | Likes Like |Link to Comment
  • Compass Diversified (CODI) subsidiary Fox Factory Holding files for an IPO (S-1). Fox is a manufacturer of high-performance suspension products used on mountain bikes, side-by-side vehicles, off-road vehicles, ATVs, snowmobiles, and motorcycles with sales of $236M last year and income of $14.2M. The number of shares or price range have yet to be determined. [View news story]
    "The dividend rate of CODI is not that great." Seriously? It's paying a distribution around 8.2%, which is an outstanding yield. I've owned my position since 2009 and my yield on cost is around 16%.

    I do agree that the spin-off will be interesting. Not sure how they'll use the proceeds. Any thoughts? Increase the quarterly distribution? Issue a special distribution?
    Jul 8 10:24 PM | Likes Like |Link to Comment
  • Compass Diversified Holdings Management Discusses Q1 2013 Results - Earnings Call Transcript [View article]
    The market must have liked the conference call. CODI hit 52 week high this afternoon at $17.65. Is Compass poised to take out it's all time high now?
    May 8 03:45 PM | Likes Like |Link to Comment
  • Tesla Motors Vs. Clean Energy Fuels [View article]
    Thanks for your interesting submission. I love the concept of a natural gas hybrid. Since Toyota introduced this concept has there been any movement toward actual adoption? Seems like a no-brainer. Would FSYS be the big beneficiary if this moved forward?
    Apr 25 02:16 PM | 1 Like Like |Link to Comment
  • It's Time To Dump Apple And Buy Amazon [View article]
    I agree with all of the anti-amazon sentiments expressed in the comments. Unfortunately, I have agreed with them for years and years.
    Mar 16 02:12 AM | Likes Like |Link to Comment
  • Compass Diversified Holdings Points The Way To A 9.1% Yield [View article]
    Richard,
    Thanks for the article on CODI. It really does not get that much coverage; it's always satisfying when a well-crafted article appears.

    I purchased my shares in 2009 and have re-invested the dividends since. My yield on cost is about 16% and the position is up 137% since purchase. It's been a very solid position in my portfolio.

    So far my only issue is that it has out-grown the allocation size I intended it to have within my portfolio.
    Feb 22 06:04 PM | Likes Like |Link to Comment
  • 4 Ways To Become A Better Self-Directed Investor [View article]
    I've always like the following definition of "Luck":

    "Luck is a well-prepared accident."
    Feb 19 07:56 AM | 1 Like Like |Link to Comment
  • Is The Timing Right For BDCs And Their High Dividends? [View article]
    Has anyone looked at Compass Holdings (CODI) as a BDC play? The difference is that it is structured as an MLP. It has performed well over the last 3 or 4 years with a nice 10% dividend.

    Per the exporting of Natural Gas, I really like CQP as a play in that space. Has an attractive dividend and I believe they have contracts in place already with Total for all of their production.
    Dec 22 09:47 PM | Likes Like |Link to Comment
  • 8 Highly Shorted Stocks Insiders Are Buying [View article]
    Midas:
    Has there been any insider buying at OPK other than by the CEO? He is definitely active.
    Nov 21 05:52 PM | 1 Like Like |Link to Comment
  • Westport: Market No Longer Impressed With Growth [View article]
    Any thoughs on why WPRT is dropping so precipitously? Is it a sell on news? Or is it something more serious?
    Sep 21 10:04 PM | Likes Like |Link to Comment
  • 2 Undervalued Stocks With 12% Or More Dividend Yield [View article]
    Enjoyed your comment about owning both :>). Of course, both were up nicely today; so much for my performance deviation thesis....
    Sep 20 12:41 AM | Likes Like |Link to Comment
  • Deepwater Service Stocks Are Tapping The Supercycle Sweet Spot: Elliott Gue [View article]
    Always appreciate your thoughtful and informative insight into energy stocks. Note: I think Cameco's symbol is CCJ, not CCO as stated in the article above.
    Sep 20 12:27 AM | 1 Like Like |Link to Comment
  • Westport: Market No Longer Impressed With Growth [View article]
    I really like WPRT's prospects and first bought it at 17 in early 2011. Have traded it over the last year. Wanted to pull the string when it was in the high 40's, but did not until it dropped to 34 in the spring. Bought back in at 27 (it moved off that 22 bottom pretty quick). Thought about selling when it hit the high 30's but didn't until it dropped to 32 recently while the general market was moving higher. If it drops under 27 I will certainly be a buyer again.
    Sep 19 11:41 PM | Likes Like |Link to Comment
  • 2 Undervalued Stocks With 12% Or More Dividend Yield [View article]
    Perhaps someone can explain to me why RNF and UAN deviate so much in performance? They are both in essentially the same business with similar products; but they seem to trade as opposites.

    Today for example, UAN is up 2.65% while RNF is down 1.19%. When RNF is up, UAN is usually down and vice versa.

    I own both of these (for growth and yield) and it just strikes me as very odd that they trade in such opposite directions. Any thoughts or explanations for this deviation?
    Sep 17 01:30 PM | Likes Like |Link to Comment
  • Trex (TREX): Q2 EPS of $0.59 beats by $0.05. Revenue of $94.3M (+20.2% Y/Y) beats by $3.62M. (PR)  [View news story]
    It was odd movement. Up, down, and then back up some. This stock has a small float, so it can be subject to wide swings. Liked the earnings report though.
    Jul 26 06:13 PM | Likes Like |Link to Comment
COMMENTS STATS
39 Comments
24 Likes