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  • Small-Cap Compass Diversified Holdings Offers Opportunity  [View article]
    Thanks for your update on CODI. I started building a position in CODI in February of 2009 and bought shares eight different times through November of 2009. I have re-invested all dividends since the original purchase and that has lowered my cost basis to $5.22, and my yield on cost is now 27.51%. CODI has also grown to be the largest position in my portfolio (about 10% of our total equities).

    While the past definitely does not guarantee future results, I don't think it is unreasonable for CODI to continue the .36 quarterly dividend and trade in the $14 - $18 range.

    What are the thoughts about any possible increase in dividend? The last increase was in 2009, in the middle of the great recession. Does the current cash flow support an increase?

    Thanks in advance for your thoughts.
    Jan 22, 2016. 10:54 PM | Likes Like |Link to Comment
  • Dividend Champions For January 2016  [View article]
    David,
    Echoing all of the statements above, thank you very much for maintaining and sharing this spreadsheet each month. It is an indispensable resource.

    So glad you added the CCC tab over the last few years. That saves me a chunk of time each month when I used to manually combine the three lists.

    Happy New Year!
    Jan 2, 2016. 04:14 PM | 5 Likes Like |Link to Comment
  • 4 Reasons To Buy Compass Diversified Holdings Along With The Insiders  [View article]
    Been accumulating shares of CODI since 2009. It is now my largest position (about 8% of my portfolio). My average share cost is $5.52 (low because of reinvesting dividends all along the way). My yield on cost is well over 20% now. Would love to see another dividend increase. It's been quite awhile since the last one.
    Sep 19, 2015. 02:58 PM | 1 Like Like |Link to Comment
  • Compass Diversified Holdings EPS of -$0.47  [View news story]
    Anyone know what makes this number not comparable to the consensus number?
    May 7, 2015. 10:59 AM | Likes Like |Link to Comment
  • 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, 2013. 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, 2013. 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, 2013. 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, 2013. 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, 2013. 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, 2013. 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, 2013. 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, 2012. 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, 2012. 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, 2012. 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, 2012. 12:41 AM | Likes Like |Link to Comment
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