Post by
fatcharlie on Aug 28, 2015 2:10pm
DIV vs. CODI
Picked up a nice play on Monday not quite at the bottom but can't complain. I have contacted the company and received a reply immediately (wish some of the Canadian companies would be so engaged with investors!). Website looks first class, large holdings with niche plays in portfolio of companies, excellent dividend, low p/e. Fundementals look solid. It was a choice between DIV and CODI. I went with CODI because of the market cap, history, better dividend, lower p/e and I feel there is more potential for a lower Canadian dollar if we see a rate cut in the fall. CODI just bought out Manitoba Harvest for $300 some million. MH has been growing quickly and I expect more growth going forward. You can request an investors package from the company on their website.