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Compass Diversified Holdings CODI

Alternate Symbol(s):  CODI.PR.A | CODI.PR.B | CODI.PR.C

Compass Diversified Holdings acquires and manages a group of small and middle-market businesses. The Company’s segments include 5.11 Acquisition Corp. (5.11), Boa Holdings Inc. (BOA), The Ergo Baby Carrier, Inc. (Ergobaby), Lugano Holdings, Inc. (Lugano Diamonds), Relentless Topco, Inc. (PrimaLoft), THP Topco, Inc. (The Honey Pot Co.) CBCP Products, LLC (Velocity Outdoor), AMTAC Holdings LLC (Arnold), FFI Compass, Inc. (Altor Solutions), and SternoCandleLamp Holdings, Inc. (Sterno). 5.11 is a provider of purpose-built technical apparel and gear for law enforcement, firefighters, EMS, and military special operations, as well as outdoor and adventure enthusiasts. Ergobaby is a designer, marketer and distributor of wearable baby carriers and accessories, blankets and swaddlers, nursing pillows, strollers, bouncers, and related products. PrimaLoft is a provider of branded, high-performance synthetic insulation and materials used primarily in consumer outerwear and accessories.


NYSE:CODI - Post by User

Post by fatcharlieon Aug 28, 2015 2:10pm
461 Views
Post# 24060289

DIV vs. CODI

DIV vs. CODIPicked 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.
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