Compass Diversified Holdings (NYSE:CODI)

It's business of investing in companies
plus dividen growth

Yield %   10.00
Total Debt / Equity   0.61
Price Earnings   11.40
Price/Sales   5.00
Price/Book   1.59
Price/Cash Flow   5.30

quarterly

Solid dividend and good management team.

Diverse holdings with an excellent dividend. A long term hold with reinvestment, will provide a steady growth for years to come.

going with the flow...

Though management is focused on needed and growing sectors of the economy, it doesn't make it difficult for me to understand how the company can successfully management all eight sectors. The large dividend payout is also intriguing. I think I'd prefer to see the company have a special dividend like what National Presto Industries does, so the company can focus on using it's cash for R&D of products in the eight sectors or pay down debt. If the company meets certain growth requirements, then it should issue the special dividend. I don't want the dividend to be cut because the company is just spinning it's wheels. When growth is great, issue a special dividend..until then..continue focusing on acquisitions that make sense and growing those core sectors.

I've owned this BDC for several years now; it has a good portfolio of companies and a dividend consistently over 10%. Insider buying has been steady, and interestingly, a party named Anholt Investments has bought back in ($19M worth of shares) after selling in 2010.

With diversity and a dividend this good it's an easy buy and hold.

With brand names like Fox Racing, Staffmark, Halo Solutions, Tridien Medical. Ergo Baby, Liberty Safe, and now Camelbak CODI is poised to continue to create cash flow. It's brands dominate their respective fields and with a dividend yield hovering in the low teens Compass is paying you to wait till they become profitable.The stock is a very attractive bet at this low price.

This company seems to do its homework prior to buying up companies. CamelBak is a nice addition.

Good diversification with a good dividend that seems secure. Recent sell off overdone.

Great dividend.
peg=0.8
low debt

Several BDC's were hurt in the market meltdown of 07-08.
It stands to reason that In a generally strengthening economy this same group will perform at least as well as the general market over the next two years.

nice div

Diversified. Using cash to scoop up new companies. Great dividend.

Scruffy believes in this company.

I think when the market begins to uptick again this company is going to see a lot more opportunities to invest and to possibly exit out of a company or two. In any case, this is a well oiled machine and has a lot of room to grow.

Kind of like a mini berkshire hathaway with a dividend.