CODI seems to be lagging to me, I`ll admit I do not understand a couple of the business`s in the portfolio, at least they are maintaining the distribution. I`m not looking to add to my position here, but will continue to hold what I have, hopefully Ergo will turn a profit next quarter.
I was hoping we could have got more of a rise in share price because of distribution announcement, maybe a little better next week, share or unit price may already be to high considering .36 quarterly distribution.
CODI seems to be holding up pretty well considering the market turmoil caused mostly by Brexit & profit taking, but before this the Co`s all together seemed to have stalled along with p.p.s. I hope we will see some growth when the market again stabilizes`s, when that might happen, no body knows, I will hold here & add more cash in my portfolio for the next buying frenzy, watching NGL now for the next buying opportunity.similar to p.p.s. & divi. of CODI with more upside when market decline subsides.