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Compass Diversified Holdings Message Board

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  • davidbdc2001 davidbdc2001 Jan 4, 2013 12:25 AM Flag

    Way overvalued compared to PSEC and AINV????

    Well, I wouldn't buy more at $15 but you have to remember that CODI is a bit different. PSEC owns debt and equity stakes in many companies - too many for a single investor to truly keep track of. CODI owns outright several companies - outside of the furniture company they mostly operate in niche markets and have decent cash flows.

    So I can understand why it trades a lower yield in terms of dividend - CODI gets the full benefit of growth from its portfolio of companies.

    Just depends what you feel comfortable with. I own much more PSEC but I also like the small position I have in CODI.

14.28-0.13(-0.90%)Feb 9 4:02 PMEST