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Compass Diversified Holdings Message Board

  • Can anyone venture a guess why CODI is up on a day when the Dow is down 250 points?

    Sentiment: Hold

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    • Beats the hell out of me. The CC was a disaster, earnings/CAD will be flat this hear, quite downbeat, no significant prospects for acquisitions/add-ons. Did indicate that even though CAD will not cover the distribution, they will maintain it for the year. Suspect that buying was from yield orientated folks. This is way overweighted in my portfolio and I have held it for many years primarily because of the distribution. That said, I have finally given up based on the abysmal growth/prospects. I had intended to beqin liquidating at least half of my position yesterday, but was stupidly dissuaded by the relative strength. Very bad and unfortunate decision on my part.

      Sentiment: Sell

    • Someone must have been pleased with earning results, I haven`t listened to or read the conference call.

      Sentiment: Hold

 
CODI
17.51-0.31(-1.74%)Sep 30 4:02 PMEDT

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