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Compass Diversified Holdings Message Board

  • runssimba runssimba Nov 13, 2011 5:30 PM Flag

    cad estimates

    Looks like $1.50 is the new estimate after Staffmark sale. The conference call indicated a lack of deals in the market and those that are available are not being discounted. The company HAD to over borrow to get the financing in place thus has excess borrowing capicity (at a cost) and nowhere to deploy it. AMF is not producing cad, advanced circuts high margin sales are declining, fox ramp up is behind it, ergo baby is spending its growth on advertising, camelbak is a huge gamble (based on the 250 million price tag) with Nike, New Ballance etc.. pushing their new entry into hydration, that leaves us coffee cups, air mattresses and safes....

18.40+0.62(+3.49%)4:02 PMEDT