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Compass Diversified Holdings Message Board

chachiismycat 10 posts  |  Last Activity: May 15, 2015 11:31 AM Member since: Aug 28, 2003
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  • Reply to

    This stock gets no respect

    by b1g_brothr May 12, 2015 1:45 PM
    chachiismycat chachiismycat May 15, 2015 11:31 AM Flag

    Well insider buying at $7+, credit line just increased and $500+ million in cash, so must be some hidden positives somewhere here. in spite of "negative" disclosure. I am willing to take a risk at this price.

    Sentiment: Strong Buy

  • chachiismycat by chachiismycat May 4, 2015 3:38 PM Flag

    If you look at recent (past 12 mo) insider buying and the prices management seems ro have more confidence and is taking the ride down with us. Of course the very negative article (probably a big short seller) is not helping today.

  • Reply to

    Would Love Your Thoughts

    by interested_in_your_thoughts Apr 29, 2015 9:43 PM
    chachiismycat chachiismycat Apr 30, 2015 8:49 PM Flag

    I have been moving to low beta stocks since the beginning of the year and like ETJ a lot as it is a CEF that is fully hedged against a down turn. I also look for cef's with substantial discounts to NAV whcih can also act as a hedge. Other monthly divvy's of a ocnservative nature are AWP, BUI, FULL NRO,JPW,PSEC, Qtr divvy APO, CHSCO & PDLI. I am also carrying substantial put options against the US$, the Dow and S&P as insurance. Hope this helps.

  • Reply to

    Would Love Your Thoughts

    by interested_in_your_thoughts Apr 29, 2015 9:43 PM
    chachiismycat chachiismycat Apr 30, 2015 11:07 AM Flag

    All stocks and especially medical related stocks getting trashed right now. Divvy as secure as any other REIT, but I prefer monthly divvy. No rush to buy thoughts I suspect bigger hit coming to the market as the summer progresses.

  • Reply to

    GOV willl have to take a charge

    by donkergen Apr 16, 2015 2:19 PM
    chachiismycat chachiismycat Apr 17, 2015 3:52 PM Flag

    So stocks go up and stocks go down. They could have bought oil company stocks too - like a lot of funds, Hope it stupidly does go down so I can load up even cheaper.

    Sentiment: Strong Buy

  • Reply to

    What am I missing

    by chachiismycat Apr 12, 2015 2:45 PM
    chachiismycat chachiismycat Apr 16, 2015 3:55 PM Flag

    There cash flow statement does not show any substantial non-cash expenses? They do get a lot of advance payments for future services and have to put some of the money into trust, but this requires them to keep selling more advanced services all of the time to keep up the expanding need for cash to pay divvy and they keep borrowing money to pay it?. If you look at there two much larger competitors they show substantial profits and cash flow form operations, but this company sure does not.

  • Reply to

    What am I missing

    by chachiismycat Apr 12, 2015 2:45 PM
    chachiismycat chachiismycat Apr 15, 2015 10:01 AM Flag

    Thanks

    All financials are confusing now days, but I have also observed many situations (especially MLP's) where management borrows money to pay increasing dividends depending on how many shares they have and how much money they want to make off of them. The company's business model seems made for the times, but i have also found cash flow statements do not lie - Madoff also had a great business model until ----, I think I will follow Zack's reco on this one and stay far away. There are too many solid dividend payers out there.

    Sentiment: Strong Sell

  • Reply to

    What am I missing

    by chachiismycat Apr 12, 2015 2:45 PM
    chachiismycat chachiismycat Apr 13, 2015 12:55 PM Flag

    Thanks Look at the cash flow statement - the divvy is all paid out of borrowings and stock sales - not earnings or cash flow from operations. How can they sustain this????

  • chachiismycat by chachiismycat Apr 12, 2015 2:45 PM Flag

    Have watched this company for a long time and they only show losses, have negative tangible assets and have never come close to having sufficient cash flow to pay their big dividend without borrowing and stock sales. How can this continue with the divvy increasing all of the time? Note Zack;s rates a strong sell - which looks right to me??? Why would I buy this stock?

  • chachiismycat chachiismycat Mar 27, 2015 1:21 PM Flag

    K-1's are available on line. Pretty complicated because of their purchase of QR this year - don't forget to also deduct cost depletion and 59e expenditures from K-1 income per instructions..

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