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Compass Diversified Holdings Message Board

retireb4death 3 posts  |  Last Activity: Jan 23, 2015 1:32 PM Member since: Nov 11, 2004
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  • Reply to

    Tender Offer

    by samuel_isaac_rosenberg Jan 22, 2015 9:53 PM
    retireb4death retireb4death Jan 23, 2015 1:32 PM Flag

    Not surprising since you know the salary decrease will be offset by share grants, so they probably need room under the approved limits to make those grants. As a bag-holder who'd down 80% on my not-insubstantial investment, I'd like to see JW and crew suffer along with the rest of us, but I also recognize that a company has to pay out to keep talent...so payout and have a chance of gain or don't payout and be assure of failure. Welcome to capitalism.

    Sentiment: Hold

  • Reply to

    Longs have been "PLAYED" by educated investors

    by mwb678 Nov 24, 2014 7:15 AM
    retireb4death retireb4death Nov 24, 2014 9:31 AM Flag

    This 'long' has not been played. I made a thoughtful, educated investment. I was subjected to large paper losses courtesy of several factors - many of which I lay blame at the feet of JW...he's the CEO, and he's failed to produce. You can claim that power/commodity pricing, etc are beyond JW's control, but it's the CEO's job to foresee and navigate the company through/around this stuff and JW is proving to be quite ineffective at actually running the company. I don't see any fundamental of the company that would invalidate my investment though the likelihood of a dilution event toward the end of 2015 would have put me at a lower expected entry point. I have no current plans to part with my shares - I don't need the tax loss and I see more upside possibility than downside. I do hope that the BOD has the balls to replace the CEO and just keep JW on the board or president, etc. If they do their jobs, then I'm prepared to wait a couple of years for my reward on this one. If the BOD proves ineffective, and the CEO remains unable to produce results, then I'll re-evaluate my decision based on expected timeframes, fundamentals, and other opportunities.

    Sentiment: Hold

  • retireb4death retireb4death Oct 29, 2014 9:25 AM Flag

    Nothing would make me happier than to see the shorts take it in the shorts...but let's face it, the bulk of short shares are likely being played by institutionals that also have the long positions to hedge. They can play both sides of the fence with active trading whereever it's profitable and still know that their exposure is limited. I'm not expecting anything relevatory from the cc, and JW is inept at managing the market..so I have zero hope of recouping my losses in 2014...but it's just paper...not really a loss unless you sold, which I won't do as long as fundamentals and execution remain basically on track. Scottrade may lend my shares to my enemies, but that's the way it all works now...sigh...

    Sentiment: Hold

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