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Compass Diversified (CODI-PB)

NYSE - NYSE Delayed Price. Currency in USD
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25.67+0.28 (+1.11%)
At close: 03:57PM EDT
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  • M
    McLeay
    Mr. Johan Pedersen is how I became financially free, don’t invest in stocks or crypto unless you have the right information. I lost $490k myself trying to start a business but made a huge profit since Pedersen came. I have seen more than $830k using his blessings strategies. You can contact him via 🆃🅴🅻🅴🅶🆁🅼 : Johanpeddersen
  • J
    Jerry
    The company has never increased their dividend in ten years but they quickly cut their dividend when they changed their structure.

    I understood the change in terms of traditional value/growth with corresponding dividend growth. It appears with the growth of earning and higher projections, they still have no intention of giving shareholders any dividend growth.

    They are looking like an overfed slow growth conglomerate.

    Better options elsewhere???
  • K
    Kenneth
    If anyone figures out how to do the new cost basis please inform us as I’m sure there are many that are interested
  • K
    Keith
    Good entry point below 19. Will it get down there?
  • P
    Professor
    Corrected form Codi Return of Capital ??? tax done need to amend 1040 ??
  • t
    theMick55
    That last K-1 had a big impact on my tax bill - it basically took back all the distributions for the year. And I don't see how to make any adjustment to the cost basis of my old shares as a result of the restructure, so it feels like I'll be paying those gains taxes again when I sell ...
  • A
    Albert
    Form 4 filed Monday
  • A
    Anonymous
    CODI upgraded to buy with a $33 price target.
  • M
    Majorbull
    This is moving up and I am happy camper.
  • M
    Majorbull
    Do not delete!!! I am harmless!!!
    I bought a big batch in Jan and Feb and CODI is doing great and I do not even know why!!!!!!
  • M
    Majorbull
    I am very happy to buy in at the right time. This one will grow.
  • A
    Anonymous
    Did management miss calculate what would happen to the stock price by it’s decision to cut the dividend.? Where are all the new buyers now that we are a corporation that management thought we would get?
  • S
    Skiperdoodle
    Trying to decide if I should sell this stock. It has been a falling knife for about 6 months now. I keep thinking there is a bottom and it keeps going lower. Would be nice to hear something from management.
  • W
    Working in DC
    I have done well with private equity type stocks that include Blackstone (BX). BX converted to a C Corp in July 2019. The BX stock did not start its upward climb until late 2020. The BX stock tripled at one point. I see CODI as a niche private equity firm. I see CODI increasing the rate of their acquisitions over time. The BX history says you will have to hold CODI for about 2 years to be to rewarded with a nice share increase plus the dividend. Some of the CODI holdings were negatively impacted by COVID which include Maurci Baseball Equipment. The question is do you believe that the CODI management team is capable of identifying and acquiring companies that will increase the value of the stock?
  • H
    Home
    Seven directors (including the board chair) at Compass Diversified Holdings (NYSE: CODI) altogether purchased 36,500 shares of this Connecticut-based private equity firm. At prices averaging about $19.61 per share, that cost them more than $717,300. The firm declared its fourth-quarter dividends last week, and the stock was last seen trading at $20.75 a share. So these purchases appear to be well-timed.
  • S
    Skiperdoodle
    I love the fact that I will receive a 6.8% dividend and see 30% growth in the stock in 2021.
  • L
    Laser
    Make it a 5.11 tactical Christmas. Get those revenues up for the IPO next year!!
  • F
    Fitz
    like clockwork, if CODI dips as low as $14, it's a buy. As it gets towards $18, trim and let the rest ride. Some things in life are certain - Death, taxes, and CODI's chart.
  • R
    Rodd
    Looks like they're going to use the dough to retire some old debt. Maybe attractive terms with low interest rates. Earnings call sure sounded upbeat. Real good article on CODI recently put out by Barrons and the CEO said the dividend is safe for the next 12 months. We'll see. I'm down about 12%. No big deal. I'll probably buy some more if it dips lower.
  • r
    ret
    The sale of Manitoba Harvest is a big "home run" that investors haven't appreciated IMO. CODI will get a gain of approx $200 million which is over $3/share. Management is too conservative to toot their own horn - CODI sold Manitoba at 38x EBITDA which is an amazing figure, and CODI trades on cashflow which is CAD. None of this was or is in the stock price.

    The best part - the upside from their future holding in Tilray shares - CODI is now the best way for investors to play cannabis is to get 9% and wait for value accretion. I thought it was Constellation Brands with Canopy Growth but now I think it is CODI