Dividends

[yayaa]

Fung I want you to take a good look at this little beauty.

*CODI* This little beauty is a Berkshire Hathaway in the making. Read this profile
Compass Diversified Holdings is a public investment firm specializing in acquiring controlling stakes in small to middle market companies. The firm seeks to make middle market and buyout investments. It prefers to invest in companies based in North America with a preferred transaction size between $60 million and $300 million in value, cash flows between $5 million and $40 million, and a minimum EBITDA of $8 million. The firm seeks to acquire controlling ownership interests in its portfolio companies and can also make additional platform acquisitions. It makes investments through balance sheet. Compass Diversified Holdings was founded in 2005 and is based in Westport, Connecticut. Compass Diversified Holdings operates as a subsidiary of The Compass Group LLC.
Have had a nice run like everything so I am looking for an area where it would be comfortable to nibble. Economy looks to be hurting the profitability of their aquisitions so an inevitable price decline is coming,(along with the rest of the market). 1.35 Billion of revenue with only 28 million float. Here is a good read
http://biz.yahoo.com/e/090810/codi10-q.html

CURRENTLY 12+% YIELD Tell me what you think, this looks like a long term growth opportunity and a chance to ride the coat tails of these junior Buffets. Love their buisness model. Let me know your thoughts. Cheers