Compass Points North

Shares of Compass Diversified Holdings (CODI) posted a solid rebound since I last highlighted them, and they now look to be in a technical uptrend. At current levels, shares still possess clear value and an attractive indicated yield. I'm sticking with this income play along with insiders.

Compass throws off a strong dividend thanks to cash flows generated from majority stakes in the U.S.-based, middle-market companies that it manages. The conglomerate is sort of a mini Berkshire Hathaway (BRK.A/BRK.B). Compass's holdings operate in a diverse range of industries, including furniture, temporary staffing, safes, printed circuit boards, bike suspensions, wound care and wearable baby carriers....595 more words left in this article. To read them, just click below and try Real Money FREE for 14 days.

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