Our Top Pick for conservative growth investors in 2017 is a private equity firm specializing in acquisitions, buyouts, and middle market investments, explains Jimmy Mengel, editor of The Crow’s Nest.
Compass Diversified Holdings (CODI) seeks to invest in manufacturing, distribution, consumer products, and business services sectors.
One thing I like about Compass is its strict definitions of its acquisition strategy. They have a six-step process of identifying companies to acquire that reads simply, but has lead to astounding success.
An ideal acquisition candidate for Compass Diversified Holdings has the following characteristics:
Established, U.S. based company Significant market share in a defensible niche Solid and proven management team with meaningful incentives Low technological and/or product obsolescence risk Diversified customer and supplier base Minimum EBITDA of $8 million
That seems like a quality approach to me –- and it has been working for them since they started in 2006.
They own companies as diverse as Arnold Magnetic Technologies, a leading global manufacturer of magnetic solutions for end-markets such as autos, energy, medical, aerospace and defense and Advanced Circuits, a maker of circuit boards.
Best Energy Stocks For 2017: Ryder System Inc.(R)
- [By Ben Levisohn]
Ryder System (R) tumbled to the bottom of the S&P 500 today after it missed earnings forecasts and cut its full-year guidance.
Ryder Systemdropped 14% to $68.28 today, while the S&P 500 0.6% to 2,388.61
Ryder Systems reported a profit of 82 cents a share, missing forecasts for 84 cents, on sales of $1.75 billion, ahead of forecasts for $1.7 billion. Ryder cut its 2017 guidance to a range of $4.25 to $4.55, below the Street consensus for $5.17.
Ryder System’s market capitalization fell to $3.7 billion today from $4.2 billion yesterday.
Best Energy Stocks For 2017: RXI Pharmaceuticals Corporation(RXII)
- [By Jim Robertson]
Yesterday, our Under the Radar Moversnewsletter suggested small cap clinical-stage biotech RXi Pharmaceuticals Corp (NASDAQ: RXII) as a long/bullish trade for our short-term portfolio:
Best Energy Stocks For 2017: Alon USA Energy, Inc.(ALJ)
- [By Manikandan Raman]
Additionally, Cheng also downgraded Delek US Holdings, Inc. (NYSE: DK) to Equal Weight from Overweight, while upgrading Alon USA Energy, Inc. (NYSE: ALJ) to Equal Weight from Underweight.
- [By Tom Dorsey]
Over a several day period, I submitted questions and Mr. Eisman, President, Chief Executive Officer and Director of Alon USA Energy Inc. (ALJ) and the parent company of Alon USA Partners LP Inc. (ALDW) responded. He provided some key insights to some challenges the company faces, where the company is going, and the opportunities available in the future. This insight should provide investors with additional information to understand the value of the company and the opportunity as an investor in the company.
- [By Lisa Levin]
In trading on Monday, energy shares dipped by 0.70 percent. Meanwhile, top losers in the sector included TravelCenters of America LLC (NYSE: TA), down 18 percent, and Alon USA Energy, Inc. (NYSE: ALJ), down 8 percent.