Bruce Campbell, president and portfolio manager, at StoneCastle Investment Management, discusses his top picks: Salona Global Medical Devices, Southern Energy and, Martinrea International.Salona Global is focused on medical devices for the post-operative and recovery markets. SGMD has been growing organically and via acquisition. The company continues to announce and close acquisition deals.
Southern Energy is an energy producer focused on developing and producing conventional natural gas in Mississippi. The company has had early drilling success and with the recent capital raise and can drill between 15 and 20 more wells. The drilling should take the company from the current 3,000 barrels of oil equivalent per day to 9,400 BEO/D in 2023 and 15,000 BEO/D in 2024. Martinrea supplies vehicle components to global automakers.
When Bruce is on Market Call, I don't watch. His picks are awful for the most part. Really like most of the PMs you have on. Just not Bruce
Dislike this guy