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Cavvy Energy (CVVY TSX)
CVVY is a revamped energy company with producing natural gas assets and natural gas production assets. In addition to the natural gas production, the company produces 10 per cent of Canada’s sulfur production that is exported for many uses.
They have inventory of drilling locations, low decline and the added cash flow from sulfur production.
The company has strong and supportive institutional ownership.
NEO Performance Materials (NEO TSX)
NEO produces, refines and recycles rare earth metals and specializes in rare earth magnets. They are one of major manufacturers outside of China.
They have a 30-year history of magnetic powder production and are profitable with a strong balance sheet.
They have recently opened a facility in Europe which provides an alternative to Chinese production.
Kraken Robotics (PNG TSXV)
PNG is a developer of underwater robotics systems, sensors and batteries. The stock has been the darling of the Canadian market over the last 24 months, but continues to deliver on new orders.
Just last week they announced the acquisition of a company with complementary technologies in underwater navigation, monitoring and communications.
Both companies are profitable and have been growing at double digits. The recently pullback from the markets and the acquisition financing produces an entry opportunity.
www.bnnbloomberg.ca
超简单概况：CVVY 包括硫磺等自然资源，NEO 与稀土等矿产有关，PNG 具有国防军事用途，水下监控机器人技术。
下面是这三股一年的曲线，有些最近疯涨，如果进场，研究观察后，寻找适当机遇。
抛砖引玉，风险自负！
CVVY is a revamped energy company with producing natural gas assets and natural gas production assets. In addition to the natural gas production, the company produces 10 per cent of Canada’s sulfur production that is exported for many uses.
They have inventory of drilling locations, low decline and the added cash flow from sulfur production.
The company has strong and supportive institutional ownership.
NEO Performance Materials (NEO TSX)
NEO produces, refines and recycles rare earth metals and specializes in rare earth magnets. They are one of major manufacturers outside of China.
They have a 30-year history of magnetic powder production and are profitable with a strong balance sheet.
They have recently opened a facility in Europe which provides an alternative to Chinese production.
Kraken Robotics (PNG TSXV)
PNG is a developer of underwater robotics systems, sensors and batteries. The stock has been the darling of the Canadian market over the last 24 months, but continues to deliver on new orders.
Just last week they announced the acquisition of a company with complementary technologies in underwater navigation, monitoring and communications.
Both companies are profitable and have been growing at double digits. The recently pullback from the markets and the acquisition financing produces an entry opportunity.
Bruce Campbell’s Top Picks for March 9, 2026
Top Picks from Bruce Campbell, President & Portfolio Manager , StoneCastle Investment Management
超简单概况：CVVY 包括硫磺等自然资源，NEO 与稀土等矿产有关，PNG 具有国防军事用途，水下监控机器人技术。
下面是这三股一年的曲线，有些最近疯涨，如果进场，研究观察后，寻找适当机遇。
抛砖引玉，风险自负！
