Yet Another Value Podcast

Ave Maria Focused Fund's Chadd Garcia on misreading waste-focused $SES.TO as energy services

Nov 15, 2024
Chadd Garcia, Portfolio Manager and Senior Research Analyst at Schwartz Investment Counsel Inc. - Ave Maria Focused Fund, dives into the intricacies of SECURE Energy Services Inc. He reveals why many misinterpret the company as solely energy-focused, overlooking its significant role in waste management. The discussion touches on recent acquisitions, market catalysts, and the implications of declining oil drilling in Western Canada. Garcia also highlights challenges in capital allocation and the potential profitability of waste processing facilities, shedding light on a misunderstood gem in the market.
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