Bruce Campbell (2)
Quantum International Income Corp
QIC-X
COMMENT
May 20, 2015
A really interesting little company. Pretty small, but reminds him a lot of Nobilis Health (NHC-T), which was a Top Pick in the past. Have bought some ambulatory surgical centres in the New York State area, and they are going to continue to roll those up. These are typically started by doctor’s groups and are not very profitable. This company buys these and turns them around making them profitable. Still very much in its infancy and thinks there are probably still a few acquisitions for them to go. Expects there will be a fair amount of news flow coming out over the next several months.
A really interesting little company. Pretty small, but reminds him a lot of Nobilis Health (NHC-T), which was a Top Pick in the past. Have bought some ambulatory surgical centres in the New York State area, and they are going to continue to roll those up. These are typically started by doctor’s groups and are not very profitable. This company buys these and turns them around making them profitable. Still very much in its infancy and thinks there are probably still a few acquisitions for them to go. Expects there will be a fair amount of news flow coming out over the next several months.