Copyright © 2022
Gal^Stad
Investments Inc.
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THE CONTRA GUYS
“The Contra Guys” is a column that appears in the Exclusive Insight section of the subscription-based GlobeinvestorGOLD website every other Friday and in the print edition of the Globe and Mail’s Report on Business. Links to past columns are provided below.
2022
- September 13, 2022 “This 6% yielding dividend aristocrat is an old standby that’s worth a second look?”
September 6, 2022 “This turnaround bet with solid fundamentals is bucking the stock market dip?” August 10, 2022 “Being a successful investor is not just about winners?”
- July 28, 2022 “Three ways to fight inflation within your personal life and portfolio?”
- July 27, 2022 “Why I’m taking a pass on buying Netflix on the dip?”
- July 19, 2022 “What should you do while markets are unsavoury?”
- July 3, 2022 “How a SPAC deal can go horribly wrong”
- June 8, 2022 “Why Nautilus stands a good chance of a comeback despite a recent drop in sales”
- May 24, 2022 “What ever happened to Beyond Meat?”
- May 4, 2022 “Making a killing on Vaalco Energy”
- April 13, 2022 “As Germany unwinds dependence on Russian oil, this stock stands to gain”
- March 29, 2022 “RF Capital hasn’t been performing well – but there’s still some hope”
- March 8, 2022 “Why we see big risk - and big reward - in this clean technology stock”
- February 4, 2022 “Why we’re holding out hope for stock gains with this communications company in Turkey”
- January 13, 2022 “Why We’re Particularly Bullish on Cameco”
2021
December 14, 2021 “Turbulent Picks Reflect Another Turbulent Year”
December 6, 2021 “Credit Suisse May Be the Contrarian Pick You’re Looking For”
November 15, 2021 “This Holiday Season, Give the Gift of Gold Shares”
October 25, 2021 “Computer Modelling Group: The Perfect Contrarian Stock for Your TFSA?”
September 30, 2021 “Corby’s: Stabilty and a Satisfying Dividend”
September 12, 2021 “Seanergy Has Tidied Its Decks”
August 29, 2021 “Bird Construction Has the Wind Beneath Its Wings”
August 2, 2021 “McCoy Global: Potential Takeover Target?”
July 13, 2021 “Time to Play Russian Roulette?”
June 15, 2021 “Tax Loss Selling: Waiting Till the Last Moment Can Be Costly”
June 7, 2021 “Caesarstone: A Diamond in the Rough”
May 11, 2021 “Why Do We Think FUSB Is Headed for a Double?”
April 20, 2021 “Aegon: New CEO Should Be an Encouraging Sign”
March 29, 2021 “REITs to Keep an Eye On”
March 8, 2021 “Artis REIT: Our Top Pick among a Bevy of Beaten-Up Options”
February 16, 2021 “In Defence of Short Selling”
February 2, 2021 “Why We’re Holding the Fewest Stocks in More than 20 Years"
January 18, 2021 “Santander: A Spanish Bank That’s Too Big to Fail”
2020
December 22, 2020 “The Picks That Panned Out in 2020”
December 8, 2020 “SSR Mining: Why the Outlook Is Bright”
November 23, 2020 “Suncor: A Buying Opportunity in Tax Loss Season?”
October 26, 2020 “BlackBerry Ripe for a Long-Awaited Rebound”
September 29, 2020 “Charles & Colvard: Not Exactly a Gem, But We’re Hopeful for a Triple”
August 31, 2020 “Tesla Soaring, but for How Long?”
August 17, 2020 “Collectors Universe: A Play on the Covid-Related Sports Card Craze?”
July 13, 2020 “Cameco: Patience Could Be Rewarded, but the Sector Is Complex”
June 19, 2020 “Vaalco: Potential Four-Bagger?”
May 19, 2020 “Lockdown the Right Time to Invest in Brewers?”
May 1, 2020 “A Case for Investing in Long-Term Care”
April 7, 2020 “No Sports? No Problem.”
February 24, 2020 “Orvana: We’re Watching Closely (and Very Patiently)”
January 27, 2020 “Coronavirus Has APT Hopping”
January 20, 2020 “MEC's Next Steps”
January 15, 2020 “Don’t Be Afraid to Swing for the Fences Occasionally”
2019
December 18, 2019 “Lessons Learned from a Catastrophic Stock Purchase”
December 1, 2019 “Can Alaska Communications Come In from the Cold?”
November 6, 2019 “There Could Still Be a Fairy-Tale Ending for Lifeway Foods”
October 7, 2019 “Diversification Doesn’t Have to Be a Chore”
September 6, 2019 “Extendicare Still Offers Extended Gains in a Volatile Time”
August 12, 2019 “Alacer Nearly a Triple Over Two Years; More Gains to Come?”
July 10, 2019 “Luby’s Not Worth Biting Into — Yet”
June 12, 2019 “Reitmans a Value Trap?”
May 23, 2019 “Holding Transat Tightly”
May 15, 2019 “Why we’re not giving up on Laurentian Bank”
April 24, 2019 “
Black Diamond: Poised to Shine On”
April 4, 2019 “Time to Dump Berkshire Hathaway?”
March 18, 2019 “Bullish on Battered Stuart Olson”
2018
December 3, 2018 “Cautious on Kinross”
November 9, 2018 “Banking on America”
October 17, 2018 “Orange Telecom”
October 3, 2018 “O2Micro: A Small Cap with Big Expectations”
September 17, 2018 “Transat Should Fly Higher”
June 2, 2018 “Misadventure in the Start-Up Bubble: Not for the Old at Heart”
May 20, 2018 “Planning Your Estate? Beware the IRS”
April 30, 2018 “Guess?”
March 6, 2018 “From Value to Momentum”
February 20, 2018 “Caught in a Black Box”
January 31, 2018 “Small Cap Dog with Legs”
January 11, 2018 “2017 Year in Review”
January 1, 2018 “GMP a Play on Pot and Cyber$$$'”
2017
November 29, 2017 “Patience Pays'”
November 16, 2017 “Beware ‘The Devil of Overdiversification’ ”
October 24, 2017 “GE’s Troubles”
October 19, 2017 “Parker Drilling”
September 26, 2017 “Harley-Davidson’s Flat Tire”
September 12, 2017 “Brick Brewing Brews”
July 11, 2017 “Alpha with Alpha”
June 5, 2017 “Alacer: A Gold Miner That Could Triple”
May 16, 2017 “An Old Bank’s New Look”
April 24, 2017 “CDI a Takeover Target”
April 9, 2017 “Restaurant Brands Cooks Up a Recipe for Indigestion”
March 20, 2017 “Wi-Lan for the WIN?”
February 28, 2017 “The New Berkshire Hathaway”
February 12, 2017 “Slim Pickings Call for Patience”
January 29, 2017 “BXE: High Risk and High Reward”
January 12, 2017 “Return of the Robber Barons”
2016
December 19, 2016 “2016 in Review”
December 1, 2016 “Merger Arbitrage”
November 17, 2016 “Two Stocks from the Watch List Review”
October 24, 2016 “Efficient Market?”
October 7, 2016 “Developing a Nose for Stink Bids”
September 20, 2016 “Reitman’s Rebound”
September 9, 2016 “Extendicare Ages Well”
June 1, 2016 “An Undervalued Regional Bank”
May 16, 2016 “Surviving in the Oil Patch”
April 27, 2016 “Darling Dollarama”
April 12, 2016 “A Flexible Solution”
March 28, 2016 “Century Aluminum’s Wild Ride”
March 14, 2016 “FHCO: An Investment in Women’s Health”
February 29, 2016 “Malinvestment, Oversupply and ZIRP”
February 11, 2016 “Koss Investing”
January 24, 2016 “A Major Driller”
January 8, 2016 “A Look Back at 2015”
2015
December 23, 2015 “US Retail Giants”
December 7, 2015 “An OTC Stock with Potential”
November 24, 2015 “Betting on Greece”
October 30, 2015 “Winfrey’s Weigh-In”
October 19, 2015 “Hudson’s Bay 21st Century Story”
October 5, 2015 “The Loonie’s Trek”
September 14, 2015 “GSE’s Niche Problem”
August 25, 2015 “Strategic Investing in the Yukon”
August 5, 2015 “Eyeing Executive Compensation”
July 22, 2015 “An Opportunity in Greek Banks?”
July 8, 2015 “Brick Brews Up a Good Return”
June 23, 2015 “Playing the Insurance Sector Cheaply with Aegon”
June 8, 2015 “Don’t Buy in May and Go Away”
May 25, 2015 “TA’s Troubles”
May 6, 2015 “Lulu Lemon”
April 20, 2015 “Lessons from the Grey Cup of Value Investing”
April 16, 2015 “Another US Regional Bank”
March 24, 2015 “Following Your Sour Sales”
March 9, 2015 “Investing on the High Seas”
February 18, 2015 “Mining in the Middle East”
February 3, 2015 “Problems and Patience with Penn West”
January 16, 2015 “Year in Review 2014”
2014
December 29, 2014 “The Russian Crisis and Contrarian Investing”
December 5, 2014 “Alpha Pro Tech and Ebola”
November 14, 2014 “The All-Knowing Activist Shareholder?”
October 31, 2014 “Buying During Tax Loss Selling Season”
October 10, 2014 “Being Happy with Listless Picks”
September 26, 2014 “Pot Investing”
September 12, 2014 “Share Dilution 101”
August 22, 2014 “Rona Rona Rona!”
August 8, 2014 “Searching for a Contrary Play in Sporting Goods Branded Like YUM!”
July 18, 2014 “Joining the Cascade Bancorp Insiders”
June 27, 2014 “The Difference between Being Disciplined and Being Obstinate”
June 6, 2014 “First United Could Offer Best Upside in US Regional Banks”
May 9, 2014 “Atlantic Power Finds Itself in a Hard Spot”
April 4, 2014 “Will Reitmans Turn Around?”
March 19, 2014 “Star Gas Could Shine”
February 28, 2014 “Bitcons, Bubbles and Mr. Buffett”
February 7, 2014 “Is Harmony Ready to Go Supernova?”
January 28, 2014 “Contra’s 2013 Results”
2013
December 20, 2013 “Contrary King Coal”
November 20, 2013 “Crowdfunding Love for All”
November 1, 2013 “Six Lessons from a 473 percent Run”
October 11, 2013 “Opawica Expo a Junior Mining Poster Boy”
September 20, 2013 “Big Micro-Mining Ambitions”
August 30, 2013 “Vacations: Catching Those Better Returns”
August 16, 2013 “Time to Eliminate REITs?”
August 2, 2013 “Little Bow Bridge”
July 19, 2013 “GE’s Lights Are On”
June 28, 2013 “The Shiny Apple”
June 14, 2013 “Torstar Is Patience-Testing”
May 17, 2013 “France Telecom: Hoping to Ring Up Some Value”
April 26, 2013 “How Do We Do It? Our Methodology in a Nutshell”
April 12, 2013 “Macatawa: A Regional Bank Returning to Profitability”
March 22, 2013 “Will 1-800-Flowers Be a Bloomin’ Success?”
March 4, 2013 “Junior Miners' Roads Diverge”
January 25, 2013 “Rolling the Dice on Dover”
January 10, 2013 “2012 in Review”
2012
December 21, 2012 “Research In Motion: Not Buying the Hype, Either Way”
December 5, 2012 “Com Dev Needs Help to Blast Off”
November 1, 2012 “Better Off Than Four Years Ago?”
October 12, 2012 “Will Hemisphere GPS Locate a Bumper Crop of Profits?”
September 25, 2012 “Thompson Creek: Musing about Molybdenum”
September 4, 2012 “Carney Barking Up the Wrong Tree”
August 17, 2012 “Follow the Leader? Depends Where He’s Going”
August 1, 2012 “RioCan Sings in the Sonshine”
July 11, 2012 “Intertape Rolls Out Gains”
June 22, 2012 “Long-Term Repercussions of Natural Gas Revolution Hard to Assess”
June 8, 2012 “Alpha Pro Tech: Up Close and Personal”
May 25, 2012 “Shaw’s Two-Front War”
May 8, 2012 “Long, Long Holds in the Funeral Industry”
April 24, 2012 “Toronto Conundrum: Real Estate Overheated While City Hall Cries Poor”
April 3, 2012 “ISSI CEO Chats About Chips”
March 16, 2012 “Viterra Raises Crop of Takeover Suitors”
February 28, 2012 “Benj’s One and Only Stock Pick”
February 10, 2012 “New Zealand’s Ultra-Fast Broadband Gambit”
January 27, 2012 “Bombardier: Ready for Take-Off?”
January 12, 2012 “Can TeamStaff Profit from Cost-Cutting Governments?”
2011
December 29, 2011 “2011 in Review”
December 9, 2011 “Is the Time Right for Trickle-Up Economics?”
November 25, 2011 “Searching for Coffee Plays as Smooth as Lou Rawls' Vocals”
November 11, 2011 “Zarlink: After Tribulation and Self-Recrimination, Success”
November 1, 2011 “Bank of America: Where the Money Is?”
October 14, 2011 “Strategizing About Natural Gas”
September 29, 2011 “How the US Can Reduce Its Deficit”
August 25, 2011 “Akita: In Tough Times, Tightly Held High-Quality Stocks Can Be Shaken Loose”
August 11, 2011 “Magnetek Looked Mighty Sweet from Contrarian Perspective”
July 15, 2011 “The Play’s the Thing”
June 24, 2011 “IFRS vs. GAAP: What’s the Effect on the Bottom Line?”
June 3, 2011 “Lights! Camera! Profits!”
May 13, 2011 “Are Banks Where the Money Is?”
April 27, 2011 “What to Do While US Public Debt Piles Up?”
April 7, 2011 “Deswell Epitomizes Contra Criteria”
March 17, 2011 “Gravity’s Not Just Fun and Games”
February 2, 2011 “Tough to Bet Against Norsat”
January 12, 2011 “2010 in Review: US Stocks”
2010
December 23, 2010 “2010 in Review: Canadian Stocks”
December 15, 2010 “Theragenics: A Study in Contrasts”
November 29, 2010 “Hemisphere GPS Provokes Food for Thought”
November 11, 2010 “Cadence Takeover Points Way to M&A Activity in Regional Banking”
October 8, 2010 “Can Algonquin Regain Its Power?”
September 24, 2010 “GE: Can It Bring Good Things Back to Life?”
September 14, 2010 “Material Sciences: Turnaround Is Fair Play”
August 27, 2010 “Can Consumers Turn Up the Heat?”
August 16, 2010 “Motorola on the Move?”
July 29, 2010 “BCE: Is Appreciation a Long Distance Away?”
July 9, 2010 “Cangene: Balance Sheet Clean as a Lab”
June 28, 2010 “What’s Brick Brewing These Days?”
June 10, 2010 “Fairborne Energy: Drilling for a Turnaround”
May 21, 2010 “National Bank of Greece: A High-Risk Odyssey”
May 10, 2010 “CDI: A Bet on Jobs Recovery”
April 22, 2010 “Who'll Succeed Buffett? It’s Time to Make It Known”
April 6, 2010 “Stewart Enterprises Should Hire Some Trained Babboons”
March 18, 2010 “Iteris: Will All the Lights Turn Green?”
March 5, 2010 “Novell Attracts Takeover Interest”
February 19, 2010 “Extra! Extra! Betting on a Torstar Comeback”
February 5, 2010 “South Korea: Going for the Green?”
January 25, 2010 “2009 in Review: US Stocks”
January 6, 2010 “2009 in Review: Canadian Stocks”
2009
December 11, 2009 “Hewlett-Packard Closes Book on 3Com’s Story”
November 27, 2009 “Drug Makers Have the Fever for Vaccine Profits”
November 16, 2009 “Japan’s Banks Offer Lessons for US, European Governments”
November 2, 2009 “Mace: Can Company Spray Away Memory of Past Management?”
October 14, 2009 “P/E Ratios: Are Stocks Too Expensive?”
September 28, 2009 “A Ten-bagger Worthy of an Irish Jig”
September 14, 2009 “Can Prosperity Be Hazardous to Your Health?”
August 28, 2009 “Banks and Mortgage Lenders: Betting on a Rebound”
August 14, 2009 “Viterra: A Time to Reap, or Just to Mind the Silo?”
July 27, 2009 “Two to Hook Up With?”
July 3, 2009 “Material Sciences: Plucky Survivor or On the Ropes?”
June 19, 2009 “Searching for Gains at Yahoo”
June 5, 2009 “Inflazyme Puts Down New Roots in Forestry”
May 22, 2009 “Painting a Different Picture of Investment Strategy”
May 11, 2009 “On the Rebound: A Baker’s Dozen of Stocks with Eye-Popping Rebounds”
April 14, 2009 “Auto Industry: Government, Union Slow to Adopt Innovative Solutions”
March 27, 2009 “Ten That Have Raised Their Dividends”
March 12, 2009 “Marriott: Worth Checking Into?”
February 24, 2009 “Newalta: One to Leave by the Curb Rather than Recycle”
January 30, 2009 “Ban on AON Trades Bad for Investors”
January 16, 2009 “2008 in Review: US Stocks”
January 5, 2009 “2008 in Review: Canadian Stocks”
2008
December 12, 2008 “Futures Prices: A Window into the, um, Future?”
November 28, 2008 “Richmont Redux: Seeking to Debunk the Efficient Market Hypothesis”
November 14, 2008 “RV Builders Hit Economic Speed Bumps”
October 31, 2008 “Oil: Too Slippery a Subject for Price Prognosticators”
October 17, 2008 “Poking Holes in Harper’s Ark”
October 3, 2008 “High Executive Pay? We Say No Way”
September 19, 2008 “Keep a Laser-Like Gaze on Those Partial Fills”
September 4, 2008 “We Weren’t Manic Over Franklin’s Dutch Auction”
August 22, 2008 “Integrated Silicon Solution: Will It Chip In a Healthy Return?”
August 8, 2008 “Will Funeral Home Takeover Get Buried?”
July 30, 2008 “Don’t Bank on Financial Stocks Yet”
July 11, 2008 “Takeover Plays Offer Their Own Risks”
June 27, 2008 “Value Traps Can Cause Nightmares”
June 13, 2008 “A Dialogue about Plato”
May 30, 2008 “Why the Housing Bubble Blew Up”
May 16, 2008 “Iomega: A Healthy Scratch from the Contra Lineup”
May 1, 2008 “Pebercan: Political Risk, but Potential Value”
April 18, 2008 “Magic Software: A Hat Trick, or a Vanishing Act?”
April 4, 2008 “Infocus: What, Us Cheap?”
March 20, 2008 “Gold Prices: Sock It to Us”
March 6, 2008 “Norsat Gaining Altitude”
February 22, 2008 “Credit Crunch Means It’s Still Sub-Prime Time for Banks”
February 8, 2008 “Intertape: A Rare Chance to Buy Canadian”
January 25, 2008 “Insights and Hindsights from Lunchtimes Past”
January 11, 2008 “2007 in Review: US Stocks”
2007
December 21, 2007 “2007 in Review: Canadian Stocks”
December 7, 2007 “Magellan Aerospace: Still Waiting for Take-Off”
November 23, 2007 “Furniture Industry Could Use Support”
November 9, 2007 “Investors Overreact to Trust Tax Announcement”
October 25, 2007 “Nashua: Sometimes, Boring Can Be Good”
October 12, 2007 “Business Cycle Makes Autozone a Short Candidate”
September 27, 2007 “A Spar-ring Partner Outside the Portfolio”
September 17, 2007 “What Next for the Hedge Fund Young Lions?”
August 30, 2007 “Gambling Stocks: Knowing When (Not) to Hold 'Em”
August 15, 2007 “Tip-toe Thru the Market, 'Cause It’s No Bed of Roses”
August 3, 2007 “Hartco’s Hopping and We’re Happy to Hold”
July 20, 2007 “Still Dragging a Line for High Liner”
July 6, 2007 “Zarlink: Will Chips Put Us on the Gravy Train?”
June 8, 2007 “US Economy: Are the Coal-Mine Canaries Chirping Their Last?”
May 24, 2007 “Analysts: Still In for the Long Haul”
May 11, 2007 “Wheat Pool Gets Deeper with Agricore Takeover”
April 27, 2007 “Summer: How Recharged Batteries Can Raise Returns”
April 12, 2007 “Blackstone IPO Defies Logic”
March 30, 2007 “Solectron and Profitability: Does It Compute?”
March 19, 2007 “Learning from History”
February 23, 2007 “Of Blogs and Bogs”
February 8, 2007 “Moore Wallace/R.R. Donnelley: Patience Pays Off Handsomely”
January 28, 2007 “ ‘Entertaining’ Stocks Also Risky”
January 12, 2007 “2007 in Review: US Stocks”
2006
December 29, 2006 “2006 in Review: Canadian Stocks”
December 15, 2006 “Will Forestry Be Next Industry to Soar?”
December 1, 2006 “Loonie Makes Us Whistle a Happy Tune”
November 17, 2006 “A King-Size Karmic Boost
November 3, 2006 “Diversify, but Don’t Overdo It”
October 19, 2006 “Algoma: Power Play or Penalty Box?”
October 6, 2006 “Amaranth: Hedge Funds an Accident Waiting to Happen”
September 20, 2006 “No Contra Plays Among Canadian Furniture Sector”
September 8, 2006 “Atlas Exemplifies Pitfalls of Business Trusts”
August 11, 2006 “The Word on the Book Biz”
July 28, 2006 “Contrarian Gambling?”
July 13, 2006 “Network’s Double Bottom”
June 30, 2006 “Clean Power Fund Zaps One Contra Guy”
June 16, 2006 “Real Estate Looks Risky”
June 2, 2006 “Slimming Down the Portfolio”
May 23, 2006 “Fonar: On Life Support?”
May 19, 2007 “You Won’t Be-Leaf This One”
April 21, 2006 “Sea Containers Runs Aground”
April 7, 2006 “Mining for Value”
March 24, 2006 “Tale of Two Investors”
March 10, 2006 “Avoid Thinking of Companies as ‘Bad’ or ‘Good’ ”
February 24, 2006 “Signs of Life in the Funeral Industry”
February 10, 2006 “Air France Soars”
January 27, 2006 “We’re Sticking with Cygnal”
January 16, 2006 “2005 in Review: US Stocks”
2005
December 30, 2005 “2005 in Review: Canadian Stocks”
December 2, 2005 “It’s Never Too Soon to Become a Contrarian”
November 18, 2005 “The Bargain Hunter: Zucker’s Offer for HBC”
October 28, 2005 “Refco Fiasco: Same Old Shenanigans”
October 14, 2005 “Blowing the Whistle on Stelco Bailout”
September 19, 2005 “A Positive Prognosis for Fonar?”
September 6, 2005 “Harris Tunes in to a Takeover of Leitch”
August 19, 2005 “A Closer Look at July’s Mutual Fund Boom”
July 22, 2005 “Is Telecom in Turmoil?”
July 8, 2005 “Can Junior Miners Yield Major Returns?”
June 24, 2005 “Book Reveals Why Almost Everybody but You Gets Rich off Your RRSP”
June 10, 2005 “Google IPO: Sometimes It Pays to Break Rules”
May 26, 2005 “Looking Back in Our Rear-View Mirror”
May 24, 2005 “SR Telecom: Here’s One We’re Glad We Missed”
April 29, 2005 “NQL a Classic Contrarian Play”
April 15, 2005 “Bombardier Still Not Ready”
April 1, 2005 “Goodwill Distorts Valuations”
March 18, 2005 “Look Carefully at Impressive Stats”
March 4, 2005 “eBay Won’t Get Our Bid”
February 18, 2005 “In for the Long Haul with Analysts”
February 4, 2005 “CPP Fund Is Solid as Cement”
January 21, 2005 “Smaller Brewers Are Hopping, Too”
January 10, 2005 “2004 in Review: US Stocks”
2004
December 23, 2004 “2004 in Review: Canadian Stocks”
December 10, 2004 “Muddling Through a ‘Muddle-Through’ Economy”
November 26, 2004 “Will Franklin Covey Prove a Highly Effective Purchase?”
November 12, 2004 “Sodisco’s Urge to Merge is Sated”
October 29, 2004 “Economic Uncertainty Demands More Flexible Thinking”
October 22, 2004 “Kelman Going Nowhere Slow”
October 1, 2004 “Steaming Away from Westshore Terminals”
September 17, 2004 “HBC: Play the Canadian Card”
September 3, 2004 “Krispy Kreme Offers No Sugar Buzz for Investors”
August 20, 2004 “Time for Leafs to Make a Contrarian Play”
August 6, 2004 “Give Us a (Longer) Break!”
July 23, 2004 “Forzani Not Low Enough for Contra Portfolio”
July 9, 2004 “Grubb & Ellis: Taking a Flyer on Real Estate”
June 25, 2004 “Will Theragenics Yield Glowing Results?”
June 11, 2004 “Sodisco Seeks a Matchmaker”
May 31, 2004 “Analysts Ignored Novell, but We Didn’t”
May 14, 2004 “When Management Is Paid Too Much, We Just Say No”
April 30, 2004 “KLM Deal Encounters Turbulence”
April 16, 2004 “Base Metals: When Does a Boom Become a Bubble?”
April 2, 2004 “Thoughts about Betting on a Gold Bull”
March 18, 2004 “KLM: A Survivor in a Troubled Industry”
March 5, 2004 “Penn Treaty American: Walking on the Wild Side”
February 22, 2004 “Algonquin Power Income Fund: Which Guy Is Right?”
February 6, 2004 “Denison’s All Aglow Amid Renewed Interest from Investors”
January 23, 2004 “Is the Copper Vein Tapped Out?”
January 9, 2004 “2003 in Review, Part 2: The Canadian Stocks”
2003
December 29, 2003 “2003 in Review, Part 1: The US Stocks”
December 15, 2003 “A Year-End Look (Back in Anger) at Air Canada”
November 28, 2003 “For Now, There May Be Better Ideas than Ford”
November 21, 2003 “Moore Wallace: Another Year, Another Four Takeovers”
November 6, 2003 “What’s So Nutty ‘Bout a ‘Strong’ Loonie?”
October 24, 2003 “Vive l’Air France?”
October 10, 2003 “Market Timing Isn’t Everything, But It’s Not Nothing”
October 1, 2003 “Guide for the Young Contrarian”
September 26, 2003 “Those Swingin’ Small Caps”
September 15, 2003 “Economic Policies Will Have Unintended Consequences”
August 29, 2003 “Getting a Feel for Copper”
August 15, 2003 “Stelco: Our Big Fat Hamiltonian Tax Loss”
August 1, 2003 “Our Japanese Turn Is Textbook Contrarianism”
July 18, 2003 “OfficeMax: Finally a Takeover Target”
July 4, 2003 “High Liner: Waiting to Sail into the Sunset”
June 20, 2003 “Pantorama Pitfall: Thinly Traded and Underperforming”
June 6, 2003 “Magna a Contra Play? Not on Your Life”
May 23, 2003 “The US Dollar Bubble Has Burst”
May 3, 2003 “Bombay: Classic Contrarian Redemption”
April 25, 2003 “Not Sure How Far to Trust the Legacy REIT”
April 11, 2003 “Betting on the Reaper”
March 28, 2003 “Corel a Takeover Target?”
March 14, 2003 “When to Begin Tax-Loss Selling? Decisions, Decisions!”
February 28, 2003 “High-Yield Bonds Evidence of a Corporate Credit Crunch”
February 14, 2003 “Ethical Investing: Are Social Returns as Important as Financial Results?”
January 31, 2003 “The Bombay Bus Was Driverless, But Making Good Time”
January 17, 2003 “Year-End Review, Part 2: The Losers Were Few”
January 3, 2003 “Year-End Review, Part 1: The Winners Were Many”
2002
December 20, 2002 “Xerox Not Poised to Copy Past Success”
December 6, 2002 “Call Us Morons For Saying So, But Bank Mergers Are Dumb”
November 22, 2002 “Time for Microsoft to Grow Up”
November 8, 2002 “Time to Consider Turnin’ Japanese?”
October 25, 2002 “Takin’ the Rite Strides to Minimize Risk”
October 11, 2002 “Service Corp.: Fearing Not the Reaper”
September 27, 2002 “We’re Back ... and Backing Corriente”
June 22, 2002 “One Last Trip to the Buffet”
May 18, 2002 “Still Not Time to Dial Up Telecom Stocks”
April 20, 2002 “Goin’ on a Roman Holiday”
March 30, 2002 “A New Accounting Standard: Before Bad Stuff”
March 2, 2002 “Now Is the Time to Make an ’02 RRSP Investment”
February 23, 2002 “Can Sodisco Co-Exist with 800-Pound Retail Gorillas?”
January 26, 2002 “KLM Our Choice in the Airline Sector”
2001
December 29, 2001 “Year-End Review — 64.8 percent Return for ’01 OK by Us”
December 22, 2001 “Aur Resources Hedges Cautiously”
December 8, 2001 “ ’Tis the Season to Score Some Deals”
November 24, 2001 “Moore: Shining Example of a Turnaround Play”
November 3, 2001 “Contra Portfolio Battered but Not Beaten”
September 22, 2001 “Watching Gold But Sitting on Cash for Now”
September 8, 2001 “JDS: Cheap but No Bargain”
September 1, 2001 “Denison: Almost Time to Bottom Fish?”
August 4, 2001 “Contrarians Are Misunderstood”
July 14, 2001 “Distress Is the Road to Understanding”
June 30, 2001 “Will Diamonds Be Forever?”
June 16, 2001 “Taking Profits During a Questionable Rally”
June 2, 2001 “Mining Stocks: Should You Still Moil for Gold?”
May 5, 2001 “Diversify with Online Brokers”
April 18, 2001 “Sell Isn’t Always a Four-Letter Word”
April 4, 2001 “The Luscar Compromise”
March 17, 2001 “Weighting: How Much Is Too Much?”
March 3, 2001 “Nortel Debacle: Who’s to Blame?”
February 17, 2001 “Investing Software Steals the Show”
February 3, 2001 “Defensive Investing: There’s No Easy Formula”
January 20, 2001 “Similarity Between Cigarettes & Cellphones?”
January 6, 2001 “Looking for Stone-Cold Sectors”
December 30, 2001 “Year-End Review — US Stocks”
2000
December 23, 2000 “Year-End Review — Canadian Stocks”
December 9, 2000 “OfficeMax a Takeover Candidate?”
November 25, 2000 “Can Harry Potter Save Enesco?”
November 11, 2000 “The Art of Buying Thinly Traded Stocks”
October 28, 2000 “Sheer Luck and Stock Prices”
October 14, 2000 “Luscar and Westshore”
September 30, 2000 “High Liner”
September 16, 2000 “Big Boppers”
August 26, 2000 “Market Distortions”
July 29, 2000 “Bombay and Stride Rite”
July 8, 2000 “Share Buybacks”
June 24, 2000 “Buy and Hold”
June 10, 2000 “Dow Facelift”
May 27, 2000 “Mattel Is Hurting”
May 13, 2000 “Bear Funds”
April 29, 2000 “AmeriQuest”
April 15, 2000 “Biotech Speculation”
April 1, 2000 “Tobacco Opportunities”
March 18, 2000 “Oil Patch Opportunities”
March 11, 2000 “Y2K and Internet Propaganda”
March 4, 2000 “Stop Loss Orders”
February 19, 2000 “Moore in the Digital Age”
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