When we added the second portfolio in January 2010, it meant we’d be discussing more companies. And as our editor/typesetter can attest, you’d be amazed at how quickly you can fill up 16 to 20 pages! To make room, something had to give, and the commentaries were chosen to get the axe. However, for those wishing to review our various thoughts — and even a few predictions — over the years, we like to think the past commentaries offer some perspective. For more recent insights, we continue to post our Contra Guys columns from The Globe and Mail on the website.