For 23 of the past 25 years, amorous suitors have chased at least one stock in the Contra
portfolio. Naturally, this is one of the reasons our returns have been so excellent. We believe it is
simply a confirmation of our investing method, which is to buy undervalued, underappreciated assets that
other shareholders have decided to part with at fire-sale prices.
2017
- CDI Corp
- Norsat International
2016
- Capstone Infrastructure
- St Andrew Goldfields
2015
- Integrated Silicon Solution
2014
- Cangene
- Material Sciences
- Santonia Energy
2011
- Novell
- Zarlink Semiconductor
2006
- Hudson's Bay Company
- NQL Energy Services
2005
- Leitch Technology
- Worldwide Restaurant Concepts
2004
- KLM
- Moore Wallace
- Sodisco-Howden
2001
- Dylex
- Gulf Canada
- Luscar
- Molecular Biosystems
2000
- CompUSA
- Nabisco
- QMS-Minolta
1999
- Armco
- Cambridge
- Noma
- QMS
- Royal LePage
- UniHost
1997
- Dominion Textile
- General Host
- Markborough
- National Education