The Canadian Investor 30 Stocks For Contrarian Investors
Jan 27, 2025
Discover hidden value in today's high-valuation market, from overlooked oil and gas opportunities to global plays in Japanese railways. Explore the intersection of growth and predictability that defines quality companies. Delve into the evolving landscapes of pharmaceuticals, defense, and natural gas, analyzing challenges and potential investments. Learn about the post-pandemic investment strategies and the complexities of undervalued global markets, alongside insights on cloud computing and gold mining opportunities.
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RMT Market Sentiment
- Braden recounted a conversation with his new massage therapist about the stock market.
- This interaction served as an indicator of general market sentiment.
Defining Quality
- Dev Kantesaria defines quality companies as the intersection of growth and predictability.
- Predictable long-term growth distinguishes great companies from average ones.
Intuitive Surgical Example
- Braden highlighted Intuitive Surgical as an example of a predictable growth company.
- Its recurring revenue from installed DaVinci systems contributes to its high valuation.