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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Quick takeaways

Contrarian investors can find hidden value in undervalued sectors like oil and gas, while technology stocks dominate market attention.

Shifts in investor sentiment can be indicated by unexpected discussions about the market, revealing growing public interest in investing.

Quality in investing is framed as the intersection of predictable growth and stability, guiding evaluations of potential investments.

Deep dives

Mark Carney's Political Ambitions

Mark Carney is officially running for a significant political position, creating a potential contest between him and current high-profile figures like Chrystia Freeland. Carney's lack of prior party affiliation could work in his favor, appealing to voters seeking change from the Liberal Party. The conversation suggests that the dynamics of this political race appear similar to trends seen in U.S. elections, focusing on outsiders challenging the establishment. Predictions are made about the influence of public sentiment on these upcoming political maneuvers, emphasizing the importance of monitoring this situation closely.

Intro

2min

Market Predictions and Personal Tales

7min

Quality Investments Unveiled

13min

Investment Insights on Natural Gas and Pharmaceuticals

5min

Navigating Investment Opportunities in Pharmaceuticals and Defense

16min

Analyzing Cloud and Gold Mining Investments

4min

Investment Insights Post-Pandemic

11min

Embracing Growth and Engagement in Financial Insights

2min

In this episode, we explore where value might be hiding in today's high-valuation market. From overlooked oil and gas plays to global opportunities in Japanese railways and Chinese big tech, we break down areas of potential interest for savvy investors. We also discuss the pitfalls and potential in pharma, defense, and precious metal miners, as well as the challenges pandemic darlings face in a post-COVID world.

Plus, Braden dives into the concept of quality in investing, inspired by Dev Kantesaria of Valley Forge Capital. Discover why the intersection of growth and predictability defines great companies and how this framework can help you identify enduring opportunities in any market environment.

Tickers of Stocks/ETFs discussed: HAL, TVK.TO, CNQ.TO, TOU.TO, ENB.TO, TRP.TO, KMI, MPC, JNJ, PFE, MRK, LLY, NVO, KVUE,PPH, IHE, ZHU.TO, LMT, UNP, 9020, KWEB, BABA, FNV.TO, WPM.TO, ABX.TO, NGT.TO, GDX, GDXJ, ZGD.TO, DOO.TO, 7309

Check out our portfolio by going to Jointci.com