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.
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.
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