Tricks For ‘Contrarian’ Investors

Michael Graham is one of Bay Street’s few elder statesmen, a rarity in a financial world where being a market research analyst isn’t a path to career longevity. Most analysts eventually get taken out of the business because it’s hard to consistently make good calls. A few losers, and you’re history. The relentless culling of the herd is why there are few grey hairs in the business.

Mr. Graham doesn’t trade much, preferring to take a position in a modest number of conservative, blue-chip companies that together provide reasonable diversification and pay dividends. He’s set up model portfolios with only six stocks, which he’s dubbed his “six-packs.” They’re all Canadian, partly out of patriotism and partly because he believes Canada has many under-recognized great companies.

Source: Globe and Mail

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