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Apr 01 2021

Our Most Contrarian Industry Group Ideas

  • Apr 1, 2021

Contrarian investing is difficult from both an emotional and implementation standpoint. Often the consensus is right, and industry groups are out-of-favor for a reason. As the saying goes, “Don’t be contrarian just for the sake of being a contrarian.”

Feb 07 2020

Central Planning Makes A Comeback

  • Feb 7, 2020

Bulls who fashion themselves as contrarians argue that the public is nowhere near as infatuated with the stock market as they were in the late 1990s. It may come as a shock to our readers, but we agree with them.

Aug 07 2019

Are You Really A Contrarian?

  • Aug 7, 2019

The need to sound contrarian has become a borderline obsession among market pundits. Media opportunities for talking heads have exploded in the last decade, forcing those who hold the safest consensus views to falsely portray themselves as lonely and misunderstood market mavericks.

Mar 07 2016

Our Most Contrarian Group Ideas

  • Mar 7, 2016

We use our Group Selection (GS) Scores to identify the potential for a catalyst, and to gauge the health and future performance potential of those groups out of favor by analysts.

Mar 06 2015

Our Most Contrarian Group Ideas

  • Mar 6, 2015

Using “Analyst Score” to measure sentiment and our Group Selection (GS) Scores, we present what appear to be the most quantitatively Attractive, yet disliked equity groups.

Jan 08 2014

The Dreams & Nightmares Of 2013

  • Jan 8, 2014

For 25 years we’ve tracked hypothetical industry group portfolios comprised of the previous year’s “Dreams” (20 best performers) and “Nightmares” (20 worst performers).

May 01 2013

Everyone's A Contrarian!

  • May 1, 2013

The analysis of stock market sentiment is an area that’s become especially prone to selective perception, what with the explosion in creative, New-Economy ways to measure investor mood (Twitter activity, Google searches on key phrases, etc.). By the sheer law of large numbers, a market commentator with any view whatsoever can now ferret out enough data points or market anecdotes to paint him/herself as a maligned and misunderstood contrarian.

Feb 05 2008

Historical Sentiment Measures Not Showing Signs Of Bottom

  • Feb 5, 2008

In looking at Contrarian indicators compared to past major market lows, it seems today’s market has more room on the downside.


Jan 05 2004

View From The North Country

  • Jan 5, 2004

I cannot recall another time when professional stock market opinion was so universally bullish regarding the coming year.

Nov 01 1989

View from the North Country

  • Nov 1, 1989

Perception of Stock Market Risk Has Increased Significantly...Notes from the Recent Contrarian Opinion Forum...Program Trading Controls

Jun 03 1982

View from the North Country

  • Jun 3, 1982

The crowd is not always wrong and being contrary is not always right. However, maintaining the ability to step away from the crowd is crucial. Our once lonely positive stance toward consumer stocks seems to now be consensus, but that in itself is not reason to now abandon the thesis. It does, however, put us on guard.