George Putnam
The Turnaround Letter
John Reese
Validea
Elliott Gue
Personal Finance
Nicholas Vardy
Bull Market Alert

Benj Gallander


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Benj Gallander, M.B.A., has been investing in stocks for over 30 years. He specializes in starting businesses and corporate turnarounds.

Gallander is the author of The Uncommon Investor III: How to Earn Superior Returns in the Stock Market Despite Everything, The Contrarian Investor's 13: How to Earn Superior Returns in the Stock Market and The Canadian Small Business Survival Guide.

Ben Stadelmann is a software designer with about 25 years' experience in the accounting, petroleum, transportation, health care and legal industries.

We also write regular columns for The Globe and Mail and Canadian MoneySaver, appear frequently on BNN, and have appeared on CNN and on such programs as Pamela Wallin Live and CBC This Morning.

Our investing philosophy:

*  concentrate on turnaround situations and stocks which are currently unpopular but are likely to regain their lustre

* focus on stocks that have the ability to increase in value by a minimum of 50 percent
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* carefully analyze corporations' financial statements, concentrating on debt ratios and book values

* analyze management's ability to achieve stated goals

* invest only in organizations that have existed for at least ten years

* often pick takeover candidates well before takeovers occur, for near-optimal returns

* normally sell a minimum of 50 percent of a stock upon achievement of our target, while "market timing" the remainder

* practise patient investing while ignoring the daily pulse of the market

* advocate diversification

* remain independent of any broker, corporation or financial institution

* put our money where our mouth is by notifying readers of the Contra the Heard investment letter only of stocks that we actually buy

* strictly limit our readership to 1,000 subscribers

* appreciate stocks that pay regular dividends

* acknowledge a responsibility to help those that are less fortunate


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Taseko Mines Limited (TGB) began January by announcing its fourth quarter and year-end production results for 2011 at its 75%-owned Gibraltar Mine in British Columbia.


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Select Dividend for equity income
by Benjamin Shepherd, editor Wall Street

For just the second time since 1947, the dividend yield on the S&P 500 exceeds the yield on 10-year US Treasury notes. The S&P 500 currently yields 2.2 percent, while 10-year Treasuries yield just 1.85 percent.


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Goldcorp: 'My favorite major'
by Curtis Hesler, editor Professional Timing Service

The secular bull in gold and the commodity sector is not over. However, it is not at the ground floor any longer either; as such, stock selection must be more carefully considered.


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Money manager's small cap buys
by Jim Oberweis Jr., editor The Oberweis Report

Small-cap growth stock valuations are cheap, and like most things in life, economies are cyclical, even if this is a long and painful one. For the rare, brave contrarian with a reasonably long time horizon, that spells opportunity.


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Opportunities in homebuilding?
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Based on our "expectational analysis" strategy -- which  combines fundamental, sentiment and technical metrics -- I initiated long positions in two homebuilding stocks: Lennar Corporation (LEN) and Toll Brothers (TOL).


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Cliffs Natural: A DRIP favorite
by Vita Nelson, editor MoneyPaper

Our latest featured dividend reinvestment stock is Cliffs Natural Resources (CLF). Founded in 1847, the former Cleveland-Cliffs is the largest producer of iron ore pellets in North America.


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S&P's trio of info tech ETFS
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Information technology is one of four sectors that S&P Capital IQ’s Sector Strategy Group currently recommends investors overweight in their portfolios.


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Crescent Point: Bakken bet
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Master Limited Partnerships (MLPs) are unique investments that combine the tax benefits of a limited partnership (LP) with the liquidity of common stock.


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Natural gas: A bottom?
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Natural gas has collapsed for the past four years and has been on a gradual decline for almost a decade. Prices topped near $16 in 2005 and then declined to $2. So did natural gas just bottom?


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FBR Focus bests 99% of peers
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Funds that invest in a relatively few stocks or sectors are less diversified than broadly invested funds and their volatility can be much higher. But the team at FBR Focus (FBRVX) seems to be getting it right.


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