Commodities, Contrarianism & Conviction

Value Investing: Commodities, Contrarianism And Conviction

Following is a common dialogue at recent investment meetings with our Canadian clients.

“Where is the price of oil going?”

“The price of oil will increase.”


“We are not sure; it may decrease some more before the inevitable increase.”


“How can you be sure? And if you don’t know when, how can you invest in oil-related companies?”

Let’s break this last question down into its two parts.


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