Phil’s Weekend Roundup – September 14, 2019
Value, Contrarian, Deep Value, Newsletter Provider
Seeking Alpha Analyst Since 2014
Philip MacKellar is an analyst, portfolio manager, and investor at Contra the Heard Investment Newsletter. He has been with the company since 2011 and has been investing since 2004. The newsletter’s primary focus is on contrarian and value-oriented investment opportunities traded in the United States and Canada. In addition, Philip sometimes engages in M&A, other special situations, and holds bonds, preferred shares, and convertible securities. Contra the Heard is a Toronto based company and was founded in 1995. Philip also blogs about personal finance topics on his own website called mymoneymoves.ca in his free time. You can also follow Philip at the Globe & Mail, on Twitter @Rallekcam, and catch him on YouTube at Contra the Heard.
Welcome to my first blog post intended to present investors with interesting articles, interviews, and reads while cutting through the clutter of the news cycle. My goal is to post three to five items like this twice a month. Enjoy and feel free to comment, like, and share:
- Big Short maverick Michael Burry takes issue with index funds and compares them to subprime collateralized debt obligations.
- Donald Amstad from Aberdeen Standard Investment delivers a bearish assessment on the state of developed economies and negative interest rates.
- Benj Gallander participates in a far-ranging interview from finance to family with John Francis.
- US corporate insiders hit the sell button at the fastest pace since the Financial Crisis.
- The Plain Bagel reflects on the 2008 Housing Crash.
Stay tuned for more content at the end of the month.
The opinions expressed – imperfect and often subject to change – are not intended nor should be taken as advice or guidance. Contra the Heard Investment Newsletter is not an investment advisor or financial advisor. Contra the Heard Investment Newsletter provides research, it does not advise. The information enclosed in this article is deemed to be accurate and reliable, but is not guaranteed by the author.
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