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The following commentary comes from an independent investor or market observer as part of TheStreet's guest contributor program, which is separate from the company's news coverage. NEW YORK (InsiderMonkey) -- Bruce Berkowitz is a pretty impressive mutual fund manager. We analyzed Berkowitz's returns using Carhart's four-factor model and determined that Berkowitz had an average annual alpha of thr Read More »
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Finance | bruce berkowitzs contrarian bets
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Story updated with earnings results from Sirius XM BOSTON (TheStreet) -- Sirius XM Radio's stock sells for almost $2, up from less than $1 a year ago. Still, Craig Hodges of the Dallas-based Hodges Fund says the shares make for a great contrarian bet. Sirius XM, which reported first-quarter financial results today, has paid off big for Hodges. Sirius XM is a holding in both the $300 million Hod Read More »
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Finance | sirius xm soaring contrarian play
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Investors moved out of equities and into gold and fixed income in May, but they also made some contrarian bets using ETFs. SPDR Gold Shares (GLD) was the big winner, as $4.2 billion flowed into the fund. Read More »
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Finance | smart dumb contrarian etf flows
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Here's how the winter contrarian portfolio has performed since its inception on Dec. 21. The top performer is the iShares MCSI Brazilian Index. Read More »
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Finance | tracking winters contrarian ideas
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My summer contrarian portfolio returned a disappointing 1.79%. I'll be applying more aggressive risk management this fall. Read More »
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Finance | autumns contrarian ideas
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As we've just passed the solstice, let's examine some contrarian ideas for the season we posited back around Memorial Day. Read More »
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Finance | summer contrarian update

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