Investment Strategy: Contrarian Investing 101

Have you ever wondered why some people areCompany's price which has nothing to do with its
able to invest in any financial instrument ormain operations.
property at a low price and why you have always• Wars and Hostilities that can affect the
missed the boat? This article explains thecompetitors of your current favourite stock.
importance of understanding why contrarian3.Look out for excessive exuberance
investing works and how having such a mindsetContrarian Investors know that downturns can
can help you make more money as part of aalso be profitable if you use Put options which pay
larger investment strategy.you when the underlying stock declines in price?
1.Value Investing mindsetThe best way to predict such a downturn would
Before one can profess to be a contrarianbe to look for in the words of the former Chief
investor, you must have an understanding of theof the Federal Reserve Allen Greenspan,
underlying value of the thing you are buying and"excessive exuberance". This means basically that
decide that it is undervalued and historically andwhile prices are still rising furiously, the number of
the market will rebound within a good period. Abuyers would start decreasing and a market
good book to start reading on value investing incorrection might follow.
the stock market is "The Intelligent Investor", bySome indicators of such excessive exuberance
Benjamin Graham who was Warren Buffets'include:
Professor in Columbia University and helped shape• When you see financial analysts being very
his investment strategy. So because you knowrosy on highly speculative stocks.
the usual market value of something, you can• When the stock market indexes start rising
purchase it on the cheap when prices drop , notclose to record highs.
unlike shopping for discounts at a supermarket.• When you notice that trading volume
2.Look out for downturnsdiverges with the price, meaning that while prices
Another key indicator is to understand yourare rising, the trading volume is dropping.
market well and then pay a careful attention toContrarian investing is thus a mindset where the
downturns in the economy or freak incidents likeindividual looks for trading opportunities which can
September 11. Some investments do down inyield profits. A contrarian investor thus looks out
value due to macro economic factors that mayfor economic, political and other factors which can
have nothing to do with your particularcause a large market movement in the particular
investment. A contrarian investor would spendfinancial instrument that he is trading in and can
time looking for ominous signs in the papers whichmake a large capital gain from his investment.
may lead to a downturn so as to purchaseThis form of investing can be part of a larger
stocks, shares at a discount to the average price.investment strategy and one should consider
Downturns that can prove profitable include:contrarian investing as part of his online investing
• Natural Disasters that have nothing to dowarchest today.
with the underlying stock.Copyright © 2006 Joel Teo. All rights reserved.
• Cross Border Disputes affecting a particular