Contra The Heard
@contratheheard.bsky.social
Contra the Heard is an information service for investors. Our goal is to profitably invest while sharing the choices that we make. Views are not advice.
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There are dozens of ways to succeed in capital markets. Half the battle is to match your strategy and philosophy with your temperament and skill set. Here is our investment philosophy:
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Click the link below to subscribe or sign up for free content here: contratheheard.com/subscribe-now/
The biggest edges often come from buying when the story is ugly, the sentiment is awful, and the data quietly turns in your favour.
February 7, 2026 at 1:27 AM
The biggest edges often come from buying when the story is ugly, the sentiment is awful, and the data quietly turns in your favour.
Bottoms and tops are invisible until they’re in the rear-view mirror. Stop trying to time the "untimable." Preparation beats prediction. #Stocks
February 5, 2026 at 6:00 AM
Bottoms and tops are invisible until they’re in the rear-view mirror. Stop trying to time the "untimable." Preparation beats prediction. #Stocks
Philip MacKellar recently joined Mike Campbell on the Money Talks podcast to break down how to spot value and stay calm when things get tough. If you're looking for a grounded perspective on the current market, this is a must-watch.
Check out the full episode here:
www.youtube.com/watch?v=CIKP...
Check out the full episode here:
www.youtube.com/watch?v=CIKP...
How To Find Value When Markets Get Tough
YouTube video by Michael Campbell's Money Talks
www.youtube.com
February 2, 2026 at 7:53 PM
Philip MacKellar recently joined Mike Campbell on the Money Talks podcast to break down how to spot value and stay calm when things get tough. If you're looking for a grounded perspective on the current market, this is a must-watch.
Check out the full episode here:
www.youtube.com/watch?v=CIKP...
Check out the full episode here:
www.youtube.com/watch?v=CIKP...
Looking for a strong dividend stock? Phil MacKellar's latest article for The Globe & Mail is out, revealing his top income pick for 2026.
Read the full breakdown here: contratheheard.com/the-contra-g...
#Investing #Stocks2026 #$ENGH
Read the full breakdown here: contratheheard.com/the-contra-g...
#Investing #Stocks2026 #$ENGH
My top income stock pick for 2026 – Contra the Heard
Discover my top income stock pick for 2026 — a high-quality dividend payer with a strong balance sheet, resilient cash flows, and long-term payout potential. Philip MacKellar explains why this name st...
contratheheard.com
January 28, 2026 at 4:06 PM
Looking for a strong dividend stock? Phil MacKellar's latest article for The Globe & Mail is out, revealing his top income pick for 2026.
Read the full breakdown here: contratheheard.com/the-contra-g...
#Investing #Stocks2026 #$ENGH
Read the full breakdown here: contratheheard.com/the-contra-g...
#Investing #Stocks2026 #$ENGH
The 24-hour news cycle is designed to spark emotion, not logic. If your investment strategy changes based on a headline, you don’t have a strategy; you react. Filter the noise, focus on the fundamentals.
January 26, 2026 at 3:15 PM
The 24-hour news cycle is designed to spark emotion, not logic. If your investment strategy changes based on a headline, you don’t have a strategy; you react. Filter the noise, focus on the fundamentals.
Friendly reminder that it is still early in 2026, and the MoneyShow Top Picks Report is out, featuring two stocks from Phil MacKellar.
🔹Ceragon Networks #$CRNT — pg. 24
🔹Enghouse Systems #$ENGH.TO — pg. 31
Get the full report here.👇
forms.moneyshow.com/partners-top...
🔹Ceragon Networks #$CRNT — pg. 24
🔹Enghouse Systems #$ENGH.TO — pg. 31
Get the full report here.👇
forms.moneyshow.com/partners-top...
Other Partners - Just Released - MoneyShow Top Picks Report 2026
Made with Fillout, the best way to make forms, surveys and quizzes your audience will answer.
forms.moneyshow.com
January 23, 2026 at 5:48 PM
Friendly reminder that it is still early in 2026, and the MoneyShow Top Picks Report is out, featuring two stocks from Phil MacKellar.
🔹Ceragon Networks #$CRNT — pg. 24
🔹Enghouse Systems #$ENGH.TO — pg. 31
Get the full report here.👇
forms.moneyshow.com/partners-top...
🔹Ceragon Networks #$CRNT — pg. 24
🔹Enghouse Systems #$ENGH.TO — pg. 31
Get the full report here.👇
forms.moneyshow.com/partners-top...
Trying to predict the market is like asking a Magic 8-Ball for financial advice. You don’t need to know where the market is going; you need to know where you stand. Strategy > Guesswork.🎱#Wealth
January 21, 2026 at 5:15 PM
Trying to predict the market is like asking a Magic 8-Ball for financial advice. You don’t need to know where the market is going; you need to know where you stand. Strategy > Guesswork.🎱#Wealth
The best investors aren’t the smartest; they’re the most consistent. Show up, stay focused, and let time do the compounding.
January 19, 2026 at 3:16 PM
The best investors aren’t the smartest; they’re the most consistent. Show up, stay focused, and let time do the compounding.
You don’t need an opinion on every stock, just the ones in your portfolio and companies of interest. Being focused trumps being scattered.
January 16, 2026 at 6:39 PM
You don’t need an opinion on every stock, just the ones in your portfolio and companies of interest. Being focused trumps being scattered.
Long term, fundamentals win. You can ignore them for a while, and the market can too, but sooner or later, the weighing machine wins.
January 15, 2026 at 3:51 PM
Long term, fundamentals win. You can ignore them for a while, and the market can too, but sooner or later, the weighing machine wins.
Doing nothing often feels wrong in investing, but sitting on your hands is a compounding superpower.
January 12, 2026 at 4:12 PM
Doing nothing often feels wrong in investing, but sitting on your hands is a compounding superpower.
Buying at a low valuation isn’t about finding perfection; it’s about building a margin of safety when the future inevitably surprises.
January 9, 2026 at 8:04 PM
Buying at a low valuation isn’t about finding perfection; it’s about building a margin of safety when the future inevitably surprises.
The 2026 MoneyShow Top Picks Report is out featuring two stocks from Philip MacKellar.
🔹 Ceragon Networks $CRNT — p. 24
🔹 Eghouse Systems $ENGH.TO — p. 31
See Phil’s top selections and what other leading analysts and portfolio managers are investing in for 2026.
forms.moneyshow.com/partners-top...
🔹 Ceragon Networks $CRNT — p. 24
🔹 Eghouse Systems $ENGH.TO — p. 31
See Phil’s top selections and what other leading analysts and portfolio managers are investing in for 2026.
forms.moneyshow.com/partners-top...
Other Partners - Just Released - MoneyShow Top Picks Report 2026
Made with Fillout, the best way to make forms, surveys and quizzes your audience will answer.
forms.moneyshow.com
January 7, 2026 at 5:51 PM
The 2026 MoneyShow Top Picks Report is out featuring two stocks from Philip MacKellar.
🔹 Ceragon Networks $CRNT — p. 24
🔹 Eghouse Systems $ENGH.TO — p. 31
See Phil’s top selections and what other leading analysts and portfolio managers are investing in for 2026.
forms.moneyshow.com/partners-top...
🔹 Ceragon Networks $CRNT — p. 24
🔹 Eghouse Systems $ENGH.TO — p. 31
See Phil’s top selections and what other leading analysts and portfolio managers are investing in for 2026.
forms.moneyshow.com/partners-top...
Too many investors try to avoid short-term pain. So they cling to the crowd, polish their window dressing, and never sell the losers. But survival isn’t about being comfortable; it’s about acting before it feels safe. Wait too long, and you won’t get out.
January 5, 2026 at 3:57 PM
Too many investors try to avoid short-term pain. So they cling to the crowd, polish their window dressing, and never sell the losers. But survival isn’t about being comfortable; it’s about acting before it feels safe. Wait too long, and you won’t get out.
Happy New Year! 🎉
What's the ONE company you're most bullish on for 2026 and why?
Drop your pick below 👇
What's the ONE company you're most bullish on for 2026 and why?
Drop your pick below 👇
January 1, 2026 at 4:29 PM
Happy New Year! 🎉
What's the ONE company you're most bullish on for 2026 and why?
Drop your pick below 👇
What's the ONE company you're most bullish on for 2026 and why?
Drop your pick below 👇
Banco Santander up 159%, Neo Performance up 98%, and more wins in our 2025 year-end review! Philip MacKellar breaks down how the Contra Guys' Globe picks performed and why staying contrarian pays off.
🔗https://www.contratheheard.com/the-contra-guys/contra-guys-how-our-picks-made-out-in-2025/
🔗https://www.contratheheard.com/the-contra-guys/contra-guys-how-our-picks-made-out-in-2025/
December 31, 2025 at 5:22 PM
Banco Santander up 159%, Neo Performance up 98%, and more wins in our 2025 year-end review! Philip MacKellar breaks down how the Contra Guys' Globe picks performed and why staying contrarian pays off.
🔗https://www.contratheheard.com/the-contra-guys/contra-guys-how-our-picks-made-out-in-2025/
🔗https://www.contratheheard.com/the-contra-guys/contra-guys-how-our-picks-made-out-in-2025/
If you want results no one else gets, you need to make decisions no one else is willing to make, calmly, rationally, and long before the consensus catches up.
December 29, 2025 at 3:31 PM
If you want results no one else gets, you need to make decisions no one else is willing to make, calmly, rationally, and long before the consensus catches up.
When prices rise, humility fades. When they fall, wisdom returns.
December 26, 2025 at 8:13 PM
When prices rise, humility fades. When they fall, wisdom returns.
Volatility is a feature, not a flaw. What matters is whether the business continues to create value, and whether an investor has the wherewithal to capitalize on the volatility.
December 24, 2025 at 9:23 PM
Volatility is a feature, not a flaw. What matters is whether the business continues to create value, and whether an investor has the wherewithal to capitalize on the volatility.
As contrarians, the goal is not to be alone on a call forever; it is to find the trend before anyone else and for the market to eventually agree with us.
December 22, 2025 at 6:30 PM
As contrarians, the goal is not to be alone on a call forever; it is to find the trend before anyone else and for the market to eventually agree with us.
With 2025 coming to a close, Philip MacKellar scored big with NEO Performance Materials in the MoneyShow's 2025 Top Picks! Watch his podcast segment to see how it performed, why it worked, and what he’s eyeing for 2026.
Segments: 12:00-15:20 & 30:45-34:00
🔗 Here: www.youtube.com/watch?v=2cB3...
Segments: 12:00-15:20 & 30:45-34:00
🔗 Here: www.youtube.com/watch?v=2cB3...
How These Pros Picked 2025’s “Top Stocks” (And What They See for ‘26!)
YouTube video by MoneyShow
www.youtube.com
December 19, 2025 at 6:56 PM
With 2025 coming to a close, Philip MacKellar scored big with NEO Performance Materials in the MoneyShow's 2025 Top Picks! Watch his podcast segment to see how it performed, why it worked, and what he’s eyeing for 2026.
Segments: 12:00-15:20 & 30:45-34:00
🔗 Here: www.youtube.com/watch?v=2cB3...
Segments: 12:00-15:20 & 30:45-34:00
🔗 Here: www.youtube.com/watch?v=2cB3...
The greatest thing money buys isn’t stuff, it’s control over your time.
December 18, 2025 at 8:31 PM
The greatest thing money buys isn’t stuff, it’s control over your time.
Most investors sell in December. We buy. Philip MacKellar explains why tax-loss selling may be the perfect contrarian buying opportunity, plus how seasonal trends like the Santa Claus rally & January effect can work in your favour.
🔗 Read more: www.contratheheard.com/the-contra-g...
🔗 Read more: www.contratheheard.com/the-contra-g...
December 15, 2025 at 5:20 PM
Most investors sell in December. We buy. Philip MacKellar explains why tax-loss selling may be the perfect contrarian buying opportunity, plus how seasonal trends like the Santa Claus rally & January effect can work in your favour.
🔗 Read more: www.contratheheard.com/the-contra-g...
🔗 Read more: www.contratheheard.com/the-contra-g...
Laurentian Bank’s last chapter is set to close with a takeover that delivers a long-awaited definitive path. In his latest Globe & Mail piece, Caellum Gallander breaks down why the offer on the table is likely the best available.
Read it here: www.contratheheard.com/the-contra-g...
Read it here: www.contratheheard.com/the-contra-g...
December 12, 2025 at 8:01 PM
Laurentian Bank’s last chapter is set to close with a takeover that delivers a long-awaited definitive path. In his latest Globe & Mail piece, Caellum Gallander breaks down why the offer on the table is likely the best available.
Read it here: www.contratheheard.com/the-contra-g...
Read it here: www.contratheheard.com/the-contra-g...
You don’t need to know where the market is going, only where you stand.
December 10, 2025 at 3:52 PM
You don’t need to know where the market is going, only where you stand.