Quite Contrary

12/28/2011

Robert Kleinschmidt and Peter Shawn of Tocqueville Asset Management explain why the most obvious contrarian idea often isn't the best one, their current take on gold, why we should get used to high market volatility, why they value a sense of humor, and why they see unrecognized upside in Weyerhaeuser, Aflac, Owens-Illinois and CBRE Group.

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