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Contrarian Investment Ideas for 2010

A few against-the-grain ideas that should pay off in the new year.

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Talk about drawing the short straw: Generating a list of contrarian ideas for 2010 is no easy task with nearly every domestic- and foreign-stock category gaining more than 20% in 2009 and their fixed-income brethren not far behind.

And the few categories that have posted losses this year, like long-government and bear-market funds, don't appear obvious candidates for a rebound. But with some digging, I came up with a few ways to successfully counter prevailing wisdom.

Two Strikes�
A handful of funds that had a putrid 2008 and have also lagged badly in this year's rally still have something to offer.

Michael Breen does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.