Weather the Storm with Turnaround Stocks
Global markets and the USD have seen sharp sell-offs in response to weak U.S. growth data and cautious comments from the Fed. Turbulent times like these require a prudent investing approach that can profit in any market!
Selected “Closed Out” Purchase Recommendations
What is the Turnaround Letter?
The Turnaround Letter is a monthly newsletter that makes money for its subscribers by providing investment insight, advice and stock purchase recommendations. Written for over 28 years by George Putnam, III, The Turnaround Letter has had the longevity and proven track record necessary to gain the confidence of thousands of investors and industry experts.
The 15-year annualized return on our monthly stock purchase recommendations is more than 4x greater than the S&P 500's.
The 15-year annualized return of 12.74% makes The Turnaround Letter the #1 performing investment newsletter, out of over 193 on the market, for that period.
A $10,000 investment in The Turnaround Letter portfolio 10 years ago would be worth over $30,000 today.
With your subscription you’ll receive George’s exclusive “Pick of the Month” along with articles highlighting stocks that have great turnaround potential. You’ll also gain access to the entire online archive of Turnaround Letter issues, picks and industry insights.
Meet George Putnam
A graduate of both Harvard Law School and Harvard Business School, George first became involved with distressed securities as a corporate bankruptcy attorney in the late 1970’s. Later he founded New Generation Research, Inc. and started publishing The Turnaround Letter in 1986.
The 12.1% annualized return on his Turnaround Letter stock recommendations over the last 20 years makes The Turnaround Letter one of the top-performing investment newsletters out of over 190 on the market. In 1990 he was recognized as the USA Today’s "Investment Advisor of the Year" and is frequently quoted in numerous financial publications and news outlets including the following:
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George's Stock Picks
In addition to recent promising senior management changes, this value stock pick is working to take costs out of the business and expand its presence in international markets. Management appears to be making good progress in its announced program to reduce costs by $250-300 million--and it is reinvesting some of those savings to expand its sales and distribution capabilities in key emerging markets such as China and Russia. Although this stock has begun to move up in recent weeks, we think it has a lot further to go!
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While investing in any energy-related company in the current environment involves risks, this small cap appears to have a sufficiently strong balance sheet to at least survive and likely prosper. It had the foresight (or good luck) to raise new debt last April before oil prices plummeted. Moreover, at the end of December, this stock held cash roughly equal to its long-term debt--and it has no significant debt maturities before 2019. Even if this value stock can only achieve a fraction of analyst predictions, its stock price looks very cheap at the current level.
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Distressed Investing Blog
Because the crystal ball on all of this is still pretty hazy, I am once again suggesting that you focus on the larger players with the stronger balance sheets. Many of the smaller, more leveraged miners and metals producers may not survive if commodity prices stay low for a prolonged period.
Investing in Post-Bankruptcy Stocks
Post-bankruptcy stocks represent an interesting investing sector because they operate in such an inefficient niche and often move independent of the overall market. Even though many companies take advantage of the Chapter 11 process to reshape their businesses and balance sheets to emerge as a stronger and more competitive entity, investors are often biased against post-bankruptcy situations because of their troubled past. Learn more.
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