Understanding the Distressed Investment Markets

 

George Putnam’s insightful assessment of distressed investing in 2011 will help you determine where this sector is headed in 2012 and beyond.

 

Understanding the Distressed Investing Market

Fellow Investor,

In my annual “Bankruptcy Investing: Looking Back and Forward” report, I review how the bankrupt and distressed securities markets did in 2011.  I look at the forces that drove these markets and write in detail about high yield bonds and post-reorganization securities.  Additionally, I look at the specific industries that significantly affected this sector in 2011.

This report is a quick read, but it will give you a better understanding of this sector and will help you assess its investing potential moving forward.

Thank you and happy investing.

George Putnam, III, Editor
The Turnaround Letter

 

 

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George Putnam's Favorite Stocks for 2016

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Turnaround Investing Blog

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Watch Headlines for Turnaround Stock Opportunities

Negative media headlines can be a great source of turnaround ideas. Stories about struggling companies, management turmoil, failed strategies, large financial losses, industrial accidents, lawsuits and the like can drive a stock to well-below reasonable levels and may provide a buying opportunity. Like all Wall Street axioms, however, “buy on bad news” must be accompanied by careful analysis to evaluate the potential for turnaround success. Read More.

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Banking on a Financial Sector Turnaround

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MoneyShow.com recently tapped George's favorable opinion for a banking industry rebound. In "Turnaround Expert's Banking Bets," Steve Halpern highlights a trio of Putnam's top stock picks from the battered financial sector.

 

George reminds value investors: "Fortunately, many of the factors...just aren't present in the market, and the other reason that investors seem to be down on the banks is they sort of expected the Fed to raise interest rates a little faster than they have. And the banks do better when interest rates are rising because they have wider margins on their loans, but I think the Fed will gradually raise rates to we will see profits improve, and so I think this downturn is really temporary."

 

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