Distressed Investing Blog

George Putnam, one of the country's leading turnaround and distressed investing professionals, shares his timely insight on the economy and turnaround investing opportunities.

Bank Stock Picks Still Cheap?

Excerpted from July 2014 Issue
July 8, 2014
While banks do still face headwinds such as ongoing litigation, increased regulation and reduced trading profits, these have been so heavily trumpeted in the financial headlines that bank stock prices have over-reacted on the downside.
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Russian Stocks: Enough Blood in the Streets?

Excerpted from June 2014 Issue
June 10, 2014
The idea behind contrarian investing is that negative geopolitical news typically spooks investors and pushes stock prices down sharply. We’re not brave enough to suggest buying Ukrainian stocks, but Russian stocks might be the next best thing. Not only is Russia Ukraine’s next door neighbor, but Russia is embroiled in—and some would say causing—much of the unrest in Ukraine.
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Health Management Value Stocks: Cheap in the Face of Uncertainty

Excerpted from May 2014 Issue
May 16, 2014
Although we have no idea what the ultimate effects of ObamaCare’s implementation will be on different individual stocks or groups of stocks in the sector, we are pretty sure the ACA is going to create some great healthcare stock investment opportunities.
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Know What You Don't Know

Excerpted from May 2014 Issue
May 13, 2014
We recommend investors not attempt to time the market—but rather, choose a level of stock market exposure and stick with it, focusing efforts on fundamental analysis of select stock picks.
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Recent Chapter 11 Bankruptcy Activity: A Blip or a Trend?

May 1, 2014
As we’ve been saying for some time, a large number of highly leveraged companies will have to restructure their balance sheets in the not-too-distant future, and so this could be the beginning of a trend.
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Bulls Make Money; Bears Make Money...but Pigs get Slaughtered

April 30, 2014
As a result of the recent five-year anniversary of the low point from the 2008-09 stock market meltdown, we’ve been reading a lot about the bull market and thought readers might find a little background information on the topic of interest.
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Can A New CEO Lead The Stock Upward?

Excerpted from April 2014 Issue
April 17, 2014
One of the characteristics we look for in turnaround stock is a change in top management and this lead us to look at the class of new CEOs who took over struggling companies in 2012.
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How Will the Recall Issue Affect GM Stock?

March 26, 2014
Because General Motors is currently the subject of many negative headlines arising from a significant recall relating to ignition switches, we wondered what long-term effect the recall would have on GM’s stock. Our best guess is “very little.”
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Turnaround Mutual Funds: The Few, the Brave & the Potentially Profitable

Excerpted from March 2014 Issue
March 17, 2014
While we normally focus on individual value stocks, from time to time, we like to look at mutual funds that focus on turnaround investing.
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Fifth Anniversary of 2008-09 Stock Market Low: Looking for Laggards Poised to Rebound

Excerpted from March 2014 Issue
March 11, 2014
Being contrarian investors, we aren’t inclined to chase the stock market winners. Instead, we like to sift through the losers, looking for value stocks that have been left behind but still offer promising stock profit opportunity.
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Distressed Investing Blog

Distressed Investing Blog

Bank Stock Picks Still Cheap?

While banks do still face headwinds such as ongoing litigation, increased regulation and reduced trading profits, these have been so heavily trumpeted in the financial headlines that bank stock prices have over-reacted on the downside. Read More.

Top Stock Picks for 2014

sample turnaround newsletter

 

 

Give your portfolio a boost with this FREE stock report!

 

The stock market continues to be ripe with great turnaround investment opportunities: the picks from last year’s report gained an average of 96%.

Current Total Returns

 

Value Stock Profit

Total returns cover the fulll year 2013.

Note: Returns are not adjusted for inflation.

 

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Sample Issue

TL Spotlight

 

Value Stock Picks

 

MoneyShow.com named George's stock pick top performer for all of 2013 and shared this feature interview to update investors on MTG's status and highlight select year-end bounce candidates.

 

Learn more.