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.

Buy & Hold: The Turnaround Letter's Time-Tested Investing Strategy

Since publishing our first issue back in 1986, we’ve always recommended investors exercise patience. "Beware an Itchy Trigger Finger" identified ten stock picks with particularly promising long-term potential--and they all had the added bonus of paying dividends over 3% to further reward investor patience. Given our contrarian slant, each of these stocks was also generally out of favor with mainstream investors at the time of recommendation--adding value stock appeal.
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Digging through the S&P's Dumpster for Value Stock Profit Opportunity

Excerpted from August 2014 Issue
The S&P 500 has been one of the best stock market performers recently but that does not mean that all of its component stocks have fared well. We’ve identified select bottom performers with significant turnaround potential for those contrarians willing to bet against the crowd.
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Bank Stock Picks Still Cheap?

Excerpted from July 2014 Issue
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
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
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
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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Can A New CEO Lead The Stock Upward?

Excerpted from April 2014 Issue
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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Your Financial Security is Serious Business...

so why should you trust The Turnaround Letter?

  • Ranked as #1 Performing Newsletter for 15-Yr. Returns: Turnaround Letter's 12.0% vs. S&P's 2.5%
  • 28+ Years of Turnaround Investing Experience & Reliable Stock Market Advice
  • Diverse Monthly Stock Picks Personally Selected by George Putnam

Distressed Investing Blog

Distressed Investing Blog

Mutual Funds Offer Ready-Made Diversification

While we normally focus on individual stocks, from time to time we like to look at mutual funds that focus on turnarounds. Mutual funds can be attractive for many investors because a single fund can provide fairly broad diversification across a large number of stocks. There will be years that large, mainstream stocks will perform badly, and that's when contrarian funds like these can really shine. Read More.

Turnaround Stock Strategies

stock market advice

stock market advice

TL Spotlight

George Putnam has always followed the same straight-forward and highly-profitable investment philosophy. He published his first Turnaround Letter issue back in 1986, and readers have seen extraordinary long-term stock profit ever since.

 

In fact, 12 of 2014's 13 closed-out purchase recommendations saw gains--with five of those enjoying total returns greater than 100%. The Turnaround Letter's average return for 2014's stock picks is +82%:

 

2014 Closed Out Purchase Recommendations

Value Stock Picks

* Calculation includes dividends and price changes between purchase recommendation and current price.

 

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