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.Read More
While a bankruptcy certainly does not have to be the final chapter for NII Holdings, it will take a substantial restructuring of the capital structure for this Company to emerge from Chapter 11 as a viable standalone entity.Read More
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.Read More
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.Read More
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.Read More
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.Read More
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.Read More
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.Read More
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.Read More
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.Read More
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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.
Turnaround Stock Strategies
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
* Calculation includes dividends and price changes between purchase recommendation and current price.
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