Turnaround Investing Blog
Turnaround Investing Blog RSS FeedRSS

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

The Trump Effect

Excerpted from the December 2016 Issue
Investors have newfound enthusiasm for domestic economic growth, as a Trump presidency could bring new infrastructure spending, lighter regulatory burdens and lower corporate taxes. While the distance between campaign promises and corporate profits can be vast, we agree with the market’s general assessment of how government policies might change.
Read More

Stocks Don't Know Who You Voted For: Thoughts About Clinton Vs. Trump & The Stock Market

Excerpted from the November 2016 Issue
A common temptation is to mix emotions with investing. Your candidate won, and so you are more optimistic--or your candidate lost, and now you’re more pessimistic. Stocks don’t know who you voted for. Avoiding emotionally-driven post-election buying and selling will be beneficial to your financial health.
Read More

Chicago Cubs Demonstrate the Value of Leadership in Organizational Turnarounds

Leadership matters. Whether in sports or in business, an organization is not just a collection of people, cash, physical property, intellectual property and other assets. Not every new management team is highly capable and new leadership cannot always overcome dire strategic situations or the quagmire of a decaying industry; but without good leadership, no business can prosper for long--much less survive.
Read More

Risk & Diversification

While important to any investment program, diversification is critical to successful turnaround investing. 
Read More

Volatility Up, Rates to Follow?

Excerpted from the October 2016 Issue
While everyone expects the stock market to drop in response to a rate hike, in the past the opposite has often happened. Interest rate rises are usually in response to strength in the economy, which is generally good for stocks. The effect on bonds is much more clear-cut: when rates go up bond prices go down.
Read More

Learn George Putnam's Turnaround Secrets

Free Report: Learn Value Investing Secrets Free

Turnaround Investing Blog

Turnaround Investing Blog

Energy's Wild Ride--Energy Sector Bankruptcies E-Report

BankruptcyData's Energy Sector Bankruptcies report anticipates that overall Chapter 11 activity will remain at a high level for the foreseeable future. Energy company filings have probably peaked and will gradually decline over the next 12 to 18 months, so the flow of bankruptcies will likely shift toward a more diverse group of industries. In time, this could contribute to an opportunity-rich market for distressed debt and post-reorganization stocks. Read More.

Market-Beating Profit: The 200+ Club

Turnaround stocks present a unique opportunity for savvy investors to buy in at bargain prices. Take a look at this list of just a few of our purchase recommendations that have realized a return rate of 200% or better:

200+ Club: Value Investing Stock Profits with 200% or Better Return

* Bristow remains in our active portfolio (currently as a Hold), and 2,849% gain is as of 1/17/17.

Five Struggling Stocks That Will Turn Around

 

stock market advicex

 

Kiplinger points out that despite the post-election stock market surge, not all stocks have benefited from the uptick: "More than 100 issues in the S&P 500 have fallen in price this year, including dozens that have slumped by more than 10%....Yet these stocks won’t all stay in the dumps forever. Some will mount a comeback in 2017, making it an opportune time to try to identify the best candidates."

 

Quoting George Putnam, Kiplinger details five value opportunities for the new year.

 

Learn more about Putnam's investing success with turnaround stocks.