Turnaround 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.

Whither this Election Year Market?

Excerpted from the May 2012 Issue

As political posturing and rhetoric continues to escalate, most of us are wondering about the election’s potential impact on our investments.

Historically, the stock market generally does well in a presidential election year. The S&P has risen in 12 of the 15 presidential election years since 1952. However, the trend has been less clear in recent election years, with stocks showing significant losses in 2000 and 2008. While election year results have generally been good, the best returns have typically come in the year before the election year—on average more than double the annual return rates seen in each of the other three years.

Much has also been made of how each candidate—and his respective party’s philosophies—will impact Wall Street. History shows us that the market has tended to respond more favorably to a Republican victory in past elections. In short, although there is some logic to the presidential cycle, you shouldn’t be trying to time the stock market—in an election year or any other time. Read more historic election year statistics.

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Free Report: Top 10 Turnaround Stocks

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The Turnaround Letter In The News: Equities.com & Forbes

With more than 30 years of turnaround investing and market-beating results, it's no surprise that media and market pundits often seek George Putnam's commentary, stock picks and unique contrarian expertise. Most recently, both Forbes and Equities.com praised The Turnaround Letter. 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:

Value Investing Stock Profit

* Bristow remains in our active portfolio (currently as a Hold), and 1,390% gain is as of 7/19/17.

Here's Why You Should Invest in Asset Managers

 

stock market advicex

 

This Forbes article cites a recent MoneyShow write-up that recommends investors take advantage of the strong stock market and potential interest rate hike by "putting some of your investment assets into the shares of asset management stocks."

 

The article praises The Turnaround Letter's OAK purchase recommendation and quotes George Putnam: "As the corporate debt binge that we’ve experienced since 2009 comes to an end, Oaktree will benefit from a growing number of restructurings and bankruptcies."  

 

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