The Turnaround Letter Current Portfolio Performance
The tables linked off of this page reflect the performance of all our currently active purchase recommendations. The catagories are based on market capitalization on the recommendation date, except that recommendations made prior to August 2004 are catagorized by their August 20, 2004 market cap. Market capitalization is calculated by multiplying a company's shares outstanding by the current market price of one share. The market cap reflects the total dollar value of all the company's outstanding shares.
The Current Price column stock quotes that are updated every 20 minutes and the Total % Return reflects the percentage difference between the current stock price and the price at purchase.
Current Recommendations Small Cap (under $1 billion)
Current Recommendations Mid Cap ($1 billion to $10 billion)
Current Recommendations Large Cap (Over $10 billion)
Learn George Putnam's Turnaround Secrets
Turnaround Investing Blog
Because of special tax law provisions that exempt the territory’s debt from not only federal taxes but also state taxes in every state, the bonds are widely held by investors across the country. Since the legal action is under a new law that has never been tested, there is tremendous uncertainty about how much creditors will recover and how long the process will take, but there may be opportunities for stock investors to profit from the island’s restructuring as well--perhaps with less downside risk than in many of the bonds. We found four public companies based in Puerto Rico that could benefit from stabilization in the island’s finances as well as three major insurance companies with exposure to Puerto Rican debt.
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:
* Bristow remains in our active portfolio (currently as a Hold), and 2,320% gain is as of 4/11/17.
Five Struggling Stocks That Will Turn Around
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.
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