The Turnaround Letter

August 2017

Volume: 32
Edition: 2

Stock Pick & Stock Sales

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Like any contrarian stock, this month's purchase recommendation is not without risks.

Purchase Recommendation - August 2017

We believe the stock market has missed several critical parts of this value stock's story. Plus, its cash flow is healthy and debt is only $395 million, about 1.2x EBITDA, and is partly offset by the $90 million in cash. The small-cap also holds a surplus real estate portfolio worth perhaps $80 million.
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Turnaround Investing Articles

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Public company bankruptcies have declined modestly thus far in 2017.

Mid-Year Bankruptcy Review & Outlook

Even though energy bankruptcies are on the decline, we believe there will continue to be good opportunities for distressed/turnaround investors in that sector for some time.
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We sifted through the roster of IPOs looking for stocks that investors have bypassed.

IPOs--Looking for Bargains

This year is shaping up to be a pretty busy year for IPOs, but not all deals have been blockbusters. This article names six recent IPOs by companies with worthwhile products and services, reasonable valuations and share prices below or little-changed from their debut prices.
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Turnaround News & Updates

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Learn George Putnam's Turnaround Secrets

Free Report: Top 10 Turnaround Stocks

Turnaround Investing Blog

Turnaround Investing Blog

The Turnaround Letter Takes a Look at Activist Investors

With nearly $180 billion in assets under management, “activist” investment funds have become a powerful force in the capital markets: Nearly 40% of companies in the S&P 500 attracted activist attention in recent years. According to Activist Insight, 320 companies in the U.S. experienced an activist campaign in just the first half of 2017; but who, exactly, are these activists, what are they after, and what role do they collectively serve? 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.

Five Struggling Stocks That Will Turn Around

 

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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.