The Turnaround Letter

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October 2014

Volume: 29
Edition: 4
Let someone else play the activist game.

Sale Recommendation - October 2014

This is the time to take advantage of this value stock’s recent price jump.
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We recommend contrarians buy this distressed investing opportunity up to 63.

Purchase Recommendation - October 2014

Current weakness in this mid cap’s stock price offers a good contrarian opportunity to buy into a premier money manager at a reasonable price—and this value stock currently pays a generous dividend so you get paid even if you have to wait a while for a distressed investing uptick.
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As contrarians, we tend to focus on the stock market’s underperformers.

Laggards Among the Laggards

These nine stock picks represent a diverse group of companies that have been among the worst performers in the Russell 2000 over the past year or so, trade reasonably actively and have decent businesses with good long term investing turnaround potential.
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Stock options have characteristics that make them attractive for aggressive investors.

Long-Term Option Stocks: Thoughts on HERO & Others

If you are looking for long term investing advice, these contrarian stock picks offer price leverage similar to a stock option; but unless the company is on the verge of bankruptcy, the low priced stock will not become worthless anytime soon. Learn more about George Putnam’s turnaround investing approach.
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The alleged outperformance of the indices may be a self-fulfilling prophesy.

What if Everyone Indexed?

Index funds are not a bad thing, and most investors should probably have some in their portfolios; but the more people index the better the opportunities will get for turnaround investing.
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Large cap stock pick move to hold and mid cap status maintained.

News Notes & Updates - October 2014

We still like the dividend for this great company, but we wouldn’t chase the stock at these levels.
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Profit from The Turnaround Letter's...

  • Market-Beating Investment Results
  • 28+ Years of Turnaround Experience
  • Diverse Stock Picks for Today's Unpredictable Market

Distressed Investing Blog

Distressed Investing Blog

Laggards Among the Laggards: Small Caps with Big Contrarian Potential

These contrarian stock picks represent a diverse group of companies that have been among the worst performers in the Russell 2000 over the past year or so, trade reasonably actively and have decent businesses with good long term investing turnaround potential. Read More.

Free Stock Report

 

Put George Putnam's 28+ years of market-beating, contrarian investing advice to work for you, and give your portfolio a boost with this FREE stock report.

Current Total Returns

 

Value Stock Profit

Total returns cover the fulll year 2013.

Note: Returns are not adjusted for inflation.

 

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Sample Issue

TL Spotlight

 

Value Stock Picks

 

MoneyShow.com named George's stock pick top performer for all of 2013 and shared this feature interview to update investors on MTG's status and highlight select year-end bounce candidates.

 

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