The Turnaround Letter

View Archived Issues

July 2014

Volume: 29
Edition: 1
We recommend selling this large-cap stock pick now.

Sale Recommendation - July 2014

July 1, 2014
We believe it might be harder for this telecom stock to achieve future growth.
Read More
We think this mid-cap is on the right track under its current turnaround leadership.

Purchase Recommendation - July 2014

July 1, 2014
This stock pick is well positioned in some of the fastest growing markets in the world--approximately 75% of its sales come from emerging economies. The key to its turnaround will be continuing to expand in these emerging markets while stabilizing and rebuilding business in the U.S. and other established markets.
Read More
We still believe that bankruptcy filings will pick up in the not-too-distant future.

Mid-Year Bankruptcy Update: From One Extreme to the Other

July 1, 2014
Over the course of the first half of the year, we’ve seen one of the slowest periods for large Chapter 11 filings in recent memory, as well as one of the busiest.
Read More
We feel these 9 bank stock picks offer strong rebound and profit potential.

Bank Stocks Still Cheap?

July 1, 2014
While banks do still face headwinds such as ongoing litigation, increased regulation and reduced trading profits, these have been so heavily trumpeted in the financial headlines that bank stock prices have over-reacted on the downside.
Read More
Despite the strength in the bond markets during the first half of the year, we remain wary of most fixed income securities.

Mid-Year Market Update: Mixed Returns & Low Volatility

July 1, 2014
We don’t see anything that forecasts a coming storm--but of course you never do. (Weather forecasters may be steadily getting more accurate, but we would maintain that stock market forecasters are not.)
Read More

Profit from The Turnaround Letter's...

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

Distressed Investing Blog

Distressed Investing Blog

Bank Stock Picks Still Cheap?

While banks do still face headwinds such as ongoing litigation, increased regulation and reduced trading profits, these have been so heavily trumpeted in the financial headlines that bank stock prices have over-reacted on the downside. Read More.

Free Stock Report

 

Put George Putnam's 27+ 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.

 

Read More.

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.

 

Learn more.