The Turnaround Letter

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February 2015

Volume: 29
Edition: 8
This mid-cap represents a good way for turnaround investors to profit from an expected increase in corporate restructurings.

Purchase Recommendation - February 2015

This management services' provider has been a leader in advising on corporate restructurings for more than a decade—Enron, WorldCom, Lehman Brothers and General Motors, to name a few. This work requires a large number of consulting hours and tends to be very profitable.
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High yield bonds have a higher risk/return profile akin to turnaround stocks.

High Yield Bonds: Challenges Ahead for 2015

Even though interest rates remained low in 2014, high yield bonds had a challenging year, and those challenges are not confined to the energy sector. We see more challenges ahead for the asset class in 2015.
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Will declining oil prices produce an uptick in discretionary spending?

Oil-Related Opportunities Outside the Oil Patch

This article explores turnaround investing opportunities in some sectors that may seem quite distant from the oil patch—yet are still poised to profit from the global drop in oil prices.
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Distressed Investing Blog

Distressed Investing Blog

Turnaround Letter Buy & Hold Investment Strategy Recognized

The Turnaround Letter advocates a buy and hold contrarian investing strategy. In fact, stocks in our portfolio were held for an average of just over five years. Read More.

Free Stock Picks

stock picks

TL Spotlight

George Putnam has always followed the same straight-forward and highly-profitable investment philosophy. He published his first Turnaround Letter issue back in 1986, and readers have seen extraordinary long-term stock profit ever since.

 

In fact, 12 of 2014's 13 closed-out purchase recommendations saw gains--with five of those enjoying total returns greater than 100%. The Turnaround Letter's average return for 2014's stock picks is +82%:

 

2014 Closed Out Purchase Recommendations

Value Stock Picks

* Calculation includes dividends and price changes between purchase recommendation and current price.

 

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