The Turnaround Letter

February 2016

Volume: 30
Edition: 8

Stock Pick & Stock Sales

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This hospitality mid-cap is a great value stock opportunity.

Purchase Recommendation - February 2016

This stock pick generates solid cash flow and is using this cash generation to reduce leverage and compensate shareholders. The company has raised its dividend each of the last two years so that the stock now yields a generous 5.3%--plus, it announced a special dividend and stock buyback in late December. We also like that the stock has some large, heavy-hitting shareholders.
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Turnaround Investing Articles

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We remain very cautious about high yield bonds.

High Yield Bonds: Cloudy Outlook for 2016

Last year at this time we urged caution in approaching high yield bonds. That caution proved well-founded as the asset class had a poor year.
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Most bank stocks are paying attractive dividends.

Everyone Hates the Banks

Despite bargain-basement valuations and relatively solid balance sheets, investors have continued to sell these already out-of-favor stocks. These concerns seem overdone, and we think bank stocks will start to recover in the not-too-distant future.
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How should stock market volatility affect your investment strategy?

What's With the Stock Market?

This January has been a tough month for most investors. Where does the market go from here? Of course, we don’t know for sure; but we do think the gloom and doom is overdone.
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Turnaround News & Updates

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This stock is now like a fairly long-term option on commodity prices.

News Notes & Updates - February 2016

These bonds now trade for 40-some cents on the dollar, and they provide a way to play the situation with a little less risk but still decent (though less dramatic) return potential compared to the stock.
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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 In The News: Equities.com & Forbes

With more than 30 years of turnaround investing and market-beating results, it's no surprise that media and market pundits often seek George Putnam's commentary, stock picks and unique contrarian expertise. Most recently, both Forbes and Equities.com praised The Turnaround Letter. 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.

Here's Why You Should Invest in Asset Managers

 

stock market advicex

 

This Forbes article cites a recent MoneyShow write-up that recommends investors take advantage of the strong stock market and potential interest rate hike by "putting some of your investment assets into the shares of asset management stocks."

 

The article praises The Turnaround Letter's OAK purchase recommendation and quotes George Putnam: "As the corporate debt binge that we’ve experienced since 2009 comes to an end, Oaktree will benefit from a growing number of restructurings and bankruptcies."  

 

Learn more about Putnam's investing success with turnaround stocks.