The Turnaround Letter

February 2017

Volume: 31
Edition: 8

Stock Pick & Stock Sales

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We think this technology mid-cap has a bright future.

Purchase Recommendation - February 2017

This value stock opportunity became newly independent following a recent spin-off from its iconic parent company. We like the spin-off. It provides two very appealing fundamental improvements: new leadership and more focus. We also like that Carl Icahn controls three of the eight board seats and owns a sizeable stake, which should keep pressure on the new management team to improve execution and results. EBITDA is reasonably healthy and debt will be manageable.
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Turnaround Investing Articles

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These seven high quality service companies' stocks should show strong gains as the industry recovers.

Oil Service Stocks--Getting a Grip

While we can’t say for certain where oil prices go from here, we can say that the industry has aggressively restructured to adapt to the new environment, particularly the U.S. land-based exploration and production companies. The recovery in offshore drilling is probably further away. Drilling under the ocean is inherently more expensive, and so this segment could easily take another year or more to see meaningful signs of recovery. But because of this, the stocks of the offshore servicing companies have been slower to recover than their onshore brethren. However, as global oil consumption continues to grow, demand for ocean drilling won’t go away, and the offshore servicers are likely to reward patient investors.
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Despite the DJIA surge, there are still several stocks that have been complete "dogs."

Dow Hits 20,000, But These Dogs Are Still Sitting On The Porch

We created a different version of the Dogs of the Dow: We selected the seven stocks that have completely missed the rally over the past three years. If these lazy dogs get off the porch, they could have a market-beating run. All seven are solid, well-run companies with healthy balance sheets. Many offer attractive yields. Some offer defensive traits should the stock market or oil prices turn downward. Others have unique company-specific aspects that could bring them back to life.
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Turnaround News & Updates

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Learn George Putnam's Turnaround Secrets

Free Report: Learn Value Investing Secrets Free

Turnaround Investing Blog

Turnaround Investing Blog

Post-Chapter 11 Oil & Gas Stocks: Good Assets Freed From Shackles of Debt

Since the start of 2016, over a dozen energy companies have emerged from bankruptcy as public companies. Knowledgeable distressed investors have not been able to soak up this large supply of new post-bankruptcy stocks, leading to their stock prices being even softer than usual. We think many of these post-reorganization oil and gas stocks look like good bargains right now. 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 2,320% gain is as of 4/11/17.

Five Struggling Stocks That Will Turn Around

 

stock market advicex

 

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.