Mutual Funds

An investment vehicle that is made up of a pool of funds collected from many investors

ARTICLES

These stock pics offer solid balance sheets and generous dividends.

Time to Move Out of the Comfort Zone?

Mainstream investors are a notoriously fickle bunch, and when they tire of the "comfortable" names, they could rotate into these more cyclical stocks pushing them up sharply.
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Mutual Funds Offer Ready-Made Diversification

While we normally focus on individual stocks, from time to time we like to look at mutual funds that focus on turnarounds. Mutual funds can be attractive for many investors because a single fund can provide fairly broad diversification across a large number of stocks. There will be years that large, mainstream stocks will perform badly, and that's when contrarian funds like these can really shine.
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There will be years that large, mainstream stocks will perform badly, and that's when contrarian funds like these can really shine.

Turnaround Mutual Funds: Looking for Managers Who Go Against the Crowd

While we normally focus on individual stocks, from time to time we like to look at mutual funds that focus on turnarounds. Mutual funds can be attractive for many investors because a single fund can provide fairly broad diversification across a large number of stocks.
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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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Russian Stocks: Enough Blood in the Streets?

Excerpted from June 2014 Issue
The idea behind contrarian investing is that negative geopolitical news typically spooks investors and pushes stock prices down sharply. We’re not brave enough to suggest buying Ukrainian stocks, but Russian stocks might be the next best thing. Not only is Russia Ukraine’s next door neighbor, but Russia is embroiled in—and some would say causing—much of the unrest in Ukraine.
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Russia offers many investing opportunities—Stocks, ETF’s & Mutual Funds. Here are 15 specific contrarian choices.

Russian Stocks: Enough Blood in the Streets?

The idea behind contrarian investing is that negative geopolitical news typically spooks investors and pushes stock prices down sharply. We’re not brave enough to suggest buying Ukrainian stocks, but Russian stocks might be the next best thing. Not only is Russia Ukraine’s next door neighbor, but Russia is embroiled in—and some would say causing—much of the unrest in Ukraine.
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Looking for a smart investment approach when it comes to emerging markets?

Emerging Markets: Investors Developing Aversion

Although there are valid concerns when it comes to emerging market options, most of those are short-term in nature, and a long term-investing approach shows the financial appeal of this sector. There are associated risks though, which is why we advise the structured approach outlined here.
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Mutual Fund Turnaround Investing: This Year’s Crop

Excerpted from March 2013 Issue
Mutual funds are a great option for investors looking for ready-made diversification. Given our contrarian bent, The Turnaround Letter emphasizes funds that either focus on turnaround investing as part of their strategy or are themselves something of a turnaround.
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Learn George Putnam's Turnaround Secrets

stock picks

Turnaround Investing Blog

Turnaround Investing Blog

Don't Make Too Much of Price History

It can be tempting to look at a depressed stock and think, “it used to trade at 40 and now it’s at 8 – therefore it must be a bargain.” Unfortunately, the fact that a stock once traded at a higher price does not guarantee that it will ever get back there. One big reason that a stock trades so much lower than before: its earnings potential or assets have deteriorated. Without some fundamental improvement, the share price will continue to lag, or worse. 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:

* Bristow remains an our active purchase recommendation, currently as a "Hold," and 1,928% stock profit is as of 8/11/16.

Retail Turnaround Trio

value stock

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MoneyShow.com interviewed George to learn more about his favorite value stock picks for today's market. In "Retail Turnaround Trio," Steve Halpern highlights three of The Turnaround Letter's recently-profiled retailers: JWN, TIF and SPLS.

 

Putnam notes, "Well the retailing sector is undergoing very fundamental change as people move away from the bricks and mortar mall doors to buying more and more online but that's not going to wipe out all of the old-fashioned retailers. Starting the middle of 2015, investors just moved away from retailers en masse and a number of them are trading at about half the level they were a year ago. We thought some of the higher quality names that definitely will be survivors looked interesting."

 

Learn more about these three retail stocks poised for a turnaround.