Mutual Funds

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

ARTICLES

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.
Read More
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.
Read More
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.
Read More

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.
Read More
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.
Read More
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.
Read More

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.
Read More
Mutual fund turnarounds offer ready-made diversification.

Mutual Fund Turnarounds: This Year’s Crop

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.
Read More

George Putnam's Favorite Stocks for 2016

stock picks

Distressed Investing Blog

Distressed Investing Blog

Traditional Retailers: Will Brick-and-Mortar Stores Disappear?

Our answer is “No, at least not for many decades,” but many investors appear to disagree. When some retailers posted disappointing results last autumn, many retail stocks dropped 40-50% from highs set only a few months earlier. Read More.

Your Financial Security is Serious Business...

so why should you trust The Turnaround Letter?

  • The Turnaround Letter's 15-year returns were 11.0%--vs. S&P's 2.9%
  • 30 Years of Turnaround Investing Experience & Reliable Stock Market Advice
  • 2015's Closed Out Purchase Recommendations Averaged 53% Stock Profit
  • Diverse Monthly Stock Picks Personally Selected by George Putnam

Banking on a Financial Sector Turnaround

bank stocks

x

MoneyShow.com recently tapped George's favorable opinion for a banking industry rebound. In "Turnaround Expert's Banking Bets," Steve Halpern highlights a trio of Putnam's top stock picks from the battered financial sector.

 

George reminds value investors: "Fortunately, many of the factors...just aren't present in the market, and the other reason that investors seem to be down on the banks is they sort of expected the Fed to raise interest rates a little faster than they have. And the banks do better when interest rates are rising because they have wider margins on their loans, but I think the Fed will gradually raise rates to we will see profits improve, and so I think this downturn is really temporary."

 

Get more stock market advice.