Tax Loss Selling/Year-End Bounce

An investor sells an asset with a capital loss in order to lower or eliminate the capital gain realized by other investments

ARTICLES

Yearend Bounce Candidates: When the Calendar Makes Losers Into Winners

Excerpted from the December 2015 Issue
Most of the time we recommend taking a long-term view and focusing on underlying business fundamentals when choosing stocks to buy as part of a solid turnaround investing strategy. However, around this time of year it is worth considering a shorter-term strategy based more on the quirks of the calendar--and the tax law--than on business fundamentals.
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Calendar Quirks + Tax Laws = Stock Profit

Yearend Bounce Candidates: When the Calendar Makes Losers Into Winners

Most of the time we recommend taking a long-term view and focusing on underlying business fundamentals when choosing stocks to buy as part of a solid turnaround investing strategy. However, around this time of year it is worth considering a shorter-term strategy based more on the quirks of the calendar--and the tax law--than on business fundamentals. The stocks listed here represent some of the worst 2015 performers in the S&P 500 from a diverse group of industries.
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Consider Taking Tax Losses Now--Beat the Year-End Bounce Rush

Excerpted from the October 2015 Issue
With all the volatility in the stock market this year, many investors probably find themselves holding some stocks in which they have sizable losses. By selling those losers, you can use the losses to offset taxable gains that you may have realized during the year.
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There are several questions to ask when considering taking a stock tax loss.

Consider Taking Tax Losses Now--Beat the Holiday Rush

With all the volatility in the stock market this year, many investors probably find themselves holding some stocks in which they have sizable losses. By selling those losers, you can use the losses to offset taxable gains that you may have realized during the year.
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Worried about market timing? Act now to cash in on this lucrative tax loss selling strategy.

Year-End Bounce Candidates: Profit as Others Dump Losers

Given the good performance of our tax loss selling stock picks for the last three years, we are following our own stock advice and year-end bounce-picking formula with this 2013 list.
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How will market volatility, interest rates, gold valuation and real estate forecasts impact your wallet?

Mid-Year Market Review: Is Recent Volatility a Blip or Trend?

Although we don’t put much faith in stock market forecasts, even our own, those we made at the beginning of the year look pretty good right now. This article offers a brief retrospective and outlines what stock and bond market trends we expect for the second half of 2013.
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Stock Market & Bankruptcy Recap for 2012--and Forecast for 2013

Excerpted from January 2013 Issue
This Turnaround Letter retrospective outlines 2012’s significant S&P 500, MidCap 400 and SmallCap 600 gains—and less significant annual Dow climb--as well as corporate bankruptcy patterns for the past year. George Putnam also looks to 2013 market activity, forecasting a less sizeable S&P gain and cautioning investors against one securities class.
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Will economic patterns from 2012 continue into 2013?

A Recap of 2012 and a (Reluctant) Forecast for 2013

“A Recap of 2012 and a (Reluctant) Forecast for 2013” outlines 2012’s significant S&P 500, MidCap 400 and SmallCap 600 gains—and less significant annual Dow climb. Looking to 2013, The Turnaround Letter forecasts a less sizeable yet still generous S&P gain but does caution investors against one securities class.
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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

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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."

 

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