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Tax Loss Selling/Year-End Bounce
SubscribeAn investor sells an asset with a capital loss in order to lower or eliminate the capital gain realized by other investments
ARTICLES
Stock Market & Bankruptcy Recap for 2012--and Forecast for 2013
Excerpted from January 2013 Issue
January 9, 2013
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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
January 1, 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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Year-End Bounce Candidates: Losers Become Winners (At Least For A While)
Excerpted from December 2012 Issue
December 11, 2012
George Putnam's discusses hot stock picks that offer the opportunity to cash in on calendar quirks and lock in year-end stock profits.
Year-end investors can use a shorter-term strategy to benefit from calendar quirks.
Year-End Bounce Candidates: Losers Become Winners (At Least For a While)
December 1, 2012
Year-End Bounce Candidates: Losers Become Winners (at Least for a While) names 12 stocks you should consider adding to your portfolio right now in order to lock in year-end stock profits.
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How will this Presidential election impact your wallet?
Whither this Election Year Market?
May 1, 2012
The Turnaround Letter analyzes historic election cycle market data and offers its unique insight on the coming months. Read “Whither this Election Year Market” to see how the Obama-Romney battle could impact Wall Street—and your wallet.
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Year-End Bounce Candidates: When the Calendar Makes Winners Out of Losers
December 1, 2011
Most of the time, we focus on fundamental business factors that affect the values of particular stocks. But at this time of the year, we often see artificial selling pressures that may present buying opportunities almost regardless of stock fundamentals or market conditions.
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Year-End Bounce Candidates: Gain From Artificial Selling Pressure
December 1, 2010
At this time of the year, we often see artificial selling pressures that may present buying opportunities almost regardless of stock fundamentals or market conditions. These selling pressures come from two sources… [Identifying ten year-end turnaround, or “bounce”, opportunities across the market]
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Year-End Bounce Candidates: Looking For Stocks With Staying Power
December 1, 2008
Every year around this time, we look for stocks that may be beaten down by artificial year-end selling pressure and are therefore likely to rebound in the New Year. Typically, this year-end selling pressure comes from two sources: tax-loss selling and portfolio window dressing. [Featuring nine opportune stocks that dropped 55% or more during 2008 but have debt-to-equity ratios below 0.1…]
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Special Year-End 2008 Opportunity: Buy What The Hedge Funds Are Forced To Sell
December 1, 2008
This year we may be seeing an unusual year-end buying opportunity caused by hedge funds that have been forced to sell many of their holdings. The hedge funds have been forced to sell for two reasons. [Presenting eleven profitable stocks from the hedge fund melting pot]
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When The Tax Code Is Actually Helpful: Year-End Buying Opportunities
December 1, 2006
Many investors, when they are finished polishing off their Thanksgiving leftovers, turn their thoughts to the tax code. At least for turnaround investors, that's not as bad as it sounds because it can lead to some interesting buying opportunities.
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Profit from The Turnaround Letter's...
- Market-Beating Investment Results
- 25+ Years of Turnaround Experience
- Diverse Stock Picks for Today's Unpredictable Market
TLCorner
Time to Pay the Piper: 7 Strategies to Minimize Tax Pain
“No taxes can be devised which are not more or less inconvenient and unpleasant.” ~ George Washington
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Europe’s Not Out of the Woods Yet, But…
The latest banking crisis in Europe, this time in the tiny island nation of Cyprus, shows that the continent has not yet truly solved its financial problems. It has only applied a series of band-aids that have temporarily averted disaster, but have not yet provided a firmer long-term footing for the Euro-bloc. There could be another crisis of confidence at almost any time, with Italy and Spain being the most likely instigators.
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What did The Turnaround Letter see that others did not?
Questions & Tips
AskGeorge
Why are you still recommending MGIC?
I don’t normally comment on individual stocks in this particular blog, but the MGIC situation represents a basic investment principle that is worthy of discussion here.
Read More.How important are Price-to-Earnings (P/E) ratios in evaluating turnaround stocks?
Price-to-Earnings ratios are probably the most widely used tool for comparing the relative values of different stocks.
Read More.Does the poor performance of the stock market in May indicate that the U.S. is headed for a new recession?
This question comes up frequently when the market takes a dip.
Read More.Barron's Proclaims:
"For 21 years, George Putnam III has trained his sights on one of the more obscure areas of investing: turnaround situations and bankruptcies. By focusing on out-of-favor companies, his flagship publication, The Turnaround Letter, has achieved enormous success for its subscribers."
