Looking to cash in on timely tax loss selling and portfolio window dressing? These 10 year-end bounce stock picks represent the worst performers in the S&P 500 during calendar 2014, adjusted somewhat so that there is good diversification by industry group.
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.
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.
“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.
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.
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.
Most investors remember the severity of the 2009 market nosedive: The Dow's final closing price on March 9, 2009 was just 6,547.05, and the S&P 500 dropped to just 676.53. Looking back now with six years of hindsight under our belt, we recently took a look at some of the stocks that have significantly lagged over the six-year period since the March 9, 2009 low point for some unique value stock opportunities.
Free Stock Picks
George Putnam has always followed the same straight-forward and highly-profitable investment philosophy. He published his first Turnaround Letter issue back in 1986, and readers have seen extraordinary long-term stock profit ever since.
In fact, 12 of 2014's 13 closed-out purchase recommendations saw gains--with five of those enjoying total returns greater than 100%. The Turnaround Letter's average return for 2014's stock picks is +82%: