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

7 Year-End Bounce Value Stock Picks

December is Bargain Hunting Time

It’s that time of the year again--bargain hunting season. Holiday shoppers flock to the malls and their favorite websites, and savvy investors search the stock market for year-end discounts. While our approach at The Turnaround Letter is heavily focused on long-term business fundamentals and underlying valuations, even we can be tempted by unusual short-term opportunities at year-end created by artificial selling pressure as investors toss their losers.
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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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Learn George Putnam's Turnaround Secrets

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Turnaround Investing Blog

Turnaround Investing Blog

The Trump Effect

Investors have newfound enthusiasm for domestic economic growth, as a Trump presidency could bring new infrastructure spending, lighter regulatory burdens and lower corporate taxes. While the distance between campaign promises and corporate profits can be vast, we agree with the market’s general assessment of how government policies might change. 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 in our active portfolio (currently as a Hold), and 2,057% gain is as of 11/9/16.

Bet on These Battered Stocks

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Chicago Tribune highlighted this Kiplinger's Money Power write-up on George's contrarian investing approach and The Turnaround Letter's April 2016 monthly turnaround stock pick.

 

Darren Fonda notes, "…besieged stocks often start to recuperate as the headlines fade and investors anticipate a return to precrisis sales and profits. The trick, of course, is to find companies that are more likely to rebound from a setback than collapse entirely."

 

Learn more about Putnam's turnaround investing strategy.