Automobiles & Components

Auto Components, Automobiles

ARTICLES

We advise selling this small-cap now.

Sale Recommendation - October 2016

Although we view the risk of this acquisition falling through as relatively small, its stock is trading so close to the buyout price we recommend selling now to eliminate the risk altogether.
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BorgWarner Outlines Solid Future At Its Investor Day

Automotive components maker BorgWarner (NYSE: BWA) held an Investor Day on September 7th, and outlined how it is well-positioned for profitable growth over the next seven years including strong participation in the rapidly-growing market for hybrid and electric vehicles.
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This company's stock doesn't need a turnaround but it is valued as if it does.

Purchase Recommendation - August 2016

This automotive mid-cap's shares are among the cheapest in the market. The company has a relatively low level of debt, will likely produce over $400 million of free cash flow this year and is growing its organic revenues at a 4% annual rate. We think the wheels will keep rolling with this high-quality company, and when investors recognize that, the stock price should move up nicely.
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DOCUMENTS AND FILES

Bankruptcy Investing

Learn George Putnam's Turnaround Secrets

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Turnaround Investing Blog

Turnaround Investing Blog

Stocks Don't Know Who You Voted For: Thoughts About Clinton Vs. Trump & The Stock Market

A common temptation is to mix emotions with investing. Your candidate won, and so you are more optimistic--or your candidate lost, and now you’re more pessimistic. Stocks don’t know who you voted for. Avoiding emotionally-driven post-election buying and selling will be beneficial to your financial health. 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.