Mutual Funds

An investment vehicle that is made up of a pool of funds collected from many investors

ARTICLES

These stock pics offer solid balance sheets and generous dividends.

Time to Move Out of the Comfort Zone?

Mainstream investors are a notoriously fickle bunch, and when they tire of the "comfortable" names, they could rotate into these more cyclical stocks pushing them up sharply.
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Mutual Funds Offer Ready-Made Diversification

While we normally focus on individual stocks, from time to time we like to look at mutual funds that focus on turnarounds. Mutual funds can be attractive for many investors because a single fund can provide fairly broad diversification across a large number of stocks. There will be years that large, mainstream stocks will perform badly, and that's when contrarian funds like these can really shine.
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There will be years that large, mainstream stocks will perform badly, and that's when contrarian funds like these can really shine.

Turnaround Mutual Funds: Looking for Managers Who Go Against the Crowd

While we normally focus on individual stocks, from time to time we like to look at mutual funds that focus on turnarounds. Mutual funds can be attractive for many investors because a single fund can provide fairly broad diversification across a large number of stocks.
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We recommend contrarians buy this distressed investing opportunity up to 63.

Purchase Recommendation - October 2014

Current weakness in this mid cap’s stock price offers a good contrarian opportunity to buy into a premier money manager at a reasonable price—and this value stock currently pays a generous dividend so you get paid even if you have to wait a while for a distressed investing uptick.
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Russian Stocks: Enough Blood in the Streets?

Excerpted from June 2014 Issue
The idea behind contrarian investing is that negative geopolitical news typically spooks investors and pushes stock prices down sharply. We’re not brave enough to suggest buying Ukrainian stocks, but Russian stocks might be the next best thing. Not only is Russia Ukraine’s next door neighbor, but Russia is embroiled in—and some would say causing—much of the unrest in Ukraine.
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Russia offers many investing opportunities—Stocks, ETF’s & Mutual Funds. Here are 15 specific contrarian choices.

Russian Stocks: Enough Blood in the Streets?

The idea behind contrarian investing is that negative geopolitical news typically spooks investors and pushes stock prices down sharply. We’re not brave enough to suggest buying Ukrainian stocks, but Russian stocks might be the next best thing. Not only is Russia Ukraine’s next door neighbor, but Russia is embroiled in—and some would say causing—much of the unrest in Ukraine.
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Looking for a smart investment approach when it comes to emerging markets?

Emerging Markets: Investors Developing Aversion

Although there are valid concerns when it comes to emerging market options, most of those are short-term in nature, and a long term-investing approach shows the financial appeal of this sector. There are associated risks though, which is why we advise the structured approach outlined here.
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Mutual Fund Turnaround Investing: This Year’s Crop

Excerpted from March 2013 Issue
Mutual funds are a great option for investors looking for ready-made diversification. Given our contrarian bent, The Turnaround Letter emphasizes funds that either focus on turnaround investing as part of their strategy or are themselves something of a turnaround.
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Learn George Putnam's Turnaround Secrets

Free Report: Top 10 Turnaround Stocks

Turnaround Investing Blog

Turnaround Investing Blog

The Inside Track on Insider Buying

Steve Cohen, the high profile hedge fund manager, narrowly escaped a prison sentence for trading on insider information. Yet cable billionaire John Malone’s recent insider buying of $16 million of Liberty Global shares, where he is Chairman of the Board and clearly knows a lot of non-public information, is perfectly legal and may be a valuable signal to investors. Can both be possible at the same time? The not-so-simple answer: yes, and no. 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:

Value Investing Stock Profit

* Bristow remains in our active portfolio (currently as a Hold), and 1,390% gain is as of 7/19/17.

Five Struggling Stocks That Will Turn Around

 

stock market advicex

 

Kiplinger points out that despite the post-election stock market surge, not all stocks have benefited from the uptick: "More than 100 issues in the S&P 500 have fallen in price this year, including dozens that have slumped by more than 10%....Yet these stocks won’t all stay in the dumps forever. Some will mount a comeback in 2017, making it an opportune time to try to identify the best candidates."

 

Quoting George Putnam, Kiplinger details five value opportunities for the new year.

 

Learn more about Putnam's investing success with turnaround stocks.