Large Cap

Over $10 Billion

ARTICLES

Following Spin-Off of Conduent, New Xerox Is A Buy Up to $10

Printing equipment company Xerox (NYSE: XRX) will spin-off its business process services unit into a separate company on December 31, 2016. We like the New Xerox – it unwinds the distracting 2009 acquisition of Affiliated Computer Systems and has new management that should improve focus and execution. We have a Buy limit of $10.
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Conduent, Spin-off From Xerox, Is A Buy Up to $20

Business process services company Conduent (NYSE: CNDT) will be spun-off as a separate company from Xerox on December 31, 2016. We like Conduent – it was undermanaged following its 2009 acquisition (then called Affiliated Computer Systems) by Xerox, yet now has new management that can focus exclusively on its own strategy. We have a Buy limit of $20.
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With a decent 2.3% dividend yield, we think this value stock's shares have a bright future. 

Purchase Recommendation - January 2017

It appears that much-needed stability is returning to this large-cap value stock, and continued strengthening of the economy could add the tailwinds of higher advertising prices and slower cord-cutting. The stock pick's valuation looks reasonable--even before factoring in the likely benefits of the new, more stable turnaround management. 
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How to Find Promising Distressed Securities

George Putnam continues his series on investing in distressed securities--this time focusing on how to find publicly traded distressed securities that might be promising investment candidates. 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:

200+ Club: Value Investing Stock Profits with 200% or Better Return

* Bristow remains in our active portfolio (currently as a Hold), and 2,849% gain is as of 1/17/17.

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.