Large Cap

Over $10 Billion

ARTICLES

Stocks are often somewhat weak after a reverse split.

News Notes & Updates - June 2017

We still like this large cap stock and would view any post-split weakness as a good opportunity to buy more. 
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The current annual dividend will compensate investors while they wait for results to improve further.

Purchase Recommendation - June 2017

Despite this large cap stock pick’s problems, its brand and core franchise remain strong: The restructuring efforts are beginning to show promising results although the pace remains slow. Costs are coming down, the company is seeing better net inflows, overall management is tighter and capital raises have bolstered the balance sheet. While the shares carry significant risks due to the leveraged nature of operations and its sensitivity to the capital markets, we see considerable upside potential if the turnaround is successful.
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After a period of finger-pointing, this large-cap is now focusing on improving its business. 

Purchase Recommendation - May 2017

This iconic automotive manufacturer has replaced key leadership, cooperated with investigators and continues to settle claims. New management has developed a reasonable plan to increase profit margins and reduce the company’s capital intensity while maintaining a steady new product cadence, and potential improvements in its governance could further boost shareholder value. The company's brands appear largely undamaged and business is growing. We believe this stock pick appears to be on the road to recovery.
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Sale Recommendation for April 2017: Motorola

Although this large-cap continues to execute well and is likely to increase earnings, the stock's valuation already prices in a fairly rosy future that assumes no new meaningful competition.
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DOCUMENTS AND FILES

Rolls-Royce

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.