Large Cap

Over $10 Billion

ARTICLES

Time to lock in 59% stock profit.

Sale Recommendation - July 2016

We believe that this large-cap iconic beverage manufacturer's stock has been pushed above what is justified by current revenue and earnings growth outlook.
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The high 4.5% yield provides solid cash return while investors wait for a turnaround.

Purchase Recommendation - July 2016

This value stock pick faces headwinds, but the legendary retailer has several impressive attributes that make it attractive.
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Valuation on estimated 2017 adjusted earnings of $1.52 per share is an attractive 8.2x.

Purchase Recommendation - June 2016

With an impressive and completely new turnaround management team in place, this company is redirecting its focus toward paying down its debt, lowering interest costs, streamlining operations and re-investing to help generate new revenue growth. As the market sees the company grow its cash flow and reduce its debt, investors should give the stock a higher multiple. Some patience may be required, but shareholders can take comfort from the fact that their interests are aligned with a buyout sponsor that still holds a 70%+ stake in the company.
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DOCUMENTS AND FILES

Rolls-Royce

George Putnam's Favorite Stocks for 2016

stock picks

Turnaround Investing Blog

Turnaround Investing Blog

Watch Headlines for Turnaround Stock Opportunities

Negative media headlines can be a great source of turnaround ideas. Stories about struggling companies, management turmoil, failed strategies, large financial losses, industrial accidents, lawsuits and the like can drive a stock to well-below reasonable levels and may provide a buying opportunity. Like all Wall Street axioms, however, “buy on bad news” must be accompanied by careful analysis to evaluate the potential for turnaround success. Read More.

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  • The Turnaround Letter's 15+-year returns were 11.2%--vs. S&P's 5.1%
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  • 2016's Closed Out Purchase Recommendations Averaged 60% Stock Profit
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Banking on a Financial Sector Turnaround

bank stocks

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MoneyShow.com recently tapped George's favorable opinion for a banking industry rebound. In "Turnaround Expert's Banking Bets," Steve Halpern highlights a trio of Putnam's top stock picks from the battered financial sector.

 

George reminds value investors: "Fortunately, many of the factors...just aren't present in the market, and the other reason that investors seem to be down on the banks is they sort of expected the Fed to raise interest rates a little faster than they have. And the banks do better when interest rates are rising because they have wider margins on their loans, but I think the Fed will gradually raise rates to we will see profits improve, and so I think this downturn is really temporary."

 

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