Materials

Chemicals; Construction Materials; Containers & Packaging; Metals & Mining; Paper & Forest Products

ARTICLES

Our 2016 Top Five picks generally did well: GSAT, RDS/B and TRNC all posted good gains...

Reluctantly Picking Favorites for 2017

We firmly believe in the merits of holding a larger and more diversified group of turnaround stocks: This helps reduce the risk from an individual bad selection and the temptation to sell a temporarily weak stock at the bottom. Also, we like all the stocks on our Recommended list, otherwise they wouldn’t be there. There’s another reason (although perhaps not a very scientific one): Just as a team featured on the cover of Sports Illustrated is said to become jinxed, we sometimes worry that the same fate might befall some of our Top Five picks too. 
Read More
This small-cap industrial stock pick's future appears headed toward clearer skies.

Purchase Recommendation - September 2016

This turnaround investing opportunity is a quality company, with typically the #1 or #2 position in its markets--and it is backed by a reasonably solid balance sheet. Valuation is attractive at 13.6x next year’s earnings and 9x 2017 EBITDA.
Read More
These five stock picks are making good strides to adjust to the new environment.

Aircraft Component Suppliers: Ready for Take Off?

The aerospace component industry has undergone considerable changes in the past few years. We are optimistic about overall industry demand, which should provide a tailwind to companies that need to step up their game.
Read More
These seven stock picks have fallen out of favor with Wall Street.

Turning Back the Clock Five Years: Good Companies Whose Stocks Have Gone Nowhere

A lot has happened in the world since July 2011. In addition to recent events like Brexit, we’ve seen oil prices cut in half (twice), China’s growth go from boom to stall, the Taper Tantrum response to fears of the Fed reducing its quantitative easing program and S&P’s downgrade of U.S. debt. We’ve also seen the S&P 500 Index rise by over 55%. Nearly every non-energy company has participated, with some notable stocks increasing by much more...
Read More

Learn George Putnam's Turnaround Secrets

Free Report: Learn Value Investing Secrets Free

Turnaround Investing Blog

Turnaround Investing Blog

Puerto Rico Government Bankruptcy: Uncertainty But Also Investing Opportunity

Because of special tax law provisions that exempt the territory’s debt from not only federal taxes but also state taxes in every state, the bonds are widely held by investors across the country. Since the legal action is under a new law that has never been tested, there is tremendous uncertainty about how much creditors will recover and how long the process will take, but there may be opportunities for stock investors to profit from the island’s restructuring as well--perhaps with less downside risk than in many of the bonds. We found four public companies based in Puerto Rico that could benefit from stabilization in the island’s finances as well as three major insurance companies with exposure to Puerto Rican debt. 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 2,320% gain is as of 4/11/17.

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.