- A cyclical industry poised to rebound
- Insider Buying After the Market’s Lows
- Our monthly Purchase Recommendation
- Other portfolio updates
- Price target and recommendation updates
Delivering profitable, contrarian value investment ideas and research to our members every month, since 1986.
“The Turnaround Letter is one of the select few advisors I follow which has beaten the stock market on a real-world basis over the long term. I calculate that their model portfolios, on average, have delivered an annual return of 11.9%—versus the Standard & Poor’s 500 index’s 10.6%–since the late 1980s, including dividends.” – Mark Hulbert, Barrons
The Turnaround Letter is a monthly newsletter that makes money for its subscribers by providing investment insight, advice and stock purchase recommendations focused on companies that are turning around or otherwise deeply out of favor. Published for more than 30 years, it was founded by George Putnam III and is published by Cabot Wealth since 2020. The Turnaround Letter has had the longevity and proven track record necessary to gain the confidence of thousands of investors and industry experts.
The 20-year annualized return on The Turnaround Letter’s monthly stock purchase recommendations was 8.73%, vs. the S&P 500’s 6.12% (through 8/31/2019).
The Turnaround Letter’s full year 2018 Closed Out stock picks produced profits averaging 73%.
The Turnaround Letter’s Closed Out stock picks from 2010 through 2018 produced profits averaging 65%.
A $10,000 investment in Turnaround Letter stock picks starting 20 years ago would be worth $53,300 today, while $10,000 invested in the S&P 500 would only have returned $32,800.