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Investing with The Turnaround Letter
The Turnaround Letter is a monthly newsletter that makes money for its subscribers by providing investment insight, advice and stock purchase recommendations. Written for more than 30 years by George Putnam, III, The Turnaround Letter has had the longevity and proven track record necessary to gain the confidence of thousands of investors and industry experts.
- The Turnaround Letter's full year 2017 through 2018 (to date) closed out stock picks gained an average of 39% to date (through 2/28/18).
- The Turnaround Letter's closed out stock picks from 2003 through 2018 have gained an average of 61% (through 2/28/18).
- The 15-year annualized return on The Turnaround Letter's monthly stock purchase recommendations is 13.2%, vs. the S&P 500's 10.3% (through 2/28/18).
- Since inception, the annualized return on The Turnaround Letter's monthly stock purchase recommendations is 12.3% (through 2/28/18).
- A $10,000 investment in Turnaround Letter stock picks 15 years ago would be worth nearly $62,000 today.
With your subscription you'll receive George’s exclusive "Pick of the Month" along with articles highlighting stocks that have great turnaround potential. You’ll also gain access to the entire online archive of Turnaround Letter issues, picks and industry insights.
Meet George Putnam
A graduate of both Harvard Law School and Harvard Business School, George first became involved with distressed securities as a corporate bankruptcy attorney in the late 1970's. Later he founded New Generation Research, Inc. and started publishing The Turnaround Letter in 1986.
The 13.2% annualized return (through 2/28/18) on his Turnaround Letter stock recommendations over the last 15 years makes The Turnaround Letter one of the top-performing investment newsletters for that period of the approximately 200 on the market today. Putnam has been recognized as USA Today's "Investment Advisor of the Year" and is frequently quoted in numerous financial publications and news outlets including the following:
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George's Stock Picks
While an investment in this mid-cap insurer carries significant, speculative risks, we believe that the upside potential justifies these risks. On the one hand, there is a determined buyer working toward completing a cash deal worth 90% more than the current share price. On the other hand, if the deal fails to pass regulatory muster, the company is currently valued at a remarkably low 11% of book value and 2x earnings, even as the underlying businesses appear to be improving. Although this stock is in limbo, we see two paths to significant gains for shareholders.
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This value investing opportunity checks many of our turnaround candidate boxes. First, it recently emerged from bankruptcy, which usually brings a discounted price but also a fresh start. Additionally, the company is led by a new CEO. Importantly, the Company has maintained its strong post-exit balance sheet and its immediate plan is to increase its strategic options by boosting free cash flow and financial strength. We expect mainstream investors to gradually come back to small-cap energy companies in general and post-reorganization energy stocks in particular. When that happens, it will significantly boost valuation metrics and stock price.
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Turnaround Investing Blog
Boston Beer Company is the nation's largest craft beer company, with 2017 revenues of over $900 million. Since its days as a start-up in 1984, it has led the nation's growing taste for craft beers; and shareholders have enjoyed tasty returns along the way. So why is The Turnaround Letter--which focuses on out-of-favor companies undergoing major positive changes--even thinking about this ostensible "growth" company?
Investing in Post-Bankruptcy Stocks
Post-bankruptcy stocks represent an interesting investing sector because they operate in such an inefficient niche and often move independent of the overall market. Even though many companies take advantage of the Chapter 11 process to reshape their businesses and balance sheets to emerge as a stronger and more competitive entity, investors are often biased against post-bankruptcy situations because of their troubled past. Learn more.
2017-18 (to Date) Closed Out Stocks Avg. 39% Gains
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