Select Purchase Recommendation Returns
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 (through 7/31/18) closed out stock picks gained an average of 62% to date.
- The Turnaround Letter's closed out stock picks from 2003 through 2018 have gained an average of 53% (through 7/31/18).
- The 15-year annualized return on The Turnaround Letter's monthly stock purchase recommendations is 12.19%, vs. the S&P 500's 9.17% (through 7/31/18).
- Since inception, the annualized return on The Turnaround Letter's monthly stock purchase recommendations is 12.7% (through 7/31/18).
- A $10,000 investment in Turnaround Letter stock picks 15 years ago would be worth just under $60,000 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 12.19% annualized return (through 7/31/18) 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
This month's purchase recommendation is a company that has grown by acquisitions that have then not been integrated well. The shares have declined sharply in the past three years. With several new board members (including one backed by an activist) and new company leadership, the company is starting to unlock the substantial value trapped in its asset base and improve its operating margins. With the company’s high debt level, its shares are not without risk. However, the catalysts plus a favorable secular tailwind give the shares more than enough upside to offset the risks.
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This month's purchase recommendation is a financial institution that previously was poorly run, which resulted in credit losses and declines in its book value. Now under completely new management, this company is aggressively re-shaping its loan portfolio to improve its quality and profitability while also reducing its risks. Selling at a considerable discount to fair value, the shares offer considerable upside potential as well as an attractive dividend.
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Turnaround Investing Blog
Amazon joined Apple in reaching a $1 trillion market capitalization. $1 trillion is about the same as the total value of New York City property and the total value of loans at JP Morgan, the nation’s largest bank in terms of assets. Jeff Bezos’ $160 billion stake would place him (personally) as the #33 largest company in the S&P 500 in terms of market cap, next to Coca-Cola, Disney and Netflix. We aren’t bold enough to predict whether the shares will continue upwards or if they are in a bubble reaching maximum inflation. Setting aside for a moment their investment prospects, let’s admire the truly remarkable milestone that these two companies have reached.
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.
2018 Closed Out Stocks: Average 62% Gains
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