Turnaround Investing Blog

George Putnam, one of the country's leading turnaround and distressed investing professionals, shares his timely insight on the economy and turnaround investing opportunities.

Insurance / Real Estate

The Turnaround Letter Names Five Top Turnaround Stocks for 2013

The Turnaround Letter’s most recent e-report, which names George Putnam’s five favorite turnaround investing opportunities for the New Year, is now available for immediate download directly to your browser.

Like all Turnaround Letter purchase suggestions, we’ve diligently researched and hand-selected these 2013 stock picks for their significant gain potential. We’ve also sampled a diverse range of stocks in our 2013 stock picks list: small, mid and large-caps from industries ranging from fast-food to semiconductors.

Turnaround Letter subscribers can rest easy knowing we'll continuously monitor each stock’s progress and offer updates on TurnaroundLetter.com. Once these stocks have reached their full potential, we’ll alert readers with a published Sale Recommendation.

The Turnaround Letter lets you confidently take control of your own investment income—offering the detailed analysis and trustworthy advice you need to make smart turnaround investing decisions and increase your own profit potential. 

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IBM: Not Yet Time to Swing at this Pitch

IBM’s stock underperformance since IBM’s current CEO took the helm in 2012 has been stark, with the shares declining 23% while the S&P500 Index has more than doubled. One big problem: revenue growth rate is zero, at best. Without revenue growth, what’s left to entice investors? The real driver of value at IBM – free cash flow that is used to repurchase shares. Can IBM borrow its way to shareholder prosperity as its cash flows shrink? What to do with IBM shares? Wait for a better pitch in the form of a catalyst or much lower valuation. Read More.

Comparing Stocks Vs. Bonds

While the common stock of a turnaround candidate usually has the greatest upside potential, other classes of securities, such as bonds or preferred stock, may offer attractive profit possibilities with less risk. Many turnaround companies have only one class of securities available to investors but where there are different classes to choose from, it can pay to do a little extra analysis of the various options.

Read More.

Turnaround Letter Stock Pick Named Top Performer of 2017


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What Last Year's Top Stock Pickers Are Buying in 2018


This Forbes write-up follows up on the recent Top Stock Tips report--naming The Turnaround Letter's Crocs recommendation the top performer of 2017: With 90% gains, CROX beat out 100 other investment ideas included in the report; and the stock continues to have value investing appeal, according to Putnam.


George notes, "We see additional upside for the stock in 2018 as management's efforts continue to bear fruit, though the gains will likely be more muted than we saw in 2017."