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.

Stocks That Pay Dividends / Materials

Industrials Ready to Power Up?

Excerpted from December 2013 Issue

As the stock market moves ever higher, we're continuously looking for value stocks that have been left behind, perhaps erroneously. Our latest search has uncovered a diverse group of industrial stocks, many of which are trading well below levels they first hit in early 2011. Since that time they have struggled with various headwinds, including the recession in Europe, the slowdown in the emerging markets and weakness in mining and commodities.

Nonetheless, the turnaround stock picks we detailed in our December 2013 issue enjoy solid core businesses, often with leading market share and powerful brands. As a result, they all stand to prosper as the global economy gradually improves. In addition, many of the stock picks we named have decent dividends to compensate you as you wait for a rebound. Learn more about these potentially lucrative industrial turnaround stocks.

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Turnaround Investing Philosophy: 32 Years Later, Some Things Never Change

Recently I was asked how my investing perspective changed over the 32 years of publishing The Turnaround Letter. It's a fascinating question because change is constant, and often beneficial (although that's not a given) in the business world. If change is the norm, can investing principles stay constant? I firmly believe that they can. Read More.

EV/EBITDA: What Is It & Why Are We Using It More?

In reading recent editions of The Turnaround Letter, you have probably noticed that we are increasingly using EV/EBITDA as a valuation measure, rather than the better-known price/earnings multiple.  We thought it might be useful to describe this measure and why we like it.

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."