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.

WSJ Highlights The Turnaround Letter with Best 15-Year Returns Among Newsletters

A January 3rd publication of The Wall Street Journal highlighted the contrarian approach that many Turnaround Letter subscribers have become accustomed to. Author Mark Hulbert believes that “following last year’s stock market is a risky bet” and has cited George Putnam’s The Turnaround Letter with the best 15-year returns. 

"While there is no magical track-record length on which you should always focus, 15 years is a good rule of thumb,” says Hulbert. "The investment newsletter with the best 15-year returns, among those monitored by Hulbert Financial Digest, is a service titled The Turnaround Letter, edited by George Putnam.”

Many potential investors rush to the big winners from the year before, only to be disappointed by big losses, but Hulbert stresses the need for a reliable, knowledgeable adviser like George Putnam to guide investors for 15 years, rather than 12 months. For such long run strategies, The Turnaround Letter remains a top choice for distressed investing professionals. 

Read the full Wall Street Journal article here.

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Tupperware: Not a Good Fit as a Turnaround Stock

At first glance, the shares have decent appeal as a turnaround investment. Looking deeper, however, the fundamentals are not as strong and stable as they appear. Surplus cash flow is tight, a key driver is weakening, it is increasingly reliant on China and has other nagging issues. We don’t see the new CEO as a catalyst for change. Despite the “first glance appeal”, Tupperware isn’t a good fit as a turnaround stock. 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."