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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Return of Volatility? No, Return of "Normal"

Sizeable market moves can increase the temptation to sell on downdrafts and buy on upswings; however, we strongly advise against attempting to do that. The chances of getting out at the right time and then back in again before the market rebounds are extremely slim. Read More.

Harnessing Activists to Help Find Turnaround Stocks

Activist investors often produce attractive returns for their clients; and you can still use their influence to help your position as a turnaround investor in two ways: Buy a position in a stock with the expectation that an activist will soon follow or buy after an activist takes a stake.


Value Investing


While one of the many dozens of activist funds might find their way to selecting your particular stock, this approach is likely to be frustrating and unrewarding. A better approach is to buy after the activist makes their move. Once an activist takes a stake in a company, how do you evaluate whether it is worthwhile to follow on? Admittedly, this is a bit of an art... Learn how you can harness the power of activist investors to find market-beating turnaround stocks.

Turnaround Letter Stock Pick Named Top Performer of 2017


stock market advicex


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."