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.

Post-Bankruptcy Stocks / Stocks That Pay Dividends

Top Value Stocks for 2017--Free E-Report

Although George hates to choose favorites among his stock picks, The Turnaround Letter recently released this free e-report: Top Five Turnaround Stocks for 2017, which includes several post-bankruptcy value stocks poised for a rebound.

Iconic shoe creator Crocs (Ticker: CROX) is also on Putnam's list of stock picks. While Crocs’ share price reached a high of $74.75, the success was short-lived. The price reached a low of $0.94 due to declining fads. However, due to a new management team and $200 million cash infusion from private equity firm Blackstone, The Turnaround Letter believes that this stock is ripe for a turnaround.

Says Putnam, "Our focus is on finding attractively valued stocks that are driven primarily by their company-specific fundamentals, rather than by the stock market, broad economy or other outside factors."

In previous years, The Turnaround Letter's stock predictions have generally delivered strong returns--with three out of 2016's top-five five picks gaining at least 20%. Putnam's Top Five Turnaround Stocks for 2017 is the perfect tool to grow your turnaround investing portfolio and lock in stock profit in a potentially turbulent stock market.

Read More Turnaround Investing Blog Entries

Identify & Profit from Distressed Investing

Free Report: Distressed Investing

Turnaround Investing Blog

Turnaround Investing Blog

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."