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With more than 30 years of turnaround investing and market-beating results, it's no surprise that media and market pundits often seek George Putnam's commentary, stock picks and unique contrarian expertise. Most recently, both Forbes and equities.com praised The Turnaround Letter.
In "A Six-Pack of REIT Turnarounds," equities.com notes The Turnaround Letter's assertion that real estate investing trusts (REITs) have "broadly produced lackluster returns over the past 12 months"--naming several contributing factors. Putnam remarks, "As turnaround investors, we approach REITs differently. Rather than focusing on a particular segment of the real estate market, we look for individual REITs that have been neglected by investors but have solid value--that should prevail regardless of the overall market." The article goes on to detail six timely REIT value investing opportunities.
Forbes cites MoneyShow's write-up entitled "Here's Why You Should Invest in Asset Managers." The article recommends investors take advantage of the strong stock market and potential interest rate hike by "putting some of your investment assets into the shares of asset management stocks." "Here's Why You Should Invest in Asset Managers" praises The Turnaround Letter's OAK purchase recommendation. Putnam explains, "As the corporate debt binge that we’ve experienced since 2009 comes to an end, Oaktree will benefit from a growing number of restructurings and bankruptcies."
We'll continue to alert you when George Putnam and The Turnaround Letter make headlines, and you can always find timely stock market advice and turnaround investing commentary here.