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.

The Turnaround Letter In The News: equities.com & Forbes

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.

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Lessons from the 1st Turnaround Letter of 32 Years ago

In July, 1986, exactly 32 years ago, George Putnam sent the first Turnaround Letter to subscribers. Technology back then seems like the Stone Age, with hard copy research and primitive CompuServe dial-up service. Wall Street ignored turnaround stocks back then and continues to ignore them today. While technology has changed immensely in 32 years, The Turnaround Letter’s philosophy of selecting out-of-favor companies on the verge of turning around hasn’t changed. Our timeless process helped driven The Turnaround Letter’s independently-verified market-beating returns. 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."