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.

Enhanced Value Stock Analysis: Catalysts Report Published

In The Turnaround Letter's ongoing quest to bring the most timely and actionable value investing advice possible, we've introduced a new Catalysts Report feature. A catalyst is defined as "an agent that provokes or speeds significant change or action"; therefore, this report reflects George Putnam's contrarian investing approach--identifying companies that caught our attention as a result of some sort of recent event that could accelerate positive change.

The premise here is that some of these catalysts might signal a potential investment opportunity. As contrarians, The Turnaround Letter does not to follow the crowd: We avoid the "blue chips" and "hot" stocks, instead cherry-picking select "troubled" companies poised for a rebound, and these catalysts could indicate that a turnaround is on the horizon. Here are some of the catalyst categories we've identified for inclusion:

  • Activist
  • Buyout
  • Emerged
  • Executive Change
  • Merger
  • New CEO
  • Restructuring
  • Spin-Off
  • Turnaround

We cast a wide net in looking for catalysts, so these names have attractiveness ranging from "very interesting--worthy of further research" to "not interesting right now." The analysis and details contained in our Catalysts Report can be critically useful to value investors: Obviously, not every company named is going to turn into a success story. Many will liquidate and others languish with depressed stock prices for years. The key to stock profit in turnaround investing lies in skillful analysis and decades of proven experience, separating those companies that will recover and ultimately return to favor from those that will not.

This feature is just one more resource subscribers can use to identify potential turnaround opportunities and increase stock profit. Our list includes ticker, CUSIP and pricing to streamline your research burden--as well as thorough commentary further explaining each company included in the report. Subscribers can view and download the full report in both PDF and/or easy-to-sort Excel formats, and the file will be updated monthly to reflect status changes and as fresh catalysts emerge. Click here to view the first (of six pages) from our November 28th Catalyst Report--a brief overview of the depth and quality of our research. 

Subscribe now for immediate and ongoing access to The Turnaround Letter's Catalysts Report.

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Free Turnaround Letter Research Report: Bioverativ (NYSE: BIVV)

We're sharing this complimentary copy of our full Research Report for Bioverativ (NYSE: BIVV)—20+ pages of financial analysis, investment philosophy and straightforward explanation. BIVV, our most recent closed out purchase recommendation, brought Turnaround Letter readers 95% stock profit in seven short months. 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."