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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:
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.