Closed Out Recommendations – Selling Turnaround Stocks

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George Putnam puts more than 30 years of contrarian investing experience to work for The Turnaround Letter readers—offering trustworthy, straight-forward stock market advice and specific stocks to buy and sell. The Turnaround Letter's 15 year annualized returns of 13.5% ranks it among the top-performing investment newsletters.

Buying the right stocks, at the right time, is the first part of George’s investing success. Selling at the right time, and booking profits at the right price, is the other half. 

New York Times Company

Recommendation Market Cap Cat.[1] Buy Issue Price at Buy Sell Issue Price at Sell Total Return%[2]
Layne Christensen Co Small 11/13 3/18 14.89 -24%
Bioverativ, Inc. Mid 04/17 02/18 102.90 +95%
Tronc Small 12/14 2/18 20.87 +2%
Time, Inc. Mid 11/16 01/18 18.41 +45%
M/I Homes, Inc. Small 08/14 12/17 36.16 +75%
Caterpillar, Inc. Large 07/15 11/17 137.81 +71%
Cypress Semiconductor Corp. Mid 01/13 11/17 16.12 +68%
Star Bulk Carriers Small 08/15 09/17 10.99 -29%
Extended Stay America Mid 02/16 08/17 19.55 +61%
Ply Gem Holdings Small 04/14 07/17 18.25 +44%
Motorola Solutions Large 08/07 04/17 84.87 +35%
Arctic Cat, Inc. Small 12/15 03/17 18.50 -17%
New York Times Mid 06/08 02/17 20.80 +45%
Old Republic Mid 03/13 01/17 13.45 +85%
Fifth Third Bancorp Large 11/11 12/16 26.02 +122%
Stewart Information Services Corp. Small 06/13 12/16 47.44 +68%
ACCO Brands Small 03/10 11/16 11.10 +55%
Accuride Corporation Small 10/13 10/16 2.58 -50%
EMC Corp. Large 12/13 09/16 29.09 +25%
Sony Large 09/11 08/16 33.41 +52%
Coca-Cola Large 04/10 07/16 45.33 +59%
Superior Industries Small 09/10 06/16 27.14 +104%
Drew Industries Small 03/11 06/16 64.40 +204%
The Fresh Market Mid 10/15 04/16 28.52 +24%
Federal-Mogul Mid 05/08 04/16 9.84 -53%
Dow Chemical Large 01/14 01/16 51.66 +22%
Johnson & Johnson Large 01/12 12/15 101.24 +70%
Interpublic Group Mid 12/06 11/15 22.71 +103%
Kemet Small 02/11 10/15 1.73 -88%
Avon Products Mid 07/14 10/15 3.25 -76%
MetLife, Inc. Large 02/13 08/15 57.21 +62%
Carnival Corporation Large 01/01 07/15 48.95 +98%
Cisco Systems Large 09/12 06/15 29.31 +62%
Builders FirstSource  Small 05/12 05/15 12.88 +209%
Pfizer Large 03/17 04/15 34.16 +60%
Hercules Offshore Small 06/14 03/15 0.84 -81%
Wendy's Mid 03/12 03/15 11.39 +126%
Wet Seal Small 10/09 02/15 0.03 -99%
Corning, Inc. Large 02/12 02/15 24.73 +100%
Newell Rubbermaid Mid 06/04 01/15 38.40 +89%
Staples Mid 03/14 01/15 18.03 +35%
Veolia Environ. Mid 10/12 01/15 17.80 +82%
FelCor Lodging  Small 11/12 01/15 10.93 +151%
Hewlett-Packard Large 06/12 12/14 39.06 +78%
Portland General Mid 11/06 11/14 35.49 +69%
DuPont Large 01/08 10/14 72.50 +84%
Chiquita Brands Small 04/13 09/14 14.08 +81%
Electro Scientific  Small 02/07 08/14 6.10 -68%
AT&T, Inc. Large 05/03 07/14 35.26 +126%
Boston Scientific MID 08/10 06/14 12.73 +135%
Rite Aid  MID 05/13 05/14 7.09 +172%
Applied Materials Large 04/10 04/14 20.42 +62%
Microsoft Large 10/06 04/14 40.99 +64%
Marsh & McLennan Large 02/10 03/14 47.59 +136%
United Continental Mid 12/12 02/14 45.43 +125%
Sprint Large 03/08 01/14 10.58 +31%
Sysco Large 11/09 01/14 36.28 +50%
Tellabs Mid 02/08 12/13 2.44 -60%
Schwab Large 03/04 12/13 24.62 +127%
E*Trade Financial Mid 08/12 12/13 18.05 +138%
Delta Air Lines Mid 10/11 11/13 26.48 +227%
CTS Corp. Small 11/07 10/13 16.26 31%
Goodyear Tire Mid 07/04 09/13 20.12 122%
Time Warner Large 12/04 08/13 62.26 +40%
Tenent Healthcare Mid 09/04 08/13 44.65 +8%
Kadant Inc. Small 04/02 07/13 30.17 +115%
Lear Mid 06/10 06/13 59.98 +83%
MetroPCS Comm. Mid 12/11 06/13 11.69 +74%
Calpine Mid 12/09 05/13 21.38 +98%
Newpark Resources Small 06/06 05/13 10.58 +78%
Amgen Large 10/07 04/13 102.51 +84%
Campbell Soup Large 04/05 04/13 45.36 +88%
Exide Technologies Small 07/12 03/13 2.82 -23%
OfficeMax, Inc. Small 11/11 03/13 12.09 +139%
Owens Corning Mid 12/10 02/13 41.67 +58%
Terex Corp. Mid 02/09 02/13 32.91 +154%
Emerson Electric Large 09/08 01/13 52.14 +60%
Mondelez Int'l. Large 08/08 11/12 26.55 +37%
Kraft Large 08/08 11/12 45.46 +51%
M/I Homes Mid 07/10 10/12 21.90 +92%
ExxonMobil Large 10/10 09/12 87.30 +49%
Bristol-Myers Squib Large 08/03 08/12 35.63 +78%
Sara Lee Large 04/06 07/12 20.28 +57%
US Airways Small 05/09 06/12 13.22 +235%
Presstek Small 06/05 04/12 0.58 -93%
Taiwan Semiconductor Large 12/05 12-Mar 14.56 +88%
Tyco Int'l. Mid 03/09 03/12 51.74 +172%
RadioShack Mid 04/08 02/12 10.23 -25%
Solutia Small 09/08 02/12 27.37 +76%
MF Global Holding Mid 06/11 11-11 1.20 -84%
Zhone Technologies Small 05/05 10-11 1.27 -89%
On Assignment Small 01/04 08/11 10.24 +99%
Primedia Small 06/03 06/11 7.04 -59%
Global Crossing Small 06/03 05/11 232.38 +103%
Ariba Mid 05/09 04/11 33.96 +138%
Williams Companies Mid 06/09 03/11 30.36 +92%
JDS Uniphase Mid 02/05 03/11 24.67 +41%
Motorola Mobility Large 08/07 02/11 29.59 -48%
Teradyne, Inc. Small 12/08 02/11 16.23 +328%
Flextronics Int'l. Mid 01/09 01/11 7.87 +247%
Parametric Tech. Mid 05/04 11/10 21.52 +85%
Rite Aid Mid 08/04 10/10 0.94 -81%
ADC Telecom Mid 01/02 08/10 12.73 -60%
RehabCare Small 06/07 06/10 22.76 +42%
Qwest Comm. Mid 11/08 05/10 5.23 +105%
Disney Large 04/09 04/10 35.10 +84%
Armstrong Small 07/09 12/09 41.43 +151%

[1] The categories are based on market capitalization on the recommendation date, except that recommendations made prior to August 2004 are categorized by their 8/20/04 market cap.

[2] Total % Return includes dividends as well as price changes. Past performance is no guarantee of future returns.

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Tupperware: Not a Good Fit as a Turnaround Stock

At first glance, the shares have decent appeal as a turnaround investment. Looking deeper, however, the fundamentals are not as strong and stable as they appear. Surplus cash flow is tight, a key driver is weakening, it is increasingly reliant on China and has other nagging issues. We don’t see the new CEO as a catalyst for change. Despite the “first glance appeal”, Tupperware isn’t a good fit as a turnaround stock. 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."