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Article from Current Issue of The Turnaround Letter


Want to know what George Putnam is recommending right now? His most recent Turnaround Letter article is previewed below--offering you a sneak peak of the quality content and sound investment guidance you can trust.



Defense Stocks: Cliff May Not Be That Steep?

As we approach the so-called “fiscal cliff,” investors are clearly very nervous about defense stocks. Most of the stocks in this sector fell very sharply after the election, and while they have bounced back somewhat since mid-November, they still look pretty cheap to us.

Of course, these investor concerns are not completely unfounded. If Congress and the White House cannot come up with a compromise and we go over the “cliff,” there would be mandatory cuts in federal defense spending. Our best guess--and we emphasize “guess”--is that Washington will find a way to avoid the cliff. But we also believe that most, if not all, of the risks from the cliff are already priced into defense stocks.

Also, many of the defense stocks spotlighted in our full-text, subscriber-restricted December 2012 Turnaround Letter pay healthy dividends, which should dampen any cliff-related volatility. Many of these hot stock picks have also been stockpiling cash over the last couple of years, which they could use to further enhance their dividends or to repurchase stock.

The December 2012 issue of The Turnaround Letter also includes "Year-End Bounce Candidates: Losers Become Winners (At Least For A While)." You can also view a free preview of the article to learn which stocks to buy now to benefit from year-end calendar quirks.

full-text, subscriber restricted December 2012 Turnaround Letter
full-text, subscriber restricted December 2012 Turnaround Letter

Identify & Profit from Distressed Investing

Free Report: Distressed Investing

Turnaround Investing Blog

Turnaround Investing Blog

Boston Beer Company--Time for Investors to Step Up to the Bar?

Boston Beer Company is the nation's largest craft beer company, with 2017 revenues of over $900 million. Since its days as a start-up in 1984, it has led the nation's growing taste for craft beers; and shareholders have enjoyed tasty returns along the way. So why is The Turnaround Letter--which focuses on out-of-favor companies undergoing major positive changes--even thinking about this ostensible "growth" company? 

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."