The Turnaround Letter Current Portfolio Performance
The tables linked off of this page reflect the performance of all our currently active purchase recommendations. The catagories are based on market capitalization on the recommendation date, except that recommendations made prior to August 2004 are catagorized by their August 20, 2004 market cap. Market capitalization is calculated by multiplying a company's shares outstanding by the current market price of one share. The market cap reflects the total dollar value of all the company's outstanding shares.
The Current Price column stock quotes that are updated every 20 minutes and the Total % Return reflects the percentage difference between the current stock price and the price at purchase.
Current Recommendations Small Cap (under $1 billion)
Current Recommendations Mid Cap ($1 billion to $10 billion)
Current Recommendations Large Cap (Over $10 billion)
Identify & Profit from Distressed Investing
Turnaround Investing Blog
In nearly every case, the shares of a company in bankruptcy become worthless. In very rare cases, however, they can become great investments. W.R. Grace (NYSE:GRA) shares produced a 75-fold return, as an example. With California utility PG&E (NYSE:PCG) now in bankruptcy, the range of possible outcomes for its equity is wide.
EV/EBITDA: What Is It & Why Are We Using It More?
In reading recent editions of The Turnaround Letter, you have probably noticed that we are increasingly using EV/EBITDA as a valuation measure, rather than the better-known price/earnings multiple. We thought it might be useful to describe this measure and why we like it.
Turnaround Letter Stock Pick Named Top Performer of 2017
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."
Copyright © All Rights Reserved.
Design, CMS, Hosting & Web Development :: ePublishing.