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

Free Report: Turnaround Investing Mistakes

Turnaround Investing Blog

Turnaround Investing Blog

Turnaround Investing Philosophy: 32 Years Later, Some Things Never Change

Recently I was asked how my investing perspective changed over the 32 years of publishing The Turnaround Letter. It's a fascinating question because change is constant, and often beneficial (although that's not a given) in the business world. If change is the norm, can investing principles stay constant? I firmly believe that they can. Read More.

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.

Read More.

Turnaround Letter Stock Pick Named Top Performer of 2017

 

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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."