Large Cap / Mid Cap / Small Cap / Commercial & Professional Services / Software & Services / Technology Hardware, Equipment, & Services / Telecommunication Services

Looking for Technology Turnarounds, Part 2: Former Internet High-Flyers

 

Which Technology Stocks are Nice Long-Term Investments?

 

While  technology turnaround stocks that pay dividends may be safer than some other technology investments, they probably do not have as much juice in them as some of the former Internet high-flyers that have come rudely back to earth. If these companies can turn around either their results or investor perceptions--or better still, both--the stocks could move up dramatically.

The companies discussed in our subscriber-only version of this article all have large markets and the potential to generate significant profits if they can figure out how to make money in those markets. Moreover, most of them have little or no debt, and so they are somewhat like long-term options.

Like options, they have significant upside, but some of them also have the potential to be worthless, or nearly so, if they can’t come up with a profitable business model before they run out of money. Subscribe now to see which Internet high-flyers have strong growth potential.

Read Part 1 of The Turnround Letter's Technology Turnarounds feature "Opportunity in Dividend Payers" now.

 

 

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

 

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."