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: Distressed Investing

Turnaround Investing Blog

Turnaround Investing Blog

Return of Volatility? No, Return of "Normal"

Sizeable market moves can increase the temptation to sell on downdrafts and buy on upswings; however, we strongly advise against attempting to do that. The chances of getting out at the right time and then back in again before the market rebounds are extremely slim. 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."