Mid Cap / Small Cap / Stocks That Pay Dividends / Media

A Likely Election Winner: Television and Radio Stations

Which Media Stocks Will Do Well in this Election Year

While The Turnaround Letter does not recommend changing your allocation to stocks based on the Presidential election cycle; you may want to consider the effect that the election will have on particular stocks or sectors. One industry group that is sure to get a boost from the election cycle is broadcasting. One analyst has predicted that $4.9 billion will be spent on political advertising for the 2012 elections. The bulk of this ad spending will go to television, but radio and other media will get their share as well.

Television and radio broadcasters have struggled in recent years as new forms of competition have developed. However, the broadcasters are showing signs of regaining their footing, and the elections may be just what they need to get back on track. A number of TV broadcasters will get a further boost this year from the Summer Olympics in London. In subscriber-only version of this article we highlight nine broadcasting stocks that look interesting to us so subscribe now to see which media and broadcasting companies will thrive in this election market.
 

 

 

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Free Report: Turnaround Investing Mistakes

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IBM: Not Yet Time to Swing at this Pitch

IBM’s stock underperformance since IBM’s current CEO took the helm in 2012 has been stark, with the shares declining 23% while the S&P500 Index has more than doubled. One big problem: revenue growth rate is zero, at best. Without revenue growth, what’s left to entice investors? The real driver of value at IBM – free cash flow that is used to repurchase shares. Can IBM borrow its way to shareholder prosperity as its cash flows shrink? What to do with IBM shares? Wait for a better pitch in the form of a catalyst or much lower valuation. Read More.

Comparing Stocks Vs. Bonds

While the common stock of a turnaround candidate usually has the greatest upside potential, other classes of securities, such as bonds or preferred stock, may offer attractive profit possibilities with less risk. Many turnaround companies have only one class of securities available to investors but where there are different classes to choose from, it can pay to do a little extra analysis of the various options.

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."