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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Turnaround Investing Blog

Turnaround Investing Blog

Boston Beer--Time for Investors to Step Up to the Bar?

Boston Beer is the nation's largest craft beer company, with 2017 revenues of over $900 million. Since its days as a start-up in 1984, it has led the nation's growing taste for craft beers; and shareholders have enjoyed tasty returns along the way. So why is The Turnaround Letter--which focuses on out-of-favor companies undergoing major positive changes--even thinking about this ostensible "growth" company?  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


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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."