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.
Identify & Profit from Distressed Investing
Turnaround Investing Blog
In nearly every case, the shares of a company in bankruptcy become worthless. In very rare cases, however, they can become great investments. W.R. Grace (NYSE:GRA) shares produced a 75-fold return, as an example. With California utility PG&E (NYSE:PCG) now in bankruptcy, the range of possible outcomes for its equity is wide.
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.
Turnaround Letter Stock Pick Named Top Performer of 2017
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."
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