Large Cap / Mid Cap / Small Cap / Mutual Funds / Healthcare Equipment & Services / Pharmaceuticals, Biotechnology & Life Sciences

Health Care Stocks Poised for a Recovery


Want to know what George Putnam is recommending to readers of his Turnaround Letter? The articles previewed below offer you a sneak peak of the quality content and sound investment guidance you can trust. To view his most recent recommendations click here.



Health Care Stocks Poised for a Recovery

Many healthcare stocks have been on a rollercoaster ride over the last few years, buffeted by both positive and negative forces.  Among the positive forces are long-term demographic trends and advancements in medical technology.  Some of the most negative forces emanate from Washington, including the complexities of ObamaCare and the possibility of cuts to Medicare and Medicaid.

The stocks named in the subscriber-restricted article represent a diverse group of companies in the healthcare area.  Most of them have been riding the rollercoaster downwards for a while, but all of them have the potential to bottom out and begin to climb again in the coming months.

George Putnam's March 2013 Turnaround Letter article hand picks ten diverse healthcare stocks with potential to bottom out and—most importantly—begin improving stock performance in the coming months.



Read your free preview of The Turnaround Letter's most recent recommendations now!









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Turnaround Investing Blog

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."