The Turnaround Letter

September 2017

Volume: 32
Edition: 3

Stock Pick & Stock Sales

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The shipping business has become increasingly difficult to evaluate.

Sale Recommendation - September 2017

We recommend taking advantage of the recent strength in this stock and selling it now.
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We think this value stock’s future is bright.

Purchase Recommendation - September 2017

This mid-cap post-bankruptcy stock’s outlook is much more favorable than the market’s view. The company is now solidly profitable; and its new leadership team and board of directors is focusing on reducing its already low cost structure, improving its mine quality, repaying debt and returning capital to shareholders. As an added bonus, its regulatory burden is unlikely to increase under the Trump administration, and management is working to present a considerably more environmentally-friendly face to the public.
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Turnaround Investing Articles

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Each of these companies has definite turnaround appeal and is among the top 10 highest-yielding S&P 500 stocks.

High Yielding Turnarounds in the S&P 500

Whenever we are looking for good turnaround stocks, one feature that piques our interest is a high dividend yield. A substantial dividend compensates you even if you have to wait for the turnaround to take effect and push the stock price up. Moreover, after the stock does begin to move up, the yield will boost your total return. With this in mind, we sifted through the stocks in the S&P 500 Index to find seven companies with high dividend yields that hold promise for turnarounds and a reasonable likelihood of sustaining their dividends.
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We are increasingly using EV/EBITDA as a valuation measure.

EV/EBITDA: What Is It & Why Are We Using It More?

Determining what EV/EBITDA multiple makes a stock attractive, just as with a P/E multiple, is admittedly a form of art. We uncovered four companies that have low EV/EBITDA multiples but noticeably higher P/E multiples that might be worth a closer look.
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Identify & Profit from Distressed Investing

Free Report: Distressed Investing

Turnaround Investing Blog

Turnaround Investing Blog

Free Turnaround Letter Research Report: Bioverativ (NYSE: BIVV)

We're sharing this complimentary copy of our full Research Report for Bioverativ (NYSE: BIVV)—20+ pages of financial analysis, investment philosophy and straightforward explanation. BIVV, our most recent closed out purchase recommendation, brought Turnaround Letter readers 95% stock profit in seven short months. 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."