The Turnaround Letter

December 2017

Volume: 32
Edition: 6

Stock Pick & Stock Sales

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Despite the recent turbulence, we believe that this bargain stock has smoother sailing ahead.

Purchase Recommendation - December 2017

Investors appear to be overly worried about this small-cap value stock opportunity: While cash flow remains robust, the temporary dividend cut provides additional financial flexibility. The Company’s government franchise looks durable, and we believe its expansion strategy makes good strategic sense and provides more opportunities for growth. The Company has many strengths to help it persevere and grow; plus, valuation is a modest 9.6x forward earnings.
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Turnaround Investing Articles

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The Chicago Mercantile Exchange is planning a Bitcoin futures contract.

Bitcoin & Cryptocurrencies--Fad or Future?

We’ve received some questions lately about cryptocurrencies. Their prices have skyrocketed, new ones come out seemingly every week and their legitimacy has been bolstered by Bitcoin’s approval as legal tender in Japan. As for their merits, there are probably as many opinions as there are opinion-givers. So, what exactly are cryptocurrencies? Are they a passing fad or part of the future? We think it is some of both.
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Top 10 Year-End Bounce Stocks

Bargain-Hunting Season Is Here Again

It’s that time of the year--when shoppers search their favorite websites and local shopping malls for holiday savings, and savvy investors look for year-end discounts in the stock market. Here at The Turnaround Letter, even we can be tempted to briefly set aside our intense focus on long-term business fundamentals and underlying valuations when artificial selling pressure, created by investors tossing their losers, offers some unusual short-term opportunities at year-end.
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Turnaround News & Updates

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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."