The Turnaround Letter

June 2018

Volume: 32
Edition: 12

Stock Pick & Stock Sales

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This large-cap consumer products company is this month's stock pick.

Purchase Recommendation - June 2018

This company is a consumer products conglomerate with a diverse portfolio of widely-recognized brands. The company’s growth-by-acquisition strategy has succeeded in making them a bigger company. But it hasn’t made it more valuable to shareholders.
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Stock moved to sell recommendation after return to pre-disaster levels.

Sale Recommendation - June 2018

This IT service management company has had an impressive turnaround, and we recommend the sale of its shares.
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Turnaround Investing Articles

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These MLPs could rise above their usual "out of favor" image

Energy MLPS: High Distributions And Good Rebound Potential

Like many stocks in the energy sector, master limited partnerships, or MLPs, remain out of favor. Fundamentally, strong energy demand along with healthy production growth means increasing volumes of crude oil and natural gas flowing through pipelines and a brighter future for many MLPs. Listed below are five MLPs that look particularly interesting to us right now.
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This article discusses stocks that have taken steep price dives but still have turnaround potential

Digging In The Dustbin: Stocks Down 70% From Their Five-Year Highs

The stocks discussed in this article have all fallen 70% or more from their five-year highs, and they all have one or more catalysts, while also having enough financial runway to allow a recovery to unfold.
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Turnaround News & Updates

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Identify & Profit from Distressed Investing

Free Report: Turnaround Investing Mistakes

Turnaround Investing Blog

Turnaround Investing Blog

Amazon = US GDP 1970

Amazon joined Apple in reaching a $1 trillion market capitalization. $1 trillion is about the same as the total value of New York City property and the total value of loans at JP Morgan, the nation’s largest bank in terms of assets. Jeff Bezos’ $160 billion stake would place him (personally) as the #33 largest company in the S&P 500 in terms of market cap, next to Coca-Cola, Disney and Netflix. We aren’t bold enough to predict whether the shares will continue upwards or if they are in a bubble reaching maximum inflation. Setting aside for a moment their investment prospects, let’s admire the truly remarkable milestone that these two companies have reached. Read More.

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.

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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."