Healthcare Equipment & Services

Health Care Equipment & Supplies; Health Care Providers & Services; Health Care Technology

ARTICLES

While not strictly speaking a turnaround, this pharmaceutical stock looks quite cheap relative to its potential. 

Purchase Recommendation - April 2017

This mid-cap has many of the key traits of a successful spin-off--including healthy revenue, profit margins and cash flow, and its former parent bestowed it with a solid capital base. The pharma’s leadership team is impressive and the stock pick comes with strong R&D, marketing and regulatory capabilities. While valuation is not cheap on an absolute basis at 20x 2017 earnings and 12.7x 2017 EBITDA, the stock trades at a considerable discount to its peers and to what we believe is a reasonable price given its attractive positioning. 
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7 Year-End Bounce Value Stock Picks

December is Bargain Hunting Time

It’s that time of the year again--bargain hunting season. Holiday shoppers flock to the malls and their favorite websites, and savvy investors search the stock market for year-end discounts. While our approach at The Turnaround Letter is heavily focused on long-term business fundamentals and underlying valuations, even we can be tempted by unusual short-term opportunities at year-end created by artificial selling pressure as investors toss their losers.
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These five value stocks have significant exposure to the senior living sector--and strong long-term gain potential.

Seniors on the Rise; Senior Living Stocks Less So

The senior living sector has a lot going for it right now. First and foremost are demographic trends, with the number of senior citizens in the U.S. expected to rise dramatically in the coming decades. In addition, the industry remains quite fragmented with many senior living units run by small local operators. This means that public companies in the sector can continue to grow by acquisition, and eventually even these public companies may become acquisition targets for larger industry consolidators. Yet in spite of these favorable factors, most of the more focused senior living stocks have performed relatively poorly over the last year and half or so--creating a promising contrarian investing opportunity.
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LPHI Amends Reorganization

Life Partners Holdings Plan Filed

Life Partners Holdings' Chapter 11 trustee and the Company's official committee of unsecured creditors filed with the U.S. Bankruptcy Court an Amended Joint Chapter 11 Plan of Reorganization...
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Identify & Profit from Distressed Investing

Free Report: Turnaround Investing Mistakes

Turnaround Investing Blog

Turnaround Investing Blog

Lessons from the 1st Turnaround Letter of 32 Years ago

In July, 1986, exactly 32 years ago, George Putnam sent the first Turnaround Letter to subscribers. Technology back then seems like the Stone Age, with hard copy research and primitive CompuServe dial-up service. Wall Street ignored turnaround stocks back then and continues to ignore them today. While technology has changed immensely in 32 years, The Turnaround Letter’s philosophy of selecting out-of-favor companies on the verge of turning around hasn’t changed. Our timeless process helped driven The Turnaround Letter’s independently-verified market-beating returns. 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.

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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."