Air Freight & Logistics; Airlines; Marine; Road & Rail; Transportation Infrastructure


Boeing--Has The Business Cycle Been Repealed?

Boeing's 111% one-year return has left three of the fabled FANG stocks in the rearview mirror, with Netflix's 114% return only narrowly beating BA shares. Boeing's gains haven't been fueled much by the company's fundamentals, but rather by expectations for clear skies in the foreseeable future. The business cycle has yet to be repealed. Cloudy skies eventually will re-appear, and gravity's renewed effect on BA shares could be unpleasant.
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This month's investment newsletter includes two sale recommendations.

Sale Recommendations - November 2017

We now see more downside risk than upside potential for one of our previous large-cap stock picks. Additionally, we believe the likelihood of further gains in another stock from our mid-cap portfolio is now offset by fundamental risks and high valuation.
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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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Bankruptcy Investing

Identify & Profit from Distressed Investing

Free Report: Distressed Investing

Turnaround Investing Blog

Turnaround Investing Blog

Boston Beer Company--Time for Investors to Step Up to the Bar?

Boston Beer Company is the nation's largest craft beer company, with 2017 revenues of over $900 million. Since its days as a start-up in 1984, it has led the nation's growing taste for craft beers; and shareholders have enjoyed tasty returns along the way. So why is The Turnaround Letter--which focuses on out-of-favor companies undergoing major positive changes--even thinking about this ostensible "growth" company? 

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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."