The Turnaround Letter's Historic Portfolio Returns

You've seen some of The Turnaround Letter's market-beating performance results--now take a look at our year-to-year returns compared to the S&P 500 since 1991. 

Year Turnaround Letter S&P
1991 56.7% 30.5%
1992 63.4% 7.6%
1993 52.6% 10.1%
1994 -8.9% 1.3%
1995 24.8% 37.6%
1996 16.3% 23.0%
1997 11.3% 33.36%
1998 -14.4% 28.6%
1999 34.2% 21.0%
2000 -7.0% -9.1%
2001 15.6% -11.9%
2002 3.5% -22.1%
2003 59.4% 28.7%
2004 28.6% 10.9%
2005 9.4% 4.9%
2006 26.3% 15.8%
2007 -2.2% 5.5%
2008 -55.4% -37.0%
2009 75.6% 26.5%
2010 30.4% 15.1%
2011 -10.3% 2.1%
2012 27.5% 16.0%
2013 50.9% 32.4%
2014 2.4% 13.7%
2015 -19.7% 1.4%
2016 31.4% 12.0%
 
Learn more about our performance calculation methodology.

 

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Turnaround Investing Blog

Turnaround Investing Blog

Tupperware: Not a Good Fit as a Turnaround Stock

At first glance, the shares have decent appeal as a turnaround investment. Looking deeper, however, the fundamentals are not as strong and stable as they appear. Surplus cash flow is tight, a key driver is weakening, it is increasingly reliant on China and has other nagging issues. We don’t see the new CEO as a catalyst for change. Despite the “first glance appeal”, Tupperware isn’t a good fit as a turnaround stock. 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."