Track Record

 

You take your investing results seriouslyso does The Turnaround Letter.

Performance is critical. Why else would you buy an investment recommendation?

One of the longest-running investment newsletters on the market today, The Turnaround Letter is also one of the top ranked: As of May 31, 2018, the annualized return on our stock picks over the past 20 years was 11%, vs. the S&P 500's 6.5%–continuing to rank The Turnaround Letter as one of the top-performing investment newsletters on the market.

A $10,000 investment in Turnaround Letter stock picks would now be worth just under $60,000 (as of 5/31/18)!

$58,504 in Turnaround Letter vs. $38,947 in S&P 500

Based on hypothetical investment in all of The Turnaround Letter names as recommended, since 2001. Please see other disclosures on how we calculate performance. Past results are not a guarantee of future returns.

You want to trust that you are seeing an accurate measure of recommendation performance!

With The Turnaround Letter, you see a complete view of all our recommendations, not just the most successful ones. We measure our performance the same way that research teams at mutual funds, investment advisory services and professional investment managers measure their recommendation performance. Like these research-driven institutions, our performance measurement:

  • Includes all recommendations since inception, not just our best or most recent recommendations. View all our closed out recommendations over the past 15 years.
  • Includes transactions costs.
  • Weights all recommendations equally, so each name carries the same impact on overall returns. We don’t have “favorites” among our “favorites.”
  • Is fully documented and fully transparent, allowing you to see exactly what we recommended, when we chose it and why.
  • Allows you to compare our returns to the S&P 500 Index (why bother if the broad market beats your hand-chosen investments?). View Turnaround Letter year-to-year returns since 1991.

You have real-world costs and time constraints. We understand that. To help you generate and keep your profits, our recommendations...

  • Minimize your capital gains taxes by emphasizing long-term holding periods.
  • Minimize your trading costs by focusing on low turnover recommendations.
  • Save you time by recommending only our most attractive ideas, not dozens each week or month requiring you to “research our research.”
  • Remain firm in a volatile market–We stick with our recommendations over the long haul. We don’t yield to short-term market pressures or sell just because the stock price has declined. We do the research and select resilient investments.

[1] Learn more about the methodology used to calculate performance.

You want to sell a stock when it has produced strong profits and reached its potential. Not before. Not after.

Our recommendations are designed to produce strong profits over the long term. That doesn’t mean “forever.” When it is time to sell, we want to capture and keep the gains. In nearly every year, The Turnaround Letter has converted these recommendations into booked profits.

Average Annual % Returns

Closed-Out Purchase Recommendations are stocks that have completed the investing cycle, from new Purchase Recommendation through the Sell Recommendation.
Past performance is no guarantee of future results.

You want profits even in volatile markets

Even in the midst of the recently volatile market, several of our closed out purchase recommended stocks have moved up considerably, reaching their potential. This allowed us to book significant gains last year, producing locked-in profits averaging 53% during 2016; and our performance continues to be strong during 2017 and into 2018:

2017-18 Closed Out Stock Picks Average 44% Gains

Identify & Profit from Distressed Investing

Free Report: Turnaround Investing Mistakes

Turnaround Investing Blog

Turnaround Investing Blog

IBM: Not Yet Time to Swing at this Pitch

IBM’s stock underperformance since IBM’s current CEO took the helm in 2012 has been stark, with the shares declining 23% while the S&P500 Index has more than doubled. One big problem: revenue growth rate is zero, at best. Without revenue growth, what’s left to entice investors? The real driver of value at IBM – free cash flow that is used to repurchase shares. Can IBM borrow its way to shareholder prosperity as its cash flows shrink? What to do with IBM shares? Wait for a better pitch in the form of a catalyst or much lower valuation. 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.

Read More.

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."