The Turnaround Letter Blog

Learn how to find and invest in undervalued stocks from the market insider that MSN Money’s Michael Brush calls one of his “favorite value managers for the past decade.”, George Putnam III.

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Lessons from the 1st Turn...

In July, 1986, almost exactly 33 years ago, George Putnam sent the first Turnaround Letter...

Turnaround Investing Phil...

Recently I was asked how my investing perspective changed over the 32 years of publishing ...

Excuse du Jour: The Dog A...

 

Sell When They Want to Bu...

Investors know that it’s always easier to sell a stock when it is going up--the more peopl...

Don't be Trendy!

Turnaround investors must be especially wary of trendy sectors. Recently, this has been de...

Don't Try to Time the Mar...

There is an old saying in the investment business: “You can always tell the market-timers:...

Convertible Bonds & Value...

Convertible bonds are an attractive vehicle for investors who want equity-like returns but...

Recommended Read in "Barr...

In last week's edition of Barron's, ("Do Wall Street Stock Price Targets Really Matter? Wh...

Our Current Outlook on We...

One of our members recently enquired about our thoughts on Weatherford shares, and we thou...

High Yield Bonds - Into T...

With investors’ faith in the long-running economic expansion and bull market being tested,...

Closed End Equity Funds: ...

 

Three Key Ways to Reduce ...

It is easy to get mesmerized by the potential gains in a turnaround stock and put in too m...

Five Places to Find Infor...

When owning individual stocks, it’s important to know how the company behind the share pri...

What is Proxy Voting and ...

It’s mid-May and proxy season has arrived. Holders of individual stocks have been receivin...

How to Handle Emotion & R...

Investing in distressed securities can produce outsized gains, but also involves more risk...

What Happens in a Bankrup...

While investing in distressed companies can produce enormous gains, not all distressed com...

Exploring "The Dark Side"...

Investing in distressed companies can produce enormous gains. When the recovery is success...

How to Evaluate Potential...

Investing in distressed securities can seem complicated, yet the basics are straightforwar...

How to Evaluate Turnaroun...

After you’ve determined what got a company into trouble, you want to evaluate whether it c...

EV/EBITDA: What Is It & W...

You have probably noticed that we are increasingly using EV/EBITDA as a valuation measure,...

How to Find Promising Dis...

Focusing on how to find publicly traded distressed securities that might be promising inve...

Strategies for Investing ...

We focus on distressed bonds and explore some reasons why their returns can be so high in ...

What is Distressed Securi...

The Turnaround Letter is launching a new series on investing in distressed securities. In ...

Is there value in bankrup...

In nearly every case, the shares of a company in bankruptcy become worthless. In very rare...

Investing Books to Give f...

Looking for a stocking-stuffer for the investor or businessperson in your life, or perhaps...

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