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Putnam, George
George Putnam has edited The Turnaround Letter since its founding in 1986. He specializes in spotting undervalued opportunities in troubled companies, bankruptcies, and turnaround situations. Prior to starting The Turnaround Letter, Mr. Putnam practiced corporate, securities, and bankruptcy law with a large, national law firm. He first became interested in troubled companies when he worked on the bankruptcy of the Reading Railroad in the late 1970s. A nationally recognized expert in turnaround and bankruptcy investing, Mr. Putnam is frequently quoted in business publications such as Barron's, the Wall Street Journal, the New York Times, and USA Today. He has appeared on a number of television networks including CNBC, CNNfn, Bloomberg, and PBS. Mr. Putnam holds a JD from Harvard Law School and a Master's from Harvard Business School.
GURUS' VIEWS & STRATEGIES
Five Homebuilders with Turnaround Potential

Like most consumer industries, residential housing construction is declining sharply in the wake of the Covid-19 shutdown, observes George Putnam, editor of The Turnaround Letter.

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Stick with Buffett: Buy Berkshire

Berkshire Hathaway Class B (BRK.B) is a company like no other. Led by the legendary Warren Buffett, one of the most successful investors in history, it owns a wide range of businesses including insurance companies, railroads, utilities, retail stores and food producers as well as a $392 billion cash/investment portfolio, asserts George Putnam, editor of The Turnaround Letter.

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Neglected Value? 3 Low-Priced Energy Turnarounds

To the extent that high-priced stocks indicate successful companies, perhaps low-priced stocks indicate struggling companies, suggests turnaround specialist George Putnam, editor of The Turnaround Letter. 

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Meredith Corporation: "Time" for a Magazine Turnaround?

Meredith Corporation (MDP) is the nation’s largest publisher of print and digital magazines; complementing these publications, the company owns a portfolio of 17 local TV stations, notes George Putnam, editor of The Turnaround Letter. 

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Top Picks 2020: Peabody Energy (BTU)

Peabody Energy (BTU) — my Top Pick for aggressive investors in 2020 — is one of the world’s largest coal mining companies, explains notes George Putnam, editor of The Turnaround Letter. 

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Top Picks 2020: Signet Jewelers (SIG)

Signet Jewelers (SIG) — my Top Pick for conservative investors — is the world’s largest diamond jewelry retailer, with 3,284 stores and kiosks in the United States, Canada, United Kingdom and Ireland, notes George Putnam, editor of The Turnaround Letter. 

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Turnaround Experts Eyes Convertible Trio

Convertible bonds, which have been ignored by investors and Wall Street for years, may be worth a fresh look, asserts George Putnam, editor of The Turnaround Letter.

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Retail Turnarounds: Lingerie to Jeans

George Putnam is an industry-leading expert specializing in turnaround stocks; in the latest issue of his newsletter, The Turnaround Letter, he reviews two potential opportunities in the retail sector.

IDEAS FROM AROUND THE WORLD
A Trio of Turnarounds in Big Oil

While the broad stock market reaches for new all-time record highs, companies that produce oil and natural gas remain heavily out-of-favor, observes George Putnam, editor of The Turnaround Letter.

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Jewelry Turnaround: Is Signet Set to Sparkle?

Signet Jewelers (SIG) is the world’s largest diamond jewelry retailer, with 3,284 stores and kiosks; its major brands include Kay, Zales, and Jared, notes George Putnam, editor of The Turnaround Letter. 

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Trinity: Ride the Rails with Activist Support

Trinity Industries (TRN) is one of the largest producers of railroad cars, with roughly 36% share of the North American new-build market; the company is also one of the largest railcar lessors, with a fleet of over 124,000 cars., explains George Putnam, editor of The Turnaround Letter.

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Turnaround Trio: AT&T, Dow and Enterprise Products

By their nature, turnaround stocks involve a fair amount of risk. One way to help reduce that risk is to find out-of-favor stocks that offer high dividend yields, suggests George Putnam, editor of The Turnaround Letter. 

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Biogen: Buybacks and Biotech

Biogen (BIIB) is a major biopharmaceutical company specializing in treatments for multiple sclerosis (about 60% of sales) and spinal muscular atrophy (about 15% of sales), notes George Putnam, editor of The Turnaround Letter.

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Free Cash Still Flows at Molson Coors Brewing

Molson Coors Brewing Company (TAP) is one of the world’s largest beer companies, producing the highly-recognized Coors, Molson, Miller and Blue Moon brands as well as numerous local, craft and specialty beers, notes George Putnam, editor of The Turnaround Letter. 

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7 Funds that Specialize in Turnarounds

Part of what makes turnarounds an inefficient and therefore profitable investing niche is that most investors avoid these securities. A rough gauge: of the 3,202 domestic equity mutual funds, perhaps only 15-20 can reasonably be defined as focusing on turnarounds, notes George Putnam, editor of The Turnaround Letter.

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General Electric (GE): 2019 Top Picks' Mid-Year Update

George Putnam, editor of The Turnaround Letter, picked General Electric (GE) as his favorite investment idea for 2019. The stock has since risen 44%. Here's the latest update from the leading turnaround specialist.

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Iconic Brands Boost Kraft Heinz

The Kraft Heinz Company (KHC) is among the world’s largest packaged food companies; it holds a remarkable portfolio of over 200 brands, including the iconic Kraft- and Heinz-branded foods, Oscar Meyer meats, Ore-Ida potatoes and Planters nuts, explains George Putnam, editor of The Turnaround Letter.