George Putnam III of the Turnaround Letter Stock Picks
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Created by barrons2
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Date updated:10-13-2007

The Turnaround Letter, has achieved enormous success for its subscribers. For the five years through September, ideas in the newsletter generated average annual returns of 25.3%, versus 13.3% for the Wilshire 5000 index. For the past decade, they gained 17.1%, compared with an average annual 7.1% for their benchmark. Clearly, this grandson of the founder of Putnam Investments knows a thing or two about investing.

Check the hate list for Putnam's short ideas.

symbol name last price % change open
  • +
  • NT
    Nortel Ntwks Cp H
  • $1.69
  • +7.64%
  • $1.69

Q: So which companies do you like? A: Among the bigger players, we like Nortel (ticker: NT) and JDS Uniphase (JDSU).

People owning NT also tend to own: COPGSIRLLDFQLGCWITDUK

TheStreet.com Rating: D What is this?

  • +
  • JDSU
    Jds Uniphase Cp
  • $6.36
  • +0.32%
  • $6.38

Q: So which companies do you like? A: Among the bigger players, we like Nortel (ticker: NT) and JDS Uniphase (JDSU).

People owning JDSU also tend to own: HAXSPANCCNXTCSCOEPIPASMSFT

TheStreet.com Rating: C- What is this?

  • +
  • ZHNE
    Zhone Technologie
  • $0.1325
  • -4.95%
  • $0.12

here are smaller names we like, too. One is Zhone (ZHNE), which makes a lot of the hardware that will be used for providing the triple play.

People owning ZHNE also tend to own: BOOMCSCOINTCKOMGMRVLNUANOMNI

TheStreet.com Rating: D- What is this?

  • +
  • CNXT
    Conexant Sys Inc
  • $2.45
  • -0.41%
  • $2.55

There are also some specialized semiconductor manufacturers who focus in this area, including Conexant (CNXT) and Mindspeed (MSPD) and Bookham (BKHM). All are very low-priced. The stocks trade around $3 or less, but they have lots of cash -- so they are like options on this business turning around. It's been slower to turn than people expected, and that's hurt these stocks.

People owning CNXT also tend to own: CROXHPQKRYMRVLQEETWXCSCO

TheStreet.com Rating: D- What is this?

  • +
  • MSPD
    Mindspeed Tech
  • $1.6401
  • -6.28%
  • $1.64

There are also some specialized semiconductor manufacturers who focus in this area, including Conexant (CNXT) and Mindspeed (MSPD) and Bookham (BKHM). All are very low-priced. The stocks trade around $3 or less, but they have lots of cash -- so they are like options on this business turning around. It's been slower to turn than people expected, and that's hurt these stocks.

People owning MSPD also tend to own: CNXTCRUSCTLMVTSS.PKAMTDMDRXMSFT

TheStreet.com Rating: D What is this?

  • +
  • BKHM
    Bookham Inc
  • $0.76
  • -13.64%
  • $0.90

There are also some specialized semiconductor manufacturers who focus in this area, including Conexant (CNXT) and Mindspeed (MSPD) and Bookham (BKHM). All are very low-priced. The stocks trade around $3 or less, but they have lots of cash -- so they are like options on this business turning around. It's been slower to turn than people expected, and that's hurt these stocks.

People owning BKHM also tend to own: ACTUBELMCHTRCKSWCOSIFNSRFORG

TheStreet.com Rating: D- What is this?

  • +
  • SUP
    Superior Ind Intl
  • $15.69
  • -3.51%
  • $16.09

Among the higher-quality names is Superior Industries (SUP), which is very solvent and has almost no debt. It is trading near five-year lows.

People owning SUP also tend to own: BSXCTBDOWDYNERTSHYCJNJ

TheStreet.com Rating: C What is this?

  • +
  • ARM
    Arvinmeritor Inc
  • $9.40
  • -8.56%
  • $10.71

Others we think are reasonably solid are ArvinMeritor (ARM) and American Axle (AXL). They have fairly solid balance sheets, but are trading well below their multiyear highs, some near their lows.

People owning ARM also tend to own: BACEGCNXTCOLDQEMSPDNI

TheStreet.com Rating: B- What is this?

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Portfolio not tracked!

10/16/2007 17:19 PM CDT Asked by Warhammer Online Forum
Good luck.

Warhammer Online Forum

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