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.

-
NT
Nortel Ntwks Cp H - $0.32
- 0.00%
- $0.42
Q: So which companies do you like? A: Among the bigger players, we like Nortel (ticker: NT) and JDS Uniphase (JDSU).

-
JDSU
Jds Uniphase Corp - $5.66
- +0.35%
- $5.60
Q: So which companies do you like? A: Among the bigger players, we like Nortel (ticker: NT) and JDS Uniphase (JDSU).

-
ZHNE
Zhone Technologie - $0.30
- +7.14%
- $0.29
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.

-
CNXT
Conexant Systems - $1.11
- 0.00%
- $1.09
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.

-
MSPD
Mindspeed Technol - $1.87
- +1.63%
- $1.82
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.

-
BKHM
Bkhm - $0.00
- N/A
- $N/A
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.

-
SUP
Superior Industri - $12.53
- 0.00%
- $12.57
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.

-
ARM
Arvinmeritor - $3.05
- 0.00%
- $3.15
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.
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10/16/2007 17:19 PM CDT Asked by Warhammer Online Forum
Good luck.
Warhammer Online Forum