The Sudden “Rebirth” of Value Investing

And the “buy now” triggers that are responsible for my decades of investing success.

Fellow investor,

Perhaps you’ve heard that value investing is dead.  And, if you’ve believed that, I understand. After all, there’s so much noise out there…

Charts… technical analysis… television “experts”… trading platforms like Robinhood… and headline news like the GameStop fiasco… it’s enough to make your head spin.

And it can make you feel like you have abandoned the fundamentals and sit staring at screens all day in order to make any real money.

At least that’s what the mainstream media has been spouting for the last 20 years or more.

But just like that, Value Investing is back in vogue.

I know because I saw it reported in Bloomberg a few weeks back.  They said…  “value investing has come back with a vengeance.”

But the truth is, it was never dead.

As Charlie Munger, the billionaire investor – and partner of Warren Buffett – recently said earlier this year… not only is value investing NOT dead… it will “never die.”

And I agree. After all, value investing is what’s behind my own personal wealth.

At its core, Value Investing is really just buying stocks at a discount.

And thanks to a special set of “buy now” triggers…

I’ve Been Known to Buy Stocks at 50 – 60 Cents on the Dollar

In fact – I don’t want to brag – but I’ve been buying stocks at deep discounts for decades. Even as the TV talking heads said it wasn’t possible.

Take Delta Airlines (DAL).  We bought shares of Delta in November of 2011 at $8.11 a share.

We sold them two years later in November of 2013, for $26.48.

In other words, we more than tripled our money in just two years.

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Had you invested along with us… and put a modest $10,000 into Delta when we called it… you’d have come away with $32,651.27.

And again, this was at a time when everyone was saying that Value Investing no longer worked.

We did the same with US Airways…

We bought it in May 2009 for $3.79 a share.  And we sold it three years later for $13.22 – turning every $10,000 invested into $34,881.

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And then there’s the small-cap Robotics company, Teradyne Inc. (TER). We bought Teradyne shares at $3.79 each in December 2008.  And sold them just over two years later for $16.23.

At that rate, we pretty much doubled our money every year.

If you’d have done the same you could have turned a modest $10,000 investment into $42,823 – again, in just over two years.

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Now, not all my investments are winners to be sure. I’ve had losers as well.

But I made each of these investments when the investing world had given up on Value Investing.

And what’s even more interesting is that none of these investments were “shots in the dark.”

I really can’t say I “got lucky” with any of them.

That’s because I’m very careful with my family’s money. And I made each of these investments only when at least one of my seven “buy now” triggers appeared.

I don’t want you to think this is old news either.

As you’ll see in a moment, my trigger-driven approach to Value Investing has been reliable year after year. And still is.

Not only that, but…

If You Do it Right… 2022 May Be the Greatest Time in History for Value Investors.

I’ll get into “why” in a moment.

But first, allow me to introduce myself.

Bruce-Kaser

My name is Bruce Kaser.

I have over 25 years as a successful fund manager. During that time, I managed value equity portfolios at one of Boston’s most prestigious investment firms and helped them get to the roughly $350 billion in assets under management they oversee today.

I also led a team overseeing $1 billion in value equity portfolios in the Boston office of a major global asset management firm with around $580 billion in money under management.

I was even the principal of a private investment firm overseeing $3 billion.

So, to say I have a long history of successful money management would be putting it mildly.

These days, though, I focus on 2 main things…

  1. I’m a full-time investor. I oversee a Family Office. This means I manage my family’s money.
  2. I write investing advice for readers like yourself all over the world.

In other words, I’m beholden to no one.

I don’t have to please any bank or investment company. I don’t have to please a boss. And I sure don’t have to please any politician.

So the advice I give is 100% impartial. And 100% uninfluenced by anything except my own experience and research.

Anyway, as I just told you, my research shows that 2022 is probably going to go down in history as one of the best times for sharp value investors.

That’s because…

There Are So Many Great Stocks on Sale!

As Baron Rothschild said, “the time to buy is when there’s blood in the streets.”

And, boy, is there blood in the streets!

In less than 6 months, the S&P 500 tumbled from a high of nearly 4800 to a low just under 3700.

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That’s a decline of around 23%.

Do you really think the market is NOT going to rebound?

If history is any indication, it will…

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Source: CNBC

So, it stands to reason that – if you’d bought at the low – the market would rebound, and you’d make that 23% gain.

Now, that’s NOT what I’m telling you to do.

Because…

It’s Not Really a Stock Market… 

it’s a Market of Stocks

The stock market is made up of individual companies.

And while the market as a whole is sure to bounce back… some stocks will gain much more than the average.

Which is exactly why I’m writing to you today.

The question is… how do you know which stocks are going to double or triple in the next 2-3 years?

That’s what I’m going to show you here.

Here’s my 2-part Strategy in a Nutshell…

Buy contrarian stocks – stocks that most investors won’t touch. But only buy them when a “trigger” indicates that those companies are about to turn around.

Allow me to break that down for you…

Step 1:  Look for Stocks Other Investors Won’t Touch

There are a bunch of reasons stocks fall out of favor. Maybe the company’s revenues are flat or declining. Maybe their margins are shrinking.  Or maybe they’ve tried to acquire other companies – and failed.

Wherever the reason is… most investors won’t touch these companies with a 10-foot pole.

The list of companies like these is a mile long.

Here’s how I narrow it down to the real winners…

Step 2:  Look for 1 of 7 “Turnaround Triggers”

These companies are out of favor for good reason. And for them to turn around, something has to change.

Over the more than 25 years I’ve been investing, I’ve found there are 7 “triggers” that can cause an out-of-favor company to turn around – and make my family a small fortune in the process.

Those triggers are…

  1. A fresh start (emerging from bankruptcy).
  2. Legal problems that are about to disappear.
  3. The beginning of a new cycle that historically points to rapid growth.
  4. A credible shareholder that’s putting pressure on management.
  5. An unsuccessful IPO.
  6. A spinoff that’s about to take place.
  7. A new CEO (or other senior leader).

Out of those, #6 and #7 are my favorite. They’re the most reliable indicators of future profitable stocks.

Let’s look at spinoffs first.

A spinoff is when a company takes one of its business units… and spins it off into its own company.

It’s common. In fact, nearly 60 spinoffs were completed last year alone.

And they can make investors very wealthy.

For example, Biogen spun off Bioverativ in February 2017.

Subsequently, Bioverativ stock went on a tear, nearly doubling…

We recommended Bioverativ to our subscribers in April 2017 at $52.74/share.

This was massively profitable for Bioverativ shareholders.

That’s because the following January, Bioverativ agreed to be acquired by French healthcare company Sanofi at a huge premium.

And investors that followed my lead earned a 95% return in less than a year. That would have turned your $10,000 into $19,500 in only nine months.

That’s why I love spinoffs.

And I’m on the hunt for them all the time.

Here’s another example of a spinoff I capitalized on…

It’s an accommodations company called Civeo (CVEO). Civeo was a spinoff of Oil States International.

And when I heard about the spinoff, I liked everything about it.

That’s why I bought Civeo in July of 2017 when it was $2.05 a share. And just a year later, sold it at $4.36 – for a fast profit of 113%.

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But I wasn’t done with Civeo yet. Because in January 2019, Civeo hit my radar again. They were struggling. And I saw another turnaround in the future. So, I bought at $1.20. And sold just 2 months later for $2.67.

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That’s a quick 123% return.

And then there’s…

My Favorite Turnaround Trigger

As you might have guessed, my favorite turnaround trigger is a new CEO or other company leader.

That’s because a proven leader can have a huge impact on the company’s growth – fast.

Take Signet Jewelers Limited (SIG). I alerted my subscribers to SIG in October of 2019. I noticed the company had a great new CEO.  And it had just replaced several board members.

I just knew the stock would rebound. And boy, did it ever…

We made a crazy 505% in just over 2 years.

Which is enough to turn a modest $10,000 investment into $60,500 … in just a little over 2 years.

Of course, these ships have already sailed. But…

I’ve Got Many More Promising Turnaround Stocks on My Radar

You might think that finding out-of-favor stocks that also have a turnaround trigger would be like finding a needle in a haystack.

But you’d be wrong.

I’ve been using this same strategy for decades.

And here’s how the numbers shake out…

The New York Stock Exchange has roughly 2,000 U.S. companies listed. And the Nasdaq has another 3,000 or so.

That’s approximately 5,000 publicly traded American companies.

Roughly 10-20% of those – or 500 to 1,000 – are “out of favor.”  Most investors won’t even look at them.

And out of those companies, in any given month…

Around 30-50 of them have 1 of the 7 triggers I look for in a turnaround.

So, if you know what you’re looking for, there’s plenty of Value Investing opportunities out there.

Of course, I don’t recommend you invest in all 30-50 of those turnaround targets – even if you could find them on your own.

That’s because you still have to look at the underlying fundamentals…

Things like their profit margins, free cash flow, their balance sheet, management quality and more.

It’s a lot of work!

But I love it. And it’s super profitable…

Here’s The Next Turnaround Story I’m Excited About

You may be surprised to learn that it’s a retail company.

A lot of investors think that Amazon killed brick and mortar retail. Or that the pandemic put the nail in the coffin.

But that couldn’t be further from the truth.

Spending is up across the board – both e-commerce and traditional brick and mortar…

Of course, that doesn’t mean every brick-and-mortar retail company is growing.

Far from it.

Bed, Bath, and Beyond is closing hundreds of stores. CVS is too. And so is Victoria’s Secret.

So, which retailer do I have my eye on?

Well, it’s NOT the ones making headline news.

Remember, we’re Value Investors. And we’re looking for companies to buy at a discount.

The company I’m eyeing exploded out of the gate in 2016 – nearly tripling its stock price in the first year.

But, thanks to some missteps from the last CEO, the stock price has languished ever since.

It’s clearly an out-of-favor stock.

But my research shows that’s about to change. And fast.

Why?

Because of my favorite turnaround trigger…

They’ve recently hired a great new CEO – one with more than 30 years’ experience in the industry.

They’ve also placed an investment banker on the board – a sign that it’s serious about doing whatever it takes to turn this ship around.

I wouldn’t be surprised at all if this company is my next turnaround target success story.

What is the name of this company?

I’ve put the name and ticker symbol inside a Special Report called My #1 Retail Turnaround Target.

Growing Retail Stock

And I’d like to give you that special report for FREE.

How to Find Out the Name of this Turnaround Target for Free

I’ll give the Special Report – My #1 Retail Turnaround Target to you for FREE when you take me up on a test-drive of the Cabot Turnaround Letter today.

But I’m getting ahead of myself.

Let me tell you how the Cabot Turnaround Letter came about…

After decades as a successful Value Investing professional, I wanted to focus only on producing great results for my family’s financial future.

Which meant no longer working for those asset management firms I told you about earlier.

I’m also passionate about helping other investors learn about Value Investing. So, when a lot of regular investors in my life wanted in on these turnaround stocks too, I couldn’t let them down.

Which is why I started writing impartial investment advice.

I wanted to share my research so the average investor could profit from turnaround stocks, too.

My timing was good…

You see, George Putnam launched The Turnaround Letter in 1986, and it has become one of the industry’s most highly regarded and longest-running newsletters. When George was retiring in 2016, he wanted to find someone successful in turnaround-based Value Investing to take over.

So, when he approached me with an opportunity to continue his legacy, I jumped at the chance.  And we’ve been helping investors make money with turnaround stocks ever since.

But, even then, we believed that we could reach more Value Investors with our ideas. That’s when Cabot Wealth Network asked us to join forces with them. Cabot Wealth Network is a prestigious investment research firm. They’ve been around since 1970.

So, in 2020, in the middle of the pandemic, we became The Cabot Turnaround Letter. And, we’re now bigger and better than ever.

Our track record speaks for itself. Over the past three years (through July 2022), our stock picks have gained 76%. That’s a lot better than the 46% return of the S&P 500 over the same period.

What about the long term?

The Cabot Turnaround Letter has produced great results for decades. Over the past 20 years, your $10,000 investment would have grown to $101,200. If you had invested in an S&P500 index fund, that same investment would have grown to only $67,640.

And they say you can’t beat the market consistently?

Maybe “they” haven’t discovered Turnaround investing.

In fact, we routinely end up near the top of Hulbert Ratings, founded by Mark Hulbert, which tracks the best-performing investment newsletters.

Which brings me back to the retail company I’ve been telling you about.

Here’s What You Get When You Take Me Up on My Special Test-Drive Offer

I’m inviting you to test drive the Cabot Turnaround Letter today.

When you do, I’ll give you immediate and FREE access to my Special Report – My #1 Retail Turnaround Target.

Inside, you’ll find the name and ticker symbol of the company I’m most excited about. You’ll see all my research. And, if you choose, you can invest alongside us in your own brokerage account.

Of course, the choice is yours. If you don’t like the look of my research, you don’t have to invest in this retail turnaround target.

And that’s not all. You’ll also get…

Subscriber Benefit #1 – 

Immediate Access to the Cabot Turnaround Letter

Each month I sift through the thousands of out-of-favor stocks… and scour the news, filings, and so on – to locate those with credible turnaround triggers.

Out of those, I narrow the list down to the one turnaround target I find most compelling.

Then I include that in the monthly publication – along with all my research.

So, over the course of the year, you get insight on 12 different companies – any of which could be my next turnaround target success story.

Companies like…

Baker Hughes (BKR). Baker Hughes is an oil field service company. I recommended them in September of 2020.

I noticed that they were an out-of-favor stock. But that they were about to enter a cyclical uptrend (Turnaround Trigger #3).

The result?

We took advantage of buying this stock at a discount. And we sold just 8 months later, taking a gain of 140%. Which means that every $1,000 invested came back as $2,400 – in well under a year.

And then there’s…

Volkswagen AG (VWAGY)

If you remember, back in 2015, Volkswagen had that diesel emissions scandal.

It was all over the news. “Dieselgate,” they called it.

The CEO resigned. The stock dropped more than 50%. And many talking heads said it would never recover.

But I knew an iconic brand like Volkswagen would turn around…

That they’d get over their legal problems.

And when they hired a great new CEO, I pulled the trigger.

Here’s how it worked out…

We purchased it in May 2017 and sold in April 2021 – banking a 182% profit along the way.

And I can’t forget about…

Albertson’s (ACI)

I alerted my subscribers to this grocery store retailer in June of 2020.  They had had an IPO that was priced badly.  And after the company went public, shares plummeted to $14.95.

We got in… and sold just 15 months later for $28.56 – a 94% gain.

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Had you joined us, and invested a modest $10,000…

You would have nearly doubled that in a little over a year.

It’s no wonder my Cabot Turnaround Letter subscribers anxiously await their issue every single month.

Now, you can join them.

As I said, you get 12 new Turnaround picks every year.

But you also get…

Subscriber Benefit #2 – 

Immediate Access to the Current Cabot Turnaround Letter Portfolio AND Newsletter Archive

Right now, inside the Cabot Turnaround Letter Portfolio, we have dozens of open recommendations.

We have plenty of large caps and mid caps. And even small caps.

There’s something inside for every investor.

The fact that these stocks remain “open positions” means that – according to my research – they’re still available at a deep discount.

PLUS… you get access to all the Cabot Turnaround Letter archives. Which means you can easily locate my research on any of these open positions… and decide if you’d like to invest in those companies or not.

So, if you’re liking the sound of Value Investing in companies with turnaround triggers… there’s no need to wait.

It’s all inside the Cabot Turnaround Letter Members Area right now.

Click here to begin filling out the priority enrollment form and become a subscriber today.

Subscriber Benefit #3 – 

The Catalyst Report

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I’ve been showing you how triggers (or catalysts) can lead to some windfall gains with the right out-of-favor companies. And how we pick a new Turnaround stock every month.

Well, there are many more companies that hit my radar – any of which could make great investments. You’ll find those inside the Catalyst Report – which is updated every month.

Subscriber Benefit #4 – Real-Time, As-They-Happen Alerts

Look, Value Investing in Turnaround Targets is NOT like day trading.

Generally, we hold stocks for 2-3 years. And we aim for 50%+ returns.

This means you don’t have to sit glued to your computer screen for fantastic returns.

But there are definitely times when you’ll want to act fast.

Maybe a new CEO gets announced. Maybe a stock I’ve been watching starts to take off. Or maybe some damning information comes out about one of our picks.

Those aren’t things you want to wait on.

That’s why I’ve set up system-wide alerts for all my Cabot Turnaround Letter subscribers.

So, if there’s anything time-sensitive that you need to know immediately… you’ll get an alert sent right to your email. With full instructions.  I’ll tell you what to buy or sell… when… and exactly how to do it.

All you have to do is follow along, do what I do… and profit. I can’t make it any easier.

Which brings up the question…

How Much Would You Expect to Pay for Access to Cutting-Edge Turnaround Research Like This?

I can tell you when I worked as a portfolio manager for major investment management firms, they paid me handsomely for my research and contrarian thinking.

If I was going to sell my time one-on-one, I’d have to charge at least $1,000 per hour.

So, you’d expect the Cabot Turnaround Letter to be expensive.

Especially when you consider the impressive returns we’ve racked up.

I’d be justified in charging $10,000 a year for investment recommendations like the ones you’ll find inside every issue of the Cabot Turnaround Letter.

But I’m at a stage in my life where I want to give back.

I want to help regular investors like you make profits.

That’s why I’ve been charging $997 a year for access. And the subscribers who get in at that price are thrilled with the value.

But today I want to do something more special for you.

If you take action now, and subscribe to my Cabot Turnaround Letter, I’ll give you an incredible 75% off!

While others routinely pay $997, you’ll only pay $247.

Look at what you get for just around $20 a month…

  • 12 issues of the Cabot Turnaround Letter delivered to your email inbox (each with a new Turnaround pick for you to consider investing in).
  • Access to the existing Cabot Turnaround Letter Portfolio. We have dozens of open positions, which you’re free to invest in.  PLUS – you’ll get access to all the past Cabot Turnaround Letter issues… so you’ll get all my research on the picks inside the portfolio.
  • Real-time Cabot Turnaround Letter Alerts (so if any buy or sell signals are time-sensitive, you’ll get them right away – and you can take action right away to lock in your profits).
  • Access to the Catalyst Report (with dozens of other turnaround investing ideas).
  • FREE access to my Special Report – My #1 Retail Turnaround Target (where you’ll see the turnaround pick I’m most excited about right now).

Click here to begin filling out the priority enrollment form and become a subscriber today.

I hope you can see what value this is.

While past success is no guarantee of future success… the Cabot Turnaround Letter has a 20-year history of beating the market. And I think you can see that $247 is a drop in the bucket compared to the profits you might make.

Plus, you’ll be happy to know…

Your Investment in Cabot Turnaround Letter is 100% Satisfaction Guaranteed

Earlier I mentioned that this is your opportunity to test-drive the Cabot Turnaround Letter.

Here’s how that works…

When you take me up on my special 75% discount offer today, you don’t have to commit right away.

That’s because you have a full 30 days to make sure it’s right for you.

And if – for any reason – you decide it’s not, you can simply let us know and we’ll give you every penny back.

Plus, you’ll be able to keep the FREE Special Report – My #1 Retail Turnaround Target – with my compliments.

So, as you can see, you truly have nothing to lose.

Click here to begin filling out the priority enrollment form and become a subscriber today.

I’d Also Like to Sweeten the Pot a Little…

In addition to everything you’re getting – for less than $1 a day – I’d like to throw in 2 more special bonuses…

Special Bonus Report #1 –

10 Simple Rules for Spotting Turnaround Stocks 

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This Special Report is my way of teaching you how to fish. If you’d like to strike out on your own someday, I want to arm you with x-ray vision…  x-ray vision to spot out-of-favor companies that are about to rebound… and make you big profits when they do.

This report has 10 rules that you can run any stock past to see if it’s a good turnaround candidate or not.

And it’s yours FREE.

But I’m not stopping there…

Just as important as what turnaround stocks to pick is what stocks NOT to pick.

That’s why I’m also going to gift you…

Special Bonus Report #2 – 

10 Mistakes to Avoid When Turnaround Investing

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I think you get the idea of what this report is all about.

It’s simple – but don’t mistake simplicity for unimportance.

The 10 rules you’ll find inside this report can save you the heartache of investing in the wrong turnaround picks.

Again, I’m giving you this Special Report for free in exchange for taking me up on a test-drive of Cabot Turnaround Letter today.

The Choice Is Yours…

I’ve shown you how successful turnaround investing can be. And how focusing on companies that have 1 of 7 turnaround triggers is your best chance of beating the market.

I’ve offered to give you – for FREE – my top turnaround pick inside my Special Report – My #1 Retail Turnaround Target.

And I’ve even offered to give you 2 other Special Reports – 10 Simple Rules for Spotting Turnaround Stocks and 10 Mistakes to Avoid When Turnaround Investing.

It’s my way of both teaching you how to fish AND giving you the fish.

Now, it’s up to you.

Whether you realize it or not, you have 2 paths ahead of you.

On the one hand, you could simply close this page and go about your business.

But that won’t bring your retirement dreams any closer.

And – if what I’ve shown you is correct – you may miss out on one of the best times in history to pick up stocks at a discount.

On the other hand, you could take me up on my risk-free test-drive today.

Just moments from now, you could be reading about my top turnaround pick – the retail company poised to make a big comeback.

But it’s more than just making money.

When you join us today, you also become a more confident investor.

You feel reassured knowing you’re doing everything you can to take your financial future into your own hands.

You get a new, exciting stock pick every month. And you get real research from someone who knows what he’s doing to back it up.

Even better, your investment is guaranteed.

If you don’t like what I share with you inside Cabot Turnaround Letter, you don’t pay.

It’s as simple as that.

Will you join us?

Click here to begin filling out the priority enrollment form and become a subscriber today.

All My Best,

Bruce Kaser

P.S. – In my 25-year investing career, I’ve never been more excited about Value Investing than I am right now. And especially about turnaround investing.

I trust you can see how investing in out-of-favor stocks that have a Turnaround Trigger can boost any ailing retirement portfolio – fast.