Bruce W. Kaser, CFA, associate editor of The Turnaround Letter, whose model portfolio has produced annualized returns of 11% over the past 20 years, vs. 7.5% for the S&P 500. TurnaroundLetter.com
Investors have been dumping stocks in 4 unloved sectors—creating some of the biggest stock bargains of the year.
Many companies are likely this year to become takeover targets of corporations that benefit from the new federal tax cuts.
Small investors can benefit by betting on targets of activist investors who prod companies to make much-needed strategic changes.
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