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John Dorfman is chairman of Thunderstorm Capital in Boston and a syndicated columnist. His firm or clients may own or trade securities discussed in this column. John Dorfman can be reached via e-mail or at 617-542-8888

Dorfman: Exploring world of foreign stocks can turn up gems

By John Dorfman
Mark Twain once wrote that the oyster thinks it is the pinnacle of evolution — but that only an oyster would be egotistical enough to think that. Similarly, there is a bit of arrogance in thinking that all worthwhile investment ...

Dorfman: Sanderson, Inner Workings among bargains on Nasdaq

By John Dorfman
No one ever bought a chicken stock because it was glamorous. That’s one reason I like Sanderson Farms Inc. (SAFM). Sanderson is one of the top half-dozen American chicken producers. I owned its shares personally and for clients a ...

Dorfman: Insiders at Cliffs, Green Dot on the right track with stock purchases

By John Dorfman
Few stocks have been pounded worse in the past half dozen years than iron ore miner Cliffs Natural Resources Inc. (CLF). Since mid-2008, the shares have fallen from $119 to slightly more than $6. In February and March, four ...

SodaStream, Abercrombie land on New Lows list

By John Dorfman
Bottom-fishing for stocks on the New Lows list can be fruitful. On the list are stocks that are trading at their lowest price in 52 weeks. I don’t suggest that the list as a whole will outperform the market. ...

Dorfman: Repeat champion of Economic Forecasting derby stays modest

By John Dorfman
California money manager Randy Jeffs won my annual Derby of Economic Forecasting Talent for a second time. Jeffs, the founder of Progressive Capital Managers in Irvine, Calif., gained his victory with accurate guesses on inflation, interest rates and unemployment. He ...

Highly overpriced stocks likely to not be worth the risk

By John Dorfman
Why do people do it? Investing on hope is a natural impulse. But when you take it to an extreme — such as putting money into a stock that sells for 100 times revenue per share — you are asking ...

Dorfman: Google, Facebook among Balance Sheet Powerhouses

By John Dorfman
Companies that are very strong financially don’t get much recognition. I have a small remedy for that. Once a year, I compile a list of Balance Sheet Powerhouses. This year, 30 companies made my powerhouse list. Among them are some ...

Dorfman: 4 stocks that offer value, momentum

By John Dorfman
Stocks that have been doing well tend to keep on doing well. Countless academic studies have documented this effect, but disagree on how long it lasts, how strong it is and whether an individual investor can exploit it. Several stock ...

Dorfman: January barometer no real key to stock market direction for full year

By John Dorfman 12:01 a.m.
In its crudest form, the January barometer theory states that the direction of the stock market in January predicts its direction for the full year. Of course, January is itself part of the year it is supposed to predict. ...

Dorfman: Phillips 66, American Railcar make Casualty List

By John Dorfman
Buying good companies on bad news is an excellent investment tactic. That’s the reason I publish a Casualty List each quarter, containing stocks that have been wounded and that I believe will recover. Among the fourth-quarter’s losers I particularly ...

Dorfman: Wall Street analysts ride 2-year winning streak

By John Dorfman
I’ve enjoyed making fun of Wall Street analysts occasionally for the past 16 years. But right now they can boast a two-year winning streak. Since 1998, I have followed the fate of the four stocks analysts most adore at the ...

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