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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: Stocks with fat, obscene profit margins appealing, but beware of risks

By John Dorfman
Thanks, Anacor. Because of a 480 percent gain by Anacor Pharmaceuticals Inc. (ANAC), my recommendations from a year ago on five stocks with fat profit margins did very well. Anacor won a big arbitration case against Valeant Pharmaceuticals, dealing ...

Dorfman: No excuses as columnist’s 2014 stock selections prove disastrous

By John Dorfman
I have just experienced one of my worst performances ever as a stock-picking columnist. About twice a year, I recommend a few stocks that I believe display both value and momentum. Mostly, they have worked. But my recommendations from Aug. ...

Looking for a good deal? Check company’s cash flow

By John Dorfman
Sophisticated investors look at a company’s cash flow, not just its reported earnings. Among the stocks that look strong based on the ratio of stock price to cash flow are Valero Energy Corp. (VLO), eBay Inc. (EBAY), and PDL BioPharma ...

Dorfman: Ben Graham again names his best bets (via proxy, of course)

By John Dorfman
Every year, I pay homage to Ben Graham, the father of value investing. Graham, who lived from 1884 to 1976, was a pioneer in the art of finding undervalued stocks. He was a Columbia University professor (one of his ...

Dorfman: Sane Portfolio XIV features chickens, tires, diesel engines, airlines

By John Dorfman
In 1999 I started the Sane Portfolio, intended as a medium-risk, slightly conservative cluster of a dozen stocks. To be eligible for the Sane Portfolio, a stock must pass seven tests. It must: • Have a market value of $1 ...

Dorfman: Apple, Gilead and Hibbett display growth, value

By John Dorfman
In the stock market, growth managers and value managers often see themselves as warring camps. Value managers look for cheap stocks. Growth managers look for rapidly rising earnings. Yet many of the best picks made by managers in either ...

Dorfman: 7 little-known stocks with rapid revenue growth

By John Dorfman
Most investors like rapid growth. But those of us who have been around the block a few times don’t want to pay too much for it. Last weekend, using screening software from TD Ameritrade Institutional and some other tools, I ...

Tech Data, Valero stand out on this ratio

By John Dorfman
There are dozens of ways a company can manipulate reported earnings, many of them legal. However, there are relatively few ways a company can manipulate its sales, also known as revenue. That’s one reason why in evaluating a stock, ...

Dorfman: Perfect 10 Portfolio has just enough sizzle

By John Dorfman
The movie “10” was considered quite racy when it came out in 1979. In it, Bo Derek starred as a “Perfect 10.” My Perfect 10 Portfolio may not sizzle like Ms. Derek, but it has provided some excitement and ...

Dorfman: Dillard’s, Micron make Casualty List

By John Dorfman
The choppy second quarter roughed up a fair number of stocks. Among the wounded are four that I think have excellent potential to recover and make strong gains. Welcome to my 49th Casualty List, the latest in a series ...

Dorfman: Here’s 5 more intriguing stocks that are less than $10

By John Dorfman
Many investors are partial to stocks selling less than $10. Any finance professor will tell you that the absolute price of a stock doesn’t matter, because it’s an artifact of how many shares a company chooses to issue. Yet ...

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