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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: Value selections can be shrewd

By John Dorfman
An old Wall Street saying goes, “What’s the difference between being early and being wrong? There isn’t any.” Value investors — the bargain hunters of the investment world — are often early. As a card-carrying member of the value investing …

Cash flow stock picks aim for 10th win in row

By John Dorfman
Businesses live or die by cash flow. Cash flow measures the cash an enterprise generates. Because it excludes such non-cash items as depreciation and amortization, cash flow may be stronger than reported earnings, or weaker. From time to time, usually …

Dorfman: Getting into head  of Benjamin Graham

By John Dorfman
In the pantheon of value investors, Benjamin Graham is a god. Mentor to Warren Buffett, co-author (with David Dodd) of Security Analysis, hedge fund manager, and Columbia University professor, Graham (1984-76) has been a seminal influence on generations of investors …

Stocks provide a touch of sanity

By John Dorfman
My Sane Portfolio was designed in 1999 as a fairly conservative, middle-of-the-road group of a dozen stocks. These were supposed to be stocks that would make you some money but let you sleep at night. After 12 years of history, …

5 stocks that join value, growth

By John Dorfman
Looks or character? Peace of mind or riches? Lose weight or eat a piece of chocolate cake? Life seems to be full of dichotomies. But, sometimes, you can have both the things you want, even if they may seem at …

Analyst darlings get no love

By John Dorfman
Wall Street analysts love American Tower REIT Inc. I do not share their enthusiasm. The same goes for American Water Works Co., ServiceNow Inc., Envision Healthcare Holdings Inc. and Gray Television Inc. These companies are doing well. But I feel …

John Dorfman: New way to gauge a value

By John Dorfman
Value investing, the art of combing the stock market for bargains, is partly a matter of intuition and feel. But it’s also a matter of ratios. The numerator in the ratio is usually a stock’s price. The denominator can be …

Dorfman: Perfect 10 Portfolio struts its stuff again

By John Dorfman
The phrase “Perfect 10” originally described a woman so beautiful that she rates a 10 on a ten-point scale. In this column, I have stolen the phrase to make a point about the stock market. My Perfect 10 Portfolio, which …

Casualty List ekes out gain yet again

By John Dorfman
An old stock-market saying warns, “Don’t try to catch a falling knife.” Oh really? I’ve had pretty good luck buying stocks when they were down sharply. In this column, my main vehicle for recommending fallen stocks is the quarterly Casualty …

John Dorfman: Stocks under $10 bound to rebound

By John Dorfman
When it comes to recommending stocks under $10 a share, my record is not so hot. In eight previous columns devoted to low-priced stocks (June of 2001-06, 2011 and 2013), my picks have been profitable five times and beaten the …

2 stocks worth another chance

By John Dorfman
Call me rock-headed, pig-headed, or just stubborn. In this space a year ago, in a column on stocks with high profitability and low debt, I recommended two stocks that have each declined 28 percent. Today, I recommend them again, along …

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