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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

Purloined Portfolio: What top managers are holding

By John Dorfman
Call it a festival of stolen ideas. I like to keep an eye on stocks held by other money managers whom I respect. Seven such managers are Bruce Berkowitz, Scott Black, David Dreman, Randall Eley, Ken Heebner, David A. Katz, …

Dorfman: ‘Dividend appeal’ of Mattel, Staples, Guess makes them attractive

By John Dorfman
Amid the market squalls that have raged since mid-September, dividend-paying stocks have held up better than most. That’s not surprising. Dividends act as an anchor during market turbulence. But even in good times, stocks with dividend appeal are often a …

Dorfman: 4 banged-up stocks recommended on Casualty List

By John Dorfman
While big stocks eked out a gain of about 1 percent last quarter, hundreds of smaller stocks tumbled. So there are plenty of candidates for my Casualty List, a quarterly list of stocks that have been banged up and that …

Dorfman: 4 stocks at low for year seem like prime candidates for comeback

By John Dorfman
What goes down must come up. If only that were true in the stock market, how easy investing would be. But here’s a statement that’s true: What goes down might be undervalued. It’s worth a look to find out. In …

Dorfman: Short sellers discover that posting gain over year is longshot

By John Dorfman
The goal of a short seller is to pick a stock that goes down. The more it goes down, the more money a short seller makes. In my 12th annual “Short Sellers Don’t Have Horns” contest, however, eight out of …

Dorfman: Pluses and minuses in America’s 20 largest stocks

By John Dorfman
For some of my clients, only large-capitalization stocks provide a sense of security and stability. A fair number of investors feel the same way. That’s why, once a year, I publish my ratings on the largest American stocks. This column …

Dorfman: Microsoft guru Gates sees possibilities in recycling’s profitability

By John Dorfman
Can the wealthiest man in the United States be wrong? Bill Gates, for many years the CEO of Microsoft Corp., is expanding his stake in Republic Services Inc. (RSG), the second-largest waste management company in the country, following Waste Management …

Dorfman: Fat profit margins not always sign of star

By John Dorfman
Buying stocks in companies with high and rising profit margins seems like a logical strategy. So far, it hasn’t worked for me. In this column, I highlight various stock-picking strategies and make recommendations based on them. Most of these have …

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 …

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