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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

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
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 ...

Dorfman: 2014 less-than-stellar year for Robot Portfolio

By John Dorfman
For 16 years, at the start of each year, I’ve been listing 10 of the cheapest stocks in the market, and seeing how they do. As it turns out, they have done extraordinarily well. I call this collection of stocks ...

Dorfman: 10 favorite stocks for 2015

By John Dorfman
Transportation stocks bulled ahead in the second half of 2014, and I predict they will keep charging in 2015. Two engines propel the gains for the transport sector: an improving economy and lower oil prices. With jet fuel and ...

Dorfman: The F Score flops in 2014 — will it fly in 2015?

By John Dorfman
A year ago, I wrote about some stocks that scored well on a stock-picking paradigm called the Piotroski F Score. Joseph Piotroski, a professor of accounting at University of Chicago, devised the system. It starts by selecting stocks with a ...

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