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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: 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 ...

Dorfman: Big stock winners, losers in S&P 500 Index of 2014

By John Dorfman
When a stock is up magnificently or down hideously for a calendar year, you know something is going on with the company. What you don’t know is whether the good or bad fortune will persist into the next year. ...

Dorfman: ‘Bunny’ stocks keep going

By John Dorfman
Remember the Energizer Bunny that starred in battery commercials? It was “still going” long after you would have expected it to stop. That cartoon rabbit was the inspiration for my Bunny Portfolio, an annual collection of 10 stocks. Each stock ...

Paying attention to buys from CEOs often lends more predictive value

By John Dorfman
Trades by chief executive officers and chief financial officers in their company’s shares have more predictive value than trading by other executives in estimating how a stock will do. That’s why I’m devoting this column to recent CEO buys. ...

Dorfman: Holiday tradition includes picks from land of GARP

By John Dorfman
GARP investing is not my home turf. But it’s the next town over. GARP stands for “growth at a reasonable price.” It occupies the middle ground between value investing and growth investing. My style is value, a cheapskate’s hunt for bargains. ...

Coach, Conns, Rowan among January rebound candidates

By John Dorfman
The stock market’s  “January effect” is really the confluence of three effects. Stocks, in general, tend to rise in January. Small stocks tend to lead. And last year’s losers often come back strongly — the “January rebound” or “January bounce.” ...

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