For nearly two decades, top value investor and columnist John Dorfman has been tracking a purely quantitative “robot portfolio” that has beaten the S&P 500 by about 12 percentage points…
Tag: John Dorfman
Tricks for Spotting Neff-Type Bargains
In a recent column for Bloomberg, John Dorfman channels John Neff, who compiled one of the best track records ever while managing the Windsor Fund for more than three decades.…
Lowest of the Low-P/E Firms Post Big Outperformance
Numerous contrarian investment strategies have a track record of solid performance. But just how well — or poorly — do the most unloved stocks in the market fare? According to…
Dorfman: Time to Add Risk
Bloomberg columnist and money manager John Dorfman says it’s time for investors to take on more risk. Dorfman tells Bloomberg that investors shouldn’t let the lingering fears from the 2008…
"Smooth" Recoveries Rarely Occur, Says Dorfman
Growth in manufacturing activity and industrial production have slowed a bit recently, leading many to fear a double-dip recession is coming. But columnist and money manager John Dorfman — one…
Dorfman Finding Value in Big Names
Money manager and columnist John Dorfman, one of the few strategists who was offering optimism heading into the 2009 rally, is still seeing plenty of opportunities in stocks. Dorfman tells…
Dorfman on Strategy, and Why Stocks Are Still Cheap
GuruFocus.com offers an interesting interview with Bloomberg columnist and money manager John Dorfman, who called the market rally and says stocks are still cheap. “I think the stock market was…
Dorfman: Sectors for the Recovery
Is the recovery real? Yes, says John Dorfman. In his Bloomberg column, Dorfman — who was on target in calling the start of the stock market rally — says improvements…
Dorfman Sees Rally Continuing for Several Months -- at Least
Money manager and Bloomberg columnist John Dorfman — who was ahead of the curve in forecasting the market rebound — says he thinks the rally will continue well into next…
Dorfman Adjusts for Post-Recessionary Climate
Thunderstorm Capital Chairman and Bloomberg columnist John Dorfman says the market and economy should continue to trend upward at least into next year. Dorfman says he’s emphasizing industrial cyclicals, materials…