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John Dorfman

John Dorfman , chairman of Thunderstorm Capital in Boston, is a columnist for Bloomberg News. The opinions expressed are his own. His firm or clients may own or trade securities discussed in his columns.

Stock Market’s Rally Likely to Last Into 2010: John Dorfman Every investor is pondering the same question: Has the stock market’s spring rally fizzled?

Energy Stocks Will Surge When the Recession Ends: John Dorfman The U.S. produced about 88 percent more oil in 1970 than it does today. Production has been declining for 39 years since hitting that level.

Commodities Rock on Higher Rates, Utilities Stall: John Dorfman Last week interest rates on government bonds rose to their highest level in months.

Amazon, Starbucks, Sears Rose Too Far Too Fast: John Dorfman Consumer discretionary stocks have shot up 48 percent in the past three months, as investors begin to think the recession will end this year.

John Dorfman Discusses Buffett, Dreman, Heebner, Miller: Video John Dorfman, chairman of Thunderstorm Capital and a columnist for Bloomberg News, talks with Bloomberg's Erik Schatzker about the outlook for Warren Buffett, William Miller, David Dreman and Ken Heebner to rebound following the bear market of 2008.

Buffett, Dreman, Heebner Are Due for a Comeback: John Dorfman Some of the nation’s best and most famous investors -- Warren Buffett, David Dreman, Ken Heebner and William Miller -- had hideous years in the bear market of 2008.

Diamonds Among the Stocks the Rally Left Behind: John Dorfman What do General Motors Corp., Eastman Kodak Co. and Sunoco Inc. have in common?

Conoco, CBS, U.S. Steel Are My Favorite Bargains: John Dorfman The U.S. stock market is 31 percent above its March 9 low. Yet there are still plenty of bargain stocks around.

American Express, Citigroup Look Shaky: John Dorfman (Correct) In the past month, Bank of America Corp.’s stock gained 101 percent and American Express Co. shares rose 80 percent. These were the biggest gainers in the Dow Jones Industrial Average, followed by Citigroup Inc., up about 50 percent.

Microsoft, Cisco Help Tech Sector’s Early Rally: John Dorfman Remember the good old days of the late 1990s, when the stock market was buoyant and big technology companies like Microsoft Corp. and Cisco Systems Inc. led the way?


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