
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?