John Dorfman

John Dorfman, nationally recognized value investing expert, and his investment management team work to help you meet your financial goals.

He specializes in finding small to mid-cap opportunities among unpopular stocks in the United States and abroad. Clients rely on the firm for their expertise, open communication style, and  track record of solid performance results.

Over the years, John has shared his stock market insights as a writer for The Wall Street Journal, Consumer Reports, and Bloomberg. His syndicated column appears weekly in theOmaha World Herald, the Pittsburgh Tribune Review and the web site Guru Focus.

Speaking Topics:

  1. Trump, Clinton and the stock market.  Which stocks will do well and which will falter if one or the other candidate is elected.  Does the market really care if Republicans or Democrats win?  The answers may surprise you.   (Hint: the market has better nominal returns under Democratic presidents, but when you factor in inflation, it’s close to a tie.) 

 

  1. The Triumph of Naiveté – the surprising success of a naïve stock-picking model.  This simplistic stock-picking method involves buying the most out-of-favor stocks as measured by the price/earnings ratio.   Despite a horrendous 2008, the model has achieved a cumulative return of 1119% over 17 years, versus 123% for the Standard & Poor’s 500 Index.  The compound annual return has been 15.5% vs. 4.2% for the index.  Why you should invest in out-of-favor stocks.

 

  1. The Wall of Worry – today’s worries include ISIS, a slowing economy in China, lower oil prices and feeble first-quarter 2016 profits in the U.S.  These are real concerns, but the stock market traditionally climbs a wall of worry.  Today’s woes are no worse than those of the past, including the Vietnam War, the Watergate scandal, the Kent State shootings, radioactive fallout in milk from above-ground nuclear testing in the 1950s, the Cuban Missile Crisis, and numerous recessions, notably 1980-1982 and 2007-2009.    Despite such problems, the stock market has averaged a 9.9% return for decades.

 

  1. Ten Ways Earnings Lie – Many investors focus on earnings more than any other variable in deciding where to put their money.  Yet there are many ways to manipulate earnings, so published figures can be deceiving. 

 

Book John Dorfman as a speaker for your next event.  

Contact ConnectRoot ~call us at 732-619-4506 or e-mail us at Kelly@ConnectRoot.com