John Dorfman is the founder and chairman of Thunderstorm Capital, a money-management firm in Boston. His writings on value investing have appeared over the years in Forbes, The Wall Street Journal, Bloomberg and more than a dozen newspapers. He is the author of Family Investment Guide and The Stock Market Directory, among other books. Expand

Dorfman was born in Chicago in 1947 and graduated from Princeton University with honors in 1969. From 1986 to 1997 he was a senior special writer for The Wall Street Journal.  From 1997 to 2002 he was an analyst, portfolio manager and managing director for Dreman Value Management. He founded Thunderstorm Capital in 1999.Collapse

Cisco shares have lagged for years, but I think they might be undervalued now.
Here are seven reasons why.
Only one of the three stocks looks like a buy.
Just because the market is at a new high is no reason to stay away.
This trio of names -- all leaders of Thursday's rally -- proves it.
Markets are often good predictors of economic activity
Outperformance by safe sectors often signals trouble, but not always.
I think Textron is a buy after the nearly-12% beating it took last week.
Hitting their 52-week lows.
A CEO who lays off workers or sticks to a controversial plan is often labeled as tough, a John Wayne riding in on a sturdy horse.

Columnist Conversation / Market Updates

| May 18, 2013
| 6:48 AM EDT
I greatly appreciate the team for sharing my remembrance to Alan Abelson. It really did come from the heart. I am becom...
| May 18, 2013
| 6:33 AM EDT
I approach an earnings call as I do eating a lobster: tear it apart and leave nothing for the dogs in the back alley. ...

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