John Dorfman

Boston

Investment Columnist at Freelance

Articles

Defense and Energy Holdings May Help in New Climate

4 days ago | gurufocus.com | John Dorfman

June 23, 2025 (Maple Hill Syndicate) – The U.S. bombing of Iranian nuclear sites, with the possibility of retaliation by Iran, poses new risks for U.S. stock investors. With four defense stocks and two energy stocks in my standard portfolio, I feel reasonably well positioned. Once a year in this column, I give a snapshot of my holdings in a typical medium-risk account. My biggest concentration at present is in industrial stocks, most of which are defense stocks.
Watch the surge of insider buying at UnitedHealth Group

6 days ago | triblive.com | John Dorfman

You might think UnitedHealth Group Inc. (UNH) would be on the ropes. One of its top executives was shot dead, its CEO resigned for personal reasons and the federal government is probing its billing practices. But executives at this health insurance and health services giant apparently don’t think doom is knocking at the door. Five of them have bought the company’s stock in the past few weeks, including CEO Stephen Hemsley.
Watch the Surge of Insider Buying at UnitedHealth Group

1 week ago | gurufocus.com | John Dorfman

June 16, 2025 (Maple Hill Syndicate) – You might think UnitedHealth Group Inc. (UNH, Financial) would be on the ropes. One of its top executives was shot dead, its CEO resigned for personal reasons, and the federal government is probing its billing practices. But executives at this health-insurance and health-services giant apparently don't think doom is knocking at the door. Five of them have bought the company's stock in the past few weeks, including CEO Stephen Hemsley.
Sin el glamour de la IA, las acciones financieras se convirtieron en las imbatibles de Wall Street

2 weeks ago | forbesargentina.com | Amura CMS |John Dorfman

El sector financiero fue el que mejor rindió en el mercado bursátil durante el último año, aunque pocos lo reconozcan. Su rentabilidad llegó al 24% hasta el 31 de mayo, casi el doble que la del mercado en general. A diferencia de la tecnología o la biotecnología, las acciones financieras no generan demasiado entusiasmo. No prometen riqueza instantánea al invertir en bancos, aseguradoras, compañías de tarjetas de crédito y otras firmas del rubro. ¿Dónde está el glamour?
Financial Stocks Have Topped the Charts for the Past Year

2 weeks ago | ca.finance.yahoo.com | John Dorfman

June 9, 2025 (Maple Hill Syndicate) - The best performing sector in the stock market for the past year has been the unsung financial sector. Its 24% return through May 31 was nearly double the return on the market as a whole. Unlike technology or biotech, financial stocks don't get people very excited. There's no tantalizing hint of instant riches from investing in banks, insurance companies, credit-card companies and the like. Where's the glamor?
John Dorfman: Financial stocks have topped charts for past year

2 weeks ago | triblive.com | John Dorfman

The best performing sector in the stock market for the past year has been the unsung financial sector. Its 24% return through May 31 was nearly double the return on the market as a whole. Unlike technology or biotech, financial stocks don’t get people very excited. There’s no tantalizing hint of instant riches from investing in banks, insurance companies, credit-card companies and the like. Where’s the glamour?
Financial Stocks Have Topped The Charts For The Past Year

2 weeks ago | forbes.com | John Dorfman

A trader at work on the floor of the New York Stock Exchange. Financial Stocks posted a 24% return ... More in the 12 months ended May 31, the best return of any market sector. (Photo by Michael M. Santiago/Getty Images)Getty ImagesThe best performing sector in the stock market for the past year has been the unsung financial sector. Its 24% return for the year through May 31 was nearly double the return on the market as a whole.
Why I'll Continue to Invest in Gold, at Least for Another Year

3 weeks ago | gurufocus.com | John Dorfman

June 2, 2025 (Maple Hill Syndicate) –- About 14 months ago, I wrote a column about gold. “I don't think gold is an investment for all seasons,” I wrote, “but right now, I think it's sensible to hold some.” That turned out to be right. Gold is up about 51% since I made that recommendation, including a 25% gain this year through May 30. So, what now? Take your golden profits and run? I don't think so.
Why I’ll Continue To Invest In Gold, At Least For Another Year

3 weeks ago | forbes.com | John Dorfman

About 14 months ago, I wrote a column about gold. “I don’t think gold is an investment for all seasons,” I wrote, “but right now, I think it’s sensible to hold some.”That turned out to be right. Gold is up about 51% since I made that recommendation, including a 25% gain this year through May 30. So, what now? Take your golden profits and run? I don’t think so. Most of my clients have about 6% of their portfolio assets in gold, and I’m considering increasing that.
5 Companies That Consistently Buy Back Their Own Shares

1 month ago | ca.finance.yahoo.com | John Dorfman

May 26, 2024 -- (Maple Hill Syndicate) When a company buys back its own shares, shareholders often benefit. With fewer shares outstanding, each share is likely to be worth more. In the past 20 years, buybacks have become increasingly popular. Many companies prefer them to dividends because they have a softer tax impact. Dividends stick shareholders with taxes on their next tax return, while buybacks don't. Of course, companies can also do both dividends plus buybacks.