John Dorfman – Here's My Favorite 25 Stocks

Here’s My Favorite 25 Stocks by John Dorfman, Dorfman Value Investments

“Get long and then get loud.”

That old Wall Street saying refers to talking up one’s own holdings. The practice is common, if a little crass. I try to refrain from touting my own holdings too much. Still, readers often ask, “Well, what do you hold?”

So I devote one column per year to the stocks in my model portfolio. Many of my clients own the model exactly. Others own a modified version, while others have portfolios that are completely customized.

Here are my 25 favorite stocks. Five of them have headquarters outside the United States, since I think the U.S. market is fairly fully priced.

Transportation Stocks

For the third straight...