I really like the analyst John Dorfman who used to write on Bloomberg before creating his own investment company. I found the following info from him regarding some picks on Sept 5, 2007:
Sept. 5 (Bloomberg) -- John Dorfman, chief investment officer at Thunderstorm Capital, talked with Bloomberg's Pimm Fox yesterday from Boston about the performance of Bear Stearns Cos. and his recommendation of Schnitzer Steel Industries Inc., Encore Wire Corp., and St. Mary Land & Exploration Co. (Source: Bloomberg)
On 9/5/2007 - today - gain:
BSC: 108.95 - 74.21 - 32%
WIRE: 26.34 - 15.84 - 40%
SCHN: 60.38 - 56.13 - 7%
SM: 34.53 - 37.53 - 8%
Wow! Seems as though my analyst is a very bad pick. Nonetheless, he picks stocks with strong cash flow, consistent earnings, and those that have been hit for reasons that they should have been. Seems like he picked these a little early. In any case, I want to go over these stocks and perhaps enter into them on any movement up.
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