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    • My Personal Portfolio: These Are the Stocks I Own

      GuruFocus.com via Yahoo Finance· 5 days ago

      (JBL), KLA Corp. (KLAC), Lam Research (LRCX) and Taiwan Semiconductor Manufacturing Co. (TSM). As a value investor, it's...But I am willing to pay a little extra for good ...

    • John Dorfman: These are the stocks I own

      John Dorfman: These are the stocks I own

      Pittsburgh Tribune-Review· 4 days ago

      If you’re an investment manager and you tout the stocks you own, it’s called “talking your book.” To begin with, I’m naked in two of the 11 industry...