John Dorfman Recommends Five Mid-Cap Stocks for Differentiated Returns

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Summary · why it matters

John Dorfman of Dorfman Value Investments recommends a quintet of mid-cap stocks, arguing they can help portfolios perform differently from large-cap-dominated indices. The five picks are Dillard's, Matson, Cullen/Frost Bankers, National Fuel Gas, and Oshkosh. Dillard's trades at 13 times earnings and has appreciated 833% over the past decade. Matson, a Hawaii-based ocean shipper, sells for 14 times earnings and has returned 478% over ten years. Cullen/Frost Bankers has been profitable every year since 1868. National Fuel Gas, active across natural-gas production, pipelines, and utilities, trades at about 10 times earnings. Oshkosh, a maker of fire engines and military trucks, sells at 13 times forward earnings estimates. Mid-caps are up 15.4% this year through June 19, outpacing the 10.2% gain for large-caps.

Impact on assets 10

Consumer Discretionary▲ · 3 stocks
Dillard's, Inc.
DDS
▲ PositiveCapitalrelevance

Stock recommended by analyst as undervalued at 13x earnings with strong past returns.

Financials▲ · 1 stocks
Cullen/Frost Bankers Inc
CFR
▲ PositiveCapitalrelevance

Stock recommended by analyst as undervalued at 13x earnings with consistent profitability.

Industrials▲ · 1 stocks
Matson Inc
MATX
▲ PositiveCapitalrelevance

Stock recommended by analyst as undervalued at 14x earnings with strong past returns.

Utilities▲ · 1 stocks
Defense & Geopolitical Fragmentation▲ · 1 stocks
Oshkosh Corporation
OSK
▲ PositiveCapitalrelevance

Stock recommended by analyst as undervalued at 13x forward earnings.

Quantum Computing▲ · 1 stocks
Energy▲ · 1 stocks
Energy Transition & Power Demand▲ · 1 stocks
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