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John Dorfman's "30-30 club" - 30% return on stockholders’ equity in its latest fiscal...
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Monday, April 11, 2011, 4:37 PM ETJohn Dorfman's "30-30 club" - 30% return on stockholders’ equity in its latest fiscal year, 30% average annual earnings growth over the past five years - contains 22 stocks. He wouldn't buy 'em all, but he likes these five: TXN, CLF, ARLP, NEU, CACC.
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Which is why there aren't many stocks, at least not enough to fill out a whole portfolio.
A few of them (if well chosen) could spice up returns. But then you need to fill out your portfolio with more pedestrian issues.