John Dorfman Unveils Q1 'Casualty List' of Stocks Poised for Rebound

Financial columnist John Dorfman has released his 'Casualty List' for the first quarter of 2026, highlighting five stocks that faced heavy sell-offs but are positioned for a significant recovery. The selected companies include Humana, Cognizant, Abercrombie & Fitch, Harmony Biosciences, and Thor Industries. Dorfman’s recommendations are rooted in low valuations and specific industry dynamics, suggesting these equities were unjustly penalized by the market early in the year. This value-investing approach identifies a significant gap between the intrinsic value of these firms and their current market prices. Notably, Dorfman’s previous annual list demonstrated a strong track record, significantly outperforming the S&P 500 index. While these picks represent individual recommendations, they highlight potential opportunities for retail investors seeking turnaround candidates in a volatile environment.