Dorfman’s Q1 2026 'Casualty List' Highlights Recovery Potential in Five Battered Stocks

Key Facts

1John Dorfman identified five stocks (Humana, Cognizant, Abercrombie, Harmony Biosciences, and Thor) that dropped 20% or more in the first quarter.

2The previous year's Casualty List recommendations achieved an average return of 91%.

3These stocks are viewed as undervalued opportunities despite market challenges and specific company setbacks.

Financial analyst John Dorfman has released his 'Casualty List' for the first quarter of 2026, identifying five stocks that experienced significant declines of 20% or more. The list includes Humana Inc. (HUM), Cognizant Technology Solutions (CTSH), Abercrombie & Fitch Co. (ANF), Harmony Biosciences Holdings (HRMY), and Thor Industries (THO). Despite their recent underperformance, Dorfman views these equities as undervalued opportunities poised for a potential rebound. This contrarian strategy is backed by historical success, as the previous year's recommendations achieved an impressive average return of 91%. The selection focuses on companies with solid fundamentals that have been disproportionately hit by temporary market challenges. Investors are now closely watching these tickers as potential value plays in anticipation of a price recovery.