The Dow Jones lost almost 513 points Thursday. Since July 21, it is down 1,356
points, or 11%. In the past few months, I have mentioned several companies that
had solid fundamentals but their stock prices seemed high. I suggested it might
be worth looking at them if the market cratered during the debt-ceiling
negotiations. Which of these look good to buy now? Before getting into this, I
think its worth pointing out that the explanations for why the market has fallen
are mostly hogwash. The most common one is recession fears. But if that were
true, it seems likely stocks would have plunged July 29 the day the Commerce
Department reported 0.4% first-quarter 2011 GDP growth and
much-lower-than-expected 1.3% GDP growth in the second quarter. To understand
what moves stocks, investors need to know who is making the big buying
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