Sanibel Captiva's Pat Dorsey addresses weakened earnings expectations for the quarter, Europe's effect on stock prices, and a tech name worth watching.
As economic woes continue to make headlines, investors should tune out the macro noise and understand that good companies perform better in difficult times, says Sanibel Captiva's Pat Dorsey .
Investors need to be aware of a stock's potential total return and avoid overpaying for a company that has an attractive headline yield, cautions Sanibel Captiva's Pat Dorsey .
Those who have left the market because of macro uncertainty are missing out on safer investment opportunities compared with bullish runs, says Sanibel Captiva's Pat Dorsey .
Short-term market gyrations over the unfolding Washington drama could make a good shopping opportunity for certain stocks, says Sanibel Captiva's Pat Dorsey .
Don Yacktman and Pat Dorsey look for undervalued firms with margins of safety, and they see a lot to like in today's market.
Buffett's revelation of how he values Berkshire's operating businesses highlights the attractiveness of Berkshire's stock, says Sanibel Captiva's Pat Dorsey .
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Two arguments against U.S. stocks.