The evidence seems to be telling us that equities are becoming quite attractive. The dust probably hasn’t settled yet, but we believe the bargain bins are filling up.
Sticking with business enterprises holding few liabilities and leading brand names is helpful toward whittling down the possibles from the impossibles.
As long as my overall portfolio moves with the market, I don't worry when quality stocks drop in price, as that helps move stocks on my watch list onto to the buy list.