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Pat Dorsey: Europe, China to Weigh In on US Earnings Season

July 18, 2012 | About:
Dheeraj Grover

Dheeraj Grover

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Pat Dorsey, president, Sanibel Captiva Investment Advisers, author of the value investing book "Little Book That Builds Wealth" and former director of research of Morningstar was on CNBC to discuss his views on second-quarter earnings season and the impact of the Europe and China slowdown.

He said he will be looking out for comments on Europe and China from companies reporting earnings this week. Any sign that European demand is not imploding would be positive.

He also commented on JPMorgan (JPM) trade and said that these big banks are not too big to fail (TBTF) but they are too big to manage (TBTM).

He also said that he will put his bets on equities rather than investing in Treasuries for the sake of safety.

He also thinks that Fed chief Bernanke will remain non-committal about the likelihood of further QE when he heads to congress to deliver his semi-annual report.

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About the author:

Dheeraj Grover
I am an individual investor with deep interest in the field of value investing. My ideas and thinking is inspired by highly respected value investors like Ben Graham, Warren Buffett, Walter Schloss, Bill Ruane and Tweedy Browne

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