The noise levels are currently high in the markets. And, at this point of time, it seems there is literally nothing positive about them. From crude prices, to tariffs, to the monsoon – everything appears gloomy. These are not perfect conditions to buy stocks; but then, in perfect conditions, stocks also tend to be more expensive. So, pick between perfect conditions and good stock prices. If you are someone who sees this as an opportunity, the obvious question is: Which stocks? You will make the right decision if you look at businesses rather than at stock prices.