The following video is part of our "Motley Fool Conversations" series, in which industrials editor/analyst Isaac Pino and research analyst Lyons George discuss topics from across the investing world.

The roller-coaster ride in Europe shows no signs of slowing, and investors are left wondering whether the European Central Bank will take action in the coming weeks. Since the beginning of May, the Dow has plummeted over 8%, with much of the blame being squarely placed on the Greek tragedy. So far in 2012, however, many large-cap American companies have taken a dismal European market in full stride. At a company level, many of the blue chips factored in tepid growth on the continent across the pond. Only in recent weeks have we seen companies like Cisco revise forecasts to account for an even greater downturn in European demand. Isaac and Lyons delve into the Dow companies facing headwinds and the ones poised to prosper even as Europe declines.

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