It's been a rough year for the markets. And while energy and commodities stocks like Petrobras (NYSE:PBR) and BHP Billiton (NYSE:BHP) have largely bucked the trend, many stocks now trade around their 52-week lows. So are there bargains to be had? Should investors load up on depressed growth stocks like CarMax (NYSE:KMX) or flee to quality firms such as Costco (NASDAQ:COST)? Is it time for some portfolio reallocation? In this installment of "Fool Video," Motley Fool Online Managing Editor LouAnn DiCosmo talks with senior analyst Tim Hanson about dealing with a down market.