Sam Stovall
Sam Stovall
candidate care health kerry pressure viable
The re-emergence of Kerry as a viable candidate has also put some pressure on health care stocks.
bull cyclical market october since
In this cyclical bull market that's been in place since October 2002, we haven't had a big pullback.
additional continue earnings economic fed fuel investors likely lower negative numbers rates whatever
Investors are going to look at whatever economic numbers come out and say is this additional fuel for the Fed to lower rates in March. Earnings are going to continue to come out and they're likely to be negative so you're going to have earnings weighing on the market.
beaten buy held indeed industries market months past prior purchased seven
If you were to buy those industries that in the prior 12 months had beaten the S&P 500, if you had purchased those, held them for another 12 months, you indeed over the past 10 years would have beaten the market seven of those 10 times.
approach cautious companies earnings high investors larger quality surprised toward
We would not be surprised to see investors take a more cautious approach by gravitating toward larger companies with high S&P earnings and dividend quality ranks.
affected areas fourth likely production raise rebuilding
Yet the rebuilding of affected areas will likely raise production in the fourth and first quarters.
anticipate concerned difficult earnings events interest investors rates third trio weak
While it is difficult to anticipate unanticipated events, investors could become increasingly concerned about oil, earnings and interest rates -- the trio of trepidation -- in the traditionally weak third quarter.
continuing economy expand sure
We are really not sure if the economy is continuing to expand or continuing to contract,
fed further next questions rates turn
If the Fed lowers rates next week, the questions become 'How much further can they go?,' 'Is it effective?,' and 'Can the Fed really turn things around?,'
further might
We might have a little further to go on the downside,
balance demand energy feeling good seem soon start stocks supply
Our feeling is that energy stocks will be good performers, ... While inventories seem to be in balance with demand now, we see that as being temporary, that demand will soon start to outpace supply this summer.
added downward election movement
I think the election added to the downward movement but it really was Dell that started it off.
data economic fed feeling improvement interest investors itself lower
I think investors want to see improvement in the economic data so that the feeling is that the Fed doesn't need to lower interest rates. That in itself is a positive.
good investors january month start
I think investors are a lot like dieters. They look at January as a good month to start anew.