Sam Stovall
Sam Stovall
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We think investors should own companies like Wal-Mart, like Alberto-Culver and Neighbors Industries because they have good fundamental prospects in a recovering economy,
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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.
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Some of the restaurant companies are doing exceptionally well and I think demographics, longer term, are going to indicate that more people are going to be buying their food outside the home, rather than preparing it inside the home,
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In general, we are seeing things that look a lot better.
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Increased volatility can certainly cause increase tension, but that's not a reason to step out. It is certainly white-knuckle time, but that does not necessarily mean the good run has ended.
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Everyone is looking to dish the technology stocks on higher interest rates, but they continue to show they are not interest-rate sensitive, or at least as much as people would like.
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Stocks in the past twenty years have been... the best investment vehicle that's available,
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The beige book should give us a better indication of where the strength is, whether it's in all the Federal (Reserve) districts or just one area.
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On average, coming out of a bad September, October rises 5 percent and the fourth quarter rises 4 percent overall. So if you use history as a guide, we're looking for a bounce.
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The feeling is the worst is probably over for tech,
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Not all tech stocks are cheap, ... The question is how far down can the Nasdaq go.
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There could be a little bit of a concern if they come in stronger than expected.
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An investor who was long the market from November to April, but then adopted a defensive approach by rotating into either the S&P Consumer Staples or Health Care sectors during May through October, would have found ... that the returns were well worth the effort.
both couple economy-and-economics group involved next sensitive situation sort turnaround
Both are involved in a sort of a turnaround situation with the economically sensitive group and I think at least, over the next couple of months, they'll do well,