Sam Stovall
Sam Stovall
cause certainly good increased mean reason run step volatility
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.
companies good industries investors neighbors prospects recovering
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,
cancel good investors month news rally reason temper
The month of May was a counter-trend rally where investors used good news as a reason to temper their bearishness and cancel out short-selling contracts.
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.
good investors january month start
I think investors are a lot like dieters. They look at January as a good month to start anew.
seeing
In general, we are seeing things that look a lot better.
continue dish higher interest looking people stocks technology
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.
best investment past stocks twenty vehicle
Stocks in the past twenty years have been... the best investment vehicle that's available,
book districts federal indication strength whether
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.
bad coming fourth history looking october percent quarter rises
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.
feeling worst
The feeling is the worst is probably over for tech,
far question stocks tech
Not all tech stocks are cheap, ... The question is how far down can the Nasdaq go.
bit concern stronger
There could be a little bit of a concern if they come in stronger than expected.
adopted approach care consumer defensive either found health investor market november returns worth
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.