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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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.
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Possibly we could see a little bit of profit taking because investors had been anticipating that when the Fed does meet next week that they won't raise interest rates,
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That really spooked investors last month and this week they'll be looking for earlier numbers, like the PPI, to see if there isn't anything they can glean on what to expect from the next CPI report.
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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.
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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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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.
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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.
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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.
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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.