Sam Stovall
Sam Stovall
buying companies food indicate inside longer outside people preparing rather restaurant
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,
feeling worst
The feeling is the worst is probably over for tech,
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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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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.
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Not all tech stocks are cheap, ... The question is how far down can the Nasdaq go.
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Many say this much-needed digestion of gains is long overdue, as bull markets typically require a correction of more than 10 percent in order to allow the bull to maintain its upward tendencies.
actual quality rotation
The rotation has more to do with defensiveness and dividend yield, than with the actual quality of the investments themselves.
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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 market has been in an irritable mood. If earnings and guidance are good, and there are no reasons to sell, then things should work out OK.
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I think investors are a lot like dieters. They look at January as a good month to start anew.
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December is one of the best months of the year for retailers. Of the past four years, retailers have beaten the market. Typically, everyone says the Christmas season is going to be horrible and they don't want to be in retailers, only to see December do very well for the market and even better for retailers.
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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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The re-emergence of Kerry as a viable candidate has also put some pressure on health care stocks.
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Yet the rebuilding of affected areas will likely raise production in the fourth and first quarters.