Sam Stovall
Sam Stovall
good investors january month start
I think investors are a lot like dieters. They look at January as a good month to start anew.
advances goes market months price renewal setting
There's a lot more uncertainty now, ... And we've had 18 months of price advances -- that could just be setting us up for a renewal of the defensiveness the market goes through during the May-Oct. period.
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.
beaten best christmas december four horrible market months past retailers says season year
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.
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.
earlier expect investors last looking month next week
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.
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.
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.
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,
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.
affected areas fourth likely production raise rebuilding
Yet the rebuilding of affected areas will likely raise production in the fourth and first quarters.
continuing economy expand sure
We are really not sure if the economy is continuing to expand or continuing to contract,
candidate care health kerry pressure viable
The re-emergence of Kerry as a viable candidate has also put some pressure on health care stocks.
breath catch chances extended happen history possible sideways whenever
History would say that, whenever we have an extended up-move, chances are you need to catch your breath and go sideways for a while. Is it possible that will happen now? Yes. Is it necessary? No.