79 ordspråk av Sam Stovall
Sam Stovall
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Stocks could slide lower in early trade on the back of the Merrill Lynch note combined with AOL's comments. AOL is a big company and investors had been hoping for better news about a turnaround.
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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.
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Hurricanes Charley and Frances are likely to lower third-quarter GDP slightly, in our view, because of reduced sales and production, as well as the transportation disruption.
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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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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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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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I think investors are a lot like dieters. They look at January as a good month to start anew.
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When you combine the fact that year two of a president's term in office is the weakest of the four, with two seasonally weak quarters, you get a result that's pretty dismal.
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In this cyclical bull market that's been in place since October 2002, we haven't had a big pullback.
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We are really not sure if the economy is continuing to expand or continuing to contract,
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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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You need to digest some of those gains in order to move higher.
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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.
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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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Not all tech stocks are cheap, ... The question is how far down can the Nasdaq go.
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