48 Quotes by Sam Stovall

There could be a little bit of a concern if they come in stronger than expected.

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,

Both are involved in a sort of a turnaround situation with the economically sensitive group and I think at least, over the next couple of months, they'll do well,

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.

The rotation has more to do with defensiveness and dividend yield, than with the actual quality of the investments themselves.

These reports are expected to be pretty strong based on July's retail sales figures.

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.

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.

As far as the Merrill Lynch note is concerned, it's like reading an obituary that someone had died without knowing that they were still alive. Merrill cut its stock exposure to 45 percent, but why was it at 50 percent to begin with? That should raise some concerns.