MARKETS, STOCKS

Sam Stovall

Chief Investment Strategist,

CFRA Research

  • Author of The Seven Rules of Wall Street
  • Winner of the Money Show’s 2008 Stock Picker’s Award
  • Creator of the Pacer-CFRA Seasonal Rotation ETF (SZNE)

About Sam

As chief investment strategist, Sam Stovall serves as analyst, publisher, and communicator of CFRA's outlooks for the economy, market, and sectors. He focuses on market history and valuations, as well as industry momentum strategies. Mr. Stovall is the author of The Seven Rules of Wall Street, and writes weekly Sector Watch and Investment Policy Committee meeting notes on CFRA's MarketScope Advisor platform. His work is also found in CFRA's flagship weekly newsletter The Outlook.

Sam's Articles

Will the upsurge in stock prices continue through September? asks chief investment strategist Sam Stovall in CFRA Research's flagship newsletter, The Outlook.
Year-to-date (YTD) through June 17, 2021, the S&P 500 gained 12.4%, the 19th strongest first half since WWII, observes CFRA Research chief investment strategist Sam Stovall, in the research firm's flagship newsletter, The Outlook.
Year to date through April 29, the S&P Equal Weight (EW) 500 jumped 17.1%, recording the third-strongest four-month start to any year since 1990, observes Sam Stovall in CFRA Research's flagship newsletter, The Outlook. The Chief Investment Strategist at CFRA is also participant in The Interactive MoneyShow Virtual Expo from May 11-13. Register for free here.
With February trading closed, winter’s grip is loosening, and investors look forward to an improvement in the weather and the global economy, notes chief investment strategist Sam Stovall, in CFRA Research's flagship newsletter, The Outlook.

Sam's Videos

Year-to-date, through April 30, 2021, the S&P Equal Weight 500 jumped 16.2%, recording the third-strongest four-month start to any year since 1990 (when the index was first introduced). How has such a strong start to the year translated to the market's subsequent performance? History says (but does not guarantee), that such early strength is typically followed by a volatile performance through September, before resuming its above-average advance during the remaining three months of the year. Will the same hold true for 2021? Sam Stovall, chief investment strategist at CFRA, will discuss this and other favorable indicators and share his market and sector outlooks the rest of this year.
Against the backdrop of continued tensions in US-China relations, a resurgence of Covid-19 infections in several states, and inflation fears, what can investors expect for the rest of the year? Our distinguished panel will dissect the economic, global trade, and political landscape and offer a unique perspective on the long- and short-term implications of these factors and more on your portfolio.
The combination of Covid-19 vaccines, government stimulus, and a still-dovish Fed continue to offer encouragement. Economists and analysts now project US GDP to expand by nearly 6% in 2021, accompanied by a greater than 20% jump in S&P 500 EPS. Disagreements center on the speed and magnitude of inflation and interest-rate increases. Recent sector returns have mirrored history with leadership coming from those sectors that typically benefit from a steepening yield curve: energy, financials, industrials, and materials. But will euphoria turn to excess? Sam Stovall, chief investment strategist of CFRA, author of The Seven Rules of Wall Street, and creator of the Pacer-CFRA Seasonal Rotation ETF (SZNE), will share CFRA's investment outlook for the market and identify which sectors and strategies should lead during the remainder of the year.
Covid-19 has depressed global economic projections for 2020, dragging Canada down with it. Real GDP is forecast to fall 6.5% in 2020, according to Action Economics, which is deeper than the 4.0% decline expected for the US. Like the rest of the world, however, economists anticipate a turnaround in 2021 on the order of 5.0%. Despite paralleling the US economic undulations, the S&P/TSX 60's rolling 5-year relative strength hugs the minus-1 standard deviation level, as it has since 2013. Should investors continue to avoid our neighbors to the north, or are there pockets of individual-stock and ETF opportunities? Sam Stovall, chief investment strategist of CFRA Research, and author of The Seven Rules of Wall Street, will discuss his Canadian sector rotation model and introduce investors to CFRA's stock reports on Canadian-listed firms and the 800 Canadian-listed equity and fixed income ETFs.

Sam's Books

Sam Stovall

Seven Rules of Wall Street Crash-Tested Investment Strategies That Beat the Market by Stovall, Sam

Crash Tested Investment Strategies that Beat the Market from Sam Stovall, Chief Investment Strategist - Standard & Poor's Equity Research
Sam Stovall

Standard & Poor's Sector Investing: How to Buy The Right Stock in The Right Industry at The Right Time

Discusses the opportunities, merits, and methods of investing in "sectors," or industry groups with similar fundamental characteristics.
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