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

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.
November has lived up to its reputation of kicking off the two-month stretch of seasonal optimism. In addition, seasonal optimism typically adds to the market’s returns during the final month of the year, explains analyst Sam Stovall in CFRA Research's flagship newsletter The Outlook.
On September 3 & 4, investors were reminded that growth stocks in general and tech stocks in particular can fall just as easily as rise, observes Sam Stovall, chief investment strategist of CFRA Research's The Outlook — and a participant in The Interactive MoneyShow Virtual Expo on Sept. 15-16.

Sam's Videos

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.
Covid-19 has depressed global economic projections for 2020, dragging Canada down with it. Real GDP is forecast to fall 5.0%, according to Action Economics, which is similar to the decline expected for the U.S. Like the rest of the world, however, economists anticipate a turnaround in 2021 on the order of 5.0%. Despite paralleling the U.S. 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 their pockets of individual-stock 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 & fixed income ETFs.
We all know that the Federal Reserve's and global central banks' monetary policy strongly influence the financial markets, especially in today's environment. Investors have been counting on the Fed to keep the 10-year US bull market in stocks going, even as corporate earnings drop and the economy slows. This panel of long-time Fed watchers will share incisive insights that can help you chart a successful course going forward, given the realities in Washington and the world.



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.