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Sam Stovall

Area of Expertise: stock market history

Books: "The S&P Guide to Sector Investing" and "The Seven Rules of Wall Street"

Topics Presented in Speeches: top-down investment outlook (economy, market, sectors, stocks); understanding the weightings, performances and valuations of the sectors within the S&P 500; and "Did diversification fail us?"

Biography:

As chief investment strategist at CFRA Research, Sam Stovall serves as analyst, publisher and communicator of CFRA’s outlooks for the economy, market and sectors. He is the chairman of the CFRA Investment Policy Committee, where he focuses on market history and valuations, as well as industry momentum strategies. He is the author of “The Seven Rules of Wall Street: Crash-Tested Investment Strategies That Beat the Market,” (McGraw-Hill, 2009) 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.

Prior to CFRA, Stovall worked as chief equity strategist of S&P Capital IQ. There, he served as analyst, publisher and communicator of S&P’s outlooks for the economy, market, sectors and stocks. He was the chairman of the S&P Investment Policy Committee, where he focused on market history and valuations, as well as industry momentum strategies.

Stovall joined S&P in April 1989. Prior to S&P, he served as editor-in-chief at Argus Research, an independent investment research firm in New York City.

Stovall received an MBA in finance from New York University and a B.A. in history/education from Muhlenberg College, in Allentown, Pennsylvania. He is also a certified financial planner.

author Image Sam Stovall is chief investment strategist at CFRA Research. He is the author of the books, “The Seven Rules of Wall Street” (McGraw-Hill, 2009) and “The Standard & Poor’s Guide to Sector Investing” (McGraw-Hill, 1995). He writes a weekly investment piece on S&P’s MarketScope Advisor platform (www.advisor.marketscope.com) focusing on market and sector history, as well as industry momentum.

Recent Articles

Prelude to a Post-Pandemic Pop?

WEBINARS ● PAST ● April 2020

A Question of (Re)balance

AAII JOURNAL ● PORTFOLIO STRATEGIES,2021 INVESTOR CONFERENCE 360 ● August 2019

Stock Market Retreats and Recoveries

AAII JOURNAL ● FEATURE,STOCK STRATEGIES,MARKET ACTIONS ● October 2017

Should You Dollar Cost Average or Lump-Sum Invest?

AAII JOURNAL ● PORTFOLIO STRATEGIES ● April 2012

Diversification: A Failure of Fact or Expectation?

AAII JOURNAL ● PORTFOLIO STRATEGIES ● March 2010

Don’t Fight the Fed: Interest Rates and Their Impact on the Stock Market

AAII JOURNAL ● STOCK STRATEGIES,FROM THE ARCHIVES,INTEREST RATES ● May 2009

Don't Fight the Fed: Interest Rates and their Impact on the Stock Market

EVERGREEN ● May 2009