Investors / stance tracking
What Sam Stovall is saying
FollowFollowingUnfollowChief Investment Strategist, CFRA Research
3 dated public stances tracked since 2026-10-19, most recently 2026-10-20. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.
The stances below are c8alpha's editorial distillation of Sam Stovall's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Sam Stovall is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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3
tracked stances
3
themes
0
side flips
2026-10-20
last heard
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|---|---|---|---|
| HEALTHCARE | 1 | 1 bullish | 2026-10-20 | |
| ZS | 1 | 1 bullish | 2026-10-19 | |
| ZTO | 1 | 1 bullish | 2026-10-19 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
Healthcare has historically outperformed in midterm election years and Q3 sector leaders tend to extend those gains into Q4, while consensus earnings estimates for 2026–2027 are being revised upward, supporting a rotation into the group now
“health care has traditionally outperformed the market in midterm election years”
Squawk on the Street — 2026-10-20 (CNBC, full episode, ads cut)
A 25% sell-off in ZTO Express created a dislocation between its current valuation and its fundamental strengths, offering a discount to historical averages that CFRA views as a buying opportunity
“represents a good discount to its historical averages… a dislocation between the current valuation and the company's fundamental strengths”
Making Money With Charles Payne — 2026-10-19 (Fox Business, full episode, ads cut)
CFRA raised its rating to Buy after Zscaler's investor day came in line with medium-term expectations, with mounting AI safety risks expected to drive increasing demand for its cloud security platform
“increasing demand that we're likely to be seeing from mounting AI safety risks”
Making Money With Charles Payne — 2026-10-19 (Fox Business, full episode, ads cut)
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