StockCats.com

At the end of the dayLookHere’s the thingWe believeWe’re telling our clientsIn our opinionAs we mentioned recentlyThe important thing here isAs we’ve been saying all along

We are cautiously optimisticThe fundamental story hasn’t changedWe would be buyers on any pullbackWe don’t try to time the marketInterest rates are still at historically low levelsThere is no alternative to stocksWe expect interest rates to stay lowValuations are attractive at these levelsThe risk is to the upsideThe economy is still in recoveryWe like stocks hereIn the near-term we could see a pullback but long-term the market goes higherThe market is complacent at these levelsThere is no where else for money to goThe market is fairly valued hereThese type of moves occur frequentlyWe take a longer-term viewThe global recovery story is still intactInvestors tend to overreactValuations are attractive at these levelsThe easy money has already been madeWe view any weakness as a buying opportunityThe market is overreactingWe still think this is a secular bull marketThese near-term issues will sort themselves outThis is nothing more than a long-overdue much needed correctionWe’re not expecting a recession

 and  but 

We’re long-term investors with a 5-year time horizonFears of an economic slowdown are overblownWe are advising our clients to stay the courseWe think growth continuesStocks are clearly overvalued from a historical perspectiveWe are focused on value and finding opportunitiesStocks still represent a good long term investmentEarnings will drive the market going forwardWe think volatility is here to stayWe believe the market goes higherIt’s a stock pickers marketBull markets don’t die of old ageWe think inflation has peakedWe are constructive on the outlook for the economy going forwardWe expect things to pick up in the second-halfWe are looking for opportunities and finding themLonger-term we think this market goes higherOn balance the consumer is in good shapeInvestor sentiment is still too negativeThere is still a lot of cash on the sidelinesWe are favoring dividend paying stocksWe think the selling is overdoneWe’re telling our clients to buy any dipThis is just a garden variety pullbackWe believe the economy is in a prolonged period of economic expansionThe conditions for a big market sell-off just aren’t presentWe stay focused on the fundamentalsWe’re expecting the Fed to pivot