president, Clark Capital Management Group; co-manager of the Navigator Equity Hedged Fund (NAVAX)

MoneyLife Market Call

Tickers Discussed :IYZ, GDX, GDXJ, CSJ, IDU

Links: www.ccmg.com

economist, editor of the Boom & Bust newsletter, author of "The Great Crash Ahead"

Big Interview

Links: www.hsdent.com

managing director and partner, HighTower Advisors, New York

Economy Watch

Links: http://hightoweradvisors.com/who-we-are/hightower-advisors/matthias-paul-kuhlmey/market-view-blog/

editor, The DRIP Investor

MoneyLife Market Call

Tickers Discussed :Covered in "Hold It or Fold It": PPL, PEP, BIP, WYN, VIAB

Links: www.dripinvestor.com

assistant professor of personal financial planning in the College of Human Environmental Sciences at the University of Missouri

Survey Says

On Twitter: @MizzouNews

Links: http://munews.missouri.edu/news-releases/2012/0926-retiring-during-economic-booms-could-cause-financial-hardships-for-retirees-mu-researcher-finds/

chief equity strategist, S&P Capital IQ

Big Interview

Tickers Discussed : MCD, LO, CVX, BNS, JNJ, WM, MSFT, APD, UGI

Links: www.sandp.com; www.getmarketscope.com;

ShortHeadline: Stovall: Historically, technically, fundamentally this market has room to rise

DetailInformation: Sam Stovall, chief equity strategist for S&P Capital IQ, says that the market is poised for a rally, virtually any way you look at it. Appearing in “The Big Interview” on MoneyLife with Chuck Jaffe, MarketWatch senior columnist, Stovall noted that the market has further to go on the upside based on “history, technicals and fundamentals.” “From a historical perspective, it seems as if we could be working our way up to about 1,535 on the S&P 500,” Stovall said. “From a technical perspective, we think we could be seeing as much as a 1,600 target by the end of this year, the beginning of 2013 … and from a fundamental perspective … the P/E on the S&P 500 plus the rate of inflation on a fairly valued market should equal 20. If it’s less than 20 it’s an undervalued market as it is today, implying that fair value is probably closer to 1575. “Take your pick: 1,535, 1,575 or 1600,” Stovall said. “Those three factors point to over the next two or three or four months that we could be seeing gains of anywhere from 7% to 12%.” Taking advantage of that kind of rally, Stovall suggested investors probably want to be in the “high-beta area,” – with something like the PowerShares S&P 500 High Beta ETF (SPHB) – buying stocks with the highest “wiggle,” so that they are poised to benefit particularly strongly when the market is moving higher. He did say, however, that investors may want to remember that “boring can be beautiful,” in simply wanting to capture the returns of strong dividend-paying stocks, using a tool like the Standard & Poor’s High Yield Aristocrats Index has outperformed a basic index with high-quality stocks. “If you want to focus on individual stocks, I would focus on three things,” Stovall said. “Look to thepast, look to the present, look to the future. The past is how consistently did this company raise their earnings and dividends. … {The present] is a dividend yield of 3% or more. … {for the future], go for those companies that have dividend-payout ratios of less than 75% or focus on those stocks that have buy recommendations from your favorite analysts or independent research firm.” That should allow investors to come up with a list of stocks that includes a leader for each of the 10 sectors in the S&P 500,naming those leaders as McDonald’s (MCD) in discretionary, Lorillard (LO) in staples, Chevron (CVX) in energy, Bank of Nova Scotia (BNS) in financials, Johnson & Johnson (JNJ) in health care, Waste Management (WM) in the industrials category, Microsoft (MSFT) in information technology, Air Products & Chemicals (APD) in materials and UGI Corp. (UGI) in utilities.

president, Financial Focus Advisory Services

Technical Difficulties

Links: www.StocksAndTaxes.com

manager, The Midas Fund

Big Interview

On Twitter: @midasfunds

Links: www.MidasFunds.com; www.facebook.com/MidasSecuritiesGroup

editor-in-chief, Stock Trader's almanac; author, "The Little Book of Stock Market Cycles"

Big Interview

On Twitter: @AlmanacTrader

Links: www.stocktradersalmanac.com

managing director and partner, HighTower Advisors, Harrison, NY

The Whole Story

Links: www.stratawealthmanagement.com; www.hightoweradvisors.com