Stocks: Volatile, but Trending Higher

That's the analysis of S&P's Sam Stovall, who also explains why he sees energy stocks remaining a good bet in the year's second half

The stock sectors to stress now in a portfolio are energy and consumer discretionary, according to Sam Stovall, senior investment strategist for Standard & Poor's. He expects both of those areas to benefit from a gradual improvement in the economy and from the leveling off of oil prices. However, all 10 sectors in S&P's coverage are represented on the current list of stocks ranked as 5-STARS, or strong buys.

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