Stocks to Weather Summertime Blues

Rates will rise and profit growth will slip, says S&P's Sam Stovall, but some good buys beckon, even in the already-stoked energy sector

Interest rates, oil prices, and corporate earnings -- those are the three factors investors will be watching most closely to determine the market's direction, according to the analysis of Sam Stovall, chief investment strategist for Standard & Poor's.

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