Wall Street Hates Stocks. It Could Fuel a 21% Gain for the Market.

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BofA’s Sell Side Indicator, although unchanged for August, remains a buy signal for stocks.

Of all Warren Buffett’s advice, “be fearful when others are greedy, and greedy when others are fearful,” may be the most famous. For investors looking to heed that maxim, there is even more motivation to buy into stocks now, amid the market’s recent jitters.

That alone may be tempting enough for contrarians to get off the sidelines and into the market. However for those who need more convincing, BofA Securities’ latest Wall Street poll provides another push. The SSI is the average of Wall Street strategists’ asset allocation recommendations on the last day of each month, and “has historically been a reliable contrarian indicator,” she notes. “In other words, it has been a bullish signal when Wall Street strategists were extremely bearish, and vice versa.”

“The current level indicates +15% price return over the next 12 months ,” Subramanian writes. “Historically, when the indicator has been here or lower, 12 month forward S&P 500 returns were positive 95% of the time and the median 12 month return was 21%.”

 

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