Chad Morganlander

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Last quote by Chad Morganlander

So we would be somewhat more balanced within one's portfolio when it comes to the S&P. Over the next 12 months we're looking at a 5 to 6 percent total return, but again, I think it's time to be somewhat more cautious.feedback
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Apr 25 2017
We can learn a lot about a person if we know what types of things he or she talks about or comments on the most frequently. There are numerous topics with which Chad Morganlander is associated, including Federal Reserve, Macau, and market. Most recently, Chad Morganlander has been quoted saying: “When you look at a forward-looking multiple, we're expecting about a 17.5 times [price-to-earnings] multiple at this point, and that's far in excess of its historic average of the 10 years of 14 times [price-to-earnings]” in the article This chart shows the rally may have a lot more room to run.
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Chad Morganlander quotes

This is an interest-rate sensitive sector, and that scares away a lot of investors. We believe that overall for 2017, this sector is going to catch a bid, and we would be buyers here.feedback

Due in part to [a less stringent regulatory environment], we think that the banking sector is going to re-lever.feedback

By deploying that capital, you had a tremendous amount of growth and a tremendous amount of shareholder value.feedback

We think it's a good diversifier, but we're not looking for a tremendous rally within gold over the next several years.feedback

So this is one of the critical reasons why we've had this get up and go in the transportation sector. We believe that is justified; we believe that earnings are going to be quite robust going into 2017 and 2018. And valuations? They make sense at this point.feedback

You've been getting paid to own these stocks versus other segments of the market, so versus the bond proxies, or versus the staples, or the utilities, so that's the big change as far as we're concerned; you're getting paid to own transports, as opposed to something else – so big change, bullish change.feedback

We think that over the next 12 months, you can get a 7 to 9 percent total return within the Nasdaq. Earnings growth is there, about 10 to 15 percent earnings growth for 2017, as well as revenue growth of around 6 percent.feedback

If anything, the market could be pleasantly surprised by a pro-business stand. The Democrats have to come to the middle after the election to get any of their agenda passed. So I would not be surprised to see more of a shift – a slight shift – to business, similar to the Bill Clinton years.feedback

What we would be buying is companies that are dividend growers, where top-line revenue growth is robust, and where predictability of operating margins and gross margins are substantial.feedback

As the Federal Reserve gets closer to December, you're going to continue the dollar notch up in value.feedback

The macro backdrop is going to be lackluster, hence the reason why consumer stocks have been lagging.feedback

Although the global backdrop for the overall economy is decelerating, these stocks have moved higher based off of the fact that they believe that China has stabilized. We don't believe that to be the case.feedback

Going into 2017, we believe there will be GDP growth in China of roughly 2 percent. That will not bode well for the Macau industry as a whole.feedback

We don't think that there's going to be a massive sell-off going into the end of the year because earnings are going to be cut; we believe that the Federal Reserve will continue to raise interest rates in December right after the election, hence maybe there will be more volatility going into Q1 or Q2 of next year.feedback

But nonetheless, earnings growth is going to continue to be nonexistent in 2017 as well as revenue growth.feedback

Let's face it, you [also] have this signal from the [European Central Bank] as well as uncertainty about what Fed policy will be going forward.feedback

At this juncture they scotched the financial system a bit. They're taking a little bit off that speculative fervor, and I believe they're going to come back in.feedback

The Federal Reserve will not risk unhinging the financial system before the election. Investors should expect the Fed message to change after November.feedback

It's really a classic 'meltup' with low growth, very little earnings vitality or revenue growth within the S&P.feedback

We believe that you're going to see consistent revenue growth, as well as improvement within operating margins over the next three to five years.feedback

This is the worst possible indicator at this point in time. Interest rates are the lowest they've been since the time of Babylon, so using the yield on a 10 year or whatever you want to justify valuations is not prudent. What you want to do.feedback

So we would be concerned about that, especially with valuations at forward looking [price-to-earnings] multiples of 17 times. We believe we're a bit stretched.feedback

Global growth is going to continue to decelerate roughly about 2 percent over the next 12 to 18 months.feedback

The markets [in Europe] have kind of suffered over the last six months, so we believe there will be some sort of valuation adjustment on the upside.feedback

We believe that global investors, especially institutions, are starved for yield.feedback

Once the Federal Reserve starts to signal that they're going to be tightening, that's going to reverse [gold's] trend and [cause] quite a quick jolt to the market.feedback

Investors are stepping back to try and assess where global growth is going to be ... as well as monetary policies going forward.feedback

The general thematic continues to be the European banking situation that has unhinged the risk market and slowly crept into the credit markets.feedback

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