Erin Gibbs


Last quote by Erin Gibbs

We really see this as heightened geopolitical risk, referring to the recent gold rally. But this is really something we see as temporary – not for the long term.
Feb 27 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 Erin Gibbs is associated, including December and S&P. Most recently, Erin Gibbs has been quoted saying: “We really see this as heightened geopolitical risk, referring to the recent gold rally. But this is really something we see as temporary – not for the long term.” in the article Gold starts the year off strong-and some say it’s about to get even better for bullion.
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Erin Gibbs quotes

I'm not expecting them to be out-performers in the coming year.

If it's just coming from Disney, then Disney needs a big lift up – way more than Wall Street's expecting.

As we know, gold is really priced according to investor sentiment, the dollar and interest rates. And right now, sentiment, interest rates and everything else is going up. There's no reason to have that safety bet or that insurance with gold. So for us, we see them continually to be in this downtrend – no big turnaround anytime soon.

If we see a decrease, particularly on the federal level, it's those retailers that could really benefit, and we could look at a much better hit for the next two years.

For the past 3 years, while we've been in this low interest environment, the REIT sector/Industry has hovered between 35 and 45 forward earnings, clearly commanding a premium for the dividends paid out and moving in the opposite direction of the yields.

As long [as] interest rates are expected to rise I would expect valuations to continue to remain towards the bottom of their historical range in the mid 30's.

I'm a little concerned that we're getting a little pricey, a little rich.

I'm not necessarily saying that markets need to go down, but I would expect to see some consolidation between now and the end of the year.

The EEM has been weighed down by the underperformance of emerging country performance in Asia, which accounts for over 70 percent of the ETF. The ETF also has a heavy exposure in information technology and banks, accounting for about half of the portfolio.

And we're still looking for even more positive numbers in the fourth quarter in 2017. So fundamentally, we look to be in good shape.

This is the first quarter where we've seen positive growth after four quarters of earnings contraction, so we've finally gotten out of that trough.

We're looking at maybe a 45 percent correlation [between a Trump victory and gold prices]. So gold may even go up by 3 percent if he wins.

We've got the election soon, we've got the Fed rate rise. I think investors are sort of waiting to see what happens, as well as earnings growth, before they really make decisions on what's going to push the market ahead.

There aren't really any values in the group and you don't see as much potential upside when looking at target analyst consensus prices.

You're paying for expected growth and these companies can disappoint with nasty downside.

And AT&T, with their acquisition of DirecTV, they are now able to do a lot of bundling, they have more mobile.

It seems that Wall Street analysts agree with Larry.

This could continue. If we keep seeing volatility, if we keep seeing rate hikes, if we keep seeing investors changing their portfolios, it could get better.

We've been seeing some positive economic news come out recently that has really reassured investors over the last five days.

Implied probability of a December rate stands at 62%. But oddly economists' survey only predicts non-farm payrolls to be 172,000 jobs on Friday.

We're getting used to lower interest rates, and we definitely see an investor behavior of more of a risk-on behavior going to more cyclical stocks. I think the utilities are ripe for a pullback. Not only are their valuations very close to what the S&P already offers, they're pretty much all close to their target prices on the underlying stocks.

Technology has obviously been the leader for Q3, but we really see it continuing in Q4.

Elon Musk loves to make these wonderful targets that are never, ever achieved. I'm surprised that investors aren't a little more frustrated.

We think that combined with a lot of the positive numbers we've seen with the housing reports, we'd really like stocks like your Home Depot, your Lowe's, those specialty retails that also have exposure to home sales.

We looked at betas to the change in the jobs report, year-over-year changes. Assuming that we're going to have an increase in jobs, we looked at those industries that do well when there's a positive change, and one of the things that really stood out across the board is that three out of the top five industries were retail.

Overall, I think the sector is very much a hold. We're seeing really high valuations [and] the energy sector is trading at about 53 times forward earnings. It looks like investors are really looking at not just what's going to happen in the next 12 months, but they're expecting oil to stay in these $40 to $50 ranges in the next 18 months.

Short term there's a little room to grow, long term still one of the safer places for your money.

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