Erin Gibbs - S&P Global


Last quote by Erin Gibbs

We're looking at some really impressive growth when it comes to chipmakers. Not only are they seeing increased production, but they're also seeing higher prices. [There is] top line and bottom line big double-digit growth this year, coming off lackluster growth from the prior
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May 22 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've got some big names next week, high-end and low-end; Tiffany's, down to Big Lots, as well as Lowe's. We'll see if next week wraps up Q1 earnings season on a high point.” in the article Trump’s trip and retail earnings: Here’s what could drive the market next week.
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Erin Gibbs quotes

Investors had higher expectations of [U.S.] economic growth thanks to promises of infrastructure spending, corporate tax reform and other measures. The recent failures, including healthcare changes, has reset investors' expectations as to how much growth and change can be

This is healthy, because valuations have been so rich, and consumer sentiment has reached [the highest] levels since 2000, [that] we think coming back down a little to more reasonable valuations could be a good

And of course, the online retailers are the ones that are really killing it and are also driving a lot of the returns for this

When you look at retailers in general … one, they've already outperformed the broader index, and their valuations are really pricey. You really need to be a little choosey. And when you look at earnings growth and the industries within the retailers, there's a huge distribution; we have some groups that are expecting 28 percent growth, and other groups that are expecting 8 percent contraction. And so that's why you really want to select

The indicator has reached 7 and turned back down three times in [it's] history so it's not a total assumption that we'll hit the euphoric 8 level. If investors pull the trigger early, at the 7 level, they'd typically miss about 5.5% positive return 12 months after the indicator hit 7. Even if we are in the 60% change of it going to 8, only a little more the 1/3 of the time it hits 8 you see a significant

I wouldn't put on bearish trades on the S&P 500 until there is some sign of momentum weakness, or some indication of increasing fear or risk off in the

It's hard to be very bearish when we're consistently seeing profit growth this

This is the kind of services that we've been looking for and continued revenues coming out of these types of AI

Investors had been piling into high-risk bonds as investors have taken increasing riskier positions during stable market conditions. Defaults have been falling and are expected to hold

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

That, combined with potentially raising interest rates – that hurts utilities on a two-fold basis. One, it makes dividend yields look less attractive; and two, they're capital-intensive – they're going to have higher borrowing costs. So we just don't see it as a strategic play for

I still think there's room to run, and we've seen that with Wall Street analysts. We've seen that target price keep moving up, along with the stock. And so it's still trading about 5 percent below the consensus target

That's higher than we've seen in the past previous four years. It's higher than the S&P 500 and higher than consumer discretionary in general, so overall they're looking very

It's really concentrated, and you're just going to see a lot more volatility. It's not just all corporate debt; it's very concentrated in those two industries and you're going to see a lot of volatility, adding that stabilized energy prices will make energy-related names in the HYG more attractive. And so [the HYG] has been doing well recently because it's coming off of lows, but in theory it should continue to go higher. You should get paid for taking on that additional risk in the

This is one of those industries that's unusual, that we actually have growth with attractive valuations. It actually looks like a good entry point, and even the consensus price on these stocks is about 16 percent higher than where they're trading now, so we're looking at decent gains about what Wall Street's expecting, so across the board, looking

So yes, people haven't been as thrilled with some of the hardware and the physical products, but we see it transition and we still see decent growth. We still like Apple

We still like several Consumer Staples companies, including KO [Coca-Cola] and PG [Procter & Gamble]. Consumer staples stocks actually have a slightly less foreign revenues than the broader S&P 500 index, with a little more [than] 35% of sales coming from outside the

We still think that they're probably going to underperform the U.S. markets. So for us, we're not as positive. I don't see it rebounding and taking over the U.S.

They don't go up as much as the market but they don't come down as much either. I expect some dips, but companies with high yields, rising earnings and rising dividends are lifeboats in volatile

Valuations [across high-dividend-paying sectors] are at the top of their historical

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

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

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

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

It could finally be a good year for retail

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

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'

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

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

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

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

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

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

If the expected winner wins, we expect the market to stay on

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

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

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

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

It seems that Wall Street analysts agree with

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

Economists and investors seem to be at odds. Who is right?feedback

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

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

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

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

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

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

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

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

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

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