Gina Sanchez

facebook_page
twitter_page

Last quote by Gina Sanchez

Brazil is already under so much attack. Especially after the last government, this isn't a good time. It will be a blow to EM sentiment.feedback
share this quote
May 19 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 Gina Sanchez is associated, including U.S., Clinton, and market. Most recently, Gina Sanchez has been quoted saying: “The bigger they are, the more they're going to fall. They've each proven to be defensive in some way, which doesn't make any sense, but here it is. Technology is the core of everything we're looking at, going forward. Each of these stocks has an individual positive result, and what it's telling you is that the rest of the market doesn't have a good story. That's the bigger problem.” in the article Four tech heavyweights make up a huge share of the S&P 500.
Automatically powered by Storyzy
Take our quote verification challenge and find out !

Gina Sanchez quotes

The energy slump that we saw really was about natural gas, not about oil, because oil was actually doing reasonably well, and we had very a high compliance within OPEC. So everybody was reasonably positive on oil stocks, while natural gas got hit by the double whammy; they went into the winter with huge stockpiles, and then the winter was very warm, and so we had very low demand, and that's what really killed the energy sector.feedback

On the flip side, however, you have a hardware industry that has largely not really been going anywhere in terms of innovation and in terms of new products.feedback

The reality could come a year from now, so this [rally] could go for a while.feedback

And the reason for that is that the curve should naturally steepen as the Fed rate hike probability goes up.feedback

If you look at the status of most [campaign] promises, those that would be the most expansionary, things like tax reform and deregulation et cetera, those have largely been delayed. Whereas if you look at the status of promises that would likely dampen growth, cause inflation or both: You are looking at pulling out of the TPP, exiting negotiations with China and Mexico. All of those are not only on track but moving very quickly. The equity markets are largely expecting most of the positives while completely discounting the negatives.feedback

Remember their place in the capital structure; these guys are the last to get paid so they are naturally optimistic.feedback

I think the trend is still going to be for dollar strength, but I think that this dollar weakness is interesting and telling, because Yellen was really out talking the dollar up. I mean, she was making fairly hawkish comments, and that should lead to a stronger dollar.feedback

But if you look at the rest of the XLK, it is literally around 5 percent.feedback

Apple has been really undervalued for most of 2016. Apple has had high dividends, it has had good growth, and it has also had a great buyback program that has been buoying stocks. The problem going forward is that now that the move is done, now that you've gone from 10 times to 15 times earnings, where do you go from here? We don't think it's certainly overvalued, I mean it's maybe a little overbought, but it's certainly not overvalued where it is, but we need to see a reason to get excited for the next leg of growth.feedback

You really have to continue to see growth in Apple revenue, and the problem is they haven't really unveiled anything really beyond new iPhones.feedback

But we think that big bounce is going to be a huge driver because of a lot of the retail sector is largely overvalued.feedback

We still don't know how we're going to pay for it, we don't know who's going to build it and we don't know what it's going to be. So those are a lot of questions that need to get answered before that.feedback

I think the first part of this year is going to be entirely emotionally driven and determined on execution – whether that execution is done quickly.feedback

After having a pretty strong rally, they've started to move sideways and are questioning what's going to happen, and so at this point we have to see Trump come in and start to execute on his plan.feedback

I think the retail stocks right now are the canary in the coal mine. And I'm not sure that we'll necessarily see a turnaround.feedback

There's still too much uncertainty left in the market. While there was definitely a response after the election just to finally get it done and over with, I think that that response is largely done. From now until the end of the year, the market is going to be looking for clues as to what's happening going forward.feedback

On the whole … we're setting the stage for global rotation that will take the U.S. out of bottom and toward the top.feedback

It would just be that uncertainty that would feed market fear.feedback

We actually think that this is going to continue to put pressure on earnings, and if that continues I think at some point we are going to have to reconsider the valuations that are put on this market.feedback

Valuations are really priced for a much more optimistic outlook, and if we continue to slug along at earnings that are very pressured not only by energy, but also by the dollar, we think that could cause the market to reevaluate those multiples and we think that could take some real froth off the market.feedback

It's more of a retail story, and that's where the issues are. The spending's just not coming in, and we're starting to see disappointments.feedback

We still think earnings expectations are a little stretched.feedback

Now depending on the outlook, we could grow into that, but we'd have to see some pretty serious growth to grow into the expectations that we have. I do think the market is well ahead of itself.feedback

Just looking at their economic proposals, Clinton's proposal argues for higher revenues, for boosted tax revenues that are then cycled into fiscal spending that pushes into spaces where we really need investment, for example, infrastructure spending.feedback

You could also see high-yield continue to perform. But basically, anything that will give investors the much-needed yield that they're desperate for.feedback

While this has been a very good year for a lot of asset classes, a few things make me nervous.feedback

Market complacency is waking up to the fact that it's going to be one or the other.feedback

I do think they will go higher. The fundamentals support them; the fundamentals are rather scary fundamentals. ... We have seen an increase in conflict around the world, and that has not only increased U.S. defense spending, but it's also increased spending by its allies.feedback

No quotes...
More Gina Sanchez quotes
|< <
> >|

Quotes by Gina Sanchez

<
>
facebook_page
twitter_page
This webpage has been created by a robot: errors and absent quotes cannot be totally avoided
 
Feedback×

Quote :

Mistake :

Comments :