Stacey Gilbert - Susquehanna

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Last quote by Stacey Gilbert

From a trading sentiment heading into earnings, it's an implied move of around 4 percent. Management has done a great job of balancing the growth of earnings as well as all of the investments needed to let it continue to be a premium U.S. leading omnichannel retailer.feedback
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Nov 13 2017
Stacey Gilbert has been quoted 55 times. The one recent article where Stacey Gilbert has been quoted is One major bull case for owning GE just flew out the window. Most recently, Stacey Gilbert was quoted as having said, “So this really is a big deal. The world is watching, trying to figure out exactly what's going to happen with GE.”.
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Stacey Gilbert quotes

Jul 14 2017 - Netflix

I think that's pretty interesting for a stock that's performed as well as it has year to date [and ] makes it interesting heading into an actual event where the stock could move.feedback

Jul 11 2017

If there's a significant shift away from dividend yielding [sectors], some of the names that are in those sectors or ETFs – mostly utilities, mostly REITs, mostly telecom – those could come under pressure, and I would say consumer staples is another concern.feedback

Jul 10 2017

The options market is saying there's a 20 percent probability we could finish at or below that level by year-end.feedback

Jun 12 2017

There's no big geopolitical issue out there that's creating volatility, so it's keeping that number low. But on a day-to-day basis, as that fluctuates, I think can be an indicator of how that sentiment is in the marketplace.feedback

Jun 12 2017

The number itself I'm less interested in because it's so much more of a global market. The correlations are so low in the market, now, that the VIX is just going to be a lower number.feedback

Jun 12 2017

I think investors are re-evaluating valuations right here. There's just a sanity check, as more and more people are talking about how expensive these stocks are and how much they have gotten ahead of themselves.feedback

May 31 2017

When I think of the semiconductors space, I kind of visualize that five years ago they basically threw a bunch of the spaghetti at the wall to see what would stick. And we're currently in an environment where a lot of things have stuck. We love the name; we like it more on a pullback.feedback

May 24 2017

This I think is the best way to play retail; buy the names you like. Don't buy the basket, because all the names have different issues.feedback

Apr 18 2017

Unless we have shifts there, there's no reason to unwind any of the gold positions here.feedback

Apr 03 2017 - Facebook

I think it's fair to say that there are a lot of positive indicators out here in large, broad-cap tech right now.feedback

Apr 03 2017 - Amazon

So all that being said, if you wanted the embedded protection that comes in options, the options themselves are about as cheap as we've seen.feedback

Apr 03 2017 - Amazon

Options in Amazon are about as cheap as we have seen, so if you are uncomfortable that our $1,250 price target is too bullish, or you're just concerned that that downside could be higher probability than we're pricing, the options are certainly an attractive way to play it right now.feedback

Feb 28 2017

But I would say that the sentiment is still wanting to own energy. If we look at it from the options side, we see some protection; [the] XLE, for example, is up 27 percent over the last year. Why wouldn't you buy protection?feedback

Feb 28 2017

I think that investors are just kind of reallocating with, really, the last couple of months it's been all about the 'Trump trades,' so looking for other areas that have been unloved.feedback

Feb 28 2017

I think we've had a little bit of a rotation and I would expect investors to continue to want to own it here.feedback

Feb 16 2017

I do think it'll continue until, as we always say, until it doesn't continue. But I can say from a sentiment perspective, investors are still setting up that it will continue. So we're still seeing new money move into EWZ. What's interesting on the options side ... they've gone very quiet.feedback

Feb 16 2017

Yes, the talk about these increased rates is definitely going to give it a little bit of headwind here, but we think eventually the numbers will show it. They're not buying protection, and they're not suggesting that upside is limited. That being said, it is certainly not the 'trade du jour' where everybody's focused.feedback

Feb 07 2017

We know from a [price-to-earnings] valuation here that the S&P 500 looks rich relative to where it's historically treated.feedback

Feb 07 2017

I would say the market is not pricing in a significant concern for this year. Go out five years, it may be a different story, but this year, I think right now the market is saying, OK, let's see what happens.'.feedback

Feb 04 2017

We would make the argument that the market has shifted to be a more neutral sentiment here. We've seen a number of over-riders; this is investors basically saying, they've enjoyed the stock run here, but we see upside limited in the near-term here, and we could argue that from a valuation side, as well.feedback

Jan 09 2017

That I don't think is necessarily a bad thing, and it's $6 billion [out] of gold over just about two months. That's not going to bring gold down substantially; it's those smaller outflows that have come out relative to what went into it, which is why I think you can have the price rising while the money is coming out.feedback

Jan 09 2017

I don't think it's that investors are wrong; I think investors said, I only have so much capital, I thought that this was a monetary stimulus type of environment.' That has shifted. Nobody has dumped it completely from their portfolio.feedback

Nov 14 2016

For example, if we look at the S&P 500, that 5 percent out of the money put is your typical put that somebody would buy for protection. It's on the 45th percentile over the last five years, and that to me is just expensive for the situation that we're in right now.feedback

Nov 14 2016

As much as the volatility has come in, they are still expensive on a historic level.feedback

Nov 14 2016

But a lot of that was heading into the 'Trump trade' here, if you will. The thought was, he could be very inflationary. We could have some concerns that the real rates are actually going to go negative, that everything is going to get crazier.feedback

Oct 28 2016

Yes, the market hasn't really moved a lot. But when we peel back that onion, a lot has been moving. If you look at, let's say, technology, for example, that's up almost 14 percent since Brexit. So what you'd seen post-Brexit really was a move to a risk-on type of trade.feedback

Oct 28 2016

You pick the sectors you like, you pick the stocks you like. And it becomes a market where you can add value when you're doing a little bit of research, not just saying, I'm going to buy the index, this is it and we're going to move up from here.feedback

Oct 28 2016

So net-net, you add them up together, and you're going to get that the S&P 500 feels range-bound, but when you pull it back, there are sectors that are certainly moving and outperforming ones over the others.feedback

Oct 27 2016 - Tesla

There is no real directional sentiment and investors seem to be less interested in the former big movers like Twitter, Tesla and Apple.feedback

Oct 24 2016

If you look at how the biotech sector has been under pressure for, let's say, the past month, you've also seen the probability that the Dems could sweep, increase during this period.feedback

Oct 24 2016

The big event, clearly, for the biotech space right now is the election.feedback

Oct 24 2016

Over the last eight quarters, it's moved around 18 percent and over the last 4 quarters around 26 percent. It's a known mover around earnings, and I would say the options market is suggesting that it could continue to be a big mover, even this quarter.feedback

Oct 24 2016

This is not a market to just buy the S&P 500 and expect it to be up on the year. In a lot of ways, those days are over. Now you have to be a lot more sophisticated in terms of picking your sectors, picking your stocks.feedback

Oct 13 2016

I know we're excited about this recent rally here, the recent outperformance of the financials, and part of that is because they are so hated.feedback

Sep 15 2016

I don't think these volatilities are pricing in these outlier Fed surprises.feedback

Sep 15 2016

I think where options are best utilized is around an event where you disagree with what the market is saying.feedback

Sep 15 2016

Any way you look at that, sentiment says that Apple could go higher.feedback

Sep 15 2016

This is real volatility in Apple again, which we should all be excited about, especially because it's to the upside.feedback

Aug 18 2016

I think what we've seen over the last six weeks isn't this change in the Fed – it went from a probability of 30 percent to be raising 25 basis points to somewhere around 50 percent; now, that's not a huge move.feedback

Jul 19 2016

We don't see any evidence that investors are moving to the ETFs or moving to the options, looking for anything that's going to rebound quickly.feedback

Jul 01 2016

Investors are more interested in protecting their gains so far.feedback

Jul 01 2016

Right now, the options market is really suggesting that we're going to likely take a breather here.feedback

Jun 26 2016

What we had happen with the British referendum last night was a known event, so it's come out of the market, this unknown that was being priced.feedback

Jun 17 2016

If it's a stay vote it's probably 5 to 6 percent on the upside just based on where those options are being priced.feedback

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