Seeking Alpha

Matthew Smith

 
View as an RSS Feed
View Matthew Smith's Articles BY TICKER:
  • Commodities Today: The Fed And Oil's Impact Upon Future Decisions
    Yesterday, 11:40 AM APC, CLR, EPD 4 Comments

    Summary

    • Discuss commodity price moves today and interest rate moves that have occurred over the last couple of weeks.
    • Highlight why the Fed might have issues raising rates if oil prices remain low.
    • Look at some of the oil names we are looking at for 2015.
  • Today's Market: Buying Biotech, Tech And Shipping News
    Yesterday, 10:19 AM AAPL, AMZN, DIS Comment!

    Summary

    • UPS & FDX are enforcing caps on customers in order to keep their systems from becoming overloaded.
    • SNE has decided to try and distribute 'The Interview' through various channels, although it is still looking for a streaming partner.
    • It might be time to start looking at certain biotech names which investors have sold off in recent sessions.
  • Commodities Today: Big Moves In These Oil Stocks
    Tue, Dec. 23 CHK, CLR, STO Comment!

    Summary

    • SWN closes deal with CHK and announces another deal with STO worth almost $400 million.
    • CHK announces a $1 billion share buyback plan.
    • CLR will cut its capex spending by over 40% for 2015 due to lower oil prices.
  • Today's Market: Moving Higher On Strong Earnings And Pricing Power
    Tue, Dec. 23 CVS, DIA, GMCR 1 Comment

    Summary

    • Discuss the current state of the markets and yesterday's blackout of the internet in North Korea.
    • Highlight earnings from WAG and HTZ's announcement that they will increase rental rates.
    • GMCR recalls about 7.2 million brewing units due to overheating issues.
  • Commodities Today: Mergers And Acquisitions Deal News And Falling Natural Gas Prices
    Mon, Dec. 22 CHK, MS, NBR 1 Comment

    Summary

    • Discuss the big move down today in the natural gas market.
    • Highlight the expiration of the MS/OJSCY deal and executives at NBR taking pay cuts.
    • Look at natural gas producers who are seeing declines in their share prices.
  • Today's Market: Hepatitis C News Moving These Stocks
    Mon, Dec. 22 ABBV, ACHN, ESRX 4 Comments

    Summary

    • Discuss the week ahead and what investors need to watch for.
    • Look at the big news regarding ESRX choosing to use ABBV's Hepatitis C treatment exclusively.
    • Highlight the positive results from ACHN for its own Hepatitis C treatment and what that means moving forward.
  • Commodities Today: Spinoff Update And The Precious Metals Market
    Fri, Dec. 19 DD, GLD, PPLT 2 Comments

    Summary

    • Discuss the global economy and what we are seeing right now.
    • Explanation for why we are staying away from the gold/platinum trade right now.
    • Update on DD's spin-off and what it means moving forward.
  • Today's Market: Japan And Earnings Moving These Stocks
    Fri, Dec. 19 AIG, BBBY, HD Comment!

    Summary

    • Discuss news out of Japan overnight that helped spark the rally in Asia.
    • Look at the latest insurer to be labeled systemically important.
    • Highlight earnings from NKE and PIR.
  • Commodities Today: LNG Exports To Europe, Steel Maker Has Strong Guidance
    Thu, Dec. 18 BP, CVX, LNG Comment!

    Summary

    • Discuss 'Big Oil' delaying further projects due to questions about economics with current prices.
    • Highlight the strong guidance provided by AKS.
    • Update readers on LNG and their latest LNG export contract announced today.
  • Today's Market: These Stocks Moving On News
    Thu, Dec. 18 AMC, CKEC, CNK Comment!

    Summary

    • Discuss overnight news from overseas markets, including the SNB's move to negative interest rates.
    • Look at the latest from SNE's hack and the fallout for the entire industry.
    • Update readers on recent news from companies facing action from activist investors.
  • Today's Market: Tech Spinoff Rumors And Disappointing News From An Entertainment Company
    Wed, Dec. 17 AAPL, AMZN, GOOG Comment!

    Summary

    • Discuss what to expect from the Federal Reserve today.
    • Look at how currency issues are forcing multinationals to revisit their pricing policies.
    • Highlight the latest batch of bad news for SEAS shareholders.
  • Commodities Today: Big Day For Oil Stocks, Transports Fail To Deliver
    Wed, Dec. 17 AAL, CAT, FDX Comment!

    Summary

    • Discuss the gold market and why we are watching it today.
    • Look at quarterly results from FDX and JOY, and explain why investors are not impressed.
    • Explain why investors might want to remain long the airlines, even as oil prices stabilize.
  • Today's Market: Dividends, Buybacks And Russia Powering Market Higher
    Tue, Dec. 16 BA, CVS, MMM 2 Comments

    Summary

    • Discuss the latest coming out of Russia and how readers can use RSX to manage exposure to Russian stocks.
    • Look at recent market volatility and put it into perspective looking at events over the past year.
    • Highlight the dividend and buyback news from BA, MMM and CVS.
  • Commodities Today: Big Energy Merger And Bullish News For Popular MLP
    Tue, Dec. 16 DVN, LINE, LNCO 4 Comments

    Summary

    • Discuss the Russian Ruble's continued fall, even after the country's central bank moved interest rates to 17%.
    • Highlight for readers the news that Linn closed on time on its last big deal, something many in the market were concerned about yesterday.
    • Update investors on the TLM-REPYY merger talks, and the agreement the companies reached.
  • Commodities Today: Mergers And Acquisitions, Analyst Moves And Buybacks Moving These Stocks
    Mon, Dec. 15 AGCO, REPYY, TLM 2 Comments

    Summary

    • Discuss the attack in Australia and its impact on markets this morning.
    • Revisit the TLM takeover talk and news that other bidders have emerged.
    • Highlight analyst upgrades and downgrades as well as buyback news.
  • Today's Market: Mergers And Acquisitions, International News Moving Markets
    Mon, Dec. 15 AAPL, AMZN, BBBY 1 Comment

    Summary

    • Discuss the largest LBO of 2014 with BC Partners' deal to purchase PETM.
    • Look at the international news impacting markets this morning from Japan, Australia and Russia.
    • Highlight the latest in the SNE hack and AMZN's union battles in Germany.
  • Commodities Today: Buyout Rumors And Lawsuits Moving Stocks Today
    Fri, Dec. 12 FCX, GPOR, PDCE 2 Comments

    Summary

    • Discuss oil prices and their impact upon equity and fixed income markets.
    • Highlight the rumors surrounding TLM and a possible buyout offer coming from Spain's Repsol.
    • Look at the latest shareholder lawsuit filed against FCX.
  • Today's Market: Earnings, Europe And Oil Pushing Stocks Lower
    Fri, Dec. 12 ADBE, CL, CLX Comment!

    Summary

    • Discuss the current state of the markets with the increased volatility this week.
    • Update readers on PG and why we are still bullish.
    • Revisit a trade on Germany and Europe, and also look at earnings from ADBE and UTX overnight.
  • Commodities Today: CONSOL's Big Move In Coal, Oil Drop Good For Economy
    Thu, Dec. 11 ACI, ANR, CNX 1 Comment

    Summary

    • Look at the latest comments on oil from Treasury Secretary Jack Lew and Goldman Sachs CEO Lloyd Blankfein.
    • Update investors on what CNX is doing with their coal properties and an upgrade from Citi for D.
    • Discuss questions we have received concerning gold's recent rise.
  • Today's Market: These Stocks Moving On News
    Thu, Dec. 11 AMZN, BCS, DB 1 Comment

    Summary

    • Highlight why some investors were really worked up yesterday with oil prices falling and talk of deflation.
    • Discuss the possibility of Starboard pushing for a combination of SPLS and ODP.
    • Run through today's market headlines impacting the banks, tech companies and retailers.
  • Commodities Today: Stocks Impacted By The Drop In Oil And Deflation Concerns
    Wed, Dec. 10 AAL, BP, CVX Comment!

    Summary

    • Highlight how falling oil prices are taking a toll on blue chip energy names now, with XOM and CVX feeling the impact today.
    • Discuss the fear that deflation could set in should oil prices continue to decline.
    • Look at upgrades to the airlines and GDP's plan to sell its Eagle Ford shale assets.
  • Today's Market: The Fed To Impact These Banks With New Rules
    Wed, Dec. 10 BAC, BK, C 3 Comments

    Summary

    • Look at the bond market and what some big bond traders are looking for in 2015 if the oil price drop continues.
    • Discuss the latest capital requirements from the Federal Reserve as well as other moves they discussed yesterday.
    • Explain the agreement in place to keep the US government funded through September 2015.
  • Commodities Today: Oil Rebounds, LNG Exporter Looks To Raise Capital Via Debt Markets Amid Turmoil
    Tue, Dec. 9 APA, GDP, HK 6 Comments

    Summary

    • Discuss the market weakness in global markets, specifically China and Greece.
    • Look at energy names many are discussing as possible names to speculate on for a bounce.
    • Highlight the progress that Cheniere is making in issuing debt to finance the next phase for their LNG project.
  • Today's Market: Telecoms Under Pressure, Tech Names That Could Pop
    Tue, Dec. 9 AAPL, AMZN, BBY Comment!

    Summary

    • Highlight the sell-off which took place in Shanghai overnight in the last hour of trading.
    • Look at the telecoms and discuss the latest from VZ and TMUS.
    • Discuss the latest from AAPL and AMZN and why one analyst is bullish on AAPL moving forward.
  • Commodities Today: 'Big Oil' Lower, MLPs In Focus
    Mon, Dec. 8 BP, CVX, ETE 4 Comments

    Summary

    • Discuss WTI Crude hitting five-year lows and the impact it is having on 'Big Oil' names.
    • Update readers on the latest in BP's court battles with the US government over claims payouts.
    • Highlight further analyst bullishness on the GPs within the MLP space.
  • Today's Market: Mergers And Acquisitions, Content Deals And Analyst Moves
    Mon, Dec. 8 BKW, CBS, CBST Comment!

    Summary

    • Discuss recent trends in the market and news articles over the weekend.
    • Highlight the deal between MRK and CBST, which is the second largest acquisition in MRK's history.
    • Look at the restaurant industry and where the strength and weakness is in the sector.
  • Commodities Today: Stocks Moving On Analyst Upgrades, Merger And Acquisition News
    Fri, Dec. 5 EXP, HCLP, HE Comment!

    Summary

    • Discuss today's economic news and the impact upon the US Treasury market.
    • Look at today's analyst upgrades and downgrades.
    • Discuss the recent transactions in the utility sector and explain why investors might want to pay close attention to the NEE/HE transaction.
  • Today's Market: Financials And Retail Names Rally, Entertainment Name Collapses
    Fri, Dec. 5 CBS, FOXA, GPS Comment!

    Summary

    • Explain why we are not getting overly optimistic of this market based on the payroll numbers alone.
    • Discuss the strong sales and financial results from GPS and ULTA.
    • Update readers to the situation at STRZA now that the company appears to have failed to attract a bidder at their $5 billion asking price.
  • Commodities Today: Energy Sector Buys And Updated Guidance At Kinder Morgan
    Thu, Dec. 4 DVN, KMI, MWE 1 Comment

    Summary

    • Discuss why Chinese stocks are moving strongly higher and how it could be a positive long-term for commodities.
    • Look at KMI's reiterated guidance and DVN's news that CEO Richels will retire in 2015.
    • Explain why investors might want to look at Goldman Sachs 'Conviction Buy List' for potential buys in the energy sector.
  • Today's Market: Big Dividend Increases & Possible Entertainment War
    Thu, Dec. 4 BBY, DIS, DISH 1 Comment

    Summary

    • Discuss why China's Shanghai Composite continues to rise sharply and the Japanese Yen price action.
    • Look at the big dividend increase from DIS and discuss BBY's exit from China.
    • Point out a possible roadblock for TWX's HBO unit as it rolls out a streaming service.
  • Commodities Today: Oil, Potash And Uranium In The News
    Wed, Dec. 3 CCJ, EOG, POT Comment!

    Summary

    • Visit the comments made by T. Boone Pickens and other major players in the oil industry in the last 24 hours.
    • Highlight the pullback in natural gas prices in the last couple of weeks and the round trip the commodity has now made.
    • Discuss the nuclear accident that was reported in Ukraine, and the good news that it was not a dangerous accident as confirmed by the French.
  • Today's Market: Tech And Retail Names Moving Today
    Wed, Dec. 3 AMZN, BRK.A, BRK.B 3 Comments

    Summary

    • Discuss the latest news affecting retail stocks and the economy at large.
    • Highlight Jeff Bezos' comments regarding his heir at Amazon and succession plans.
    • Look at the good news from IBM and MCHP, which is in stark contrast to recent news from the two technology companies.