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Matthew Smith  

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  • Commodities Today: Oil Mergers And Acquisitions Targets To Focus On After The Kodiak Deal
    Jul. 14, 2014 CLR, KOG, LPI 6 Comments

    Summary

    • Discuss geopolitical events that could impact the oil markets moving forward.
    • Highlight the M&A activity in the Bakken that investors will get to react to this morning.
    • Look at other potential M&A targets in key US shale plays.
  • Today's Market: Potential Mergers And Acquisitions Deals To Watch
    Jul. 11, 2014 BUD, LO, MO Comment!

    Summary

    • Update readers on recent market action.
    • Discuss the potential deal in the US tobacco industry.
    • Look at the rumor that ABInBev is interested in buying SABMiller, a big holding of Altria.
  • Commodities Today: Metals Rallying On Today's News
    Jul. 10, 2014 FCX, GLD, NEM Comment!

    Summary

    • Provide readers with an overview on the markets and how those events are impacting various commodity markets and sectors.
    • Discuss the move to safety impacting the precious metals market.
    • Highlight the copper market and the special situations with some of the miners.
  • Today's Market: Blue Chip Housing Stocks Worth A Buy On This Pullback?
    Jul. 10, 2014 HD, LL, LOW 3 Comments

    Summary

    • Look at the issues facing Europe with Portugal's banking problems.
    • Highlight the move in the US 10-year treasuries.
    • Discuss home improvement companies and why it might be worth buying the blue chips on a pullback.
  • Commodities Today: Potash And Coal Names In The News
    Jul. 9, 2014 ACI, AGU, ANR Comment!

    Summary

    • Look at the US farm and agriculture scene.
    • Discuss the downgrade by Goldman Sachs in the potash market.
    • Revisit the coal sector and highlight an article from CNBC's website.
  • Today's Market: An Opportunity In Mexico As New Laws Open Markets
    Jul. 9, 2014 DTV, KKPNY, T 3 Comments

    Summary

    • Discuss recent moves by regulators in Mexico.
    • Highlight the moves America Movil is seeking to implement in order to comply with a law set to be passed by lawmakers in Mexico.
    • Look at possible new competitors and M&A targets for AMX.
  • Commodities Today: Energy Names We Are Watching
    Jul. 8, 2014 CHK, ECA, GLOG 3 Comments

    Summary

    • Discuss the recent moves in the market and what it means for the commodity markets.
    • Look at the big wash out yesterday in E&P names.
    • Highlight the opportunity present in Hess for investors.
  • Today's Market: Why Investors Should Stick To These Stocks And ETFs
    Jul. 8, 2014 AAPL, DUK, IWM 5 Comments

    Summary

    • Analyze recent market movements and how investors have reacted.
    • Revisit our call on Apple and what is currently moving that stock.
    • Discuss why investors should not be selling high yielding names after one week of good economic news.
  • Commodities Today: Improvements In Indonesia And 2 Stocks To Avoid
    Jul. 3, 2014 FCX, MCP, NEM 3 Comments

    Summary

    • Discuss the economic data from today and what commodities we now focusing on.
    • Highlight the progress being made by FCX in Indonesia.
    • Look at two companies we are avoiding right now.
  • Today's Market: Financial And Retail Names Rallying
    Jul. 3, 2014 AMZN, BBT, PETM 4 Comments

    Summary

    • Discuss the economic data from today and how it affects the market.
    • Highlight the latest purchase by Jana Partners, LP in the retail sector.
    • Revisit the financial stocks as investors sell bonds on the back of today's economic news.
  • Today's Market: 3-D Printing And Technology Stocks Have Momentum
    Jul. 2, 2014 DDD, GOOG, MTLS 1 Comment

    Summary

    • Discuss general market moves and why it is not impacting our thinking of where the market is going this quarter.
    • Highlight the recent moves in the 3D printing industry.
    • Look at the M&A activity in the tech sector.
  • Commodities Today: North Dakota In The Headlines Again
    Jul. 1, 2014 CLR, EOG, HK 7 Comments

    Summary

    • Discuss North Dakota and the flaring issue which has once again made the headlines.
    • Update readers on HK and point out that the shares just hit a fresh 52-week high.
    • Look at how the problems in North Dakota will be solved.
  • Today's Market: Tech Names Making Big Waves Today
    Jul. 1, 2014 GPRO, NFLX, QQQ Comment!

    Summary

    • Discuss the short-term perspective on the indices and which one we think will outperform among the largest.
    • Provide our opinion on GoPro and its spectacular run since the company's IPO.
    • Look at Twitter and the big news surrounding that stock this morning.
  • Commodities Today: Energy And Metals Leading The Way Higher
    Jun. 30, 2014 DVN, EVEP, FCX 1 Comment

    Summary

    • Look at the continued ramp up in M&A activity in the MLP space.
    • Revisit the copper market and update how we would remain positioned there.
    • Discuss today's acquisition as well as where and how deals could continue to be completed in the MLP sector.
  • Today's Market: Deals Moving These Names This Morning
    Jun. 30, 2014 AMX, DTV, SPY Comment!

    Summary

    • Discuss out view on where markets go from here.
    • Highlight the continued fallout for US companies from the NSA spying revelations.
    • Look at the news that T is selling its AMX stake as it positions itself for the DTV takeover.
  • Commodities Today: Ag And Energy Names That Look Attractive
    Jun. 27, 2014 DD, GLD, MON 5 Comments

    Summary

    • Point out how the market has switched from being concerned about deflation to inflation since the Fed comments.
    • Discuss the ag sector and DD's disappointing comments.
    • Look at the refiners and how the easing of export regulations regarding energy might not be as bad as investors think.
  • Today's Market: Solid Earnings And Regulatory Action Moving These Stocks
    Jun. 27, 2014 BCS, ICE, LULU Comment!

    Summary

    • Discuss recent market events and how we see regulators acting moving forward.
    • Highlight the earnings beat by Nike and how the company did it.
    • Look at how BCS's troubles could open the door for gains at the major exchanges.
  • Today's Market: Companies Impacted By These Headlines
    Jun. 26, 2014 BBBY, F, GM 2 Comments

    Summary

    • Discuss today's news topics in the general market and GM's continuing issues.
    • Look at the poor results from BBBY and what their issues are.
    • Point out the good news that IRM received from the IRS.
  • Commodities Today: What U.S. Oil Exports Mean For These Stocks
    Jun. 25, 2014 EPD, GPOR, MPC 3 Comments

    Summary

    • Discuss yesterday's big move in the energy sector and how we see that playing out.
    • Look at two names which we are buyers of on dips.
    • Highlight the companies impacted by news that the US will now allow oil exports.
  • Today's Market: How To Play The Volatility And Supreme Court Ruling
    Jun. 25, 2014 CBS, DIS, IWM 3 Comments

    Summary

    • Discuss yesterday's market moves and what it means moving forward.
    • Look at our recent call to go long the VXX and what we are doing with that trade after yesterday's gains.
    • Highlight the Supreme Court ruling today in favor of the broadcasters.
  • Commodities Today: MLPs Picking Up Steam
    Jun. 24, 2014 EVEP, KMI, LINE 5 Comments

    Summary

    • Discuss the way to play the interest rate talk from various Fed Presidents from across the country.
    • Look at how the MLPs and related companies have fared recently.
    • Highlight how investors have changed their attitudes towards these names as oil prices have ticked up and deal flow has increased.
  • Commodities Today: The Next M&A Targets In The Utility Sector
    Jun. 23, 2014 EXC, LNT, POR 5 Comments

    Summary

    • Discuss the recent M&A deals and how it has altered our view on the sector.
    • Look at today's deal and how that impacts the Midwest utility consolidation.
    • Highlight two names that we think could be takeover targets moving forward.
  • Today's Market: Beer M&A On Tap?
    Jun. 23, 2014 BUD 2 Comments

    Summary

    • Discuss M&A rumors coming out of Europe due to a potential $60 billion issue being discussed.
    • Look at how a possible deal between A-B InBev and SABMiller could be done.
    • Highlight names which could benefit from asset sales to please regulators.
  • Commodities Today: Big Moves In The MLP And Coffee Space
    Jun. 20, 2014 BP, RDS.A, RDS.B 1 Comment

    Summary

    • Discuss the latest in the coffee space with Starbucks.
    • Point out the significance of Shell's move to create its own MLP.
    • Look at other "Big Oil" names that could follow suit and create MLPs themselves.
  • Commodities Today: Playing The Latest In Geopolitical Events
    Jun. 19, 2014 FXEN, GLD, PALL 5 Comments

    Summary

    • Discuss the precious metals market and why those metals are moving.
    • Explain why we are interested in other types of 'insurance' rather than the precious metals.
    • Look at the latest in geopolitics and how it could affect markets moving forward.
  • Today's Market: New Products And A Potential Turnaround
    Jun. 19, 2014 AMZN, BBRY, HOG 4 Comments

    Summary

    • Discuss yesterday's events with the Federal Reserve and what that means for financials.
    • Highlight the latest quarter from BBRY and how this might be the beginning of a turnaround.
    • Look at HOG's electric motorcycle concept the company unveiled today.
  • Commodities Today: Energy Names Investors Need To Focus On
    Jun. 18, 2014 BP, FANG, SLCA 2 Comments

    Summary

    • Discuss the latest from Iraq and how it could impact energy prices in North America.
    • Look at the latest reports of 'Big Oil' pulling their personnel out of Iraq.
    • Point out to investors the latest MLP IPO in the energy sector and the recent media coverage on fracking sand producers.
  • Today's Market: What These Stocks Are Telling Us About The Market
    Jun. 18, 2014 CVS, FDX, RAD Comment!

    Summary

    • Discuss the current state of the economy, where we are headed and why not all data is important.
    • Revisit our call on the drugstore names.
    • Look at the transportation names and what the news from FDX means moving forward.
  • Commodities Today: Oil And Solar Names Moving Higher
    Jun. 17, 2014 EOG, FSLR, SCTY 1 Comment

    Summary

    • Generally discuss recent market moves and what investors should watch for in Iraq moving forward.
    • Look at one oil stock which had a huge run yesterday.
    • Discuss the latest solar deal which is boosting SCTY shares today.
  • Today's Market: Further Details On Amazon's Smartphone
    Jun. 17, 2014 AMZN 16 Comments

    Summary

    • Update readers of our previous article on AMZN on the latest being reported this morning.
    • Discuss how the rumored exclusive relationship with T could benefit the smartphone launch.
    • Highlight what investors should pay attention to during the launch.
  • Commodities Today: Energy Surging, M&A Activity Picking Up
    Jun. 16, 2014 ACMP, GLD, USO Comment!

    Summary

    • Update investors on the latest surrounding the oil market and Iraq.
    • Discuss where oil prices could go from here and why we would stay away from gold.
    • Look at the latest MLP M&A activity.
  • Today's Market: There Is Reason To Be Bullish This Market
    Jun. 16, 2014 COV, GE, LVLT Comment!

    Summary

    • Discuss why investors should care about this 'Merger Monday' even though the market appears to be ignoring it.
    • Update readers on the latest on the GE/Alstom deal and why there is still hope that the offer is accepted.
    • Highlight the big acquisitions of the morning and discuss the merits of each.