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Matthew Smith

 
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  • Today's Market: Amazon Delivering Hit After Hit
    Apr. 23, 2014 AMZN 12 Comments

    Summary

    • Discuss the latest move higher for the Nasdaq.
    • Look at today's announced deal between Amazon and HBO for streaming content.
    • Provide the feedback we have gotten from first adopters of the Fire TV device.
  • Commodities Today: Selling A Big Winner And Buying 2 Other Names
    Apr. 22, 2014 BNO, EVEP, GPOR 2 Comments

    Summary

    • Highlights the pricing differential in Brent vs. WTI Crude.
    • Explains why we are adjusting our portfolios moving forward.
    • Discusses the name we are selling and the two we are buying.
  • Today's Market: Why Today's Deals Will Lead To More
    Apr. 22, 2014 AGN, GSK, LLY Comment!

    Summary

    • Revisit our comments from yesterday's article regarding M&A in the pharmaceutical sector.
    • Discuss the VRX purchase of AGN.
    • Analyze the NVS deals today and what it means moving forward for the company and its partners.
  • Today's Market: Other Potential Buyout Targets For Pfizer
    Apr. 21, 2014 PFE 16 Comments

    Summary

    • Look at the latest in merger news that came out over the long, holiday weekend.
    • Discuss Pfizer and its need to do a deal.
    • Talk potential names in the biotech space which would make attractive buyout candidates.
  • Commodities Today: Merger Talk, Government Seizures And Natural Gas
    Apr. 21, 2014 ABX, GLD, NEM 1 Comment

    Summary

    • Discuss the latest on the ABX, NEM merger talk.
    • Look at natural gas consumption and where the growth has come from in recent years.
    • Point out the troubles VALE's partner is facing from both US and Guinea government agencies.
  • Today's Market: Competitors Moving In On These Companies
    Apr. 17, 2014 FB, MGI, TWTR 1 Comment

    Summary

    • Look at how technology is opening up many industries to new competitive threats.
    • Highlight the news from WMT this morning that they were entering the money transfer business.
    • Discuss TWTR's move into a new ad business which should help drive revenue growth.
  • Commodities Today: Big Moves In These Energy Stocks
    Apr. 16, 2014 BP, FXEN, GLD Comment!

    Summary

    • Provide overview of current commodity markets and gold's precarious position right now.
    • Highlight the breakouts in Permian Basin E&P companies.
    • Look at the excitement surrounding a junior E&P company focused on natural gas in Europe.
  • Today's Market: Key Questions For Earnings Season
    Apr. 16, 2014 BA, BAC, C Comment!

    Summary

    • Look at the Nasdaq and its recent trading around key technical levels.
    • Discuss BAC's earnings and how they beat, as well as what to expect moving forward.
    • Look at aerospace companies reporting next week which we have recommended for readers in the past.
  • Commodities Today: Big Moves In Resource Stocks
    Apr. 14, 2014 AR, ECA, FCX Comment!

    Summary

    • Discusses the rise in cattle prices and how this along with energy prices could affect the overall economy by impacting consumers' wallets.
    • Looks at the latest results from the TMS and the big move in GDP and HK.
    • Highlights the $5.8 billion all cash Chinese deal for a Peruvian copper mine.
  • Commodities Today: Names To Play During The Market Downturn
    Apr. 11, 2014 DVN, GDP, MOS 2 Comments

    Summary

    • Overview of the commodity markets and where we see them moving over the next few weeks.
    • Highlight the recent moves in Thompson Creek Metals and Southern Company.
    • Look at a possible breakout for Goodrich Petroleum.
  • Today's Market: Playing The Biotech Bloodbath
    Apr. 11, 2014 AMGN, CELG, GILD 5 Comments

    Summary

    • Commentary on our experience with these sudden drops in bull markets.
    • Discuss which index funds should turn first and our view on why the turnaround should start with the blue chip names.
    • Highlight two of our favorite names in biotech while also discussing Gilead's problems.
  • Commodities Today: Profiting From Volatility In These Names
    Apr. 10, 2014 ACI, ANR, BTU 6 Comments

    Summary

    • Discuss yesterday's dovish commentary in the Fed Minutes.
    • Revisit the ExxonMobil trade we have covered in recent months.
    • Highlight Deere's recent move towards the $95/share level we recently discussed in a past article.
  • Today's Market: Stocks To Buy In The Retail Sector
    Apr. 10, 2014 BBBY, CVS, LOW Comment!

    Summary

    • Discuss our overall thoughts on strategy for investing in retail stocks.
    • Highlight the strong quarter by Rite-Aid and their acquisition.
    • Look at the possibility of buying Bed Bath & Beyond on the dip.
  • Today's Market: Some 3-D Printing Names Appear To Be Buys
    Apr. 9, 2014 DDD, QQQ, SSYS 25 Comments

    Summary

    • Discuss recent market movements and the opportunity we see to buy risk-on assets.
    • Look at the Nasdaq versus Russell 2,000 to highlight the outperformance and the possibility that there is still room to correct.
    • Highlight the 3-D printing sector and which names we think investors should look at buying at these levels.
  • Commodities Today: Coal Is Rallying, Is Now The Time To Buy?
    Apr. 8, 2014 ACI, ANR, BHP 9 Comments

    Summary

    • Update readers on the latest from Ukraine and Russia.
    • Highlight the renewed interest in precious metals on equity market weakness and geopolitical events.
    • Discuss why the coal sector is moving sharply higher and whether now is the time to buy.
  • Today's Market: Tech Deals, Government Approvals And What To Buy
    Apr. 8, 2014 BIDU, MSFT, NFLX 1 Comment

    Summary

    • Discuss the tech market and potential pitfalls ahead.
    • Point out that Nokia and Microsoft received approval from China to move forward with their merger.
    • Discuss how to play tech names as hedge funds exit positions and lower their risk.
  • Commodities Today: Geopolitical Risks, LNG And Aluminum Bright Spots In Market
    Apr. 7, 2014 AA, CQP, FCX 3 Comments

    Summary

    • Discuss the latest in the Ukraine/Russia standoff.
    • Highlight the gold market, its recent moves and how it has affected even the "Smart Money".
    • Look at the announcement from Cheniere Energy regarding its latest agreement.
  • Today's Market: Deal Monday, Big Moves
    Apr. 7, 2014 AGIO, MNK, QQQ Comment!

    Summary

    • Look at the Mallinckrodt deal to purchase Questcor Pharmaceuticals.
    • Discuss the Agios Pharmaceuticals Phase I Study results from their AML drug.
    • Explain today's move in Sears Holding and the spin-off.
  • Commodities Today: Oil Stocks On The Move Along With Precious Metals
    Apr. 4, 2014 APA, APC, DBA Comment!

    Summary

    • Look at various commodity markets in general, including the grains and precious metals.
    • Discuss why rotating out of Anadarko shares after the rally seems wise.
    • Highlight ExxonMobil's agreement to share fracking data with shareholders.
  • Commodities Today: Geopolitics Pushing Energy Names Higher
    Apr. 3, 2014 D, FXEN, GPOR Comment!

    Summary

    • Revisit the Russia/Ukraine tensions and why the natural gas markets are roiled.
    • Highlight names that benefit from natural gas supplies being cut off or interrupted.
    • Discuss the recent weakness in PDC Energy shares and explain what the cause was.
  • Today's Market: What Today's News Means For These Stocks Moving Forward
    Apr. 3, 2014 AMTD, BKS, C Comment!

    Summary

    • Discuss how investors could benefit by investing in individual financial firms rather than the ETFs moving forward.
    • Look at Citigroup's news today that they are being investigated by the Feds.
    • Highlight how the BKS share sale might lead to something else for Liberty.
  • Commodities Today: Spin-Offs, Iron Ore And Equipment Makers That Are Buys
    Apr. 2, 2014 BHP, CAT, DE 3 Comments

    Summary

    • Platinum market: The bounce off of $1,400/ounce and where resistance could surface.
    • Potential opportunity surfaces in Deere with farm commodities rising in price.
    • Several issues facing large miners (spin-offs and iron ore pricing) as well as their smaller counterparts as fresh supply hits the market.
  • Today's Market: News Moving These Stocks
    Apr. 2, 2014 AMZN, GM, MNKD 3 Comments

    Summary

    • Discuss the most probable product that is announced by Amazon at their event today.
    • Look at the unanimous vote the Ohio Senate took relating to a settlement with Tesla.
    • Point out the risks still present in the next two weeks for MannKind shareholders.
  • Today's Market: Buying Opportunities In The Biotech And Casino Names?
    Apr. 1, 2014 AMGN, CELG, LVS Comment!

    Summary

    • Markets are rallying above support levels they recently fell below.
    • Macau growth is still driving major casino operators' stocks higher.
    • Look at how to play a bounce in quality biotech names.
  • Today's Market: Playing Recent IPOs And Looking At The Tech Market
    Mar. 31, 2014 CBS, OUT, CCO 1 Comment

    Summary

    • Highlight Chairman Yellen's comments in Chicago this morning.
    • Look at the recent CBS Outdoor Americas IPO.
    • Discuss recent Tesla news.
  • Commodities Today: Oil, Coal And Iron Ore Names Rallying
    Mar. 28, 2014 CLF, EOG, GPOR 2 Comments

    Summary

    • Update readers on the Houston Shipping Channel situation.
    • Discuss the Chinese stimulus rumors & how traders are positioning.
    • Look at the strong moves for Halcon Resources & EOG Resources.
  • Commodities Today: Steel And Natural Gas Names That Are Buys
    Mar. 27, 2014 AKS, CHK, REXX 1 Comment

    Summary

    • Highlight The Recent Moves By US Steel & AK Steel.
    • Answer A Reader's Question Regarding Chesapeake Energy.
    • Point Out The Opportunity With Rex Energy After Its Recent Press Release.
  • Today's Market: Deals, Mergers And Rumors Pushing These Names Higher
    Mar. 27, 2014 BAX, CMCSA, DISH Comment!

    Summary

    • Discuss Keryx Biopharmaceuticals' move yesterday based off of CEO comments and pending legislation.
    • Look at Baxter's announcement that they will break up & create two companies.
    • Analyze why Dish Networks' Charlie Ergen wants to try to get a deal done now.
  • Commodities Today: Buy These Oil Names And Avoid Fuel Cells
    Mar. 26, 2014 BLDP, EOG, FCEL 13 Comments

    Summary

    • The US Dollar Index's lover volatility could be good for commodity pricing moving forward.
    • Fuel cell manufacturers are still day-trading stocks.
    • EOG Resources & Rice Energy look like good oil plays right now (for momentum traders).
  • Today's Market: How To Play Tech With Recent News
    Mar. 26, 2014 AAPL, FB, GOOG 1 Comment

    Summary

    • Discuss King Digital's IPO & how it could affect other names in the sector.
    • Note Facebook's $2 billion purchase announced after the close yesterday.
    • Highlight Apple's move back towards the important $550/share level.
  • Commodities Today: Takeover Names We Are Watching
    Mar. 25, 2014 CLF, OAS, ROSE 8 Comments

    Summary

    • Discuss Morgan Stanley's list of 44 takeover candidates, looking at commodity names.
    • Highlight the recent bullish move in copper.
    • Look at some names which appear better to be takeover targets than those chosen by Morgan Stanley.
  • Commodities Today: Gold And Energy Drawing Investors' Attention
    Mar. 24, 2014 DUK, GLD, SO 2 Comments

    Summary

    • Lay out the issues facing the gold bulls; drawing attention to the $1,300/ounce level.
    • Discuss Duke's pollution issues and news.
    • Look at the closing of the Houston shipping channel due to oil spill.