Seeking Alpha

Matthew Smith

 
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  • 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.
  • Today's Market: Deals Pushing These Stocks Higher
    Mar. 24, 2014 AAPL, CMCSA, HLF Comment!

    Summary

    • Discuss recent market movements and what they mean moving forward.
    • Highlight the China fine for Nu Skin, and why it is pushing the stock higher.
    • Look at the Comcast-Apple talks for set-top box.
  • Commodities Today: Oil Name Rising Strongly, Iron Ore Under Pressure
    Mar. 21, 2014 BHP, JO, RIO 2 Comments

    Summary

    • Look at the worldwide coffee crop and recent news affecting the market.
    • Highlight China's intentions of domestically producing 50% of their iron ore demand.
    • Update on Rosetta Resources and how we are handling the recent run.
  • Commodities Today: What To Sell In Response To Russia/China News
    Mar. 20, 2014 BTU, CNX, PALL 1 Comment

    Summary

    • Analyze events in last 24 hours which have impacted commodity markets.
    • Look at the big move lower in Walter Energy shares.
    • Discuss how palladium and potash are impacted by Russia and revisit our trades there.
  • Today's Market: 3D Printing Companies, A Buy Or Sell On Recent News?
    Mar. 20, 2014 DDD, HPQ, SSYS 9 Comments

    Summary

    • Discuss HP's Announcement Regarding 3D Printing.
    • Look At ExOne's Earnings Miss.
    • Highlight Recommendations From Analysts.
  • Commodities Today: Why We Are Bullish On These Oil Names
    Mar. 19, 2014 GLD, GPOR, HK Comment!

    Summary

    • Discussion surrounds gold and its strength in 2014.
    • Investors should have a look at the oil names we are bullish on.
    • We revisit Halcon Resources to update readers on our thinking for that position.
  • Today's Market: Banks, Auto Makers And The Fed Making News
    Mar. 19, 2014 GM, JPM, SPY Comment!

    Summary

    • Discuss JPM's $3.5 Billion Asset Sale.
    • Look At CEO Pay At WFC.
    • Discuss What the TM Settlement Could Mean For GM.
  • Today's Market: Alibaba Fever Hits The U.S.
    Mar. 18, 2014 EBAY, GOOG, SINA Comment!

    Summary

    • Discuss Alibaba IPO and How It Is Affecting Analysts' Opinions.
    • Look At Analyst's Call For GOOG To Buy EBAY.
    • Highlight Alibaba's Addition To Their Weibo Stake.
  • Commodities Today: Dips To Buy On The Russia/Ukraine News
    Mar. 17, 2014 BP, CHK, ECA 1 Comment

    Summary

    • Discuss How Russia/Ukraine Is Impacting Metals Markets.
    • Look At China's Impact Upon Copper.
    • Discuss Encana's Transaction With Private Equity Players.
  • Today's Market: Acquisition Targets In Telecom
    Mar. 13, 2014 LBTYA, T, TWER Comment!

    Summary

    • Look At AT&T's Desire To Buy International Assets.
    • Discuss Liberty Global's Plans For Building A Service In Europe.
    • Look At Potential US Acquisition Targets.
  • Commodities Today: After The EPL Buyout, What Is A Good Buy?
    Mar. 12, 2014 EPL, EXXI, HDY 1 Comment

    Summary

    • Discuss the EPL and EXXI merger.
    • Highlight the HDY Probe By The US Department of Justice.
    • Look At TLM and Carl Icahn.
  • Today's Market: Fuel Cells Ready To Rally After Retracement?
    Mar. 12, 2014 BLDP, FCEL, PAY 7 Comments

    Summary

    • Look At The Industrials.
    • Discuss The Retracement In The Fuel Cell Manufacturers.
    • Highlight Tesla's Latest Political Fight.
  • Commodities Today: Uranium Rising As Copper Falls On Demand Concerns
    Mar. 11, 2014 CCJ, COPX, FCX 8 Comments

    Summary

    • Look At The Latest News Concerning Eastern Europe.
    • Highlight The Move In Uranium.
    • Look At The Weakness In Copper.
  • Today's Market: Casino Stocks Ringing In Returns
    Mar. 11, 2014 BYD, CZR, LVS Comment!

    Summary

    • Discuss Elliott Associates' Disclosure of a Stake In Boyd Gaming.
    • Highlight Why We Do Not Like Caesars Entertainment Versus Peer Group.
    • Global Market Overview.
  • Commodities Today: Fuel Cell Bull Continues And Copper's Plunge
    Mar. 10, 2014 BLDP, CPST, FCEL 5 Comments

    Summary

    • Look At The New Energy Trade.
    • Discuss Potential Retracement For Fuel Cell Manufacturers.
    • Look At China's Impact On The Copper Market.
  • Today's Market: Are 3-D Printing Investors Correct To Run To The Exits?
    Mar. 10, 2014 DDD, ONVO, SSYS 10 Comments

    Summary

    • Briefly explains how these mini-bull markets work and puts 3-D industry into context.
    • Discusses difference between large and small cap names.
    • Revisits our calls from the past and explains our re-evaluation.
  • Commodities Today: Barbarians At The Gates
    Mar. 7, 2014 CLF, PALL 5 Comments

    Summary

    • Palladium markets are looking frothy.
    • Cliffs Natural Resources and Casablanca Capital are facing off over board control.
    • The EU is taking a tougher stance on Russian meddling in Crimea.
  • Today's Market: Biotech & Technology Stocks, Time To Worry?
    Mar. 7, 2014 BIDU, CELG, GILD 11 Comments

    Summary

    • Look At The Nasdaq Composite And Whether It Can Continue Higher.
    • Discuss The Recent Market Worries About Biotech.
    • Look At How Technology Stocks Could Still Power The Nasdaq Higher, Even With Biotech Lagging.
  • Commodities Today: Brazil, Metals And LNG In Focus
    Mar. 6, 2014 D, FCX, LNG 4 Comments

    Summary

    • Take a look at Brazilian resource names.
    • Revisit our copper trade.
    • Look at how the corn crop in the US could be affected by Russia/Ukraine tensions.
  • Today's Market: The Wasteland That Is Retail
    Mar. 6, 2014 AMZN, COST, PLCE 7 Comments

    Summary

    • Discuss the Russell 2000 & Its New Standing With Investment Professionals.
    • Look at Earnings From COST, PLCE & SPLS.
    • Discuss the Need to Diversify Retail Holdings in Investors' Portfolios.
  • Commodities Today: Fuel Cell Companies Rallying, Pipeline And Oil Companies Faltering
    Mar. 5, 2014 BLDP, EOG, FCEL 1 Comment

    Summary

    • Discusses the bull market in coffee.
    • Looks at the rally that has taken place in the fuel cell manufacturers.
    • Highlights the CEO of Transcanada and his recent comments regarding the Keystone XL pipeline.
  • Commodities Today: How Russia Is Impacting Commodities
    Mar. 4, 2014 AGU, BP, FXEN 2 Comments
  • Today's Market: Tobacco Speculators' Profits Up In Smoke?
    Mar. 4, 2014 LO 11 Comments
  • Today's Market: Russia Impacting These Names And IPO News
    Mar. 3, 2014 AAPL, PAY, QIWI 1 Comment
  • Commodities Today: The Politics Of LNG Are Shifting
    Feb. 27, 2014 RDS.A, D, SRE 13 Comments
  • Commodities Today: Investor Reaction To Oil Earnings And Conference Calls
    Feb. 26, 2014 APA, CHK, CVX 2 Comments
  • Today's Market: Retailers To Buy After Today's News
    Feb. 26, 2014 HD, LOW, TGT 2 Comments
  • Commodities Today: Oil And Nat Gas Names Rallying
    Feb. 24, 2014 SLV, MHR, SN Comment!
  • Today's Market: What Today's Deals Mean Moving Forward
    Feb. 24, 2014 CMCSA, EBAY, NFLX 1 Comment
  • Commodities Today: Mergers And Acquisitions Rumors Spread Concerning Oil Names
    Feb. 21, 2014 CHK, EVEP, IOC 4 Comments
  • Today's Market: What Recent Tech News Means For These High Fliers
    Feb. 21, 2014 DDD, FB, HPQ 3 Comments
  • Commodities Today: Bullish On Energy And What We Are Buying
    Feb. 20, 2014 APC, AR, GPOR 2 Comments