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Matthew Smith  

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  • 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.
  • 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.