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Matthew Smith

 
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  • Commodities Today: Exposure To Russia Dragging Down Multinational Oil Companies
    Tue, Jul. 29 RDS.A, XOM, RDS.B 3 Comments

    Summary

    • Look at the geopolitical issues impacting the oil market right now.
    • Discuss the issues facing BP and what exactly has investors worried.
    • Highlight other companies with Russian exposure which could face issues moving forward if sanctions are ramped up dramatically.
  • Today's Market: Baidu, Just As Good As Alibaba?
    Tue, Jul. 29 FB, KWEB, TWTR Comment!

    Summary

    • Discuss our favorite Chinese Internet stock and why investors need to pay attention to it moving forward.
    • Discuss our view on the Alibaba IPO and why we are not necessarily bullish on Yahoo.
    • Highlight how mobile is changing the monetization process for internet companies across the globe.
  • Commodities Today: Why These Stocks Could Be Impacted Moving Forward
    Mon, Jul. 28 CMP, SCG, SO Comment!

    Summary

    • Discuss the ebola outbreak in Western Africa and the danger it poses.
    • Highlight CMP's quarter that has investors selling today.
    • Point out why investors in uranium producers need to pay attention to the nuke plants being built by SO & SCG.
  • Today's Market: Merger Monday Kicks Off The Week
    Mon, Jul. 28 DG, DLTR, FDO Comment!

    Summary

    • Discuss the events of another Merger Monday.
    • Look at the deal between Dollar Tree and Family Dollar while discussing why it is likely this deal closes as is.
    • Highlight the announcement of last week's rumored deal between Zillow and Trulia.
  • Today's Market: Mergers And Acquisitions Rumors Driving These Stocks Higher
    Fri, Jul. 25 GMCR, KO, SODA 5 Comments

    Summary

    • Discuss the economy and what the M&A market is telling us right now.
    • Look at the SodaStream buyout rumor and discuss why investors have not fully embraced the rumor.
    • Highlight why investors did flock to Trulia on the news that Zillow wants to launch a bid for its smaller rival.
  • Commodities Today: Mining Equipment And Airline Stocks Making Big Moves
    Thu, Jul. 24 AAL, CAT, DAL 3 Comments

    Summary

    • Highlight the move natural gas is making today after storage additions were lighter than expected.
    • Discuss the disappointing quarter from CAT.
    • Look at the next big hurdle airlines will have to face in order to keep margins strong.
  • Today's Market: What Mobile Advertising Tells Us About Tech Earnings
    Thu, Jul. 24 FB, GOOG, QQQ 1 Comment

    Summary

    • Discuss the earnings season thus far and the large number of companies meeting or beating expectations.
    • Look at the big move tech has had the last three months.
    • Highlight how mobile ads are impacting the big internet companies.
  • Commodities Today: Energy Names Moving Higher On Mergers And Acquisitions Speculation
    Wed, Jul. 23 KOG, REPYY, ROSE 3 Comments

    Summary

    • Update readers on the European companies which are in the market for North American E&P companies.
    • Highlight the news that Repsol has expressed interest in Talisman Energy.
    • Discuss another name in the Eagle Ford shale and Permian Basin which could be a takeover target.
  • Today's Market: Biotech Names Rallying Today
    Wed, Jul. 23 BIIB, IBB, PBYI 6 Comments

    Summary

    • Revisit some of our previous calls in the biotech space.
    • Highlight the news items affecting Puma's shares today.
    • Discuss the strong 2Q that Biogen Idec turned in.
  • Commodities Today: Fuel Cell And Energy Names Making Big Moves Today
    Tue, Jul. 22 APA, BLDP, FCEL 1 Comment

    Summary

    • Provide overview of the oil market and recent events impacting price movements.
    • Highlight APA's new activist shareholder and point out why we think management will get along with the firm.
    • Discuss the recent rally in fuel cell manufacturers and provide updates on the most recent news driving these names higher.
  • Today's Market: Why These Companies Are Under Pressure
    Tue, Jul. 22 BKW, HLF, MCD Comment!

    Summary

    • Analyze yesterday's comments from President Obama and the impact on the market.
    • Highlight the comments made by Bill Ackman regarding Herbalife yesterday and point out that he is hosting a presentation today on their business practices.
    • Provide further details on the meat recall in China and the latest companies affected by the supplier.
  • Commodities Today: Geopolitical Events Not Slowing Oil Company And Brazil Stocks Rally
    Mon, Jul. 21 FANG, GLD, PBR 2 Comments

    Summary

    • Geopolitical events driving markets right now and having an impact upon commodity pricing.
    • Highlight the big moves that big commodity names in Brazil have had since the World Cup as it appears the current government will lose power.
    • Discuss the latest acquisition from FANG.
  • Today's Market: Big Names Making Big Waves
    Mon, Jul. 21 AGN, MCD, VRX Comment!

    Summary

    • Highlight what the market learned over the weekend regarding the events surrounding the Malaysia Airlines crash.
    • Look at news of repackaged meat from a supplier in China being sold to big foreign brands.
    • Discuss the latest in the battle between AGN and VRX.
  • Commodities Today: Energy Names Making Moves As Geopolitical Events Impact Market
    Fri, Jul. 18 EVEP, GPOR, PDCE 7 Comments

    Summary

    • Discuss the geopolitical issues facing the market and how investors feel overwhelmed now.
    • Analyze the natural gas market's recent moves.
    • Discuss energy names catching our eye yesterday.
  • Today's Market: Big Tech Leads Even With Geopolitical Events Dragging Market Lower
    Fri, Jul. 18 AMD, INTC, IWM Comment!

    Summary

    • Discuss the geopolitical events from yesterday and their impact upon the market.
    • Look at how the Nasdaq could be impacted from an escalation of military activities in Israel.
    • Highlight the news from MSFT & INTC that investors have cheered, along with the disappointment from AMD.
  • Today's Market: Why The Time Warner Will Be Purchased By Twenty-First Century Fox
    Thu, Jul. 17 TWX 2 Comments

    Summary

    • Discuss the news reports which broke yesterday discussing Fox's $80 billion offer for TWX.
    • Look at the most likely candidates to purchase CNN, which would most likely have to be sold to appease regulators.
    • Discuss other potential bidders and the hurdles that exist with those companies launching bids.
  • Commodities Today: Fuel Cell And Oil Stocks To Watch
    Wed, Jul. 16 APC, BLDP, FCEL 12 Comments

    Summary

    • Provide an overview of the commodity market and discuss how we think earnings impact the market through the end of the year.
    • Highlight the recent move in fuel cell stocks.
    • Look at oil names and how investors are differentiating between companies right now.
  • Today's Market: Tech, Biotech And Social Media Stocks In The News
    Wed, Jul. 16 AAPL, CELG, FB 5 Comments

    Summary

    • Discuss Janet Yellen's comments from yesterday and their impact on the market.
    • Highlight why some large caps were punished unfairly yesterday.
    • Point out the big announcement of Apple and IBM partnering in the enterprise market.
  • Today's Market: Banking Stocks Look More Attractive After Earnings
    Tue, Jul. 15 CMA, GS, JPM 1 Comment

    Summary

    • Revisit our previous thinking on how to invest in the financial sector and update investors on how our thesis may be changing.
    • Look at how trading revenue helped two companies beat analysts' expectations already this week.
    • Point out the strength at commercial bank Comerica.
  • Commodities Today: Energy Names Warren Buffett Might Target
    Tue, Jul. 15 BKH, COP, POR 2 Comments

    Summary

    • Overview on what many in the market have been talking about recently regarding Mr. Buffett's energy portfolio.
    • Highlight the move in oil to below $100/barrel.
    • Discuss our thoughts on which energy and utility names might be good fits within the Berkshire Hathaway portfolio.
  • Today's Market: New Regulations To Hurt The Housing Market?
    Mon, Jul. 14 AIG, BZH, MTG Comment!

    Summary

    • Highlight continued M&A activity and discuss the week ahead.
    • Look at why financials will play a key role during this earnings season.
    • Discuss the fears about the mortgage insurers and why it is possible the worst news is behind.
  • Commodities Today: Oil Mergers And Acquisitions Targets To Focus On After The Kodiak Deal
    Mon, Jul. 14 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
    Fri, Jul. 11 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
    Thu, Jul. 10 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?
    Thu, Jul. 10 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
    Wed, Jul. 9 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
    Wed, Jul. 9 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
    Tue, Jul. 8 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
    Tue, Jul. 8 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
    Thu, Jul. 3 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
    Thu, Jul. 3 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
    Wed, Jul. 2 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.