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Matthew Smith

 
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  • Today's Market: Tech Names Making Big Waves Today
    Tue, Jul. 1 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
    Mon, Jun. 30 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
    Mon, Jun. 30 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
    Fri, Jun. 27 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
    Fri, Jun. 27 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
    Thu, Jun. 26 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
    Wed, Jun. 25 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
    Wed, Jun. 25 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
    Tue, Jun. 24 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
    Mon, Jun. 23 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?
    Mon, Jun. 23 MO, SAM, STZ 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
    Fri, Jun. 20 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
    Thu, Jun. 19 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
    Thu, Jun. 19 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
    Wed, Jun. 18 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
    Wed, Jun. 18 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
    Tue, Jun. 17 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
    Tue, Jun. 17 AAPL, BBRY, T 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
    Mon, Jun. 16 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
    Mon, Jun. 16 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.
  • Commodities Today: Domestic Oil Names To Offset Middle East Risk
    Fri, Jun. 13 CLR, EOG, FANG 1 Comment

    Summary

    • Analyze the latest from Iraq and what could happen in the region should Iraq require help.
    • Look at the gasoline market and discuss why that could see prices rise sharply.
    • Discuss domestic oil names which investors could buy in a basket to play the rise in oil prices and Middle East turmoil.
  • Today's Market: What Momentum Stocks We Like Right Now
    Fri, Jun. 13 AMZN, IBB, OPEN 1 Comment

    Summary

    • Discuss the market, momentum stocks and how we see this all playing out with recent market volatility.
    • Point out the US Treasury market shrugging off the Iraq news thus far.
    • Look at the momentum names we like right now and discuss how the latest M&A activity impacts our thinking.
  • Commodities Today: How To Play The Turmoil In Iraq
    Thu, Jun. 12 APA, APC, DAL 17 Comments

    Summary

    • Analyze the current state of the markets and the impact of Iraq's turmoil on the energy sector.
    • Explain to readers how large the Islamic State in Iraq and the Levant is, and the territory they currently control.
    • Discuss recent rumors regarding M&A in the energy sector and discuss one sector being impacted by this Iraq news.
  • Today's Market: Chinese Internet Stocks To Buy Ahead Of Alibaba IPO
    Thu, Jun. 12 BIDU, JD, KWEB 2 Comments

    Summary

    • Discuss the latest for the general markets and where we see markets moving.
    • Highlight the issues in the Middle East impacting the markets this week.
    • Provide a list of possible Chinese internet stocks to buy ahead of the Alibaba IPO.
  • Commodities Today: Buy Agriculture For The Long Run
    Tue, Jun. 10 AGU, CF, MOS 9 Comments

    Summary

    • Discuss how the potash/fertilizer markets might have already bottomed.
    • Highlight the various opportunities within the three members of the Canpotex potash cartel.
    • Look at other players focusing on nitrogen and other fertilizers that could also benefit from worldwide economic growth.
  • Today's Market: What M&A Activity Is Telling Investors
    Tue, Jun. 10 AGN, AZN, PFE 1 Comment

    Summary

    • Discusses how the improving economy might be emboldening company boards to go it alone rather than accepting takeover offers.
    • Highlights how volatility is trading at a five year low.
    • Looks at the latest in the Allergan and Valeant battle now that the latest offer was turned down.
  • Commodities Today: Update On Oil And Coffee Stocks
    Mon, Jun. 9 DNKN, EOG, KRFT Comment!

    Summary

    • Look at all of the recent bullishness in the oil E&G space.
    • Discuss the latest rally in WTI crude prices and also update investors on a recent trade idea.
    • Highlight KRFT following SJM's lead in raising coffee prices.
  • Today's Market: Tech And Biotech Momentum Trade Returning?
    Mon, Jun. 9 AAPL, GOOG, IBB 4 Comments

    Summary

    • Discusses the general market M&A activity today.
    • Highlights the split in AAPL shares as they trade at their new price this morning.
    • Looks at the biotech sector and why investors might want to add exposure to the area via a diversified ETF.
  • Commodities Today: Mining Equipment Names A Buy?
    Fri, Jun. 6 AXAS, CAT, DE 2 Comments

    Summary

    • Look at the recent price action in the gold market.
    • Discuss why we still are not bullish of the mining equipment makers.
    • Highlight a name we have added to our watch list to do more research on.
  • Today's Market: Industrial Names To Buy Ahead Of Year-End Rally
    Fri, Jun. 6 BA, HON, IWM Comment!

    Summary

    • We will discuss taking risk off of the table by cutting margin right now.
    • We look at general markets, and discuss our sale of a position we are bullish on.
    • We explain how we are going to position portfolios heading into the close of the year.
  • Commodities Today: Energy Names Which Look Like Buys Right Now
    Thu, Jun. 5 FANG, GPOR, KMI 1 Comment

    Summary

    • Discuss our recent philosophy in the energy market and some names that interest us.
    • Highlight some momentum names that look attractive for traders right now.
    • Look at areas of value for readers in the Permian and Utica shale plays.
  • Today's Market: Is Amazon's Smartphone A Game Changer?
    Thu, Jun. 5 AAPL, BBY, GOOG 59 Comments

    Summary

    • Discuss the possibility that Amazon is unveiling a smartphone on June 18th.
    • Analyze how this could affect the company and its stock.
    • Point out some key questions investors should keep in mind if a phone is announced.