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Matthew Smith

 
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  • Commodities Today: Oil Companies Making Interesting Moves, Metals Stabilize
    Thu, Nov. 6 APA, CHK, CLR Comment!

    Summary

    • Discuss the moves this morning by the BOE and ECB, as well as the dovish comments by Mario Draghi that have weakened the euro.
    • Highlight Harold Hamm's big bet with Continental Resources' hedges.
    • Look at Apache's latest earnings and the guidance that the company provided investors.
  • Today's Market: Earnings And News Moving These 5 Stocks
    Thu, Nov. 6 AZN, PRGO, QCOM Comment!

    Summary

    • Discuss the moves by the ECB and BOE today.
    • Highlight the move lower in the Euro/USD.
    • Look at the latest news from AZN, PRGO, QCOM, SNY & TSLA.
  • Commodities Today: 6 Energy Names To Watch
    Wed, Nov. 5 AM, AR, BHP Comment!

    Summary

    • Look at the decision by BHP to export crude from the US without the government's approval.
    • Highlight EOG's quarterly results and upbeat guidance.
    • Point out another strong MLP IPO which is having a strong debut today.
  • Today's Market: 5 Stocks Moving On News
    Wed, Nov. 5 CBS, FEYE, FOX Comment!

    Summary

    • Look at last night's election results and discuss why investors are so bullish this morning.
    • Highlight media earnings since yesterday's close and what to look for from those major media companies set to report after today's close.
    • Highlight a hot tech stock which is falling sharply after disappointing revenue figures.
  • Commodities Today: 5 Energy Stocks Moving On News
    Tue, Nov. 4 CVX, OXY, SD 1 Comment

    Summary

    • Discuss yesterday's move lower in oil prices.
    • Highlight the latest moves by Saudi Arabia which make it clear that the kingdom is trying to force shale producers to cut future production plans.
    • Point out the delay in 3Q results from SandRidge Energy, as SEC asks questions regarding the company's accounting.
  • Today's Market: 6 Stocks Moving On News
    Tue, Nov. 4 AIG, BABA, HLF Comment!

    Summary

    • Discuss yesterday's market sell-off into the close and how oil impacted that move.
    • Look at the US$/Yen cross and discuss our outlook on it for readers.
    • Highlight six companies that reported market moving news since the market closed yesterday.
  • Commodities Today: Natural Gas Moving Higher, Banks Still In Commodities Business
    Mon, Nov. 3 COG, GS, JPM Comment!

    Summary

    • Highlight the weather over the weekend and why it is driving natural gas prices.
    • Discuss the latest from the IMF on Zimbabwe and why there might be hope for the country in the years ahead.
    • Look at the physical commodities business and why banks' recent divestitures have not taken them out of the market.
  • Today's Market: Mergers, Rumors And International News Moving These Names
    Mon, Nov. 3 CVD, DEO, DIA Comment!

    Summary

    • Discuss market fundamentals and historical data for how the market could finish the year.
    • Highlight Argentina's latest questionable move, this time involving PG, which could further hinder their ability to attract capital.
    • Look at the latest M&A transactions announced before trading started today.
  • Commodities Today: 'Big Oil' Surprises, But Gold And Oil Under Pressure
    Sat, Nov. 1 CVX, GLD, SLV 5 Comments

    Summary

    • Look at the impact the BOJ decision and strengthening of US Dollar Index have on commodities.
    • Discuss the latest move lower in the gold market and why we are not bullish of the yellow metal right now.
    • Highlight XOM and CVX's quarterly results and discuss the overall oil market.
  • Today's Market: Stocks Rally But Investors Have Questions About These Names
    Fri, Oct. 31 C, DNKN, JPM 2 Comments

    Summary

    • Highlight the move that the Bank of Japan made last night and the big move in the Nikkei.
    • Review some of the big takeaways from the SBUX quarterly report and conference call.
    • Look at the latest news to impact a large financial institution here in the United States.
  • Commodities Today: Cooler Weather To Provide A Boost To These Names?
    Thu, Oct. 30 CLF, COG, DUK 5 Comments

    Summary

    • Discuss yesterday's Fed decision and its impact upon gold prices.
    • Highlight upcoming cool weather that will hit the east coast and the potential impact upon natural gas prices.
    • Point out the surprise move from Brazil's central bank to raise rates.
  • Today's Market: Tech Stocks Moving On News
    Thu, Oct. 30 BABA, BIDU, FB 1 Comment

    Summary

    • Discuss the Fed's move yesterday and our takeaway from the vote.
    • Look at BIDU's results and the transition towards mobile that the company has made.
    • Highlight the latest employees to exit TWTR and why the market should have questions about the company's future plans.
  • Commodities Today: The Battle Over Oil And Steel Stocks Jumping
    Wed, Oct. 29 AKS, APC, CLR 1 Comment

    Summary

    • Discuss the oil market today and the big MLP IPO which debuted today.
    • Look at the steelmakers and why investors are pushing names such as X and AKS higher.
    • Highlight two interesting news items from oil companies which could indicate some concern among E&P names.
  • Today's Market: News Moving These Stocks
    Wed, Oct. 29 BA, FB, FCAU Comment!

    Summary

    • Discuss interest rates and what we expect from the Federal Reserve today.
    • Run through the news events affecting stocks this morning.
    • Discuss FB earnings and what truly spooked investors about guidance.
  • Commodities Today: Have Oil And Copper Bottomed Already?
    Tue, Oct. 28 CLR, FCX, KOG 1 Comment

    Summary

    • Discuss the calmness in the commodity markets today as much of the volatility has died down.
    • Revisit a past recommendation and discuss why investors are selling shares today.
    • Look at the latest comments from Harold Hamm on the oil market.
  • Today's Market: Earnings, M&A And Break-Ups Moving These Stocks
    Tue, Oct. 28 AMGN, FB, MSG 1 Comment

    Summary

    • Discuss the results from last night which we think were overlooked but deserve to be further explored by readers.
    • Look at TWTR's results and guidance which disappointed.
    • Highlight the potential sale of RGC and break-up of MSG, both announced last night.
  • Commodities Today: Brazilian Stocks Down Sharply, Analysts Potentially Too Bearish On Oil
    Mon, Oct. 27 BP, CVX, PBR Comment!

    Summary

    • Discuss the latest news affecting the oil market and how analysts might have finally overshot on the bearish side.
    • Highlight Brazilian stocks' weakness today and discuss the run-off results from Sunday.
    • Look at 'Big Oil' names and discuss when their yields will come into play.
  • Today's Market: Apple Gets Blocked, While Valeant Extends Olive Branch
    Mon, Oct. 27 AAPL, AGN, BBY 12 Comments

    Summary

    • Highlight the big news events that took place over the weekend and are having an impact on markets this morning.
    • Look at why two drugstores are blocking Apple Pay from their checkout terminals.
    • Point out the latest news in the Valeant and Allergan takeover battle.
  • Commodities Today: Gold And Oil Under Pressure
    Fri, Oct. 24 ABX, AUY, GG 4 Comments

    Summary

    • Look at commodity market news and provide our opinion on what to expect early next week.
    • Answer a question on gold miners that has been asked by numerous readers in the past few weeks.
    • Update readers on the oil market and the incorrect conclusions being drawn from Saudi Arabia's latest production data.
  • Today's Market: News And Earnings Fueling These Moves
    Fri, Oct. 24 AAPL, AMZN, AZN 4 Comments

    Summary

    • Update readers on the latest news impacting the market.
    • Discuss the big tech earnings from last night.
    • Provide news items on AAPL, GTATQ, LMT and PFE that are having an impact on those names.
  • Commodities Today: Reasons To Be Bullish This Market
    Thu, Oct. 23 CAT, CF, MOS Comment!

    Summary

    • Look at the strong numbers from CAT and what the company projects moving forward.
    • Highlight a drop down deal between PSX and its MLP PSXP.
    • Revisit the potash market and what POT had to say with their quarterly report about their outlook for the global fertilizer market.
  • Today's Market: Earnings Moving These Stocks And Their Peers
    Thu, Oct. 23 AAL, DPS, KO 1 Comment

    Summary

    • Look at the claims data that was released today and explain our thinking on the jobs market moving forward.
    • Discuss the strong athletic apparel market and the strong quarter that UA reported.
    • Highlight DPS, AAL & LUV earnings.
  • Commodities Today: Why We Are Not In The Clear Just Yet
    Wed, Oct. 22 CHK, D, EVEP 7 Comments

    Summary

    • Discuss the US dollar index and our short-term outlook for that.
    • Look at the latest from the negotiations between Russia and Ukraine and the impact upon the EU.
    • Update investors on our thinking regarding the smaller E&P names.
  • Today's Market: Mortgage Services And Electric Car Manufacturers In The News
    Wed, Oct. 22 ASPS, BAMXF, DDAIF 8 Comments

    Summary

    • Discuss the strong move higher during yesterday's session and how we would be playing Europe.
    • Look at the news that regulators are zeroing in on OCN and their business practices.
    • Highlight why we are not surprised by recent TSLA news and why it might not be as bad as some think.
  • Commodities Today: Oil, Coal And Brazil Stocks Moving Today
    Tue, Oct. 21 BTU, EOG, PBR 5 Comments

    Summary

    • Revisit a recent call that we discussed buying during the broad sell-off in the oil E&P names that impacted both high and low quality names.
    • Discuss the elections in Brazil and how they are once again impacting commodity stocks.
    • Look at the coal market and the continued difficulty that coal miners are having right now.
  • Today's Market: Why Is The Market Not Giving These Stocks Any Respect?
    Tue, Oct. 21 AAPL, ABBV, IBM Comment!

    Summary

    • Highlight the news from yesterday's Fed meetings with bankers and discuss earnings from the last 18 hours.
    • Discuss the break-up fee being paid by ABBV and the board's decision to increase the dividend and buyback program.
    • Look at AAPL's bullish quarterly report from last night.
  • Commodities Today: Deals And Earnings Pushing These Stocks Higher
    Mon, Oct. 20 CNL, HAL, PALL 1 Comment

    Summary

    • Look at the recent pullback in the palladium market and what we think investors should do with our previously discussed bearish trade.
    • Highlight the latest MLP M&A and how it affects the likes of QEP, TLLP and QEPM.
    • Discuss HAL earnings and the latest M&A activity in the utility space.
  • Today's Market: Tech And Pharma Earnings Moving The Market
    Mon, Oct. 20 AAPL, AGN, HP Comment!

    Summary

    • Look at what is moving the market this morning and what lies ahead for investors this week.
    • Discuss the disappointing results from IBM and what plagues the company.
    • Highlight VRX's strong quarter and how it further complicates the takeover battle for AGN.
  • Commodities Today: Bright Spots Emerging In Market
    Fri, Oct. 17 CF, FCX, GE Comment!

    Summary

    • Discuss the impact a slowdown in the oil patch could have on other companies, including the major industrial names.
    • Highlight the news that CF and YARIY will not proceed with the merger that the two sides were exploring.
    • Look at SLB's earnings beat and explain why the EPS beat could easily have been twice as much were it not for sanctions.
  • Today's Market: Tech Earnings And News Impacting These Names
    Fri, Oct. 17 AAPL, AMZN, EBAY 3 Comments

    Summary

    • Look at the Nasdaq and its recent price movements and our thoughts moving forward for the index and sectors within the index.
    • Discuss Google's earnings and what caused the earnings miss.
    • Highlight Apple and Amazon's new services for consumers and how they are rolling out those programs.
  • Commodities Today: Oil Stocks Moving Sharply Higher
    Thu, Oct. 16 CHK, GLD, LNG 4 Comments

    Summary

    • Investors are cheering CHK's deal to sell acreage and wells to SWN.
    • Highlight LNG's past of predicting changes in investors' appetites for risk.
    • Discuss some of the big moves in the physical commodity markets and why copper and gold have our attention.
  • Today's Market: Media And Pharmaceutical News Dragging Down These Names
    Thu, Oct. 16 ABBV, NFLX, SHPG Comment!

    Summary

    • Discuss yesterday's volatility and what investors can take away from it.
    • Look at the volatility index and gauge the level of fear in the current market.
    • Update investors on ABBV's decision to recommend investors vote no on a deal with SHPG and earnings from NFLX.