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Matthew Smith  

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  • Today's Market: These Stocks Rising On Deal News And Strong Results
    Fri, Feb. 6 AMT, AMZN, DPS Comment!

    Summary

    • Discuss major economic data and recent moves in the US market, as well as international markets.
    • Social media stocks LNKD & TWTR blew away estimates and are rising sharply on the session.
    • Highlight the deals that VZ announced yesterday and DPS's decision to return more cash to shareholders.
  • Commodities Today: Oil Names Rally Again, Could China Buy Energy Assets
    Thu, Feb. 5 CEO, EVEP, GDP 3 Comments

    Summary

    • Discuss the rally taking place in oil equities, with big gains coming for E&P MLPs and certain leveraged shale producers.
    • Look at the latest job cuts in the oil field service sector.
    • Explain the possibility that Chinese energy companies could soon look to buy energy assets now that prices have declined and many companies are looking to offload assets.
  • Today's Market: Mergers And Acquisitions Driving Markets And These Stocks Higher
    Thu, Feb. 5 ACT, AGN, ANTM 1 Comment

    Summary

    • Discuss the deals announced in the pharmaceutical industry, which has a number of stocks rising.
    • Look at VZ's $10 billion asset deal, which appears close to being finalized with FTR.
    • CBS's Moonves is trying to buy Sumner Redstone's controlling stake in the company.
  • Commodities Today: Bakken Producers Are Bullish, Shakeup At Petrobras
    Wed, Feb. 4 HAL, HES, PBR 3 Comments

    Summary

    • Energy prices are retreating after large increases in inventories.
    • Bakken energy companies say they are not looking to reduce headcount in the oil play, but are looking for other ways to lower costs.
    • The CEO and five executives of PBR have resigned.
  • Today's Market: Stocks On The Rise, Blowout Earnings And Dividend Increases
    Wed, Feb. 4 AMGN, AMZN, BIIB 1 Comment

    Summary

    • Discuss the mergers in retail that were announced in the last 24 hours.
    • Look at quarterly reports from industrial names GM & WHR and the large EPS beats that the companies delivered.
    • Highlight strong results from DIS and news that GILD will be initiating a dividend in 2015.
  • Commodities Today: Rally Underway, Oil Names Move Strongly Higher
    Tue, Feb. 3 APC, BP, CLF 1 Comment

    Summary

    • CLF surprises investors with news regarding its exit from Canada and Bloom Lake.
    • BP joins other oil majors in cutting capital expenditures and reports a surprise profit from its Russian stake.
    • Oil prices are driving the bullish sentiment in the market right now, with capex cuts helping push oil prices higher.
  • Today's Market: What's Behind The Recent Rally
    Tue, Feb. 3 DDD, GOOG, GOOGL 3 Comments

    Summary

    • Discuss what is behind the rally which has taken place over the last couple of sessions.
    • Revisit the 3-D printing makers and the bad news from SSYS which is dragging that name sharply lower today.
    • Update readers on the talk centering around a SPLS & ODP merger which could be beneficial for both companies' shareholders.
  • Commodities Today: Big News From Oil Companies And MLPs
    Mon, Feb. 2 CVX, EVEP, LINE 2 Comments

    Summary

    • XOM announces strong bottom line results and slashes share buybacks for 2015's Q1.
    • EVEP cut its distribution, but still sports a strong yield with the new $2/unit annualized payout.
    • Discuss the latest oil price moves and our expectation for how an oil equity rally would take place.
  • Today's Market: Issues Impacting Stocks And More Currency Market Turmoil
    Mon, Feb. 2 GM, MRK, MSFT 2 Comments

    Summary

    • Update readers on some ongoing stories that we have been following over the past few months and year.
    • Discuss currency issues that are impacting the multinationals and why investors have been caught off guard.
    • Look at the latest issues affecting Sony.
  • Commodities Today: Break-Ups, Share Buyback Suspensions And Rallying Precious Metals
    Fri, Jan. 30 CVX, DNKN, MTW Comment!

    Summary

    • Update readers on the latest in the coffee market and why precious metals have caught a bid today.
    • Look at news that MTW is going to give in to activist investors and split the company into two.
    • Discuss CVX's decision to suspend share buybacks in 2015, which was announced on this morning's conference call.
  • Today's Market: Big Tech Earnings, Stock Splits And Tasty IPO
    Fri, Jan. 30 AMZN, CMG, DIA 1 Comment

    Summary

    • Highlight the tech earnings from AMZN and Google and why investors are cheering those results.
    • Look at the announced 4-for-1 stock split at Visa and its impact upon the Dow.
    • Discuss the IPO of SHAK, set to debut today.
  • Commodities Today: Bullish Ag News, More Energy Companies Cut Spending
    Thu, Jan. 29 AGU, COP, DOW Comment!

    Summary

    • Look at the precious metals market and the moves taking place in gold, platinum and silver.
    • Highlight quarterly results from DOW and POT and the strength companies which focus on agriculture are seeing.
    • Update readers on the latest spending cuts from large energy companies here in the United States.
  • Today's Market: News Moving These Stocks
    Thu, Jan. 29 AAPL, AMZN, DIA 2 Comments

    Summary

    • Highlight earnings which are moving tech company stocks.
    • Discuss the news that MCD's CEO will step down from his post in a month and the potential reasons for why this happened.
    • Look at AMZN's latest AWS offering that could challenge MSFT and Google.
  • Commodities Today: Disappointing Earnings And MLP M&A On The Increase
    Wed, Jan. 28 BP, CVX, ETP 4 Comments

    Summary

    • Discuss plans for drilling on the Eastern Seaboard, which the White House is set to unveil.
    • Look at HES' most recent quarter and the disappointing results.
    • Highlight the consolidation which is occurring in the MLP space as certain key players look to simplify their business models.
  • Today's Market: Blowout Earnings And Spinoffs Powering Stocks Higher
    Wed, Jan. 28 AAPL, BABA, FB Comment!

    Summary

    • Discuss the financial results which helped change sentiment after yesterday's close.
    • Explain why we are not extremely excited about the YHOO spinoff.
    • Highlight the quarterly results from AAPL and BA.
  • Commodities Today: Disappointing Earnings, More Cost Cuts From Big Oil
    Tue, Jan. 27 ACI, ANR, BP Comment!

    Summary

    • Highlight comments from the President of Saudi Aramco which would appear to indicate he wants higher oil prices.
    • Look at disappointing earnings from CAT and FCX.
    • Discuss the latest cost-cutting measure from BP.
  • Today's Market: Earnings, The Good, The Bad And The Ugly
    Tue, Jan. 27 DD, MMM, MSFT 3 Comments

    Summary

    • Highlight currency markets and discuss in general terms the corporate earnings which were reported since yesterday's close.
    • Discuss currency effects on earnings and sales, as well as how it is forcing companies to adjust forward guidance.
    • Run through earnings results with the highlights.
  • Commodities Today: Mergers, Dividend Cuts And A Blizzard
    Mon, Jan. 26 CLF, IP, MWV Comment!

    Summary

    • A blizzard is moving towards the US northeast and could drop record snowfall in some areas.
    • RKT and MWV announced a $16 billion merger to create a more formidable rival for IP.
    • CLF announced that they would cut their dividend in order to save over $90 million each year.
  • Today's Market: Merger Monday And Google's New Content Deal
    Mon, Jan. 26 AXS, BUD, GOOG 1 Comment

    Summary

    • BUD continues to snap up US craft breweries as the company builds out its portfolio in the US.
    • PRE & AXS are merging as equals in a deal that will create one of the largest reinsurers in the world.
    • Google and the NFL signed a deal to allow the internet giant to show certain NFL content online, according to tech publication re/code.
  • Commodities Today: What Today's Events Mean For Oil, OPEC And Saudi Arabia
    Fri, Jan. 23 ACI, ANR, BP 2 Comments

    Summary

    • Explain why King Abdullah's death could have an impact on Saudi oil production decisions moving forward.
    • Look at the fresh lows that coal producers' stocks are hitting and why we still are not buyers of the industry.
    • Review comments from Saudi royals regarding OPEC and the oil market including a cap on oil prices and continued weakness in the market.
  • Commodities Today: M&A In The Oil Fields And Railroads Surging On Results
    Thu, Jan. 22 BRK.A, BRK.B, CLR 2 Comments

    Summary

    • Mario Draghi and the ECB deliver on their promise of a big QE program.
    • Investors are cheering UNP's quarterly results, even as the company cautioned about the impact of labor disputes and falling energy prices.
    • Richard Kinder steps down from the CEO role as KMI announces a $3 billion deal.
  • Today's Market: Tech Rumors And Bank M&A
    Thu, Jan. 22 CYN, DISH, GOOG Comment!

    Summary

    • S & TMUS rally on news that Google is poised to sign deals with the carriers to use their mobile networks to launch their own mobile service.
    • The ECB announced a 60 billion euro per month bond buying program, which has markets trading higher and the euro falling.
    • The big banking deal today is less about traditional banking services and more about wealth management.
  • Commodities Today: Possible Oil M&A And An Oil Price Rise?
    Wed, Jan. 21 APA, APC, BHP Comment!

    Summary

    • APA's longtime CEO stepped down, possibly clearing the way for the company to be sold outright, sell its international assets or break-up the company.
    • Discuss BHP's plans to cut rigs in its oil shale plays through the end of the fiscal year.
    • Revisit oil prices and what some in the industry are predicting.
  • Today's Market: Tech Earnings Moving These Names
    Wed, Jan. 21 AMZN, CREE, IBM Comment!

    Summary

    • Discuss the big quarter from NFLX and what is driving the company's growth.
    • Highlight the good quarter and forward guidance from CREE.
    • Look at the disappointing quarterly results from IBM and news that QCOM may lose a big customer.
  • Commodities Today: Oil Service Companies Surprise, Chinese Energy Names Downgraded
    Tue, Jan. 20 BHI, CEO, HAL Comment!

    Summary

    • Update readers on the latest from the IMF and other news worthy items.
    • Discuss latest downgrades to hit foreign energy companies.
    • Look at news moving oil service companies.
  • Today's Market: Big Tech News, Disappointing Banking News
    Tue, Jan. 20 BAC, C, GOOG 4 Comments

    Summary

    • Update investors on some of the big news items announced over the long weekend.
    • Highlight the latest $1 billion deal that Google is reported to be involved in.
    • Discuss the latest Wall Street bank to disappoint on the earnings front due to weakness in fixed income.
  • Commodities Today: Energy Related Stocks Rise, Gold's Run Continues
    Fri, Jan. 16 APC, BHI, BP Comment!

    Summary

    • Highlight the move in gold prices, which has taken the yellow metal's price above that of platinum which generally trades at a premium.
    • Discuss results from SLB and RRC which has both stocks moving higher.
    • Update investors on the latest regarding BP and the legal proceedings surrounding the oil spill in the Gulf of Mexico.
  • Today's Market: FX, Technology And Content Deals Moving These Stocks
    Fri, Jan. 16 DISH, FOX, FOXA Comment!

    Summary

    • Discuss the fallout from the SNB decision to remove the cap on the Swiss Franc.
    • Look at the major tech news from the past 24 hours and the impact moving forward.
    • Highlight RGC's decision to not sell the company and remain public.
  • Commodities Today: Gold Names Rallying, Further Cuts For Oil Companies
    Thu, Jan. 15 AUY, BP, EPD 5 Comments

    Summary

    • Highlight the move made by the SNB which has impacted currency and commodity markets.
    • Look at the rally taking place in the precious metals today.
    • Discuss the spending cuts announced by European integrated oil companies BP and RDS.
  • Today's Market: M&A Rumors, Retailers And Currency Markets Moving Markets
    Thu, Jan. 15 BBRY, BBY, GME Comment!

    Summary

    • Highlight the big moves by central bankers overnight, including the SNB's decision to abandon the cap against the Euro.
    • Discuss retail names moving on news, including TGT's decision to exit Canada and reports that RSH will file for bankruptcy soon.
    • Look at the denials from BBRY and Samsung related to a report from Reuters that the companies were close to a deal.
  • Commodities Today: News Moving These Stocks Lower
    Wed, Jan. 14 FCX, NFX, SCCO Comment!

    Summary

    • NFX has decided to keep its Chinese properties due to weak prices and SU cuts 2015 spending plans and jobs.
    • Revisit the copper producers and the weakness in that market.
    • Discuss the issues affecting TSLA's share price today, including problems in China relating to perceptions on ease of use.
  • Today's Market: Stocks Moving On News
    Wed, Jan. 14 AAMC, AAPL, AMZN Comment!

    Summary

    • Highlight the latest fears regarding GPRO.
    • Look at the positive comments from Stifel regarding NFLX, even though AMZN has recently been the darling of the streaming media companies.
    • Update readers on the latest regarding OCN and its regulatory issues.