Seeking Alpha

Matthew Smith

 
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  • 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 AMZN 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 AMZN 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.
  • Commodities Today: Coffee Prices Rising And Green Energy
    Wed, Jun. 4 DNKN, NRG, NYLD 2 Comments

    Summary

    • Highlight the latest move in copper prices.
    • Discuss the coffee market and why investors might benefit from rising prices.
    • Look at the latest wind energy deal.
  • Today's Market: Understanding Financials And The Current Market
    Wed, Jun. 4 BAC, HSH, PL Comment!

    Summary

    • Discuss the latest on the M&A market.
    • Highlight the PL deal and how it is pushing life insurance stocks higher.
    • Look at the mortgage market and what many talking heads are missing.
  • Commodities Today: Coal And Iron Ore Companies Heading Lower?
    Tue, Jun. 3 ACI, ANR, RIO 9 Comments

    Summary

    • Brief comments on the EPA proposal for carbon reduction.
    • Highlight the new lows for the small coal producers.
    • Discuss RIO's CEO's comments on iron ore prices and the impact upon competitors.
  • Today's Market: Financials, Rates And Where To Invest
    Tue, Jun. 3 BOND, DIA, SPY 3 Comments

    Summary

    • Discusses how we are looking to redeploy capital in some of our portfolios.
    • Looks at the bond market and explains why we think now is an opportune time to exit fixed income and focus on equities.
    • Highlights the XLF, as we like financials to close out the year on a higher note.
  • Commodities Today: E&P Names Making Headlines
    Mon, Jun. 2 ECA, GDP, HK 1 Comment

    Summary

    • Overview of what we think recent market news means for those trying to sell assets in the oil and gas industry.
    • Highlight the good results from GDP this morning on the C.H. Lewis 30-19H-1 well.
    • Discuss the sale of MRO's Norwegian North Sea assets.
  • Today's Market: Shareholders To Push For Change At These Companies?
    Mon, Jun. 2 AZN, DRI, MWV Comment!

    Summary

    • Highlight the global markets this morning.
    • Look at the latest news regarding investors moving against management teams who have turned down acquisition offers.
    • Discuss Starboard Value's latest target company.
  • Commodities Today: LNG And Gold Companies Making Headlines
    Fri, May. 30 ABX, D, FCX 3 Comments

    Summary

    • Look at the overall commodities markets and express our thoughts on the momentum trade currently present.
    • Highlight the gold market and the weakness that continues there.
    • Update readers on the latest pertaining to the LNG exporters.
  • Today's Market: A Return To Momentum Investing?
    Fri, May. 30 AAPL, CRM, P 9 Comments

    Summary

    • Analyze the current state of the markets and how certain segments of the market have moved versus others.
    • Look at momentum stocks and how they could rise if the current bullishness carries forward.
    • Highlight a few names which we are currently looking at to possible establish positions in come June.
  • Commodities Today: Why Investors Might Want To Exercise Caution
    Thu, May. 29 CAG, HSH, PF Comment!

    Summary

    • Discuss the reason for the M&A frenzy in food companies.
    • Highlight the RBOB gas market and why it could break out over the next month or two.
    • Explain why investors might want to exit positions in HSH now rather than waiting for a bidding war.
  • Commodities Today: Update On The Coal Sector
    Wed, May. 28 ACI, ANR, BTU 8 Comments

    Summary

    • Highlight the recent movement in the US Dollar Index.
    • Discuss the UBS analyst's bankruptcy outlook for the coal industry.
    • Look at why this might not be a good area to invest over the next couple of years with regard to the entire industry.
  • Today's Market: Tax Inversion Deals Changing Mergers And Acquisitions?
    Wed, May. 28 AGN, PFE, SNN 2 Comments

    Summary

    • Discuss the latest craze in the M&A market.
    • Look at the increase in VRX's offer for AGN and our thoughts on the chances that the deal closes.
    • Analyze the spillover effects the M&A market has seen lately and the increase in inversion related deal talk.
  • Commodities Today: Where We Are Putting Our Money
    Tue, May. 27 FANG, GLD, PE 1 Comment

    Summary

    • Look at the big move in the precious metals markets today.
    • Discuss the potential change in law for resource companies in Zimbabwe that could spark a fresh exploration wave.
    • Highlight our latest trading idea.
  • Today's Market: Big Movers On Mergers And Acquisitions And Drug Trial News
    Tue, May. 27 BCRX, GE, HSH 3 Comments

    Summary

    • Discuss our recent call on the general markets and where we stand now that some indices are trading at all time highs once again.
    • Look at M&A deals that have multiple bidders and how competitive the market is right now.
    • Highlight the trial results from BCRX which have the stock flying in early morning trading.