Seeking Alpha
Seeking Alpha Portfolio App for iPad
Finance
(1)

Matthew Smith

View as an RSS Feed
View Matthew Smith's Comments BY TICKER:
Latest  |  Highest rated
  • Today's Market: No One Wants To Be The Evil Empire [View article]
    It does say they bought the drug from Novartis. However upon second look you appear to be correct on the insurance coverage issue, although that was not good news and the stock price action at that time indicated as much. My notes probably were not as detailed as they should have been there. But an investigation is an investigation.
    Jun 13 08:08 AM | 0 Likes Like |Link to Comment
  • Today's Market: Lots Of News For Investors To Act On [View article]
    Maybe not! If they get to service it at their service centers that would be revenue every time someone switches! :)
    Jun 12 08:50 AM | 0 Likes Like |Link to Comment
  • Commodities Today: Investors Confused About Oil [View article]
    With the trains moving more and more oil I think we can forget about the pipeline argument for now. Looking at international oil, one could argue that falling US demand due to increased domestic output could be a big driver for the price. However the drop did happen recently, so it is possible that the traders moved out to get exposure to other plays as neither the factors you pointed out nor the ones I did are relatively "fresh" news or new insights. It is very interesting though!
    Jun 10 11:13 PM | 0 Likes Like |Link to Comment
  • 5 Commodity Stocks Moving On News [View article]
    Fair enough. One lesson I have learned over the years is sometimes it is necessary to play some momentum moves, no matter your feelings towards them, in order to make money and add to your base portfolio.
    Jun 10 11:05 PM | 0 Likes Like |Link to Comment
  • Today's Market News To Trade On: 5 Stocks Moving On News [View article]
    Interesting. Thanks for sharing.
    Jun 10 11:04 PM | 0 Likes Like |Link to Comment
  • Commodities Today: 4 Uranium Firms For The Portfolio; Wary Of A Gold ETF [View article]
    Keep in mind that the numbers most companies give you are their cash costs. You want the all-in costs. Depreciation and depletion play a big part in why many never seem to make money when looking at it from a P&L basis. If they are able to mine it at a profit when the all-in costs are presented that is a good project.
    Jun 10 11:02 PM | 0 Likes Like |Link to Comment
  • Today's Market: Housing A Buy On The Dip? [View article]
    Lots of pent up demand. Many new households have been put on hold as well. Historically low interest rates too. If the tax laws change, I will agree with you though.
    Jun 10 10:59 PM | 0 Likes Like |Link to Comment
  • Commodities Today: China's Commodity Focus Shifting [View article]
    Good point on the Mosaic portion, was trying to differentiate between POT & MOS and AGU on the other side with the ag side business.
    Jun 10 10:58 PM | 0 Likes Like |Link to Comment
  • Commodities Today: Investors Confused About Oil [View article]
    I think it is priced in for the most part now. Of course it will initially fall on the news, but long-term the story seems to be there.
    Jun 5 11:39 PM | 0 Likes Like |Link to Comment
  • 5 Commodity Stocks Moving On News [View article]
    No more information than was in their report and public knowledge, however they did stipulate that this was bad if things do not turn around. Keep in mind that this was a few years out, so the company has various ways to adjust for this...and an improving economy always helps with that.
    May 30 08:51 AM | 0 Likes Like |Link to Comment
  • Today's Market News To Trade On: 5 Stocks Moving On News [View article]
    Sure you could. But why pay more than you need to? If it jumps $3-5 on short-term news and one expects a pullback of half to all of that, why not wait to get more bang for your buck. Also, remember that 1-10% difference upfront becomes big over decades...especially with compounded gains (dividend reinvestment).
    May 29 07:04 AM | 0 Likes Like |Link to Comment
  • 5 Commodity Stocks Moving On News [View article]
    That is kind of a different story to be honest. The uranium story is something where a serious discount could be applied to the Niger area mines/companies indefinitely and a premium applied to safer locales.
    May 28 08:34 AM | 0 Likes Like |Link to Comment
  • 5 Commodity Stocks Moving On News [View article]
    Well we have been over all of this before...but now you are talking about value. Value-wise even I have some questions about certain E&P names, especially the juniors in the gassy stuff. But viability is an entirely different story...but that all boils down to how one views the shale and fracking plays. And that is where we differ in opinion.
    May 23 11:10 PM | 0 Likes Like |Link to Comment
  • 5 Commodity Stocks Moving On News [View article]
    Covering that in tomorrow's article!
    May 23 11:07 PM | 0 Likes Like |Link to Comment
  • 5 Commodity Stocks Moving On News [View article]
    This article was certainly not the cause to that effect...
    May 23 11:07 PM | 0 Likes Like |Link to Comment
COMMENTS STATS
521 Comments
212 Likes