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Matthew Smith  

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  • Commodities Today: Energy And Frac Sand Names Get Crushed, Solar Stocks Rising Again [View article]
    That is another good name, and with an upswing in the market could be a big winner. Unlike some, we are not against liking the partnerships.
    Feb 25, 2015. 05:41 PM | 1 Like Like |Link to Comment
  • Commodities Today: Oil Names Rally Again, Could China Buy Energy Assets [View article]
    I'm not sure about "effort" but the point was milk is renewable and milk is not. Juice, water, etc are all rather expensive on a gallon to gallon comparison to oil.
    Feb 6, 2015. 12:02 PM | Likes Like |Link to Comment
  • Today's Market: Big Tech News, Disappointing Banking News [View article]
    One could make the argument that stimulus policies would promote long-term growth as it would finally put an end to the questions surrounding debt markets and the sanctity of the euro. If that is cleared up and regions outside of the US start to see growth, prosperity for those outside of the 1% should be a reality.

    Markets are proxies in our view, so it is not that we want to avoid sell-offs due to short-term reasons, but rather for what it signifies in regards to the policy's long-term outlook.
    Jan 21, 2015. 09:26 AM | Likes Like |Link to Comment
  • Commodities Today: Gold Names Rallying, Further Cuts For Oil Companies [View article]
    Yes, that was a total surprise move too. Talked about that in our other article.
    Jan 16, 2015. 09:55 AM | Likes Like |Link to Comment
  • Today's Market: Stocks Making Solid Moves Into New Year [View article]
    Yes, it should have been WBA.
    Jan 2, 2015. 10:33 AM | Likes Like |Link to Comment
  • Today's Market: The Fed To Impact These Banks With New Rules [View article]
    If you are expecting a downturn then obviously you would stay away, but if you are bullish then those institutions with a market cap of $250 million to $10 billion are attractive. Even more attractive if a migration of deposits is set to take place.
    Dec 11, 2014. 09:52 AM | Likes Like |Link to Comment
  • Today's Market: Tech And Retail Names Moving Today [View article]
    Thanks for the comment!
    Dec 4, 2014. 10:11 AM | Likes Like |Link to Comment
  • Commodities Today: Energy Related Names Trading Lower [View article]
    Many pipelines run at 100% capacity and already the market is behind on building new ones...stocks are falling on fears that the growth may stop. If producers roll back plans to spend then there will be less to transport in the future.
    Dec 2, 2014. 09:59 AM | 1 Like Like |Link to Comment
  • Commodities Today: Seadrill Disappoints, Oil Service Names Move Lower [View article]
    Based off of the analyst consensus estimates for revenues that I had they beat.
    Dec 1, 2014. 10:15 AM | Likes Like |Link to Comment
  • Today's Market: Big Earnings Surprises, New REIT Plans Driving These Stocks Higher [View article]
    Thanks AFAHM. If it gets rid of debt and the valuation is correct, then it could create a very intriguing cash generating machine. It all depends on what rents will be and in SHLD's case whether they can turn around the main business.

    The problem with SHLD is that they just need to remodel those stores. They are soooooooo depressing to go into, even the "new" Kmarts. It is no wonder why the parking lots are empty and the company loses over a half a billion dollars a quarter.
    Nov 21, 2014. 12:14 PM | Likes Like |Link to Comment
  • Commodities Today: Gold, Oil And Pipelines Attracting Investor Attention [View article]
    I cannot see anyone willing to buy BP out until they clear up some of their lingering Gulf of Mexico issues. The liabilities could greatly affect the numbers behind a deal, which is why I think an all cash deal for a smaller company makes far more sense if they do attempt a deal.
    Nov 19, 2014. 12:43 PM | Likes Like |Link to Comment
  • Commodities Today: Natural Gas Looks Like A Good Trade [View article]
    On the hedged issue you are correct. After two decades of investing in commodities though, sometimes it is best to be a bit more conservative than you would like...especially when dealing with a short-term play with a good deal of risk.
    Nov 13, 2014. 04:27 AM | Likes Like |Link to Comment
  • Today's Market: Alipay IPO And Other Tech News [View article]
    Based on how past deals were set up it would have to IPO at a certain price and would create a tracking stock for an entity that BABA would most likely keep a stake in. Shareholders would most likely see a boost in the asset price and a company able to fund its own growth moving forward without diluting them. Taking on PayPal in international markets will not be cheap.
    Nov 12, 2014. 09:00 AM | Likes Like |Link to Comment
  • Today's Market: Merger And Acquisition Activity, Tech News And Bankruptcies [View article]
    Thanks Dividend Diplomats.
    Nov 11, 2014. 09:28 AM | Likes Like |Link to Comment
  • Today's Market: Stocks Rally But Investors Have Questions About These Names [View article]
    That might be the case, but they still have problems and were unable to sell One Main earlier. You can choose the wisdom of Mike Mayo over myself any day, which is fine, but I'll take a Jamie Dimon, John Stumpf, Kelly King or a number of other CEOs over Corbat any day. Citi has some great assets but have lacked solid leadership for some time now and have a number of issues they have to continue to work through.
    Nov 3, 2014. 10:57 AM | Likes Like |Link to Comment