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Matthew Smith

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  • Today's Market: Playing The Biotech Bloodbath [View article]
    sierranvin,

    It was Merck. See Wall Street Journal article here:

    http://on.wsj.com/1kypjDR
    Apr 16 11:07 AM | Likes Like |Link to Comment
  • Commodities Today: Profiting From Volatility In These Names [View article]
    Sometimes you just have to scratch your head over people's reactions, but one thing that I have learned over the past two years for coal is that those who have invested in the sector are really passionate about their holdings. They know the business and the facts, but I think at the end of the day they got the analysis and thesis wrong as most expected it to be a short-term downturn. That had happened in the past, but this time there were a lot of new issues (such as pollution controls and government intervention). I do think it is a good case study for future situations though.
    Apr 11 11:38 AM | Likes Like |Link to Comment
  • Commodities Today: Geopolitical Risks, LNG And Aluminum Bright Spots In Market [View article]
    Believe the coffee news (depending on the move you are referring to) had to do with lack of rain in India. Discussed that in a recent article.

    Thanks for reading!
    Apr 8 12:22 PM | Likes Like |Link to Comment
  • Commodities Today: Spin-Offs, Iron Ore And Equipment Makers That Are Buys [View article]
    Both statements are true right now, as China just recently announced their intentions of this plan. Yes they will shut down inefficient mines, but they also plan on opening new ones and expanding efficient mines already in production. Will they meet their end goal? Probably not. Will they increase their production significantly? I would guess so.
    Apr 3 11:30 AM | Likes Like |Link to Comment
  • Today's Market: News Moving These Stocks [View article]
    It is just important to recognize that there still could be delays ahead, that was my only point. Not long or short here, just trying to point a potential pitfall out to readers.
    Apr 3 11:25 AM | Likes Like |Link to Comment
  • Commodities Today: Oil, Coal And Iron Ore Names Rallying [View article]
    No you are right, but was discussing the day traders and their moves on the particular trading session. Bigger moves in smaller names.
    Mar 31 11:17 AM | Likes Like |Link to Comment
  • Commodities Today: Buy These Oil Names And Avoid Fuel Cells [View article]
    The website is pretty old and has not been updated in some time as I was given the opportunity to write for other sites which provide a larger audience and better platform. SeekingAlpha, thestreet.com, realmoney and others. I keep the site linked because some people still remember past work.
    Mar 27 10:55 AM | Likes Like |Link to Comment
  • Commodities Today: Buy These Oil Names And Avoid Fuel Cells [View article]
    Not so sure about that...not even sure they are the best opportunity in the sector. See comment below.
    Mar 27 10:52 AM | Likes Like |Link to Comment
  • Commodities Today: Buy These Oil Names And Avoid Fuel Cells [View article]
    That was a comment focused not on the business operations but on the stock movements...maybe market generals, or sector generals would have been a better phrase to use there. I have stated before that Ballard is probably the top dog in the industry based on their work thus far and the intellectual property they have.
    Mar 27 10:51 AM | 2 Likes Like |Link to Comment
  • Commodities Today: Takeover Names We Are Watching [View article]
    Embarrassing. You are correct their mine is opened and the plants too. Confusion caused by my shorthand notes from ramp up and commissioning portions of the ISR fields at the end of last year.
    Mar 26 11:28 AM | Likes Like |Link to Comment
  • Today's Market: Wal-Mart And The Acquisition Talk [View article]
    The point is that for a company of its size they have not done a lot of acquisitions to grow, it has mostly been organic growth over the years.

    Internationally they do have a number of deals, but even those are not necessarily entire acquisitions as they have a number of JVs. The fact that they do a deal to get a foothold in a country is not the same as doing a FDO buyout to fill a perceived hole that analysts think the company cannot fill itself.
    Feb 20 12:25 PM | Likes Like |Link to Comment
  • Commodities Today: Energy Names We Are Buying, And What To Sell [View article]
    I do still believe that, and in my book strongly is anything above 3% GDP growth. There is weakness in a few areas we did not expect it in, but the fact that the US government did not shut down again (and avoided that whole drama leading up to the deadline) should play out favorably for the economy.
    Feb 19 12:42 PM | Likes Like |Link to Comment
  • Today's Market: Opportunities With M&A And These Laggards [View article]
    Didn't say the business was not going to work, just that competition is picking up and with the changing landscape there appear to be much better places to put one's money at this time. Differences of opinion are what make markets! To be fair, this is not a name recommended to be short anymore.
    Feb 19 09:54 AM | Likes Like |Link to Comment
  • Today's Market: Opportunities With M&A And These Laggards [View article]
    Over the past two years...wow it has been awhile since the FB IPO and the ZNGA crash! The trend has been up, but selling after key rallies such as the one centered around the new gambling gaming idea has paid off.
    Feb 18 07:27 PM | Likes Like |Link to Comment
  • Commodities Today: Gold Oil Results Moving The Market [View article]
    For long-term trading we have generally used physical gold, but for short-term trading it is much easier and economical to trade GLD or other ETFs or ETNs than trying to deal in physical markets. If you are worried about the viability of something and whether it will be readily redeemable a month or two out then you need to be short the market and heavily so.

    Love how Gold Bugs have such an elitist attitude!
    Feb 18 11:10 AM | Likes Like |Link to Comment
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686 Comments
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