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Matthew Smith

 
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  • Today's Market: Apple, Microsoft And Yahoo Top News Cycle [View article]
    Please see above, AAPL stole - quite quickly in fact - the consumer high-end business from BBRY. So no longer is there a correlation. The point is that if MSFT wants to stay relevant then they may have to build their own ecosystem or at the very least ensure that attractive options exist for users. Why would anyone think that BBRY was a part of AAPL?!?!
    Sep 11 08:48 AM | Likes Like |Link to Comment
  • Today's Market: Apple, Microsoft And Yahoo Top News Cycle [View article]
    The point was that BBRY essentially watched their entire consumer business disappear in a very short period of time due to their inability to have an ecosystem which was attractive to that segment of the market. Microsoft has taken note of that as they continue to try to make their Windows phone attractive in the current market. Trying to point out that Microsoft may have learned from others' mistakes in the cellular device market as well as their own success in the game console market.

    I see no reason at all why you would not understand this unless of course you were a BBRY long.
    Sep 11 08:42 AM | Likes Like |Link to Comment
  • Today's Market: Tech, Organic Food And Banking In The News [View article]
    Very tough business, especially in such a strong M&A environment.
    Sep 10 01:36 AM | Likes Like |Link to Comment
  • Today's Market: Red Hot Biotech And Big Pharma Names To Watch [View article]
    GILD is a great company and just as important it is a great stock. It has been a great one to trade, but not included in the article because it was not a part of the original call on an individual basis (but definitely via the ETFs).
    Sep 2 10:07 AM | 1 Like Like |Link to Comment
  • Commodities Today: Energy Related Names Hitting 52-Week Highs And Stocks To Watch [View article]
    The momentum is on your side, usually best to ride your winners.
    Aug 29 10:17 AM | Likes Like |Link to Comment
  • Today's Market: Amazon And Boeing Drawing Investors' Attention [View article]
    Yea, those numbers were abysmal. They sold a little over 1k phones per day...AT&T cannot be happy.
    Aug 27 01:06 AM | Likes Like |Link to Comment
  • Commodities Today: A Big Coal Call And BHP Billiton's Spin-Off [View article]
    Uncle Pie, just remember to read the filings and documents, because sometimes your broker will get the tax consequences incorrect (and not in your favor). If you can supply the documents with the opinions from the company (which comes from their tax lawyers and accountants) they will correct your 1099. Just an FYI for investors with foreign holdings.
    Aug 20 12:03 PM | Likes Like |Link to Comment
  • Commodities Today: A Big Coal Call And BHP Billiton's Spin-Off [View article]
    Thanks wigit5.
    Aug 20 12:00 PM | Likes Like |Link to Comment
  • Commodities Today: A Big Coal Call And BHP Billiton's Spin-Off [View article]
    The information I saw yesterday did not indicate what US investors would get. Smaller Australian resource companies tend to favor selling the shares for US investors on the exchanges and then distributing the cash (cash in lieu). Always disliked this tactic, and sometimes you have to walk your broker through the process to make sure they take care of securing your funds, etc (this is usually a problem with foreign secondaries).
    Aug 20 10:30 AM | Likes Like |Link to Comment
  • Commodities Today: A Big Coal Call And BHP Billiton's Spin-Off [View article]
    Gartman was bullish...
    Aug 20 10:27 AM | Likes Like |Link to Comment
  • Today's Market: Auto And Tech Names Moving On News [View article]
    Maybe there should have been more detail there...obviously Tesla has a large share of the electric market, and tiny share of the overall market, but was in fact looking at luxury...lots of ways to look at the numbers but your point is spot on.
    Aug 14 10:48 AM | Likes Like |Link to Comment
  • Commodities Today: More Deals In The Energy Sector Coming? [View article]
    If you read the article there are plenty of references to that...the question is raised as it pertains to investors who believe that the oil majors should be utilizing MLPs to spin out assets...we now have a benchmark, or benchmarks, for what too big is.
    Aug 12 10:51 AM | Likes Like |Link to Comment
  • Commodities Today: Lots Of Noise, But Production Increases Driving Shares [View article]
    Been covering palladium on and off this year...it has been highlighted in quite a few 'Chart of the Day' segments.
    Aug 11 10:29 AM | Likes Like |Link to Comment
  • Today's Market: Mergers And Acquisitions, Earnings And An Ebola Play [View article]
    Thanks Jack. It is a small space as everyone who has targeted the area lives off of government grants, although there are a few who have "stumbled" upon possible drugs.
    Aug 4 05:23 AM | Likes Like |Link to Comment
  • Commodities Today: Potential Mergers And Acquisitions, Spin-Offs And Production Affecting These Stocks [View article]
    Yes it is good for the shale drillers, but worrisome for XOM shareholders as one would hope to see growing production. They have shifted towards liquids so one would expect nat gas production to grow at a slower pace than liquids (because although those wells also produce dry nat gas, it is at a lower rate than the liquids) but both categories fell.

    Long-term they at least need to replace what they deplete their reserves by each year, unless they are planning on growing by M&A activity.

    Remember as CHK was cutting nat gas production to help stabilize prices in the market, XOM was still letting gas flow freely. So from a market view this is good news for the smaller producers.
    Aug 1 08:43 AM | Likes Like |Link to Comment
COMMENTS STATS
744 Comments
236 Likes