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Matthew Smith

 
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  • AOL: The Hail Mary Pass Of 2013 [View article]
    Based off of his response no.

    My first guess is that he forgot to provide his proprietary forecast for inflation (obviously exponential growth rate)?
    Dec 27 11:53 PM | Likes Like |Link to Comment
  • See The Potential In Netflix [View article]
    Clayton and Bill, obviously Netflix is not a monopoly. I just spent my nightly allotted movie time reading this entire thread in disbelief which in my case makes SA a competitor w/ Netflix....all joking aside though I think it is best to look at what the company says in these cases and it saves time arguing (because obviously someone has taken luxuries with economic concepts).

    One of the basic concepts we were taught in school was that when intensely competitive was used to describe a market or industry, that company which you were looking at was in no way a monopoly.

    Per the Netflix annual report ( http://bit.ly/TeAwv3 ) :

    "Competition

    The market for entertainment video is intensely competitive and subject to rapid change. New competitors may be able to launch new businesses at relatively low cost. Many consumers maintain simultaneous relationships with multiple entertainment video providers and can easily shift spending from one provider to another. Our principal competitors include:

    Multichannel video programming distributors (MVPDs) with free TV Everywhere applications such as HBO GO or Showtime Anytime in the US and SkyGo or BBC iPlayer in the UK and VOD (video-on-demand) content including cable providers, such as Time Warner and Comcast; direct broadcast satellite providers, such as DIRECTV and Echostar; and telecommunication providers such as AT&T and Verizon;

    “Over-the-top” Internet movie and TV content providers, such as Apple’s iTunes, Amazon.com’s Prime Video, Hulu.com and Hulu Plus, LOVEFiLM and Google’s YouTube;

    DVD rental outlets and kiosk services, such as Blockbuster and Redbox;

    Entertainment video retailers, such as Best Buy, Wal-Mart and Amazon.com. "

    Full disclosure, I did graduate from college and my professors were some of the best in their fields. The school is #1 or #2 in international business, depending on whether you look at undergrad or graduate, and the professors I had previously worked for the Federal Reserve, Wall Street banks or had become experts in their field and in their free time were flown up to NYC with all expenses paid (whatever suite in the city they wanted) to teach workshops to new hires and updates for current employees.
    Dec 22 02:06 AM | Likes Like |Link to Comment
  • 5 Commodity Stocks Moving On News [View article]
    inspire should be in spite
    Dec 21 08:04 PM | Likes Like |Link to Comment
  • 5 Commodity Stocks Moving On News [View article]
    Ha! I always think of soaps as being drama...but I see your point! I stand corrected.
    Dec 21 08:03 PM | Likes Like |Link to Comment
  • 5 Commodity Stocks Moving On News [View article]
    Sometimes things can do well not because of those running the show but inspire of. America and Washington are a great example. Asset quality is there, just give it time.
    Dec 20 09:32 AM | Likes Like |Link to Comment
  • 5 Commodity Stocks Moving On News [View article]
    Yea tax loss sales may not, but we could see TAX GAIN sales this year believe it or not. For the short-term traders probably not, but for long-term investors we could see a rotation out with the uncertainty regarding the tax situation here in the US. If you like the Utica you should look into some plays with a bit more exposure than CHK. Yes CHK has a huge land position, but the acre/share and bang for your buck is with some of the smaller plays. In the early years I missed out on big gains in certain plays because I went with the big boy rather than the nimble juniors and mid-tier companies. Yea there is some risk, but CHK is a risk too in its current state. I am bullish all things Utica though.
    Dec 19 09:02 PM | 1 Like Like |Link to Comment
  • 5 Commodity Stocks Moving On News [View article]
    You insinuated it but this is pointless. Are you in the business of buying stocks that are just languishing? It is an idea being thrown out there for those looking for a trade going into 2013 as technically speaking it looks strong.

    To say something was missed is inaccurate, if you were to tell me that you bought GIS today or were looking into it, would it be fair or accurate for me to say oh man, you missed the move in that one LOL the stock has risen 1,929% since June of 1983 - back then was the time for investors to look into the sector? I think that you would agree that it is not a fair statement.

    I just try to put forth ideas for investors of stocks which have good fundamentals with a high probability of rising in the near to medium term...and it was up today for those who may have liked the idea.
    Dec 19 08:58 PM | Likes Like |Link to Comment
  • 5 Commodity Stocks Moving On News [View article]
    I think you missed the point. Fact is it has momentum and it's an idea to take a look at using this for next year for a rebound. Never said anything about calling a bottom but thanks for putting words into my mouth!
    Dec 19 02:07 PM | Likes Like |Link to Comment
  • 5 Commodity Stocks Moving On News [View article]
    Yes always a great way to value a company which is priced based on future sales. Have you paid attention to GPOR's production coming online in early 2013? Seems that would be an important detail....
    Dec 18 07:04 PM | Likes Like |Link to Comment
  • 5 Commodity Stocks Moving On News [View article]
    In the vicinity. Don't have he link on me, but REXX did have a really nice map showing their property in relation to GPOR's on their website in an investor presentation. Remember they will have fewer frac stages and shorter laterals....
    Dec 18 01:00 PM | Likes Like |Link to Comment
  • 5 Commodity Stocks Moving On News [View article]
    Yea surprised here just b/c of recent action w lease purchases and market sentiment. Disappointed the pullback did not take...like to add on those when possible.
    Dec 18 11:02 AM | Likes Like |Link to Comment
  • Today's Market News To Trade On: 5 Stocks Moving On News [View article]
    Very true. Tried to stress the variability there, but you did much better!
    Dec 18 09:29 AM | Likes Like |Link to Comment
  • 5 Commodity Stocks Moving On News [View article]
    Immediate hit...but long term I think the acreage is worth at least 5x more than they paid. Look to the Eagle Ford for some guidance on that. But yes down and then a damper until more drill results and production is flowing.
    Dec 18 09:28 AM | Likes Like |Link to Comment
  • Today's Market News To Trade On: 5 Stocks Moving On News [View article]
    Yes we will begin to see production rates in 1H of 2013. We will be able to start getting curves later, but could probably extrapolate some of the results from Chesapeake's NGL wells...roughly scientific!
    Dec 14 12:14 AM | Likes Like |Link to Comment
  • Today's Market News To Trade On: 5 Stocks Moving On News [View article]
    Alright once again, not sure why you are looking into the past to discuss acquisitions as that point is mute. Read the notes from the presentation and comments coming out. The CEO stated that the days of big acquisitions are over. Focus is shifting towards internal factors. If they can find a way to extend Copaxone that would obviously be great for them and require a readjustment to the price, but just calling them like I see them and on the acquisition portion it is hard to argue against what the CEO stated.
    Dec 14 12:06 AM | Likes Like |Link to Comment
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744 Comments
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