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Matthew Smith

 
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  • Commodities Today: Energy Names Making Moves As Geopolitical Events Impact Market [View article]
    Early, yes. But just laying out the path we think we will be transitioning to.
    Jul 21 10:42 AM | Likes Like |Link to Comment
  • Commodities Today: Energy Names Making Moves As Geopolitical Events Impact Market [View article]
    No doubt, but they are building them right now.
    Jul 21 10:41 AM | Likes Like |Link to Comment
  • Commodities Today: Fuel Cell And Oil Stocks To Watch [View article]
    Was not meant to be an all encompassing comment, just one of the points that would help drive a few of the names with exposure.
    Jul 18 10:15 AM | Likes Like |Link to Comment
  • Today's Market: Why The Time Warner Will Be Purchased By Twenty-First Century Fox [View article]
    I think you might be a bit biased in your analysis...hard to trust any of the cable news networks these days as they all employ opinionated talking heads and try to appeal to certain demographics or political parties. CNN will be sold, so that is nothing to worry about as far as a deal kicker. Not sure where you were going with the stock tanking talk, but I could see a scenario where some big name Hollywood names might pass on working with FOX, but those cases would be few and far between; certainly not the norm. HBO and Warner are such great means for distribution, and at the end of the day that outweighs some owner's politics or other media property (FOX News).
    Jul 18 09:05 AM | 3 Likes Like |Link to Comment
  • Commodities Today: Energy Names Warren Buffett Might Target [View article]
    He never sold the entire position but not sure why you think he is looking at purchasing more of COP...
    Jul 16 01:02 PM | Likes Like |Link to Comment
  • Today's Market: Blue Chip Housing Stocks Worth A Buy On This Pullback? [View article]
    Not a buyer of LL, would rather go with HD or LOW for those needing exposure to all housing and if betting on new housing picking up then WHR.
    Jul 11 11:16 AM | Likes Like |Link to Comment
  • Commodities Today: Energy Names We Are Watching [View article]
    Yes, coal is an industry we have stayed away from for some time now...
    Jul 9 11:20 AM | Likes Like |Link to Comment
  • Today's Market: Why Investors Should Stick To These Stocks And ETFs [View article]
    Thanks for the kind words.
    Jul 9 09:55 AM | Likes Like |Link to Comment
  • Commodities Today: Improvements In Indonesia And 2 Stocks To Avoid [View article]
    Every turn, every blip, every move, each false start...whatever you want to call it. We were spot on with the name for a period, walked away and have continued to warn. Never said I was short and it is not in the disclaimer, just bearish.

    FYI - It is "sort of juvenile" to try and discredit someone by trying to label them something they are not or playing with their words. I take issue with people who ask questions posed as statements and make inaccurate assumptions about the type of friends I keep.
    Jul 7 12:43 AM | 1 Like Like |Link to Comment
  • Today's Market: Companies Impacted By These Headlines [View article]
    Addressed their HomeGoods stores...
    Jun 26 10:36 PM | Likes Like |Link to Comment
  • Today's Market: How To Play The Volatility And Supreme Court Ruling [View article]
    The pipeline at DIS is packed. That looks like a good story over the next 3-5 years.
    Jun 26 10:04 AM | Likes Like |Link to Comment
  • Today's Market: Beer M&A On Tap? [View article]
    Thanks for the kind words. From the various articles we have seen, including the FT, it seems that 30-40% premium is the level that many think would get the ball rolling with the major shareholders.
    Jun 25 10:55 AM | Likes Like |Link to Comment
  • Today's Market: Chinese Internet Stocks To Buy Ahead Of Alibaba IPO [View article]
    Let me turn the tables on you...Why not Weibo and Baidu, which does a better job in mobile and should continue to in my opinion?
    Jun 13 11:34 AM | Likes Like |Link to Comment
  • Commodities Today: Buy Agriculture For The Long Run [View article]
    allenwil, same here. It is frustrating and has been for a few years.
    Jun 12 10:26 AM | Likes Like |Link to Comment
  • Commodities Today: Mining Equipment Names A Buy? [View article]
    Their management team always talks the stock down, even after good quarters. That is one very frustrating aspect of DE, especially when they beat the following quarter. It works for AAPL but has not for DE.
    Jun 9 10:51 AM | Likes Like |Link to Comment
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