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Matthew Smith

 
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  • Today's Market News To Trade On: 5 Stocks Moving On News [View article]
    Small to mid-sized acquisitions to build up in their targeted areas they announced. Hard to see those filling the hole created by the patent expirations which are upcoming. But it appeared to me that they are moving from big buys to smaller bolt on buys at best. No game changer M&A. And near term growth in the EPS coming from these cost cutting measures - most in the next 3years if I'm not mistaken. It's definitely a shuffling of the deck.

    I never said ALL organic just that they are shifting focus towards developmental rather than acquisational practices which seemed to be what was stated by the CEO.
    Dec 13, 2012. 12:56 PM | Likes Like |Link to Comment
  • 5 Commodity Stocks Moving On News [View article]
    Great comments guys! Keep them coming.
    Dec 13, 2012. 12:36 PM | Likes Like |Link to Comment
  • 5 Commodity Stocks Moving On News [View article]
    I was actually looking at those today as ANR has moved up sharply and WLT has had some impressive days as of late as well...
    Dec 12, 2012. 11:24 PM | Likes Like |Link to Comment
  • Today's Market News To Trade On: 5 Stocks Moving On News [View article]
    You could very well be right. Just not a fan of playing the takeover game tbh...but I hope they do pay a big premium for general market purposes!
    Dec 12, 2012. 01:29 PM | Likes Like |Link to Comment
  • 5 Commodity Stocks Moving On News [View article]
    You are right on that. Just worried about KOG in relation to the peer group.
    Dec 12, 2012. 01:26 PM | Likes Like |Link to Comment
  • 5 Commodity Stocks Moving On News [View article]
    Release by lynas tonight shows they have some time and MCP loses their CEO...although they have a more than capable one who was waiting in the wings and has assumed day-to-day responsibilities under the title of interim CEO...quite interesting.
    Dec 11, 2012. 10:15 PM | Likes Like |Link to Comment
  • Today's Market News To Trade On: 5 Stocks Moving On News [View article]
    There is always some sort of premium built in...once it's out that an acquisition won't fly things get valued at prices closer to the value of the business and it's future cash flows...for instance, remember when some were saying that US lawmakers may limit foreign (read China) investment in the shale plays? Stocks like CHK and the like got hit on investor concerns.

    Or when the US gov said that AT&T was too big to buy T-Mobile...that deflated the premiums in all those stocks b/c who would buy them?

    Look at Potash Corp of Saskatchewan, probably Cameco too with the golden vote (or whatever they call it) after the government shot down the BHP bid. Do we hear about anyone discussing POT as a buyout target anymore? Sure don't hear that talk anymore after the government said no go. People always speculate things will get bought and people have speculated SU would in the past. To think otherwise would be silly to borrow your word.

    http://buswk.co/U5rgs3

    And there is some correlation here after the others' announcements.

    http://yhoo.it/USRSPS
    Dec 11, 2012. 10:12 PM | Likes Like |Link to Comment
  • Today's Market News To Trade On: 5 Stocks Moving On News [View article]
    And is that not the point of the quote which you so eloquently copy and pasted?
    Dec 11, 2012. 02:59 PM | Likes Like |Link to Comment
  • 5 Commodity Stocks Moving On News [View article]
    Yes. The whole shale complex in fact with top plays going first.
    Dec 11, 2012. 02:56 PM | Likes Like |Link to Comment
  • 5 Commodity Stocks Moving On News [View article]
    Good call! Sad thing is that news item was not delivered to my reader app until this morning....but it did make the front of yahoo's home page. Big news indeed!
    Dec 11, 2012. 02:55 PM | Likes Like |Link to Comment
  • 5 Commodity Stocks Moving On News [View article]
    Right and today we took that off the table....it has a tendency to run on news items such as this. To the sidelines is the correct call for those who arent long term bulls.
    Dec 11, 2012. 02:53 PM | Likes Like |Link to Comment
  • 5 Commodity Stocks Moving On News [View article]
    The end of 2013 is the end of the megatons to megawatts program which should mean 2013 is the start of higher prices. The project's economics look good and so too does the geology...but that project needs to get built and up and running. Good spec at these prices...looking at it myself.
    Dec 10, 2012. 04:24 PM | Likes Like |Link to Comment
  • 5 Commodity Stocks Moving On News [View article]
    Understand your frustration but I find it necessary to cover what happened yesterday to show opposing views to give an unbiased picture for the reader. Like with Gulfport today, and in there reiterate our opinion if it still holds for long term investors. The formula has worked and created great opportunities for readers such as bearish calls on AKS, coals across the board, MCP, and a few others and bullish calls with GPOR, EVEP, REXX, KOG, ROSE, and ANR. Those last 3 were trading so they had both bearish and bullish calls, just like our SIRI calls this year. Wish you found the articles a bit more helpful...
    Dec 10, 2012. 11:03 AM | 1 Like Like |Link to Comment
  • 5 Commodity Stocks Moving On News [View article]
    You need to recognize that long term we are still bullish up to 10. But short term for our traders it has gotten pricey with the run up. Do yourself a favor and read the article from Nov 16th. Maybe then you would not have your facts misconstrued and would understand where the comments are coming from.
    Dec 10, 2012. 10:55 AM | Likes Like |Link to Comment
  • 5 Commodity Stocks Moving On News [View article]
    They have some big investors fired up, that and the media is watching, so I think we will see some better results as they move towards a company focused on production and less so on exploration. Just the traditional curve all these plays have.
    Dec 6, 2012. 10:22 PM | Likes Like |Link to Comment
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