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Matthew Smith

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  • Today's Market: Is The 3D Printing Bull Market Dead? [View article]
    Revenue recognition issues hit many small tech companies. As someone who called the last bottom and has been involved with other mini bull markets such as this it is my experience that taking profits on the way up is necessary and prudent. It is easier to get readers to accept these rules to investing on small pullbacks rather than when everything is rising 5-10% per day.
    Jan 16 11:46 AM | Likes Like |Link to Comment
  • Today's Market: Is The 3D Printing Bull Market Dead? [View article]
    These mini bull markets are all about an investable story. It is all about the momentum and trying to fight the cult is a loser's game. As covered in previous articles, we would not be short these names and try to play in-and-outs by timing the market. If you are long and decided that it is overpriced, simply sell the entire position...as strange as it sounds, in these types of markets that is the same thing as being short.
    Jan 16 11:41 AM | Likes Like |Link to Comment
  • Commodities Today: Focusing On Aluminum And Gold [View article]
    You can go back and review our macro analysis each day for the past 3 yrs and see we have been spot on. Short term the numbers were awful, agreed. But we are turning a corner here with housing prices inching higher, banks about to put their legal costs behind them, manufacturing seeing gains and M&A activity picking up as more new companies are created each day. The consumer has spent the past 5 years fixing their balance sheet and by many metrics the balance sheets are quite healthy.

    If the economy does continue to see GDP growth then the dollar shall strengthen and help Europe and Asia moving forward.

    I try to ignore politics as much as possible in my analysis but right now neither party is pulling their weight. So that is the one real question we have moving forward that could affect our optimism.
    Jan 14 08:54 AM | Likes Like |Link to Comment
  • Today's Market: Why The Beam Acquisition Does Not Mean Much For Investors [View article]
    I knew that STZ would come up! Readers are good. That was a sweetheart deal for them as BUD wanted to close the transaction and had to appease the regulators. Also they already had exposure to the business.

    I have not reviewed their financials or read the latest transcript of their conference call, so could not comment on that portion of your comment.
    Jan 14 08:45 AM | Likes Like |Link to Comment
  • Today's Market: The Good, The Bad And The Ugly In Retail [View article]
    You ignored the next paragraph. Bad compared to HD and to argue that point would be tough. HD has outperformed (and we are discussing operations not stock) LOW and has been one step ahead of the company the whole way. The point being is that LOW has not been the premier name, HD has been.
    Jan 10 11:05 AM | Likes Like |Link to Comment
  • Today's Market: Tech In Focus [View article]
    Look at the disclosure section...not long and not short. But if you honestly think that the company rises another 200%+ this year after last year's gain...well good luck to you.
    Jan 9 11:49 AM | Likes Like |Link to Comment
  • Today's Market: Tech In Focus [View article]
    My point is that these are the same guys who were bullish on the stock and pushed it this high on momentum and now they are issuing reports to take the other side of the trade in such a short period of time! One knows there is a problem when the analysts start to become day-traders and momentum traders! That was the takeaway.
    Jan 9 11:48 AM | Likes Like |Link to Comment
  • Commodities Today: Opportunities In These Metal Names [View article]
    As one of the first to the rare earth game we can say without a doubt that what you say is true in regards to lumping them together. Our point is that management has a bad track record with actually producing and touts "wins" which sometimes never occur. We still have our doubts about their ability to ramp up production, and even bigger doubts about their HREE claims.
    Jan 3 08:14 AM | Likes Like |Link to Comment
  • Today's Market: Deals Closing Before Year-End [View article]
    Wow. Talk about brain hiccups...didn't even catch it on the proof. Sorry about that, it should have been Cooper, not Continental. Thanks for pointing that out.
    Dec 31 11:40 AM | Likes Like |Link to Comment
  • Today's Market: Holiday Retail Sales - The Good, The Bad And The Ugly [View article]
    Notice we focused on the PR losses...even noting the financial results would probably come in ahead of expectations and that they probably had higher margin shipments...
    Dec 27 09:14 AM | Likes Like |Link to Comment
  • Today's Market: Stocks Moving On Dividend Increases And Buybacks [View article]
    One of my market notes stated it was approved by the board but had to pass a shareholder vote...I'll check into it. Even if put to a shareholder vote, that is a formality in this case, no reason it would not pass.
    Dec 18 10:59 AM | Likes Like |Link to Comment
  • Today's Market: Apple And Amazon To Be The Big Holiday Winners [View article]
    If someone told you they would give you a whole company but you had to choose between Wal Mart and ExxonMobil which would you choose? I'm choosing based on free cash flow and profits, not revenues with slim margins. Think about it...
    Dec 3 09:39 AM | Likes Like |Link to Comment
  • Today's Market: Apple And Amazon To Be The Big Holiday Winners [View article]
    There are many different celebrated religious holidays from at the end of the year. Rather than group them all under the incorrect one (Christmas) the generic term holiday, which is all encompassing, was used. There is nothing wrong with that and is in fact correct. But good job interjecting religion into a finance article!
    Dec 3 09:37 AM | 1 Like Like |Link to Comment
  • Today's Market: These Stocks Will Push Nasdaq To All-Time Highs [View article]
    Your IRA has been a monster performer this year then. That is great! I will work on the grammar in the future! :)
    Nov 27 11:16 AM | Likes Like |Link to Comment
  • Today's Market: These Stocks Will Push Nasdaq To All-Time Highs [View article]
    Thanks for the kind comments and hope you continue to enjoy the articles moving forward!
    Nov 27 11:15 AM | Likes Like |Link to Comment
COMMENTS STATS
686 Comments
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