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Matthew Smith

 
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  • Today's Market: Wal-Mart's Results Highlight The Problems For Retail [View article]
    True, one just has to wonder if it will translate into growth on the top and bottom lines for WMT.
    May 16 12:23 AM | Likes Like |Link to Comment
  • Commodities Today: Good News For Shale And LNG Companies [View article]
    If prices continue to be pegged to oil then there would be plenty of room for LNG imports. Even if LNG imports do not make a big dent in the volumes imported, Russia would have to lower the price which would result in lower $ amounts being imported. In theory, either of those situations seem like a win and both require at the very least some LNG imports to the EU to let Russia know they do have competition.
    May 15 11:51 AM | Likes Like |Link to Comment
  • Commodities Today: Good News For Shale And LNG Companies [View article]
    Good stuff redink, the big issues regarding the geology have already been solved (the "rubble" layer that collapsed in a few wells) so that, in our view, clears up a lot of questions moving forward. These other rumors of issues about drilling in the TMS sound like issues we have heard of other companies in other plays dealing with before, so we have confidence that the engineers quickly figure it out.
    May 15 11:49 AM | Likes Like |Link to Comment
  • Today's Market: Is The Fed About To Torpedo The M&A Market? [View article]
    Yea, have fun with that. The regulations have really cut back on volumes and new home buyers.
    May 15 10:08 AM | Likes Like |Link to Comment
  • Today's Market: Is The Fed About To Torpedo The M&A Market? [View article]
    No online MBA, but glad you seem to appreciate the one sentence summary. I'll take brilliant any day.
    May 15 10:07 AM | Likes Like |Link to Comment
  • Today's Market: Is The Fed About To Torpedo The M&A Market? [View article]
    No I am in favor of tougher regulations for the banks, especially the TBTF institutions, however I think they should be more general and not targeted to certain lending areas when growth is shown in those segments.

    Just because economic growth demands more loans does not mean that standards have been lowered. Imagine if this is the story that we have to deal with each time a new growth area emerges for the banks. That is an environment that would be quite frustrating to try to operate a business in.
    May 15 10:05 AM | Likes Like |Link to Comment
  • Today's Market: Is Alibaba An Amazon Killer? [View article]
    ...yet we already know Amazon will not be growing at 20%/yr in future years with current business. Unless they have something else in the works, it looks like 10-20% growth and slowing going forward.
    May 12 11:41 AM | Likes Like |Link to Comment
  • Commodities Today: Selling A Big Winner And Buying 2 Other Names [View article]
    They have the ORRI and they also own the acreage right now. The plan is to sell the acreage and keep the ORRI, which will be a high margin, low risk cash flow moving forward. Last I checked they were the biggest and most active player in the oil window.
    May 8 10:14 AM | Likes Like |Link to Comment
  • Commodities Today: Energy Names Making Big Moves [View article]
    See previous article...
    May 7 11:53 AM | Likes Like |Link to Comment
  • Today's Market: Why Investors May Be Getting Twitter Wrong, Apple Proving A Keeper [View article]
    When the numbers came out recently showing near zero growth I did say that my figures may have been a bit too optimistic as it seems that much of the activity lost in January and February was not going to be replaced as it was discretionary in nature. That being said, I think it says more about the weather than the economy at this point although still waiting to see the long-term effects of those losing LT unemployment benefits.
    May 7 11:51 AM | Likes Like |Link to Comment
  • Commodities Today: Buys And Sells Heading Into The Weekend [View article]
    There will be very few winners in the iron ore sector moving forward, in my opinion, but with the Big 3 gaining market share initially it will not hurt them. As China shifts towards an economy based more on the consumer and less on building the country, I think the extra supply will catch up and cause oversupply. Personally I like BHP best, due to the diversification, but understand where you are coming from in regards to VALE.
    May 6 10:52 AM | Likes Like |Link to Comment
  • Today's Market: Potential Roadblocks For Pfizer [View article]
    Not my favorite drug company, that is for sure, as they seem more interested in financial engineering than engineering the next big drug.
    May 6 10:48 AM | Likes Like |Link to Comment
  • Today's Market: Amazon Delivering Hit After Hit [View article]
    I never said this was a value play or a great buy on valuation, just the possibility of momentum returning with new hit products. The focus was on products. The stock is extremely expensive on numerous metrics, but then again so are some of their competitors. Not a stock I currently own.
    Apr 24 10:54 AM | Likes Like |Link to Comment
  • Today's Market: Playing The Biotech Bloodbath [View article]
    sierranvin,

    It was Merck. See Wall Street Journal article here:

    http://on.wsj.com/1kypjDR
    Apr 16 11:07 AM | Likes Like |Link to Comment
  • Commodities Today: Profiting From Volatility In These Names [View article]
    Sometimes you just have to scratch your head over people's reactions, but one thing that I have learned over the past two years for coal is that those who have invested in the sector are really passionate about their holdings. They know the business and the facts, but I think at the end of the day they got the analysis and thesis wrong as most expected it to be a short-term downturn. That had happened in the past, but this time there were a lot of new issues (such as pollution controls and government intervention). I do think it is a good case study for future situations though.
    Apr 11 11:38 AM | Likes Like |Link to Comment
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