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Matthew Smith

 
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  • 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
  • Commodities Today: Coal And Iron Ore Companies Heading Lower? [View article]
    There is no "shilling" going on here. Just pointing out my thoughts on the sector. Many have pointed out the yield that VALE offers, but even though there is a minimum amount of earnings they are required to distribute to shareholders (mandated by the gov) it does go down when earnings do and as investors learned not too long ago management will lower the payout when they have to.

    The P/E might be more favorable due to its lack of diversification...at least on the level of names like RIO and BHP. Just pointing out one side of the argument and why investors might want to cut exposure.
    Jun 4 11:15 AM | 1 Like Like |Link to Comment
  • Today's Market: Financials, Rates And Where To Invest [View article]
    In past articles I have talked about the regionals, like BBT and USB. Also like JPM, USB and WFC an to a lesser extent BAC. When rates move towards 3% again all boats will rise, so might as well play the entire industry to avoid any surprises.
    Jun 4 11:08 AM | Likes Like |Link to Comment
  • Today's Market: A Return To Momentum Investing? [View article]
    Thanks rcpatrick5443. Glad you enjoy the articles!
    Jun 2 07:15 AM | Likes Like |Link to Comment
  • Today's Market: A Return To Momentum Investing? [View article]
    Keep in mind all the money that flows into retirement accounts through August (deadline for companies to get the tax benefits for their contributions on employee sponsored plans). Most cannot invest in individual stocks through these plans but there are growth funds offered through them.
    Jun 2 07:14 AM | Likes Like |Link to Comment
  • Today's Market: Tax Inversion Deals Changing Mergers And Acquisitions? [View article]
    It is hard to say as this has come up before with companies which were moving their domiciles overseas in years past, namely Bermuda. Congress moves slowly and with the threat now removed for the time being, watch for this movement to die a slow death...until it becomes a problem again!
    May 30 11:36 AM | Likes Like |Link to Comment
  • Today's Market: Big Movers On Mergers And Acquisitions And Drug Trial News [View article]
    Thanks for reading. GE sweetened their deal for the French government by saying they will create 1,000 new jobs over 3 years.
    May 28 11:32 AM | Likes Like |Link to Comment
  • Today's Market: Investors To Get Changes At These Companies? [View article]
    In 3 months they can get invited back to the table and in 6 months they could launch another bid. That is why the one year time table. Plus with all the attention the company is certainly in play and could get another offer from a new suitor or become an acquirer itself.
    May 27 10:54 AM | Likes Like |Link to Comment
  • Commodities Today: The Only Way To Play The Coal Miners [View article]
    Very true. Natural gas with a coal kicker is the way to look at it. Looking at FCX, as our articles have highlighted the oil and nat gas business will lead the way higher in the short-term, with copper being the next segment to kick in growth and the precious metals we think will either kick in once inflation becomes a concern or simply protect to the downside.
    May 23 10:49 AM | Likes Like |Link to Comment
  • Commodities Today: Analyst Remains Bullish On Permian And Utica/Marcellus [View article]
    I will have to check them out aggieoilman. Thanks for the heads up!
    May 21 12:52 PM | Likes Like |Link to Comment
  • Today's Market: Adding Exposure By Buying These Dips [View article]
    I think we are nearly halfway through this cycle but see continued low interest rates and improved corporate earnings beginning to have an impact upon consumers now that asset prices are rising and it appears that companies are trying to hire now.
    May 19 11:39 AM | Likes Like |Link to Comment
  • 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
COMMENTS STATS
756 Comments
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