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Matthew Smith  

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  • Commodities Today: Potential Mergers And Acquisitions, Spin-Offs And Production Affecting These Stocks [View article]
    All three have activists and large hedge funds invested, but APC's are friendly right now. Those are the three which would fit nicely in XOM's, or another major's, portfolio.
    Aug 1, 2014. 08:30 AM | Likes Like |Link to Comment
  • Commodities Today: Exposure To Russia Dragging Down Multinational Oil Companies [View article]
    longoil, that is usually how it plays out. But Russia is smart enough to want to know how to do it, not just have the production in place before possibly seizing assets. Right now it is a bunch of saber rattling.
    Jul 29, 2014. 04:10 PM | Likes Like |Link to Comment
  • Today's Market: Mergers And Acquisitions Rumors Driving These Stocks Higher [View article]
    Deal happened this AM...
    Jul 28, 2014. 10:44 AM | 1 Like Like |Link to Comment
  • Commodities Today: Energy Names Moving Higher On Mergers And Acquisitions Speculation [View article]
    So long as the underperformers have the goods it is hard to argue against that line of thinking.
    Jul 23, 2014. 06:08 PM | Likes Like |Link to Comment
  • Today's Market: Biotech Names Rallying Today [View article]
    So 3 of the themes this year that we based our 2014 predictions on, as well as our personal investments, were 3% growth, this being the year of M&A and energy stocks regaining their mojo. Obviously economic growth is coming in under 3% and we were wrong on that call, but 2 for 3 is not bad. Add in that the other two have been stronger than anticipated and the impact of the incorrect call has not hurt the equity markets or their returns and one has to wonder why you are so hung up on not having 3% growth.
    Jul 23, 2014. 01:29 PM | Likes Like |Link to Comment
  • 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 10:36 PM | Likes Like |Link to Comment
COMMENTS STATS
774 Comments
240 Likes