Seeking Alpha
View as an RSS Feed

Matthew Smith  

View Matthew Smith's Comments BY TICKER:
Latest  |  Highest rated
  • Commodities Today: Gold, Oil And Pipelines Attracting Investor Attention [View article]
    I cannot see anyone willing to buy BP out until they clear up some of their lingering Gulf of Mexico issues. The liabilities could greatly affect the numbers behind a deal, which is why I think an all cash deal for a smaller company makes far more sense if they do attempt a deal.
    Nov 19, 2014. 12:43 PM | Likes Like |Link to Comment
  • Commodities Today: Natural Gas Looks Like A Good Trade [View article]
    On the hedged issue you are correct. After two decades of investing in commodities though, sometimes it is best to be a bit more conservative than you would like...especially when dealing with a short-term play with a good deal of risk.
    Nov 13, 2014. 04:27 AM | Likes Like |Link to Comment
  • Today's Market: Alipay IPO And Other Tech News [View article]
    Based on how past deals were set up it would have to IPO at a certain price and would create a tracking stock for an entity that BABA would most likely keep a stake in. Shareholders would most likely see a boost in the asset price and a company able to fund its own growth moving forward without diluting them. Taking on PayPal in international markets will not be cheap.
    Nov 12, 2014. 09:00 AM | Likes Like |Link to Comment
  • Today's Market: Merger And Acquisition Activity, Tech News And Bankruptcies [View article]
    Thanks Dividend Diplomats.
    Nov 11, 2014. 09:28 AM | Likes Like |Link to Comment
  • Today's Market: Stocks Rally But Investors Have Questions About These Names [View article]
    That might be the case, but they still have problems and were unable to sell One Main earlier. You can choose the wisdom of Mike Mayo over myself any day, which is fine, but I'll take a Jamie Dimon, John Stumpf, Kelly King or a number of other CEOs over Corbat any day. Citi has some great assets but have lacked solid leadership for some time now and have a number of issues they have to continue to work through.
    Nov 3, 2014. 10:57 AM | Likes Like |Link to Comment
  • Today's Market: Apple Gets Blocked, While Valeant Extends Olive Branch [View article]
    They may in the future, especially if it ends up making lines shorter and wait times in those lines not nearly as long. That is the reason I refuse to shop at WMT...never have enough lines open!
    Oct 27, 2014. 11:56 PM | Likes Like |Link to Comment
  • Today's Market: News And Earnings Fueling These Moves [View article]
    Lou, I am all about increasing our technological lead on competitors, but when pilots have concerns about their equipment it just seems that the prudent move would be to make sure all the bugs have been worked out before ordering more product that many have questions about and are not necessarily excited about adding to the fleet.
    Oct 27, 2014. 10:18 AM | 1 Like Like |Link to Comment
  • Today's Market: Mortgage Services And Electric Car Manufacturers In The News [View article]
    The franchise laws were expected to be enforced, but the fact that showrooms (used as advertising) would not be allowed was a bit surprising. Sure it is a workaround, but both sides won by allowing showrooms with no sales team. This just invites Tesla to step up the pressure (although no telling how successful they will be).
    Oct 23, 2014. 10:10 AM | Likes Like |Link to Comment
  • Commodities Today: Oil, Coal And Brazil Stocks Moving Today [View article]
    Well there is that but I was looking at the lower cost producers refusing to cut production in the short-term, which would benefit the smaller producers who would not cut production, as they look to bleed competitors. Think about what Saudi Arabia claims it will do in the oil market - they should be cutting production but instead are mostly keeping it at current rates.
    Oct 22, 2014. 10:04 AM | Likes Like |Link to Comment
  • Commodities Today: Oil, Coal And Brazil Stocks Moving Today [View article]
    That has long been the price action in gold stocks. Years ago a big move higher saw profits exponentially increase. Today that is not the case and gold prices moving higher does not impact gold producers' stock prices nearly as much. Also, swings in the physical market seem to only impact equity prices to the downside unless the move upward is a longer-term proposition. Welcome to trading in gold stocks during a bear market (which gold is in).
    Oct 22, 2014. 10:02 AM | Likes Like |Link to Comment
  • Today's Market: Biotech Stocks To Buy For Their Ebola Vaccines [View article]
    No problem, glad it helped!
    Oct 3, 2014. 10:25 AM | Likes Like |Link to Comment
  • Today's Market: Biotech Stocks To Buy For Their Ebola Vaccines [View article]
    It is a little bit of everything you mention, with a lot of the last question. As a case study, look at what happened with BioCryst (BCRX) and their influenza drug during the big flu outbreaks. That is still a head scratcher, but a good reference point for what could happen with treatments unapproved by the FDA.
    Oct 2, 2014. 06:34 AM | Likes Like |Link to Comment
  • Today's Market: Spin-Offs And Special Situations Driving These Stocks Higher [View article]
    Thank you for the kind words rcpatrick5443.
    Oct 1, 2014. 09:30 AM | Likes Like |Link to Comment
  • Commodities Today: Potential Takeover Targets In The Energy Sector [View article]
    It really all depends on what the next wave of acquirers require for their portfolios. If looking at the various plays, I think that the Utica has a lot of potential for consolidation - especially in the dry gas window where there are a lot of smaller players. The TMS could also be of interest, but a lot of work needs to be done there to lower costs and better define the play.
    Sep 30, 2014. 01:37 AM | Likes Like |Link to Comment
  • Commodities Today: Why Railroads Might Be The Best Way To Play Record Production [View article]
    Their rails are more focused on the east coast.
    Sep 25, 2014. 12:35 PM | Likes Like |Link to Comment
COMMENTS STATS
839 Comments
259 Likes