Seeking Alpha
View as an RSS Feed

Matthew Smith  

View Matthew Smith's Comments BY TICKER:
Latest  |  Highest rated
  • Commodities Today: Big Fertilizer Merger And Acquisition Deal, And A Russian Bankruptcy Looming [View article]
    We have no deal right now so no details to go on at this time, but there is no reason to believe that TNH would not remain an MLP post merger.
    Sep 24, 2014. 01:26 AM | Likes Like |Link to Comment
  • Today's Market: How To Play The Recent Data Breaches [View article]
    You might be right, it has basically traded sideways since but it rarely pays to chase on the story/news.
    Sep 22, 2014. 12:45 AM | Likes Like |Link to Comment
  • Commodities Today: Drilling In The U.S. Arctic And Looking At A Permian Driller [View article]
    Solar is going to need to get much more efficient or else we will be living beneath a layer of solar panels! Solar & wind have a place in an energy mix, but so too will fossil fuels and nuclear.
    Sep 22, 2014. 12:43 AM | Likes Like |Link to Comment
  • Today's Market: Apple, Microsoft And Yahoo Top News Cycle [View article]
    Fair enough! The key now is how big the moat is to their enterprise/corporate business is.
    Sep 22, 2014. 12:40 AM | 1 Like Like |Link to Comment
  • Today's Market: More Data Breach News From Google And Home Depot [View article]
    Hope that was a good thing.
    Sep 22, 2014. 12:37 AM | Likes Like |Link to Comment
  • Today's Market: Apple, Microsoft And Yahoo Top News Cycle [View article]
    Please see above, AAPL stole - quite quickly in fact - the consumer high-end business from BBRY. So no longer is there a correlation. The point is that if MSFT wants to stay relevant then they may have to build their own ecosystem or at the very least ensure that attractive options exist for users. Why would anyone think that BBRY was a part of AAPL?!?!
    Sep 11, 2014. 08:48 AM | Likes Like |Link to Comment
  • Today's Market: Apple, Microsoft And Yahoo Top News Cycle [View article]
    The point was that BBRY essentially watched their entire consumer business disappear in a very short period of time due to their inability to have an ecosystem which was attractive to that segment of the market. Microsoft has taken note of that as they continue to try to make their Windows phone attractive in the current market. Trying to point out that Microsoft may have learned from others' mistakes in the cellular device market as well as their own success in the game console market.

    I see no reason at all why you would not understand this unless of course you were a BBRY long.
    Sep 11, 2014. 08:42 AM | Likes Like |Link to Comment
  • Today's Market: Tech, Organic Food And Banking In The News [View article]
    Very tough business, especially in such a strong M&A environment.
    Sep 10, 2014. 01:36 AM | Likes Like |Link to Comment
  • Today's Market: Red Hot Biotech And Big Pharma Names To Watch [View article]
    GILD is a great company and just as important it is a great stock. It has been a great one to trade, but not included in the article because it was not a part of the original call on an individual basis (but definitely via the ETFs).
    Sep 2, 2014. 10:07 AM | 1 Like Like |Link to Comment
  • Commodities Today: Energy Related Names Hitting 52-Week Highs And Stocks To Watch [View article]
    The momentum is on your side, usually best to ride your winners.
    Aug 29, 2014. 10:17 AM | Likes Like |Link to Comment
  • Today's Market: Amazon And Boeing Drawing Investors' Attention [View article]
    Yea, those numbers were abysmal. They sold a little over 1k phones per day...AT&T cannot be happy.
    Aug 27, 2014. 01:06 AM | Likes Like |Link to Comment
  • Commodities Today: A Big Coal Call And BHP Billiton's Spin-Off [View article]
    Uncle Pie, just remember to read the filings and documents, because sometimes your broker will get the tax consequences incorrect (and not in your favor). If you can supply the documents with the opinions from the company (which comes from their tax lawyers and accountants) they will correct your 1099. Just an FYI for investors with foreign holdings.
    Aug 20, 2014. 12:03 PM | Likes Like |Link to Comment
  • Commodities Today: A Big Coal Call And BHP Billiton's Spin-Off [View article]
    Thanks wigit5.
    Aug 20, 2014. 12:00 PM | Likes Like |Link to Comment
  • Commodities Today: A Big Coal Call And BHP Billiton's Spin-Off [View article]
    The information I saw yesterday did not indicate what US investors would get. Smaller Australian resource companies tend to favor selling the shares for US investors on the exchanges and then distributing the cash (cash in lieu). Always disliked this tactic, and sometimes you have to walk your broker through the process to make sure they take care of securing your funds, etc (this is usually a problem with foreign secondaries).
    Aug 20, 2014. 10:30 AM | Likes Like |Link to Comment
  • Commodities Today: A Big Coal Call And BHP Billiton's Spin-Off [View article]
    Gartman was bullish...
    Aug 20, 2014. 10:27 AM | Likes Like |Link to Comment
COMMENTS STATS
824 Comments
253 Likes