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Matthew Smith

 
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  • Commodities Today: Looking At The Anadarko Sell-Off [View article]
    convoluted, no problem here. Appreciate you sharing your knowledge with readers.
    Jan 23 04:04 PM | Likes Like |Link to Comment
  • Commodities Today: Commodity Winners For 2014 [View article]
    Depends on how you set up the chart and which side of the trade you are on, but I like the point!
    Jan 23 04:00 PM | Likes Like |Link to Comment
  • Today's Market: The Good, The Bad And The Ugly In Retail [View article]
    If it is not in my disclosures I do not own it. Some stocks I own, some I do not. So I am sure you will want to hold that against me, but feel free to check out my older articles and you can see how long I have been bullish HD AND LOW, but the fact is HD has been the better investment. We all invest in stocks to make money, but if we are getting cute one could argue that your pick has underperformed against peers over a period of time. No point in getting worked up over a winner not being the best. If it was about owning the best there would be many fund managers out of work every year!
    Jan 23 03:51 PM | Likes Like |Link to Comment
  • Commodities Today: Focusing On Aluminum And Gold [View article]
    With most of American households owning a house, at least one, rising housing prices are in fact good. Most family balance sheets are leveraged to that single asset so rising prices increase net worth quite quickly, and in the worst case erase losses quickly.
    Jan 23 03:38 PM | Likes Like |Link to Comment
  • Today's Market: Is The 3D Printing Bull Market Dead? [View article]
    3 for 3 with the recent movement in BBRY now...file this under 'Mom knows best'????
    Jan 23 03:31 PM | 1 Like Like |Link to Comment
  • Today's Market: We Correctly Predicted Fed Decision, Now What Stocks To Buy [View article]
    Yes, I am disappointed with the site layout too...signed into an account located there and had my mouth drop. But bullish the brokers in general.
    Jan 23 03:29 PM | Likes Like |Link to Comment
  • Commodities Today: Ample Opportunities In Energy [View article]
    I like to buy on pullbacks...a quick look at the charts seems to indicate that HAL has a decent entry point right about now, but that BHI would be more attractive on another leg lower. Simply from a momentum point of view.
    Jan 22 10:40 AM | Likes Like |Link to Comment
  • Today's Market: Where To Be Overweight In Financials For 2014 [View article]
    Thank you for the kind words. Glad you find it useful.
    Jan 17 11:11 AM | Likes Like |Link to Comment
  • Commodities Today: Time To Buy These Depressed Names? [View article]
    Thanks William, I appreciate the comment. Always nice to know that others find value in the articles.
    Jan 16 01:30 PM | Likes Like |Link to Comment
  • Today's Market: Is The 3D Printing Bull Market Dead? [View article]
    Revenue recognition issues hit many small tech companies. As someone who called the last bottom and has been involved with other mini bull markets such as this it is my experience that taking profits on the way up is necessary and prudent. It is easier to get readers to accept these rules to investing on small pullbacks rather than when everything is rising 5-10% per day.
    Jan 16 11:46 AM | Likes Like |Link to Comment
  • Today's Market: Is The 3D Printing Bull Market Dead? [View article]
    These mini bull markets are all about an investable story. It is all about the momentum and trying to fight the cult is a loser's game. As covered in previous articles, we would not be short these names and try to play in-and-outs by timing the market. If you are long and decided that it is overpriced, simply sell the entire position...as strange as it sounds, in these types of markets that is the same thing as being short.
    Jan 16 11:41 AM | Likes Like |Link to Comment
  • Commodities Today: Focusing On Aluminum And Gold [View article]
    You can go back and review our macro analysis each day for the past 3 yrs and see we have been spot on. Short term the numbers were awful, agreed. But we are turning a corner here with housing prices inching higher, banks about to put their legal costs behind them, manufacturing seeing gains and M&A activity picking up as more new companies are created each day. The consumer has spent the past 5 years fixing their balance sheet and by many metrics the balance sheets are quite healthy.

    If the economy does continue to see GDP growth then the dollar shall strengthen and help Europe and Asia moving forward.

    I try to ignore politics as much as possible in my analysis but right now neither party is pulling their weight. So that is the one real question we have moving forward that could affect our optimism.
    Jan 14 08:54 AM | Likes Like |Link to Comment
  • Today's Market: Why The Beam Acquisition Does Not Mean Much For Investors [View article]
    I knew that STZ would come up! Readers are good. That was a sweetheart deal for them as BUD wanted to close the transaction and had to appease the regulators. Also they already had exposure to the business.

    I have not reviewed their financials or read the latest transcript of their conference call, so could not comment on that portion of your comment.
    Jan 14 08:45 AM | Likes Like |Link to Comment
  • Today's Market: The Good, The Bad And The Ugly In Retail [View article]
    You ignored the next paragraph. Bad compared to HD and to argue that point would be tough. HD has outperformed (and we are discussing operations not stock) LOW and has been one step ahead of the company the whole way. The point being is that LOW has not been the premier name, HD has been.
    Jan 10 11:05 AM | Likes Like |Link to Comment
  • Today's Market: Tech In Focus [View article]
    Look at the disclosure section...not long and not short. But if you honestly think that the company rises another 200%+ this year after last year's gain...well good luck to you.
    Jan 9 11:49 AM | Likes Like |Link to Comment
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