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Matthew Smith

 
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  • Commodities Today: Buy These Oil Names And Avoid Fuel Cells [View article]
    Not so sure about that...not even sure they are the best opportunity in the sector. See comment below.
    Mar 27, 2014. 10:52 AM | Likes Like |Link to Comment
  • Commodities Today: Buy These Oil Names And Avoid Fuel Cells [View article]
    That was a comment focused not on the business operations but on the stock movements...maybe market generals, or sector generals would have been a better phrase to use there. I have stated before that Ballard is probably the top dog in the industry based on their work thus far and the intellectual property they have.
    Mar 27, 2014. 10:51 AM | 2 Likes Like |Link to Comment
  • Commodities Today: Takeover Names We Are Watching [View article]
    Embarrassing. You are correct their mine is opened and the plants too. Confusion caused by my shorthand notes from ramp up and commissioning portions of the ISR fields at the end of last year.
    Mar 26, 2014. 11:28 AM | Likes Like |Link to Comment
  • Today's Market: Wal-Mart And The Acquisition Talk [View article]
    The point is that for a company of its size they have not done a lot of acquisitions to grow, it has mostly been organic growth over the years.

    Internationally they do have a number of deals, but even those are not necessarily entire acquisitions as they have a number of JVs. The fact that they do a deal to get a foothold in a country is not the same as doing a FDO buyout to fill a perceived hole that analysts think the company cannot fill itself.
    Feb 20, 2014. 12:25 PM | Likes Like |Link to Comment
  • Commodities Today: Energy Names We Are Buying, And What To Sell [View article]
    I do still believe that, and in my book strongly is anything above 3% GDP growth. There is weakness in a few areas we did not expect it in, but the fact that the US government did not shut down again (and avoided that whole drama leading up to the deadline) should play out favorably for the economy.
    Feb 19, 2014. 12:42 PM | Likes Like |Link to Comment
  • Today's Market: Opportunities With M&A And These Laggards [View article]
    Didn't say the business was not going to work, just that competition is picking up and with the changing landscape there appear to be much better places to put one's money at this time. Differences of opinion are what make markets! To be fair, this is not a name recommended to be short anymore.
    Feb 19, 2014. 09:54 AM | Likes Like |Link to Comment
  • Today's Market: Opportunities With M&A And These Laggards [View article]
    Over the past two years...wow it has been awhile since the FB IPO and the ZNGA crash! The trend has been up, but selling after key rallies such as the one centered around the new gambling gaming idea has paid off.
    Feb 18, 2014. 07:27 PM | Likes Like |Link to Comment
  • Commodities Today: Gold Oil Results Moving The Market [View article]
    For long-term trading we have generally used physical gold, but for short-term trading it is much easier and economical to trade GLD or other ETFs or ETNs than trying to deal in physical markets. If you are worried about the viability of something and whether it will be readily redeemable a month or two out then you need to be short the market and heavily so.

    Love how Gold Bugs have such an elitist attitude!
    Feb 18, 2014. 11:10 AM | Likes Like |Link to Comment
  • Commodities Today: How To Play The Winter Storms In The U.S. [View article]
    Sorry about it not flowing real well...it got caught up in the editing process and I had to make changes to it...so what was supposed to be first hand knowledge on the first day the storm was hitting turned out to be more of a report of the damage the day after...again, my apologies.
    Feb 14, 2014. 12:55 PM | 1 Like Like |Link to Comment
  • Commodities Today: Oil Market Sending Mixed Signals [View article]
    Good call. Answer is both. Some operators in certain areas should have results in the 4Q impacted (not greatly though) and nearly all should have some issues with the 1Q with the 2Q showing the true production growth and rates investors expect. You were correct to point that out, our point is on the 4Q Conference Call being disappointing with regards to the 1Q in most cases.
    Feb 11, 2014. 10:56 AM | Likes Like |Link to Comment
  • Today's Market: Deals And Announcements Moving These Names [View article]
    No I do not think it is likely at this point, but if the local search deal does work YHOO might have to do a deal just to protect itself from someone like GOOG or MSFT from buying YELP. MSFT might force the issue if YHOO is going to use this deal to get back into the search business and at that point you kind of have to go all-in...mentioned it as a possibility, not a reality.

    Thanks for the kind words and hope you continue reading!
    Feb 11, 2014. 10:47 AM | Likes Like |Link to Comment
  • Commodities Today: Setting Up For A Bounce? [View article]
    $40/sh is sure compelling with their pipeline...
    Feb 4, 2014. 01:14 AM | Likes Like |Link to Comment
  • Today's Market: Top Takeaways From Google's Conference Call [View article]
    No I was trying to state that Google's numbers are impacted negatively by the growth in their mobile business because they were already so dominate in the desktop business. Facebook never reached that level of penetration with the expensive targeted ads and in fact had many cheap ads when they first launched their platform. So they are seeing growth in rates, I suspect, due to increased demand on their platform as well as the fact that mobile already makes up such a large portion of revenue...so it is not "cannibalizing" desktop ads or having the same effect that mobile is on Google...basically FB started off low and is building up.
    Jan 31, 2014. 11:29 AM | Likes Like |Link to Comment
  • Commodities Today: Looking At Energy Names For Opportunity [View article]
    Fair comment.
    Jan 30, 2014. 11:04 AM | Likes Like |Link to Comment
  • Today's Market: Is Yahoo Fumbling The Ball? [View article]
    My issue is that they updated some of these pages already and got users used to them and those were good changes that were not drastic or game changing (in a bad way)...but then they do these new updates a couple of months later and change the whole thing including format, functionality and even algorithms which are removing articles that people have read or might not be interested in. No bueno!
    Jan 24, 2014. 12:07 PM | 1 Like Like |Link to Comment
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