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Matthew Smith

 
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  • 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 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 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 11:29 AM | Likes Like |Link to Comment
  • Commodities Today: Looking At Energy Names For Opportunity [View article]
    Fair comment.
    Jan 30 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 12:07 PM | 1 Like Like |Link to Comment
  • Today's Market: Is Yahoo Fumbling The Ball? [View article]
    What you miss is that I was one of the early bulls! Otherwise a very fair comment.
    Jan 24 12:02 PM | Likes Like |Link to Comment
  • Today's Market: Is Yahoo Fumbling The Ball? [View article]
    Not at all, just internet and mobile...but most of us here use the financial site most and I would guess the sports or news site 2nd most (outside of the home page of course).
    Jan 24 12:01 PM | 1 Like Like |Link to Comment
  • Today's Market: Is Yahoo Fumbling The Ball? [View article]
    nickkoto, my main gripe is that the mobile apps automatically assign favorites to me based on quotes i have entered and then automatically force feed me only that news. It seems stale too.
    Jan 24 11:59 AM | Likes Like |Link to Comment
  • Today's Market: Apple And Amazon To Be The Big Holiday Winners [View article]
    Fair enough, we both have the value side in common then.
    Jan 24 11:56 AM | Likes Like |Link to Comment
  • Today's Market: Industrial Stocks To Buy On This Pullback [View article]
    ...past history is not indicative of future results...so yes the big question is moving forward without the raging bull of china behind it can CAT deliver?
    Jan 24 11:54 AM | 1 Like Like |Link to Comment
  • Commodities Today: How To Play This Natural Gas Spike [View article]
    Thanks for the kind words! I like CHK overall, and have for some time. They are the #2 nat gas producer in the country but after taking off the hedges last year put them back on this year to lower risk...and the losses that they experienced. The company is shifting towards a NGL/condensate/oil producer which is what originally got me bullish. If you look at their rig counts and cap ex figures they are spending less and less on natural gas drilling, so they are really only adding dry nat gas production from their liquids plays as by-product. Not included in this article based on the new focus and decreasing % of production.
    Jan 24 10:03 AM | Likes Like |Link to Comment
  • Commodities Today: How To Play These Movers [View article]
    Is it clean to manufacture the various parts that make solar panels? That stuff is not clean either.
    Jan 23 04:38 PM | Likes Like |Link to Comment
  • Commodities Today: Buyout Rumors Persist, Utica Results & Good News For Coal [View article]
    So you've told me before...
    Jan 23 04:33 PM | Likes Like |Link to Comment
  • Commodities Today: Metals Up On China, Oil To Follow? [View article]
    It was a rhetorical question. And full sun could never be 12 hours! It is at best like 3-4 hours. And who would pay big $$$ to build a solar plant when they could just wait for economics to improve? One does not replace plants 1-5 years down the road to increase efficiency with the margins offered in the power biz. I believe your facts are not facts at all. Nice try though!
    Jan 23 04:30 PM | Likes Like |Link to Comment
  • Commodities Today: Oil, Potash And Rare Earths Attracting Attention Recently [View article]
    Still trying to find its way it seems...needs China to come back.
    Jan 23 04:23 PM | Likes Like |Link to Comment
COMMENTS STATS
759 Comments
238 Likes