Ed Porter

Ed Porter
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  • Amazon Delivery Drones: An Update  [View article]
    How much extra do you think you would pay for a pizza delivered by drone?

    Why am I even bothering to ask this question?

    Are we back on April Fool's Jokes again?
    Jan 11, 2015. 02:58 PM | 2 Likes Like |Link to Comment
  • Helmerich & Payne: Let History Be Your Guide  [View article]
    He further added "our dividend increase comes despite our belief that oil prices will likely drop 50% over the next six months and for that reason we also recommend you disregard our all-time high $120 stock price at the moment too".
    Jan 8, 2015. 09:25 PM | 2 Likes Like |Link to Comment
  • Helmerich & Payne: Let History Be Your Guide  [View article]
    "This is the first inkling HP investors have had that the company has actually been affected by the lower oil price".

    Are you suggesting that HP investors were completely unaware that lower oil prices would have an impact on its business, but its only 'suddenly' become apparent in the last week?

    I think the stock having fallen 50% over the past six months tells you that plenty of investors have had plenty of 'first inklings' over that time frame.

    FWIW, I purchased stock today - adding to some other stock bought in the $70 range. It might go lower yet, but I am buying it with a 18-24 month view so am not too bothered by short-term fluctuations.

    In terms of a dividend cut, I'd have to believe they will (within the bounds of prudence) try to avoid that like the plague. I think first cab off the rank would be slightly increasing their debt level, as well as accepting their pay-out ratio may at times hover around, or exceed, 100%.

    I think the company would need to believe that oil prices will remain depressed for a multi-year period for them to give serious thought to cutting the dividend.
    Jan 8, 2015. 07:58 PM | 6 Likes Like |Link to Comment
  • Amazon Delivery Drones: An Update  [View article]
    Aw come on NYer1, you're asking too many questions of critical relevance!

    You won't get any answers - this is strictly a hypothetical, science-fiction oriented discussion.
    Jan 8, 2015. 05:59 PM | 2 Likes Like |Link to Comment
  • Has Amazon Lost Its Edge?  [View article]
    "Amazon has spunked away billions of dollars by offering a wide selection at a competitive price and delivering within two days (for Prime customers)."
    Jan 8, 2015. 03:40 PM | 2 Likes Like |Link to Comment
  • Amazon Delivery Drones: An Update  [View article]
    Hang on - the thing was about to land in the middle of a field, but 'then' landed right outside the porch of a house!?

    So, perhaps we can find out the answers to these questions:

    a) will they be deployed in built up areas?

    b) what additional shipping charge do I pay to get my $50 item delivered several hours before I'd be receiving it anyway? (impatient aren't I!).
    Jan 8, 2015. 03:20 PM | 1 Like Like |Link to Comment
  • Amazon Delivery Drones: An Update  [View article]
    Fair points indeed Travis - you are right that these (potential) issues would not be unique to goods delivered by drone.

    However, I think it comes back to the 'cost of goods' question. i.e. the packages you refer to voluntarily re-delivering would, I imagine, not contain goods that are particularly expensive. And I am suggesting that it can never be commercial to deliver such goods by drone in any case.

    Which leaves 'more expensive' goods. And this is where I don't believe consumers or vendors alike will be willing to move such items around via an unmanned service. I could well be wrong!
    Jan 8, 2015. 03:14 PM | 1 Like Like |Link to Comment
  • Amazon Delivery Drones: An Update  [View article]
    I had a previous throw-away comment - suggesting this was an April Fools Joke - deleted by Seeking Alpha.

    As difficult as it is to spend any time at all writing on this farcical topic, I'll try and write just one thing (rather than going on for pages and pages - which I could do) - to gently suggest the whole idea of drones for delivery of goods on a widespread and genuinely commercial scale is ridiculous.

    Can I ask, what price point are we talking about for the goods that would be delivered by drone?

    Surely it is only commercially viable to deliver 'more expensive' items by drone, but by implication the desire to want to deliver such goods by such a method is reduced. (i.e. because of security issues, risk of damage, risk of non-receipt, risk of delivery to wrong place, risk of delivery to right place by wrong person, weather risk, ... shall I go on?).

    So I am interested to know what sort of price point we are talking here - and perhaps this introduces the topic of what the charge will be for 'delivery by drone' -something I've seen absolutely no discussion of thus-far.

    Actually I'll ask one more question (I lied) how does Amazon protect its drones? It comes down to earth to deliver a package, and someone smashes it with a baseball bat, or just plain grabs it. And Amazon does....?

    I am all for open-minded and progressive thinking, and I am all for technological development. But some 'science fiction' has genuine application, while some 'ideas' don't clear even the most basic hurdles of common sense.

    In closing, please note I have NOT suggested that using drones to deliver certain sorts of products is not possible - there are undoubtedly specific applications in specific circumstances.

    However, if you TRULY believe that Amazon or anyone else is going to be able to use drones to move masses of products to masses of consumers then I respectfully and teasingly suggest there is every chance you believe a rotund, white-bearded gentleman made his way down your chimney a couple of weeks ago too.
    Jan 7, 2015. 04:03 PM | 3 Likes Like |Link to Comment
  • My 2 Cents In The Amazon.com Cash Flow/Capital Leases Debate  [View article]
    "the operating cash flow, which is the cash that the company gets out of the business"

    Oh dear, we're regressing at a great rate of knots....
    Dec 17, 2014. 11:15 PM | 2 Likes Like |Link to Comment
  • Retailers' Hobson's Choice: Crushed By Amazon Or Exploited By Google  [View article]
    A stock price "stagnant YTD" ...

    Such tepid performance would be welcomed with open arms by other stocks.... particularly the other one being discussed in this article...
    Dec 17, 2014. 04:14 PM | Likes Like |Link to Comment
  • Amazon's Growth Trajectory Contingent On Macro And Micro Factors  [View article]
    But doesn't it remain an eternally strong buy because it was at $5 years ago and now it's much higher?
    Dec 16, 2014. 07:52 PM | 1 Like Like |Link to Comment
  • dELiA*s, Inc. Files For Bankruptcy Protection  [View article]
    We'll agree to disagree. There was a lot of discussion at the time around what it meant when DLIA was suddenly 'removed' from the portfolio. I am CERTAIN that was the word used at the time.

    I'd be very surprised if you could come up with any proof the word 'sell' was ever used, or indeed any clear instruction to do so using a different word.

    As I say, in fairness to them they have improved their process significantly since then.
    Dec 15, 2014. 03:44 PM | 1 Like Like |Link to Comment
  • My 2 Cents In The Amazon.com Cash Flow/Capital Leases Debate  [View article]
    Great stuff Gary - I trust you booked your hotel on Amazon (they'd have been giving it away!), and also your tickets (they'd have been giving them away too.).

    Dec 15, 2014. 03:38 PM | Likes Like |Link to Comment
  • Amazon's Moment Of Truth May Have Arrived  [View article]
    Unfortunately for Amazon it is back-pedaling it is perfecting
    Dec 11, 2014. 04:02 PM | 1 Like Like |Link to Comment
  • Amazon: Free Cash Flow Not What The Bulls Purport It To Be  [View article]
    Dec 11, 2014. 02:51 PM | 1 Like Like |Link to Comment