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Ed Porter

Ed Porter
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  • This Company Could Rival Linn Energy [View article]
    http://bit.ly/HypTBS

    see slide 23 to see how these metrics are changing and will continue to do so
    Nov 6 07:38 PM | Likes Like |Link to Comment
  • I Concede Defeat In Amazon.com [View article]
    It may even stretch to at least four lines!
    Nov 6 07:28 PM | Likes Like |Link to Comment
  • Steven Madden Is Offering Decent Upside With Limited Down Side [View article]
    I'm not sure what the point of posting an article is if you are not able or willing to reply to the most fundamental of questions regarding your article?
    Nov 6 06:43 PM | Likes Like |Link to Comment
  • Intel/Micron: How IC Packaging Will Drive Them Together [View article]
    I think we are talking cross purposes - I thought you meant the Federal Reserve :-)
    Nov 6 06:08 PM | 2 Likes Like |Link to Comment
  • Intel/Micron: How IC Packaging Will Drive Them Together [View article]
    The Fed?

    Wow, I knew they were into central planning, but didn't know their brief now reached into specific markets such as electronic memory!
    Nov 6 05:21 PM | 2 Likes Like |Link to Comment
  • LeapFrog Is Cheap [View article]
    As mentioned above - I was a holder of LF until recently. One of the reasons that I sold them was that I see their outcome as being quite binary - yes, a good story will result in a higher stock price, but a bad story could result in something pretty disastrous.

    Suppose, just suppose, the holiday season is poor for LeapFrog. Call it people put off by rumours of glitches, call it people put off by the high cost of apps, call it people attracted to other competitors products..... whatever the reason, let's suppose it happens.

    From there, the question is quickly going to get asked - OK, what now for LF? Really, "all" they have left at that point is their library of content. And the question becomes "What's that worth"?

    And, for me anyway, the answer is "an awful lot lower than current market cap".

    So that's all I would be wary about - don't think that a 'poor 'result in 3 mths time can't or won't result in the share price going for, say, 30% in a session.

    All that said, I wish everyone all the best with their stock!
    Nov 6 03:40 PM | Likes Like |Link to Comment
  • This Company Could Rival Linn Energy [View article]
    I don't think they need to fund a deficit? I think at the moment, very crudely speaking, their operating cash flow covers their capex and also a share repurchase, but those capex demands fall over the next 2-3 years and will leave DNR as a large FREE cash flow generator.
    Nov 5 08:35 PM | Likes Like |Link to Comment
  • I Concede Defeat In Amazon.com [View article]
    Perhaps in three years time AMZN will be at $100 and Paulo will need to write another article entitled "I was wrong about being wrong about Amazon".
    Oct 30 11:59 PM | Likes Like |Link to Comment
  • Micron's Inventory Myth [View article]
    Come on, let's get back to wildly speculating about 'something bigger'!
    Oct 30 11:37 PM | 3 Likes Like |Link to Comment
  • Intel Short Interest Hits Another New High [View article]
    Well with your expected return Bill you clearly wouldn't buy the put. Did you actually read my post?

    My point is that if you are after returns of 'just' 10-15% when the stock could equally go up by such an amount it all seems rather coin-flippish.

    As per other posts of mine, I believe looking at short interests as 'proof' of anything is a folly. It is nothing more than an observation.
    Oct 30 09:25 PM | 1 Like Like |Link to Comment
  • Intel Short Interest Hits Another New High [View article]
    Shorting low earnings multiple stocks is not generally a way to get rich.

    If you are thaaaaat convinced Intel has had it, buying a long term deep OTM put will make you far richer.

    If you are not thaaaat convinced then shorting Intel is a just a bit of a coin flip isn't it?
    Oct 30 05:07 PM | 1 Like Like |Link to Comment
  • LeapFrog Is Cheap [View article]
    Thanks Dom - that's interesting to know. I will watch the next couple of earnings call with interest to see how well its growing/performing.
    Oct 30 03:47 PM | Likes Like |Link to Comment
  • Intel: Bay Trail Systems Selling Out [View article]
    I agree entirely, and this is why I bought INTC for the first time ever around 3-4 months ago.

    My previous assessment was that "people don't need to change their 'device' as often now" (regardless of whether that was a PC, laptop, or tablet).

    But my assessment after listening to the conference call before last was "well, if they are really going to deliver markedly improved performance for a markedly attractive price then you are going to have a lot of people who didn't intend refreshing, ... refreshing"!

    So I hope you are right Ashraf, and as you say, the early signs - that's all they are - suggest this might be happening.
    Oct 29 11:45 PM | Likes Like |Link to Comment
  • SodaStream Now [View article]
    You forgot to add cars, mobile phones, and air travel in there.
    Oct 23 09:41 PM | 1 Like Like |Link to Comment
  • Amazon.com Shipping Change Means The Earnings Miss Is Probably Massive [View article]
    In your own 'words' Gary, "lol".
    Oct 23 04:25 PM | Likes Like |Link to Comment
COMMENTS STATS
436 Comments
463 Likes