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Kurt Windibank  

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  • BlackBerry: Very Attractive At These Levels [View article]
    I disagree. If you think analysts are under no pressure or influence you are dreaming. Some ex analysts on BB have stated publicly that they were "threatened" for coming out positive on BBRY (Peter Misek).

    Some HF's have pulled business completely out of a bank because they could not "reign in" a certain analyst who was long.

    Timing is another issue.

    They all line up the week BEFORE ER to slam the stock and then come at it again immediately following only DAYS apart to say the exact same thing and in some cases no change to rating or PT...why??

    You kid yourself if you think deception is not at play in some cases. Short interest is very high...high stakes sometimes need help.

    I mean...Cramer himself has a You Tube video on how he use to manipulate the SP with a couple of phone calls and a couple million bucks.

    Any stock that has the baggage BBRY has had make it an easy target to manipulate through FUD and media jabs. BBRY is slowly shedding the baggage and once it has it won't be such an easy target and shorts (a large portion anyway) will move on.
    Mar 31, 2015. 04:35 PM | 7 Likes Like |Link to Comment
  • BlackBerry: Very Attractive At These Levels [View article]
    You do realize they are transitioning to a SOFTWARE company and that hardware is no longer the prime focus of the business or the strategy?
    Mar 31, 2015. 04:17 PM | 3 Likes Like |Link to Comment
  • BlackBerry: Very Attractive At These Levels [View article]
    Some days you are winning...and some days you are not. Sure...anyone who bought above 10 may be underwater now...but do you really think its never going to move higher Bob?

    One key acquisition that improves the revenue outlook and then this moves higher.

    Have a great day Bob.
    Mar 31, 2015. 04:16 PM | 3 Likes Like |Link to Comment
  • BlackBerry: Very Attractive At These Levels [View article]
    Like what??
    Mar 31, 2015. 02:21 PM | 1 Like Like |Link to Comment
  • BlackBerry: Very Attractive At These Levels [View article]
    And Chen stated he will incorporate M&A activity into his plan. They have lots of buy similar suited software companies with which to GROW going forward. What they do with the cash going forward is key...I think he can achieve half of his 600M target with a few key acquisitions...

    Then what Bob??

    Mar 31, 2015. 02:21 PM | 4 Likes Like |Link to Comment
  • BlackBerry: Very Attractive At These Levels [View article]
    Analysts love to hate Blackberry and move from one bone to the next (backruptcy, handsets losing money, cash burn etc).

    Chen has taken away each of these systematically and we now see them clinging to declining revenue as the last bone to chew on. I agree that the revenue decline is a major issue...but it was also clear that Chen has stated we wouldn't see a reversal of this at least until June of this year.

    Analysts are very skeptical Chen can hit the $600M revenue target he has set out.

    In my opinion....Chen telegraphed very clearly how he intends to hit that target...and a big part of that will be acquisitions. He noted in the earnings call and on CNBC and Bloomberg that growing "inorganically" (i.e- M&A) is definitely in the cards.

    If Chen can pull off some key acquisitions that lead to revenue impact this year and growth going forward then this can get the stock moving higher in a big way given how efficient they are operationally now.

    The cash pile they are sitting on was a great shield during the turn around portion but now the best way to use that cash is to put it to work on GROWTH.

    It'll happen soon IMO.
    Mar 31, 2015. 01:45 PM | 15 Likes Like |Link to Comment
  • BlackBerry Fails Yet Again [View instapost]
    Maybe you should read Chen's plans a little closer. BB is transforming into a software focused company. BES 12 is more important than hardware. They do not need to "study" Apple or Samsung...they are PARTNERING with them.

    The stock price will rise when Chen shows that he can hit the revenue growth targets he has set out (600M for FY 2016). I think he can do it....and when he does stock price will be valued accordingly.
    Mar 31, 2015. 11:15 AM | Likes Like |Link to Comment
  • Blackberry: Patience Wearing Thin [View article]
    Acquisitions are the key..i agree.
    Chen stressed "growing inorganically" would be key to hitting the software sales target. He stressed that point on both interviews that day. They also made a key point of highlighting the cash on hand was at highest level in 5 years.
    Clearly telling market some acquisitions are coming
    Mar 29, 2015. 12:20 PM | 11 Likes Like |Link to Comment
  • BlackBerry's Chen: Guidance Increasingly At Odds With Reality [View article]
    I think Analysts comments are increasingly at odds with the reality Chen has been delivering. He has stated clearly several times what the priorities are in this turnaround. He has delivered on all fronts. Revenue stability and growth is the next challenge and has a plan to execute. He has not lied or disappointed yet and has a great track record. He is focused on delivering results and I for one like the plan and overall strategy.
    Mar 27, 2015. 12:27 PM | 49 Likes Like |Link to Comment
  • BlackBerry: Brace Yourself For An Ugly Quarter [View article]
    I agree that Revenue will definitely be down significantly. The $500M target Chen has set for software revenue in FY2016 is aggressive but he has a reputation of under-promising and over-delivering. CFO stated that 200M of that could come from QNX alone. the goal is not that much of a stretch. The ER results tomorrow tell part of the story but what investors really want to hear is what Chen has to say about forward progress in making the turn in Software revenue. I think they can surprise on the EPS side as well .....breakeven or even a small profit.
    Mar 26, 2015. 03:05 PM | 13 Likes Like |Link to Comment
  • Giving Away Free BlackBerry 10 OS To Android Phone Users Could Be Decisive [View article]
    First of all...the long term strategy for BB is not in hardware is in the process of transforming into a pure software play and hardware is just bridging the gap while that happens.

    One strategy I would think could be a win would be to offer the BB Classic and Passport in full on Android versions.

    The keyboard is a blackberry winner and offering it in an all out Android version would immediately boost sales for them. It could come preloaded with some of the BlackBerry Productivity, Communication and Security software suites recently announced for Android and iOS (BB10 features like Hub, Calendar, Swipe etc) so that the phone itself ,although an Android OS has many of the great BB10 features built in.
    Mar 20, 2015. 08:49 AM | 5 Likes Like |Link to Comment
  • Plug Power drops following Q4 miss [View news story]
    They just burn cash. CEO is a pirate.
    Mar 17, 2015. 07:32 AM | 4 Likes Like |Link to Comment
  • Notable earnings before Tuesday’s open [View news story]
    Plug your nose! Good luck Longs
    Mar 16, 2015. 05:44 PM | Likes Like |Link to Comment
  • BlackBerry's John Chen Looks To Teach Haters About 'Network Externalities' [View article]
    Most bears don't even understand the whole story. BES 12 was only released in Nov 2014. It requires some time to gain traction but it is the most secure,end to end, cross platform EMM on the none.

    The revenue decline was inevitable as the company shifts from a losing strategy in hardware to a new focus in software and security.

    Chen has laid out a solid plan and there is no reason not to think it is achievable.

    He does have 55 consecutive quarters of profits and beating analysts expectations at Sybase so I think he knows how to set a Software Sales target and hit it.

    The MS and GS downgrades and notes are just opinions...opinions that in the past have been wrong.

    For MS to claim that Chen "won't even be close" to hitting the $500M target that HE SET is a bold statement indeed....especially given the fact that on March 8 Chen told Bloomberg that he was "Ahead of schedule" in terms of his two year turnaround plan....not a good choice of words if your sales are "not even close".

    March 27 will tell us a lot.

    IMO these down grades are cover fire for friends of the family to cover positions ahead of ER.

    I predict an EPS beat of street estimates but a continuing decline in revs. Chen will need to speak to that aggressively with regards to BES 12 take up.

    And go....
    Mar 16, 2015. 02:26 PM | 16 Likes Like |Link to Comment
  • BlackBerry: SecuTablet Highlights The Need For Hardware-Based Mobile Security [View article]
    The Samsung/ BlackBerry Enterprise partnership grows stronger with this Tablet entry.

    This is a good deal for BlackBerry if not just for the PR around it. Showcasing its strengths in security and its ability to work cross-platform from a tablet perspective.
    Mar 16, 2015. 08:33 AM | 5 Likes Like |Link to Comment