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Michael Collins

 
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  • Bits, Bytes And 7% [View article]
    I think we will find the DLR's short thesis -that they have significant op ex expense leakage and they are willfully hiding this- will sadly turn out to be true....the market already has to some extent.

    DLR is anything but bluechip IMHO. So I think trade is Long DFT/COR, short DLR.
    Sep 18, 2013. 04:39 PM | 1 Like Like |Link to Comment
  • Taking BlackBerry Private Makes No Sense [View article]
    Funny, but not mentioning receivables and netting payables against cash is self serving and and obvious. The article loses any credibility on that gaff alone.
    Sep 17, 2013. 08:57 AM | 17 Likes Like |Link to Comment
  • 65K BlackBerry World apps come from two developers [View news story]
    There is no way this went on without senior management at bbry knowledge.

    The app race was just too important...
    They must have realized no one was building apps...and they found a clever little trick.

    The question is how much was S4BB paid for the apps? And was fraud committed?
    Aug 21, 2013. 11:52 PM | 4 Likes Like |Link to Comment
  • 65K BlackBerry World apps come from two developers [View news story]
    Heins should be sent to jail along with monkey in charge of app development who thought he was so clever singing in his band etc.
    Aug 21, 2013. 11:30 PM | 5 Likes Like |Link to Comment
  • Avoid A Sale - 100% Undervalued: BlackBerry's Potential Playbook [View article]
    You may be right, but this could be a stalking horse bid.
    Aug 13, 2013. 05:37 AM | 1 Like Like |Link to Comment
  • Avoid A Sale - 100% Undervalued: BlackBerry's Potential Playbook [View article]
    Heins must resign. His starF*cking with Lewis Hamilton Alicia Keys is appalling, His handling of the product launches was equally appalling, and he spends his time flying around in a company G5 as people are being laid off left and right.

    Really?

    Stock takes 10% day he's gone.


    Aug 13, 2013. 05:36 AM | 14 Likes Like |Link to Comment
  • Ignore Mr. Market And Focus On Digital Realty's Fundamentals [View article]
    I believe that DLRs leases have tons of leakage, so a natural trade is Long DFT / Short DLR.

    Esepcially as DFT is currently cheaper, when it should be at premium due to tighter leasing standards on the super colo only clients.
    Jul 30, 2013. 08:08 AM | Likes Like |Link to Comment
  • Ignore Mr. Market And Focus On Digital Realty's Fundamentals [View article]
    What do you think of the below comments from Evercore?

    Evercore pulls Digital Realty from Conviction Buy list • 4:00 PM

    Analyst Jonathan Schildkraut thinks the Friday selloff that followed
    What do you make of Evercore's comments below? I can't think that there is no smoke without a fire, so I prefer Long DFT / Short DLR. Seems like a perfect trade.

    Digital Realty's (DLR -1.7%) Q2 results points to "a high level of skepticism in (and low level of trust from) the public markets."
    Schildkraut likes the data center owner's valuation and strong new lease/renewal activity, but also notes a capitalization policy change stands to hurt 2013 FFO by $0.05/share, and thinks shares could be range-bound over the near-term.
    DLR is closing near its 52-week low of $56.02. Fellow colocation services provider Equinix sold off on Thursday in response to its Q2 revenue miss and soft guidance.
    Jul 30, 2013. 08:05 AM | 1 Like Like |Link to Comment
  • Heins' Mobile End Computing Vision Comes To An End; So Must He [View article]
    Cramer says CEO must go:
    http://bit.ly/17FZBWK
    Jul 3, 2013. 06:03 AM | Likes Like |Link to Comment
  • BlackBerry: Bad Results Made Worse By Poor Presentation [View article]
    As usual, great article. I am particularly worried about inventory and Z10 sales, because they refuse to say any of that, we must assume..the worst.

    Also Credit Suisse put out a note about payables, claiming they are running at an all time high and if they snap back to normal, that will be -$600M use of cash..not sure what to make of all this. I think shorts have momentum until $8 or so.

    The lunatics have taken over the asylum.

    In any event, I always appreciate your insights..
    Jul 2, 2013. 01:41 PM | 2 Likes Like |Link to Comment
  • BlackBerry Has One Last Chance [View article]
    Great article on BBM. I just have no confidence in Heins' ability to deliver. He's hanging his hat on BBM because of the fail everywhere else. It sounds desperate.

    BBM should have been launched and ready to be submitted, instead of coming this summer, then coming 'late summer.'

    Fly by the seat of your pants attitude in Waterloo.
    Jul 2, 2013. 11:52 AM | 3 Likes Like |Link to Comment
  • Heins' Mobile End Computing Vision Comes To An End; So Must He [View article]
    Its losing argument there. There is a total increase in the lack of transparency which has scared the last bulls on the street and emboldened the shorts to detriment of investors.

    Its not acceptable.
    Jul 2, 2013. 07:01 AM | Likes Like |Link to Comment
  • Heins' Mobile End Computing Vision Comes To An End; So Must He [View article]
    I'm not sure the Blackberry brand can withstand any more gaffe's like Friday ER call.
    Jul 1, 2013. 07:19 PM | 1 Like Like |Link to Comment
  • Heins' Mobile End Computing Vision Comes To An End; So Must He [View article]
    Could be true there. It was my perspective and also remarks from stores sales teams.
    Jul 1, 2013. 01:56 PM | Likes Like |Link to Comment
  • Heins' Mobile End Computing Vision Comes To An End; So Must He [View article]
    1.) I've cut by 50%

    2.) TH pumped people up with bullish comments.
    Jul 1, 2013. 01:55 PM | 1 Like Like |Link to Comment
COMMENTS STATS
387 Comments
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