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Michael Collins

 
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  • Michael Collins
    Yahoo Japan: Trade Against The Unwinding Of Alibaba Synthetic Notes $YAHOF http://seekingalpha.com/a/1horl
    Sep 18, 11:40 AM
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      • Michael Collins
        $BBRY is running UP to $6.45 after announcing a bloodbath of writedowns.
        12/20/13
        Reply (6)
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        • jamesingram32: looks like, at the moment, the market has no clue as to how to react. We'll see what happens by end of play
          12/20/13
        • Toastypro: Guess, the market is interpreting the report as net neutral +/- 10 cents but 10% more favor to upside.
          12/20/13
          • Michael Collins
            $BBRY turns positive after announcing -$4.4 writedowns, You don't see that too often? It's a buy right here folks at $6.20.
            12/20/13
            Reply (6)
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            • stevef1086: Many people said a little over a year ago it would have been out of business by this time and look what happened LOL!
              12/20/13
            • stevef1086: .....it would be foolish to continue this statement.
              12/20/13
              • Michael Collins
                $BBRY is a buy here. It didn't collapse after Chen cleared skeletons(-$4.4) trending up, just below $6. Too many left shorts to cover.
                12/20/13
                Reply (3)
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                • tiger8896: There may be a relief rally to 7 bucks that should be sold into. The better pick is Apple on the pullback from the delayed CM deal.
                  12/20/13
                • Infinity Group: Agreed. wrote an article about this 2 days ago but not out yet. Focus is on enterprise not consumers
                  12/20/13
                  • Michael Collins
                    Prem Watsa has upped his holding in BBRY: Hamblin Watsa Investment Counsel Ltd 83,948,100 or 15.96% Nov-13, not convertible related.
                    11/20/13
                    Reply (2)
                    • deepfrieddummy: Michael, I believe it is actually higher than that: Hamblin Watsa Investment Counsel Ltd. 101,854,700 as of Nov 13, 2013
                      11/20/13
                    • Michael Collins: you are correct. It has moved even higher.
                      12/6/13
                      • Michael Collins
                        $BBRY $NOK Tiger Cubs get burned shorting Nokia http://bit.ly/15YtOAN
                        9/4/13
                        Reply (3)
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                        • Czech_pivo: Nice to see you back Mr. Collins, have missed your comments/feedback/analysis
                          9/4/13
                          • Michael Collins
                            $bbry shocking revelation looks 100% true?http://bit.ly/1d3EKT6
                            8/21/13
                            Reply (3)
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                            • Infinity Group: I don't think its a huge concern. yes not great, but I'm not to worried about it. Just submitted a $BBRY valuation article.
                              8/21/13
                            • Michael Collins: Cool. I'm.personally horrified There is no abyss where fraud pokes its head up. This is not the first from. Heins and co either.
                              8/22/13
                              • Michael Collins
                                $BBRY Cramer says CEO Heins must go: http://bit.ly/17FZBWK
                                7/3/13
                                Reply (7)
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                                • oneinfiniteloop: 2 thumbs way up Infinity Group - a fitting response :)
                                  7/6/13
                                • Michael Blair: $BBRY If Cramer says sell I will buy BBRY again. I am not a Cramer fan at all and, like Goldman Sachs, use him as contrary indicator.
                                  7/7/13
                                  • Michael Collins
                                    Modoff out with more channel checks! Hilarious ! He lost ALL credibility here: http://bit.ly/10IrEzH $BBRY doesn't move on his notes now!
                                    6/25/13
                                    Reply (5)
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                                    • Infinity Group: ... That most stores didn't get stock as supply chain moved from west coast to east coast and took a week!!!
                                      6/25/13
                                    • Mondego: TH needs to guide early...say Thursday AC
                                      6/26/13
                                      • Michael Collins
                                        $BBRY Can deutsche Bank's Modoff ever be taken seriously after this public flaying? http://seekingalpha.com/a/vcxp
                                        6/25/13
                                        Reply
                                          • Michael Collins
                                            $BBRY BES10 server installs UP 50% in one month to 18,000 installs.
                                            6/25/13
                                            Reply (4)
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                                            • sonbuster: thanks Michael!
                                              6/25/13
                                            • StuartKats: the key is what is the contribution of BES10 to rev. and bottle line. ultimately that will drive stock and short covering
                                              6/25/13
                                              • Michael Collins
                                                $BBRY Is running today because of the unwind of the great long Apple / Short BBRY trade?
                                                6/24/13
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                                                  • Michael Collins
                                                    $BBRY Blair turning more positive, another bull in the making? http://bit.ly/12kISlX
                                                    6/24/13
                                                    Reply (3)
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                                                    • oneinfiniteloop: "channel checks confirmed that BlackBerry faces serious long-term challenges" - how did they deduce that???
                                                      6/24/13
                                                    • p21: I guess they are trying to be politically correct...
                                                      6/24/13
                                                      • Michael Collins
                                                        $BBRY Dutch Police arrest shorts. 30,000 Unite ordered: http://bit.ly/11T77vM
                                                        6/17/13
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                                                          • Michael Collins
                                                            $BBRY Some interesting data points reveal BB10 US sales trends: http://seekingalpha.com/p/15nki
                                                            6/11/13
                                                            Reply (14)
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                                                            • Thepianist: JCL you did an honourable act, a true BB analyst.
                                                              6/12/13
                                                            • Infinity Group: yep kudos!!
                                                              6/12/13
                                                              • Michael Collins
                                                                Wrong Link: http://bit.ly/13pbjSl Here are Supply chain checks.
                                                                5/31/13
                                                                Reply
                                                                  • Michael Collins
                                                                    Bullish Channel Check from Asia, BBRY LCD screen demand upped. http://bit.ly/11t7VCV Maybe DBs Maddoff will channel check Timbuktu?
                                                                    5/31/13
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                                                                      • Michael Collins
                                                                        Has anyone heard that SAC Capital is short $BBRY? Imminent unwind if so as SEC break it up.
                                                                        5/21/13
                                                                        Reply (6)
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                                                                        • Noodlez: they were long by only 19,829 shares and added 283,226 recently...
                                                                          5/21/13
                                                                        • Michael Collins: I think it was pure gossip.
                                                                          5/21/13
                                                                          • Michael Collins
                                                                            $BBRY Apparently, Maverick nearly went bankrupt shorting BBRY in 2003-2004. Funny.
                                                                            5/21/13
                                                                            Reply
                                                                              • Michael Collins
                                                                                Is Maverick Capital the hedge fund behind the Blackberry short? http://bit.ly/11SSsDE
                                                                                5/21/13
                                                                                Reply (1)
                                                                                • Rico Kastilani: Its about to blow up in their faces. They will have a lot of explaining to do to their clients. They will probably lose their shirts as well
                                                                                  5/21/13