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Quoth the Raven

 
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  • BlackBerry And My Ex-Girlfriend
    Wed, Aug. 6 BBRY 161 Comments

    Summary

    • BlackBerry restructuring officially ends yesterday.
    • John Chen reiterates his guidance about cash flow positive.
    • BlackBerry is still a value at these prices, I retain and reaffirm my buy with a PT of $15.
  • BlackBerry's Chen Is 'Going Rogue'
    Tue, Jul. 29 BBRY 79 Comments

    Summary

    • BlackBerry's Chen has acknowledged that partnerships aren't currently on the table for the company.
    • Chen appears to continue to be resolute and confident that BlackBerry can exist as an entity on its own; I agree.
    • Today's acquisition shows the company is aggressive minded and still on the offensive.
  • BlackBerry: Leaked Passport Video Highlights New Device
    Mon, Jul. 21 BBRY 165 Comments

    Summary

    • Leaked photos and video of the BlackBerry Passport are making their rounds.
    • The device looks to be as robust as its hardware specs are suggesting.
    • The Passport could be a major upcoming positive for BlackBerry, if its well received.
  • BlackBerry Is Now An Obvious Buyout Target, And 4 Other Reasons Not To Worry About The Apple/IBM Deal
    Wed, Jul. 16 AAPL, IBM, BBRY 353 Comments

    Summary

    • Apple and IBM announced a deal last night to begin working on enterprise solutions together.
    • Contrary to the first knee jerk reactions, this is good news for BlackBerry, as it makes them an obvious buyout candidate and sheds light on their advantages.
    • I'm long both Apple and BlackBerry and think both stocks head higher here, eventually.
  • BlackBerry: 3 Keys To Unlock $20 Before 2015
    Mon, Jul. 14 BBRY 85 Comments

    Summary

    • I've been bullish on BBRY since the day it swapped out Thorsten Heins with Mr. John Chen.
    • My price targets for BBRY have been $15 for this year, $20 into next year.
    • A couple of longs asked over the weekend what would need to happen to see $20 before this year's end. Here's my answer.
  • These BlackBerry Updates Look Promising
    Wed, Jul. 9 BBRY 96 Comments

    Summary

    • Two pieces were out this week on BlackBerry: one celebrating BES 10's security, the other noting that BBM is moving forward on Windows Phone.
    • BES and BBM represent two of the core functions that BlackBerry plans on monetizing in the future to help re-grow the company.
    • I added to my position by 8% yesterday near $10.60; my short term PT is $15, long term is $20.
  • BlackBerry's Plans Of World Domination Continuing On, Or Ahead Of, Schedule
    Mon, Jul. 7 BBRY 66 Comments

    Summary

    • The Z3 has made its way to Jakarta, India, and now Africa.
    • Bears seemingly cannot distinguish the BlackBerry of old with John Chen's new juggernaut.
    • I'm reaffirming a $15 price target by the end of 2014 for BlackBerry.
  • BlackBerry: India Import Data Appears To Show Z Phone Imports Doubling In June
    Wed, Jul. 2 BBRY 55 Comments

    Summary

    • India import data provided by Zauba.com seems to point to doubling in Z3 imports in June.
    • This would continue to affirm a small foothold for BlackBerry smartphones in emerging markets.
    • While smartphones are a small part of the big picture for BlackBerry, this is good news nonetheless.
  • BlackBerry's Short Squeeze Just Starting
    Tue, Jul. 1 BBRY 114 Comments

    Summary

    • BlackBerry's short squeeze likely just getting started.
    • Contrary to what news outlets stated yesterday, BlackBerry likely rose on buying and shorts covering, not leaked Passport photos.
    • Technical breakout coming and more room for BlackBerry to keep screaming.
  • BlackBerry: Back Up The Bus; I'm Buying More
    Fri, Jun. 27 AMZN, BBRY 111 Comments

    Summary

    • BlackBerry is taking a breather; pulling back after a 15%+ move up after earnings.
    • With a calendar full of catalysts until the end of this year, more good news likely on its way before earnings.
    • Any BBRY under $10 is a steal, in QTR's opinion, and I'll continue to add as funds are available.
    • The Passport could be the new "original BlackBerry" for businesses.
  • BlackBerry: Is $20 A Reasonable Target?
    Mon, Jun. 23 BBRY 76 Comments

    Summary

    • $20 is a reasonable target for BBRY as long as John Chen keeps his ship steadily on course.
    • BBRY is going to have a technical bullish flag in the next couple of trading days.
    • Analyst upgrades will continue to fuel a move up for BBRY stock.
  • BlackBerry's Bullish Call Offers Clues To Epic Turnaround
    Thu, Jun. 19 BBRY 61 Comments

    Summary

    • After posting earnings that beat on both lines this morning, BBRY's conference call took place at 8AM this morning.
    • John Chen offered a comprehensive update as to business operations, alluding to bigger and better things coming in the future.
    • BBM is expected to reach 100 mil MAU by the end of the year, after expanding to Windows. BBRY looks to monetize it by looking into mobile payments.
    • The company has a full slate of events and releases to carry it through the end of our 2014, and their FY 2015.
    • BlackBerry is at the beginning of an epic turnaround, and shares still look very attractive under $10.
  • BlackBerry Set To Scream After Chen Delivers On Earnings
    Thu, Jun. 19 BBRY 65 Comments

    Summary

    • BlackBerry reported fantastic earnings this morning, beating the street on EPS and revenue.
    • Gross margin was 48%, the company sold 2.4 million phones, and increased their cash position by $400 million.
    • BlackBerry was trading higher by about 10% in pre-market trading. The company's conference call is to follow at 8AM.
  • BlackBerry And Amazon: This Could Be The Beginning Of A Beautiful Friendship
    Wed, Jun. 18 AMZN, BBRY 86 Comments

    Summary

    • One day before BBRY reports earnings, it has announced that the Amazon app store is going to be available on the latest BBRY phones.
    • This could be the precursor for a serious partnership between the two companies.
    • BlackBerry has moved up 4% on major pre-market volume on this news.
  • BlackBerry Could See $10 After Earnings
    Tue, Jun. 17 AAPL, BBRY 142 Comments

    Summary

    • BlackBerry reports on Thursday of this week.
    • The Q-Man loaded up with some BBRY on Tuesday, specifically expecting progress from the coming earnings report.
    • If the company has stopped bleeding cash, we could see $10 easily.
    • All eyes are going to be focused on revenue, Z3 Jakarta sales, and how close the company is getting to cash flow neutral.
  • BlackBerry Has An 80% Chance Of Doubling
    Thu, May. 29 BBRY 100 Comments

    Summary

    • John Chen spoke yesterday, cautiously reaffirming his confidence in BlackBerry's turnaround.
    • Chen noted that the Z3 launch in Jakarta went "pretty good" and that further metrics would be forthcoming on the next earnings call.
    • Chen marked cash flow-neutral as a "coming milestone" for the company.
    • If BlackBerry goes cash flow-positive, it's likely the stock will double. John Chen gives the chances of cash flow positive/survival 80%.
  • This Billionaire Is Missing The BlackBerry Boat
    Mon, May. 19 BBRY 35 Comments

    Summary

    • Much ado about nothing: Dan Loeb discloses he's no longer invested in BlackBerry.
    • Much more ado worthy: A BlackBerry insider reiterates its guidance to be cash flow positive by February '15 - that's less than a year away.
    • With a rock solid balance sheet and a stock priced near its book value, how much longer can BlackBerry trade at this dirt cheap valuation?
  • Zero Hour Is Upon BlackBerry
    Tue, May. 13 BBRY 118 Comments

    Summary

    • BlackBerry is launching its Indonesia-specific Z3 this week.
    • The results of which will likely predicate how BlackBerry approaches the emerging market handset market.
    • John Chen has set the company up for this moment, now it's time to execute.
  • BlackBerry Will Become A Turnaround Success
    Mon, May. 5 BBRY 84 Comments

    Summary

    • BlackBerry remains the best value that it's been, possibly since it started trading. Its current situation offers major reward, with risk mitigated by balance sheet leverage.
    • BBM, QNX, and BlackBerry's patent portfolio are likely worth, as assets, a good portion of the company's market cap.
    • BlackBerry remains a great fundamental value with legitimate chance of pushing $10 again this year.
  • The Party Is Just Getting Started For John Chen And BlackBerry
    Mon, Apr. 28 BBRY 95 Comments

    Summary

    • Apparently, some people take the attitude that "John Chen must have turned around BlackBerry in 6 months or less, or their pizza should be free".
    • The reality of the situation is that Chen is acting in a calculated fashion, and he continues to make tangible progress.
    • Chen continues to be the right man for the job.
  • BlackBerry: I'm A Buyer On Monday - Yes, Again
    Sun, Apr. 13 BBRY 199 Comments

    Summary

    • The macro market indices got knocked around to end the week.
    • BlackBerry was part and parcel with that, shedding even more value as it continues its post-earnings tank.
    • With every cent the share price drops, BBRY becomes a better speculative turnaround buy with a rock solid balance sheet.
  • Why John Chen Is An Asset To BlackBerry
    Thu, Apr. 10 TMUS, BBRY 142 Comments

    Summary

    • John Chen's favorite saying is, "I work for the shareholders".
    • Chen has no emotional attachment and can approach BBRY with a pragmatic viewpoint.
    • Chen is the right man for the job and BBRY stock is undervalued.
  • BlackBerry: 3 Reasons I'll Keep Buying
    Wed, Apr. 2 BBRY 77 Comments

    Summary

    • BlackBerry is coming off a couple of analyst downgrades.
    • Despite showing clear transitional progress, Mr. Market has pushed BBRY back down to $8.
    • I continue to buy based on BBRY's balance sheet strength and John Chen's track record.
  • I'm A BlackBerry Buyer On Monday, No Questions Asked
    Sun, Mar. 30 BBRY 136 Comments

    Summary

    • I caught a moderate whooping on BBRY on Friday, but am reloading and buying more on Monday.
    • CEO John Chen's emotional detachment from the company is allowing him to make smart decisions.
    • Despite what the revenue looked like, there was tangible progress made by BBRY over the last quarter.
    • The company's fundamentals remain rock solid, it's stock remains cheap, and the company's fully executed rebirth could see shares up to $15, in my opinion.
  • BlackBerry Earnings Show Major Progress
    Fri, Mar. 28 BBRY 46 Comments

    Summary

    • BlackBerry reported earnings this morning, handily beating EPS but missing on revenue.
    • This is a product of the company's strategy shift from hardware to software.
    • All in all, this report shows tons of progress in a small amount of time by John Chen and team.
    • Once the market realizes this isn't BlackBerry "the phone company" any more, the market will reward the progress that has been made.
  • The Important Part Of BlackBerry's Earnings
    Wed, Mar. 26 BBRY 39 Comments

    Summary

    • I currently do not hold BBRY, but may reopen a position at any time, as I remain bullish on the company.
    • Earnings will be about the commentary, not the numbers.
    • BBRY is not a candidate for a pre-earnings long straddle/strangle, as I often advocate for other tech stocks.
  • Consider Buying BlackBerry Before Earnings
    Wed, Mar. 5 BBRY 117 Comments

    Summary

    • BlackBerry has an extremely strong balance sheet.
    • This earnings report won't be numbers-based, it'll be based on CEO Chen's commentary.
    • The company's stock run this year isn't reason enough to discredit buying now.
  • BlackBerry Soon To Leave $10 Behind
    Tue, Feb. 25 BBRY 52 Comments
  • BlackBerry Poised For Breakout?
    Mon, Feb. 24 BBRY 80 Comments
  • Even More Good News For BlackBerry
    Mon, Feb. 24 MSFT, BBRY 37 Comments
  • BlackBerry's Newfound $2.5-Billion Baby
    Thu, Feb. 20 FB, BBRY 92 Comments
  • Betting Big On BlackBerry
    Sun, Feb. 16 BBRY 137 Comments
More on BBRY by Quoth the Raven