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WATERLOO JOE

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  • BlackBerry (BBRY +4.3%) gets a lift from a positive note from RBC's Mark Sue (Market Perform), who now thinks 3.5M BB10 phones were shipped in the May quarter (up from a prior 2.75M) thanks to new Z10 carrier deals and channel fill. Sue adds "BB10 demand appears to be mixed by region," with the U.K., Canada, and the Middle East seeing the strongest sales, and U.S. demand weaker. He now expects BlackBerry to report above-consensus FQ1 revenue and EPS on June 28, and thinks heavy short interest (32% of float shorted) could lead to a squeeze. (Deutsche[View news story]
    LOADED up another 11,000 shares today pre RBC upgrade
    Jun 18 04:21 PM | 1 Like Like |Link to Comment
  • BlackBerry: Shorts Increase, Longs Wait Patiently [View article]
    did anyone ever think it is get even time for Blackberry and this is a set up to wipe both ends of some of these nasty shorts
    analysts , earning rumors are running high
    Jun 12 06:36 PM | 4 Likes Like |Link to Comment
  • BlackBerry: When's The Next Short Squeeze? [View article]
    this is what was said in the post above
    Blackberry Q10 's""""" for employees that require communication as part of their employment"""""""""""""".
    Jun 10 10:05 AM | 1 Like Like |Link to Comment
  • BlackBerry: When's The Next Short Squeeze? [View article]
    just had dinner last nite and learned from one of the EX @Sunlife that they are ordering Blackberry Q10 's for employees that require communication as part of their employment. This can be huge .
    Sun Life and and affiliated companies have 14,890 employees and 128,545 advisors around the world.*

    As well RBC will be upgrading all of their Blackberry's to the new Q10's for all of their finacial staff incl advisors.This quarter will be real good as well The next quater will be huge for Blackberry RBC has 80,100 employees world wide.
    Jun 9 10:02 AM | 10 Likes Like |Link to Comment
  • Early feedback on U.K./Canadian BlackBerry Q10 (BBRY -4%) sales indicate volumes below expectations, says Cleveland Research. The firm also thinks Z10 sell-thru is likely half of what it was around launch time, and believes BB10 build targets for the next few quarters could fall to 6M-8M from 10M-12M. Likewise, Pac Crest remains bearish, and calls the U.K./Canadian Q10 launches a "mess." The remarks follow a pessimistic note about BB10 sales on Monday from Canaccord, and one on April 25 from Wedge Partners. Jefferies has been more positive. [View news story]
    sounds like a task for a law firm as they are the only ones that seem to benefit from class action law suits
    Jun 5 09:18 AM | Likes Like |Link to Comment
  • BBM Cross Platform Means Gold For BlackBerry [View article]
    Sit back and relax while let the dust settles, and pick up more shares along the way until sales and 2nd quarter report are released, there is no doubt the rewards will come to those that are patient .This time next year we will hear yeah i should have bought more or kept my shares i would be worth a fortune now.
    May 15 09:11 AM | 8 Likes Like |Link to Comment
  • Blackberry (BBRY) is downgraded to Hold by Bernstein's Pierre Ferragu, who lowers his price target to $15 from $22. "We dislike the risk/reward of our BB10 trade," he writes. "With Blackberry Live behind us, we see few additional positive catalysts coming through in the next 6 months." Shares -2.3% premarket. [View news story]
    Los Angeles County Sheriff's Department
    Overview Services Employee Insights

    With over 18,000 employees, the Los Angeles County Sheriff's Department is the largest sheriff's department in the world and the second largest law enforcement agency in the Country.
    May 15 09:03 AM | 5 Likes Like |Link to Comment
  • BlackBerry Live Next Week Could Bring Shares To Life [View article]
    BlackBerry Is Still Underrated on Wall Street
    By Adam Levine-Weinberg | More Articles | Save For Later
    April 28, 2013 | Comments (14)


    For a prominent company that's frequently in the news, BlackBerry (NASDAQ: BBRY) is one of the most misunderstood stocks in the market today. Too much attention focuses on the company's past missteps -- which allowed Apple (NASDAQ: AAPL) and Google (NASDAQ: GOOG) to rapidly overtake it -- rather than BlackBerry's future prospects. Similarly, now that the new BB10 OS has come to market, too many people are focusing on the success or failure of the Z10 (BlackBerry's first BB10 device) rather than the ecosystem's overall potential.

    To be "successful," the Z10 would need to sell perhaps 2 million units per quarter -- just a tiny fraction of Apple's iPhone sales or Samsung's Galaxy S series sales. However, even that level of sales is not necessary to justify a higher valuation for BlackBerry, because the Z10 is just a small part of BlackBerry's future. The much more important Q10 smartphone -- equipped with BlackBerry's signature QWERTY keyboard -- is just hitting the market now. Furthermore, BlackBerry CEO Thorsten Heins has already revealed that lower-cost BB10 smartphones will come to market later this year, probably in the fall. Extremely low market expectations and a strong product roadmap will most likely combine to generate strong returns for BlackBerry investors.

    Cheap stock
    The investment case for BlackBerry is straightforward. First -- and most obviously -- the stock trades for $15, which is below book value. In other words, the company is priced to never earn a profit in the future and eventually go bankrupt. This is a big change from 2011, when the stock peaked above $70, or 2008, when BlackBerry shares briefly traded for more than $140:


    BlackBerry 10-Year Price Chart; data by YCharts

    To put it another way, for the past year, investors have been able to buy BlackBerry stock at prices that had not been seen since the company was a small start-up.

    Great product
    Second, BlackBerry has a competitive product again. The BB10 operating system is great for multitasking and includes several unique features that may appeal to current iPhone or Android users. Many people already claim that iOS is getting stale and that Apple has lost its touch for innovation since Steve Jobs passed away. More recently, Samsung's Galaxy S4 has underwhelmed many reviewers, who see it as a great phone, but not a big improvement over the SIII.

    In all likelihood, most iPhone users will stay within the iOS ecosystem, and most Android users will stay within Android going forward. But consumer desires for something "fresh" could drive a significant number of people to BlackBerry over the next couple of years. This may get BlackBerry to only 10% market share, but the smartphone market has grown tremendously since the original BlackBerry went out of fashion. Today, having 10% market share would involve having BlackBerry sell more phones than it did at the peak of its popularity.

    Loyal user base
    Lastly, BlackBerry has an extremely loyal high-end user base of 20 million to 30 million (as well as a larger group of less-profitable subscribers with low-end phones). These users will almost all upgrade this year, and most of them will continue to prefer QWERTY phones. (To put it another way, why would anybody in the U.S. still be using a BlackBerry today, unless they've been waiting to upgrade to the Q10?) This fact seems underappreciated among Wall Street analysts, and strong sales of the Q10 in the next few quarters will probably surprise most analysts and investors, driving the stock higher.

    Risky, but not too risky
    Like most technology stocks, BlackBerry is a fairly risky investment. Changing consumer tastes, high competition, software glitches, and the like all have the potential to negate BlackBerry's potential. That said, BlackBerry trades for less than book value, and the company is likely to be profitable this year because of high upgrade demand from existing users. These factors mitigate much of the risk in owning BlackBerry today.
    May 10 08:45 AM | 3 Likes Like |Link to Comment
  • BlackBerry Vs. Nokia Is Like Audi Vs. Kia [View article]
    Barron's Report
    http://on.barrons.com/...
    May 8 11:51 AM | 1 Like Like |Link to Comment
  • Stick A Fork In Nokia, Buy BlackBerry [View article]
    isn't it ST.NICK that lives in Finland
    May 8 08:58 AM | 2 Likes Like |Link to Comment
  • Stick A Fork In Nokia, Buy BlackBerry [View article]
    Simont do you still have your Bag Phone
    May 8 08:51 AM | Likes Like |Link to Comment
  • Stick A Fork In Nokia, Buy BlackBerry [View article]
    The old saying put your money where your mouth is still holds
    May 8 08:49 AM | 1 Like Like |Link to Comment
  • Apple And Samsung Just Don't Have A Chance Against BlackBerry [View article]
    Ok longs what is your realistic value that you think your share in your company are worth?
    May 7 09:55 PM | Likes Like |Link to Comment
  • Apple And Samsung Just Don't Have A Chance Against BlackBerry [View article]
    HOPE YOU FOUND WHAT YOU THINK IS HAPPINESS , you sound like an employee that hated his employment until he found something worse
    May 7 09:51 PM | Likes Like |Link to Comment
  • Early feedback on U.K./Canadian BlackBerry Q10 (BBRY -4%) sales indicate volumes below expectations, says Cleveland Research. The firm also thinks Z10 sell-thru is likely half of what it was around launch time, and believes BB10 build targets for the next few quarters could fall to 6M-8M from 10M-12M. Likewise, Pac Crest remains bearish, and calls the U.K./Canadian Q10 launches a "mess." The remarks follow a pessimistic note about BB10 sales on Monday from Canaccord, and one on April 25 from Wedge Partners. Jefferies has been more positive. [View news story]
    invest in what you know something about , not in what others want you to think. Do your own DD, Remember Fear and Greed run both sides of the highway
    May 7 09:46 PM | 1 Like Like |Link to Comment
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