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wiesje

wiesje
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  • Is Prem Watsa Playing Bluff Poker With BlackBerry? [View article]
    yes, agree - I will however opt to sell either to a buyer or to the market.

    agree with contrarianwise, super comment
    Sep 28, 2013. 11:52 AM | Likes Like |Link to Comment
  • Is Prem Watsa Playing Bluff Poker With BlackBerry? [View article]
    Your brave and I appreciate yr thinking, for me BBRY was never an investment it was a punt on a buy-out, it went sour bcse these 'crooks' are protecting their main holder, but there is nothing we can do, i will sweat it out till the dead-line and see what happens.

    If nothing comes to it, i will take my loss and sell, so I am either out on a buy-out or I liquidate.

    good luck to you, I actually think they make nice phones, the Z 30 looks great and believe it or not for 2 years we heard nothing and only 10 days ago a very nice advert here in Antwerp on the new Q5 to arrive, smart little Phone, that would actually sell over here if not for all this madness happening, now no one will touch BBRY.

    how sick is that ?

    Sep 28, 2013. 09:57 AM | 2 Likes Like |Link to Comment
  • Is Prem Watsa Playing Bluff Poker With BlackBerry? [View article]
    would you have the stomach to hold ?
    Sep 28, 2013. 09:15 AM | Likes Like |Link to Comment
  • Apple Should Take A Bite At Blackberry [View article]
    Apple is already buying the most advanced, most profitable, most under-valued , high yield dividend stock available on the market

    why would they bother looking at anyone else ?
    Sep 28, 2013. 07:31 AM | 2 Likes Like |Link to Comment
  • The New Nokia Has At Least A 20% Upside Potential [View article]
    agree, no need to chase it, i am in just below 80 p

    did you see Telekom Austria ? Carlos Slim on the move ?
    Sep 28, 2013. 04:41 AM | 2 Likes Like |Link to Comment
  • The New Nokia Has At Least A 20% Upside Potential [View article]
    EMG, i believe it to be a buy on dips, risky, but they are turning imo
    Sep 28, 2013. 04:25 AM | 2 Likes Like |Link to Comment
  • David McAlvany- The Dollar Is A Ponzi Scheme  [View instapost]
    thank you for this information

    the FED is actually the one creating the ponzi on the $, the only reason this works is because all major commodities world wide be that soft or hard are quoted and traded in $, as such the FED can continue to ' deflate ' the value of the $ without being accounted for by it's loss in value as to the imports of raw materials to keep US Industry going; where a weak $ actually benefits US INC for exports.

    the Banks in all this are merely a vehicle to keep this system going and preventing a collapse on the domestic US market, so demand keeps on being artificially supported.

    the reason the FED can hold on to this strategy is because ultimately the sponsoring by the FED will reduce and if that can coincide by the most single expensive item for imports in the US and that is I assume OIL, by becoming less dependent on imports and more self sufficient and maybe even an exporter over time, you tip that balance.

    so imo although it's crazy for numbers what is happening with the FED QE and the $ and the Banks, ultimately it will be a narrow escape, be it that the price for all this is the US with a weak $ will have lost it's world dominance to the East in 10 years from now, even Europe as weak as it is will out recover the US, there is a penalty for all this.

    England has been doing this differently but with same result since WO2 and the British Pound has only gone one way and the UK never recovered to what they once were, they have become a financial service industry rather than an Industrial Manufacturing power house they once were.

    if I see that a City , like Detroit ( a once Industrial power place) are going bust, all alarm bells should be ringing, there is a false sense of security being created by the enormous success of US tech companies, but that may not last.

    Wall Street reaped the benefits from QE, but how about the factory workers and farmers in for instance the mid-west are they seeing jobs being created is their standard of living recovering ?
    Sep 28, 2013. 04:20 AM | Likes Like |Link to Comment
  • Apple: Pessimists Missing Company's Improving Prospects [View article]
    I am also bullish on Apple stock and I think the company is under-valued below 500 $ , it trades at a low pe, it's full of cash and it keeps on selling whatever it brings to the market

    it is a such amazing that the stock as yet is not able to clear the 500$ level , not with standing that there is already a good portion of buy-backs taking place and there is a very enthusiastic large entrepreneur entering the stock.

    when a stock has all bullish indicators showing for an upward move and the stock is actually just treading water, it is a sign the stock is tired and although it may well end up much higher in the long term a big clean-out on the downside cannot be ruled out.

    it is very important that Apple clears that 500$ price level within the next 6 to 8 weeks, than the stock has all going for it to move to 600 $, failing to do that the stock will gravitate lower and may well end-up back @ 400 $ on tired Longs liquidating.

    the stock is lacking momentum and that's what it badly needs at present to clear that resistance at 500$, it's 50/50

    MSFT is a safer option at present ( imo) for a major leg up.
    Sep 28, 2013. 03:29 AM | Likes Like |Link to Comment
  • Is Prem Watsa Playing Bluff Poker With BlackBerry? [View article]
    @ LYogi, true as that may be, only a fool is not willing to contain the downside and do damage control if he is wrong, I have been wrong on this stock, but by being hedged i have contained the downside, now that i have released my protection, willing to take a gamble on this bid being accepted and the deal passing, but if this all end in tears I want out and I want to know what people feel may happen if the PW deal collapses and no one else shows up to the rescue, are these guys in charge going to liquidate and give us some change back on our investment or are they in their infinite wisdom continuing on self-destruction and leave all share holders and creditors hanging dry.
    Sep 28, 2013. 03:06 AM | 1 Like Like |Link to Comment
  • The New Nokia Has At Least A 20% Upside Potential [View article]
    he deserves it Nokia stock went up by 100%, the clown running BBRY is getting 2 x that Bonus for having decimated the share price.
    Sep 28, 2013. 12:27 AM | 3 Likes Like |Link to Comment
  • Is Prem Watsa Playing Bluff Poker With BlackBerry? [View article]
    they needed to take the stock price down with a profit warning and a huge write-off, to justify the low offer PW was going to put in the week after, it would have looked very silly if the SP was still trading at 11$ and someone comes in with an offer at 9$ , this was all planned and it worked.

    now they are hoping for other buyers to come forward, so that the price
    goes up, PW gets his 3$ a share bonus on top of that for having provided a put option on the SP, without being fully committed bcse he has got some get out clauses.

    everything was done by BBRY's BOD to accommodate PW loss on his BBRY investment.
    but the market is seeing right through it and hence the stock is here.
    PW is counting on someone out-bidding him and if not he will hedge by brining in his shares in newco with some fresh money from others.
    the real problem: if he can't raise the funding and there are no other buyers and the deal collapses.

    I am long and I hope another buyers emerges, but if i had no stock in BBRY , i would wish for this deal to collapse and see PW suffer, it is a hold-up what he and the BOD of BBRY have done on the other share holders , outrages and scandalous.
    Sep 28, 2013. 12:11 AM | 5 Likes Like |Link to Comment
  • Is Prem Watsa Playing Bluff Poker With BlackBerry? [View article]
    @ Author, I have also asked Mr. Wallace on his paper, but I would also like your view as to where do you see the company going and where will the SP eventually settle if no other Buyers emerge and the PW deal fails

    do you think BBRY will just shut down , liquidate all assets and return whatever is left to share holders or do you feel BBRY will continue and if so at what market cap ?

    thank you
    Sep 27, 2013. 09:01 PM | Likes Like |Link to Comment
  • Shareholder Inequality: Fairfax's Other Motivations In Its Bid For BlackBerry [View article]
    @ Author: what in your view is likely to happen to the company and the stock price if no other buyers emerge and the PW deal is to fail ?

    I am not so much referring as to the initial sell - off, but once the dust has settled what is going to happen

    are we looking at BBRY been shut down and just liquidating all assets, or are they going to continue ? and at what market cap would that be ?
    
    Sep 27, 2013. 08:52 PM | Likes Like |Link to Comment
  • Shareholder Inequality: Fairfax's Other Motivations In Its Bid For BlackBerry [View article]
    If you think he is stealing the company @ 9 $, why don't you buy the living daylight out of the stock @ 8 $, you may sell it to him in 6 weeks for 9$, or if he rats on the deal and you own the stock @ 8 $ , it is a steal of a price , no ?

    I hope he will be there @ 9 $ and he can have all my shares and a box of chocolates to go with it

    I am not particularly pleased how this was played between PW and the BOD of BBRY either, but I will take his bid @ 9$ if no one else shows up to outbid his offer.

    and I for sure do not intend to sit with my BBRY shares if this all falls apart.
    Sep 27, 2013. 11:23 AM | 3 Likes Like |Link to Comment
  • Shareholder Inequality: Fairfax's Other Motivations In Its Bid For BlackBerry [View article]
    @ Matithyahu : you do realize that he only collects 150 mio $ if BBRY pulls the deal in case they find another buyer outbidding his offer.
    Sep 27, 2013. 10:56 AM | Likes Like |Link to Comment
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