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  • Walter Energy: The Analysis And Probability Of A Bankruptcy [View article]
    Their financial problems doesn't mean you can't make money in the stock, it's up about 50% in a few weeks. To tell you the truth I would have traded in my "undervalued" RIG shares which have gone nowhere for a couple thousand shares of WLT if I had the benefit of a crystal ball.
    Jul 8 10:57 AM | Likes Like |Link to Comment
  • The Key To BlackBerry's Success: BES 12 [View article]
    Excellent article outlining a realistic assessment for the company. A question I have is the MDM market really that big, last article I read from Gartner was predicting about a 4B market in 2014 with dozens of competitors trying to get a piece of the pie.

    Are MDM sales structured like you calculate where there are incremental revenues everytime a device is added or are contracted sales more flattish where a 500 user license goes for 10K and say a 1000 user license goes for 15K. Pricing like I described would make the MDM market considerably smaller than your figures.
    Jul 2 03:58 PM | 1 Like Like |Link to Comment
  • When Will BlackBerry Reach Its Tipping Point? [View article]
    I still love Apple's IOS, today I got an e-mail with a UPS tracking number in it, on my iPhone clicking on it took me to the UPS site and showed me the delivery status. On an android device, it got interpreted as a phone number and tried to make a call.

    Lot's of examples of little things like that make iPhones so beloved.

    Chen still has a long way to go but introducing new successful products is critical, you can only go so far with cost cutting.
    Jun 30 07:41 PM | 6 Likes Like |Link to Comment
  • Can BlackBerry Shoot For $20? [View article]
    I have no idea if we see $20 but the price action we saw last week is no confirmation of anything. Twice this year BBRY has made 20% moves in a few days on heavy volume matching the gains we saw last week.

    Let's see a floor of $10 first and getting past resistance of $11 before thinking about $20.
    Jun 23 10:35 AM | 2 Likes Like |Link to Comment
  • BlackBerry: Will Longs Be Laughing All The Way To The Bank? [View article]
    Let's hope us longs do well but don't get cocky. Remember many thought BBRY would be at $20 already given the market is at all time highs.

    I would venture to also say that the majority of BBRY investors are in the red with their average price over $10.
    Jun 20 12:32 PM | 6 Likes Like |Link to Comment
  • BlackBerry's Bullish Call Offers Clues To Epic Turnaround [View article]
    I agree a lot more work needs to be done before you can say this is a turnaround. I would have expected more analysts upgrading the stock to buy today but the predominant tone seems to be one of caution. People deride the analysts but upgrades are needed for this stock to go anywhere.
    Jun 19 03:43 PM | 1 Like Like |Link to Comment
  • Amazon Appstore to be available on BlackBerry 10 phones [View news story]
    My question is why did BBRY announce this one day before earnings. My gut tells me the numbers won't be good and Chen needed to goose the stock ahead of the report.

    BBRY stock performance after earnings has been mostly negative and in the last two reports reversed dramatically in the other direction of the initial opening price. I would not be in the stock ahead of earnings.
    Jun 18 01:08 PM | 3 Likes Like |Link to Comment
  • BlackBerry And Amazon: This Could Be The Beginning Of A Beautiful Friendship [View article]
    Google Play would have been better but that's not probably not going to happen given BB10 is not a truly compliant Android device.

    The Amazon app store does give some hope for BB10 phones, good move by Chen forging a deal with Amazon.
    Jun 18 09:57 AM | 2 Likes Like |Link to Comment
  • BlackBerry, EnStream reach deal on mobile payment system [View news story]
    It's a start and the first deal that has potential scale. Past deals and alliances announced in the last few months have been minor and with small firms. This deal is with the biggest telecom companies in Canada, one caveat in the deal was how much Canadian "home cooking" was involved? Chen needs to make a big splash with a few American or Euro big hitters.
    Jun 14 04:15 PM | Likes Like |Link to Comment
  • PayPal chief leaves to become Facebook's messaging chief [View news story]
    A rat deserting a sinking ship. If you were wondering why with the market hitting new 52 week highs EBay was near 52 week lows you don't have to wonder any longer.

    Lot's of competitive headwinds in the payment space and in their core marketplace business. I would not own the stock.
    Jun 9 07:17 PM | 2 Likes Like |Link to Comment
  • eBay: Quality At A Very Attractive Entry Point [View article]
    It's probably a better buy here at $50 than a sell but it's been an underperformer with the market at all time highs so I wouldn't be buying. They've had the same business model and valuation arguments for years yet the stock has gone nowhere.

    Investors best hope was if Icahn could have pushed the stock price higher, now that he's taken a less proactive approach I don't see the catalyst that drives prices higher.
    Jun 7 10:39 AM | 1 Like Like |Link to Comment
  • Molycorp's Long-Term Debt Does Not Reflect Bankruptcy Risk [View article]
    Is another equity capital raise even possible? Is there a market for another 40M shares@2.25 in another dilutive equity offering, MCP and it's underwriters might find the market cold for another equity offering.

    What other options does MCP have to raise capital if they can't do another secondary?
    Jun 5 04:26 PM | 1 Like Like |Link to Comment
  • BlackBerry: First 50-50, Now 80-20, Soon 100-0? [View article]
    The iPhone 6 I think will be a disruptive product when it comes out taking away market share from mainly Android competitors, Samsung in particular but BBRY will be affected if they are still relying on consumer handset revenues by the time the new iPhone comes out.

    To me the most pivotal event in the BBRY turnaround is when BBRY loses market share in phones but their revenues stabilize. If they are still relying on BB10 phones later this year they are going to get crushed by Apple.
    May 30 12:30 PM | 1 Like Like |Link to Comment
  • BlackBerry Is Not An Investment; It's A Gamble [View article]
    Having worked for a Fortune 500 that went bankrupt decades ago, the BBRY story unfolding reminds me of my days with that company. Seeing sales plumment you hire a new CEO with a history of being a turnaround specialist who sets a new direction for the company, slashes cost and lays off thousands of people, you invent vaporware catch phrases like Project ION and the Internet of Things hoping you can come up with products that can capitalize on the concept while your core business deteriorates. The BBRY story is a gamble for sure with the outcome more slanted towards an unfavorable outcome despite what the bulls think.
    May 28 01:48 PM | 5 Likes Like |Link to Comment
  • Report: Apple cuts Beats price to $3B, expected to announce this week [View news story]
    200M isn't enough of a discount. Just because you're the richest guy in the neighborhood doesn't mean you should be paying twice what that house for sale is worth, 2B tops for Beats.
    May 28 11:18 AM | 1 Like Like |Link to Comment