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jannyle

jannyle
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  • BlackBerry: Focus On The Long Term [View article]
    Your statements are very intriguing, can u please post your sources, so I can also try to see what you see?
    May 6, 2013. 10:11 PM | 1 Like Like |Link to Comment
  • Smartphone Operating Systems - Third Place Will Go To BlackBerry [View article]
    Well, you can't just say that they sold 700k but shipped 1million. You are trying to misinterpret the info. They had only been selling in Canada and the uk for a month, and in India for 2days by the time that report came out. Just because the service providers do not sell the all1million phones and only 700k, blackberry already makes the money from the total shipment. It's in the balance sheet... Can u also post a link where u got the information stating they sold 700k z10s and not a million. And if we are talking about total sales including the old bb7 models, it shipped 5 million old models.
    May 6, 2013. 12:35 AM | 5 Likes Like |Link to Comment
  • June 28, A Planned Monster For Blackberry [View instapost]
    Thanks for the feed back. I have now resubmitted it as an article
    Apr 29, 2013. 04:32 PM | Likes Like |Link to Comment
  • Nokia's First Quarter, From Bad To Worst [View article]
    I didn't manage to see the report, but how well did the lumia 920 do this quarter? That is their highest margin phone. The middle end lumias and low end asha phones don't really mean much. To me, Nokia will be bled dry if they only rely on their low end phones.
    Apr 18, 2013. 12:15 PM | 2 Likes Like |Link to Comment
  • BlackBerry Could Be This Year's Winner [View article]
    Marcap, Selling 30 million phones this year for blackberry would be huge. That would only be 3% of total sales expected this year worldwide (total being 1 billion incase you couldnt do the math). Assuming their margins stay roughly the same, they would be quite profitable.

    "Blackberry Z10 prices are already dropping. They are being heavily subsidized because sales were so poor. This may get a few more units out the door, but it will kill margins and once again put the company deeply back into the red."

    How were sales so poor? They sold a million z10s in a month's time in just Canada and the UK and two days in India. In three months time, being fully launched in 25 countries, two of which are the united states and Indonesia (some of their largest markets) you think that they still arent selling well? Can you explain the 300 person line up in Jakarta (capital city of indonesia)? Apparently they had a great launch.

    .... You do know that most carriers put phones on some sort of sale after a month of being released right...? This happens to all phones, iphone and android included. Also, if the carrier chooses to put the phone on sale, this does not necessarily mean that the margins for the product go down for Rim.

    Well, people are here to make money. Assuming u are here to make money as well, and u have a clearly bearish perspective. Short the company today and hold that position until next year. If you're right, you'll be a rich man.
    Apr 12, 2013. 09:20 AM | 7 Likes Like |Link to Comment
  • Buy In May And Go Away, But Not Big Caps [View article]
    Hey this is a quite from svetlana_spb:
    "Today, with the stock trading around $14.70, the weekly 4/12 15-strike put is the most active options strike in Research In Motion. Roughly 4,300 contracts have traded -- the lion's share at the ask price -- and volume has easily surpassed current open interest. Also, implied volatility has spiked 12 percentage points, all of which suggest these in-the-money puts are being purchased to open.

    At Friday's close, when these options expire, these trades will be profitable if BBRY is trading south of $14.48, which is the strike price less the volume-weighted average price (VWAP) of $0.52. Anywhere between this breakeven level and the 15 strike, the put buyer loses a portion of the premium paid; should BBRY be trading above $15 when the options expire, the trader chalks up a 100% loss. On the flip side, gains are theoretically unlimited (down to zero) with each step Research In Motion takes below $14.48."

    The stock will most likely stay around this level or drop even more for tomorrow. After the options expire, the stock should just bounce back. I would say tomorrow would be a good day to buy. I suspect that bbry should be announcing some news about how the sales are actually doing in order to clear up some of the confusion. The articles that are circulating about phone sales/returns dont have sources. They are just statements made by thirdparty analysts. They dont reference any carriers at all. This seems like an organized bear attack, at an almost illegal level.

    If i were to buy more shares, i would consider buying more tomorrow.

    I am long bbry
    I have no loyalty to any company though. I am here to make money. If an article comes out with strong bad news and proper sources and arent from an analyst group that consistantly spews out negative information, i would be worried. So far, i have not been worried about any of the speculations.
    Apr 11, 2013. 04:10 PM | 7 Likes Like |Link to Comment
  • 4 Reasons Nokia Shares Will Stop Falling [View article]
    Analysts agree that there will be approx a billion smart phones sold in 2013. Assuming blackberry and Nokia aren't losing momentum, how many phones can they sell (with decent margins) of this one billion? 50million Lumias (in various models) and 50million z10/q10 sounds pretty good to me. Blackberry sold 3million older phones at a loss and a million z10s and still managed to be profitable. Nokia sold 4 million Lumias of various models, and the 920 wasn't available in all markets yet. Also blackberry didn't release the q10 yet. Not to mention the z10 was only available in the uk and Canada (and India for a few days). Why not just buy nok and BBry? Both companies seem to have a good outlook, though I want BBry to do better because I'm Canadian. Apple and Samsung sell a bus load of phones, but the shares are 400$ a piece, and assuming we are all here to make money, wouldn't the smarter choice be to buy BBry and nok, hold for a year and reevaluate at years end? Just tired of people trying to manipulate the stock :(
    Apr 8, 2013. 01:30 PM | 2 Likes Like |Link to Comment
  • Dell: Buy BlackBerry, Stay Public [View article]
    Well, if your argument is that the 55percent of the z10 sales coming from other platforms are from the bb7 operating system, and that the other 45 percent is from new phone users, that is a tough pill to swallow. Keep in mind the sales represented a month of sales in Canada and the uk, and 2 days of sales in India. Quite simply, uk and Canada smart phone sales volumes for smart phones are pretty stable, so most of the 450000 new buyers are from India, who are willing to dish out the money to buy the new blackberry...how would this be bad news? Keep in mind I don't think that this is how it is, and I believe when the CEO announced that 55percent of buyers were from other platforms, he meant the other platforms were iOS/android.
    Apr 8, 2013. 12:55 PM | 1 Like Like |Link to Comment
  • An Explanation For BlackBerry's Short Interest Spike [View article]
    It's Canadian based. Canadian comapniesnnever go out of business... They get subsidized and are then a part of the Canadian government. Government and business are good for investors. Over 200 percent gains over 10 years,so it's safe.
    Mar 31, 2013. 03:53 AM | 1 Like Like |Link to Comment
  • BlackBerry Q4 2013 Earnings Review: Bullish Or Bearish? [View article]
    Analysts predict that there will be 1billion smart phones sold this year. In 2014 that number will be smaller. Why look at it as "blackberry needs all 76million subscribers need to update to bb10.". Instead why not just think of it as what percentage of the 1billion phones sold this year (regardless of who the person is) they can sell. Looking at subscriber base is a good estimate for their service revenue, but for this year, there is a greater potential in phone sales.
    Mar 28, 2013. 06:17 PM | 2 Likes Like |Link to Comment
  • How Many Lumia Phones Does Nokia Need To Sell? [View article]
    Will lumias sell more, or will z10s and q10s? Or will the ultimate beneficiary be qualcomm... The major producer of processors in iphone, lumias, blackberry, Samsung smart phones (the ones sold in the us, canada, UK, Australia sweden), htc. Why bother yourself over these potentially risky stocks, when there's a clear winner here. Btw, iron man looks cool
    Mar 27, 2013. 08:37 AM | Likes Like |Link to Comment
  • Bulls and bears continue to duke it out ahead of BlackBerry's (BBRY) Thursday's FQ4 report. Jefferies' Peter Misek (bull) recently argued on CNBC (video) BlackBerry could generate $4/share in EPS in 3-5 years even with modest market share and service revenue expectations. Opposing him was Nomura's Stuart Jeffrey (bear), who brought up the threat posed to service revenue from the likes of Good Technology. Today, National Bank's Kris Thompson, another bear, argued BlackBerry needs to price the Z10, which sells for well over $600 unsubsidized, more aggressively. [View news story]
    Well, in India and in indonesia, a blackberry isn't just a phone, it is a status symbol. If you have a blackberry, you are of the upper class. Anything else is just a toy or not as "elite". The blackberry z10 is among the more expensive phones (ie. Iphone5). If they reduce their prices to a more "aggressive price, it loses its "elite" status and customers that wish to be distinguished as of the upper class would look over the phone. On top of that, the many customers that have purchased the phone at the original price will feel that they were ripped off and that would affect future sales of new blackerries of the same price range because they might think that the phone will just drop in price quickly so they should hold out in buying one.
    Mar 27, 2013. 01:35 AM | 4 Likes Like |Link to Comment
  • BlackBerry Q4 2013 Earnings Preview: The Shorts Could Be Squeezed [View article]
    I'm sure Americans don't hate blackberry. The media hates blackberry. The possible reasoning for that is that they are mostly apple or android users. They may have had a blackberry in the past and have not tried the new phone and are assuming it's the same as blackberry os 7. Or they could just be bears trying to drop the price of the stock allowing them to step out of their shorts. Bears don't see anymore or less than we do. I'm sure they also see the long potential in bbry. At&t is the only carrier that currently sells the z10. There are articles out there that tell about how the z10 is currently selling well. Verizon is the largest provider and will start selling on Thursday. When apple announced that the iphone 5 opening weekend sold over 2 million phones worldwide, it was very impressive. What if blackberry took all of the opening weekends in every country and added template all together? Weren't most stocks sold out in India in 2 days? Weren't there record sales in both Canada and the UK? Do I even need to mention indonesia and the 300 person line ups in jakarta...
    Mar 26, 2013. 04:30 PM | 2 Likes Like |Link to Comment
  • Wireless hardware distributor Brightstar was the company that placed an order for 1M BB10 (BBRY -3.6%) phones, Detwiler Fentor reports and AllThingsD confirms. Detwiler notes Verizon relies on Brightstar to handle "big-box retail and dealer agent channels," and thinks the order indicates Verizon is trying to mitigate inventory risk by having a distributor handle sales. [View news story]
    Allowing the stock to drop these few days gives everyone an opportunity to buy blackberry shares at a lower cost before they release their q4 results. The q4 ended on March second so we will probably only see the sales of Canada, UK and possibly India? They obviously want to announce a monster q1, and that's a possible reason for them to delay the q10 and delayed the US launch. Wasn't there an article that said that they need to sell 9million z10s to break even?
    Mar 25, 2013. 05:30 PM | Likes Like |Link to Comment
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