@catman, it really doesn't matter, does it? Maybe he is already tremendously wealthy and all his money is in gold. He has a track record of providing exceptional understanding into this company, the mobile communication industry and competitive landscape so that's good enough for me.
George, you hit a bullseye with your article on Blackberry needing to offer a less expensive smartphone line. I remember the commentary grumbles that followed but your keen insight has prevailed once again.
For your superb insight, here is my compliment to you in Greek (I hope the translation is a good one)
Εξαιρετική προοπτική
And thank you for supplying us with your outstanding Blackberry articles. Long BBRY!!!
Cisco's Profitability Is Unsustainable With Current Strategy [View article]
Manfred, I'm going to do some more research on CSCO and ALU. May be a good time to jump in with the favorable share pricing at this time. My current portfolio consists of BBRY (largest position), TSLA, and SCTY. I picked Solar City after finding out, among other positives, that Musk is the chairman of this company and his cousins founded it.
Hope to see your comments again on the Blackberry articles. Your commentary is among the very best (wish you would write an article for BBRY) and always helps me see the bigger competitive landscape vs a few trees and potholes. Thanks again.
Cisco's Profitability Is Unsustainable With Current Strategy [View article]
@manfredthree, speaking of great technology CEOs like John Chambers and Elon Musk, what is your assessment of Thorstein Heins' leadership and the Blackberry's turnaround? Your astute commentary compelled me to check out TSLA and I'm glad I did before the stock price exploded.
Just wondering if you are still bullish on BBRY and any insights you can provide.
Tesla Motors - Spectacular First Quarter Report Is A Game Changer [View article]
How about no more bumper to bumper when Elon develops the first electric hover vehicle, approved to hover over all the gas breeds vehicles on the ground as an incentive to go green.
Of course, it will drive itself and hover us directly to our destination while we surf the net or take a nap. I totally see this happening and hope I'm around to experience it. :-)
BlackBerry And Carl Icahn: Time For A Short Squeeze? [View article]
Another excellent article, Ashraf, thank you.
Here is my hypothesis: Blackberry will survive and flourish as a mobile company that puts Enterprise first, will stay neck and neck or ahead of the pack in technology, and may surprise everyone by developing a rich consumer offering in the not-so-distant future.
When you look at the top 3 mobile players, only one can be the whole ball of wax: Blackberry.
Android: Please the non-enterprise Consumer first and try to convince businesses/govs you're secure enough for them to trust even though back doors are rampant. (Samsung).
Apple: Please the non-enterprise Consumer first, keep bringing businesses/govs on board based on popularity of iPhone devices and hope they don't care too much about security. Force everyone to use a touchscreen because a keyboard is ancient history to Cupertino, even if millions of users prefer them.
Blackberry: Please Enterprise/government customers first, keep priority on enterprise communication and security. Add to app and entertainment offerings as quickly as possible to rival that of Droids and iPhones.
Once Blackberry has sufficiently built their consumer offerings, BAM, they are the whole ball of wax, ENTERPRISE and CONSUMER. That is something Droid and Apple will have great difficulty doing as they are hyper consumer but struggle massively with the enterprise/gov/security side.
Blackberry would be the perfect play for Carl Icahn to jump into now - hope he does. Long BBRY!!!
Thanks for your re-consideration Glenn. I admit that I misjudged your intentions with your first comment. Blackberry has been unfairly beaten up for months now and $BBRY long investors are tired of the persistent low blows. The guilty parties have been equity analysts, the press, shorter interest traders, and others that are fervently trying to knock down the stock value so it was easy to think you were just part of this crowd but it is obvious now that you are not. My apologies.
Tesla Motors - Spectacular First Quarter Report Is A Game Changer [View article]
Manfred3, many thanks for your keen assessment of $TSLA back when it was in the 30's. Your comments sparked my interest and I watched it for a while before finally jumping in a few days before the earnings call and got to enjoy the amazing after hours thrill ride. Hope we see the same for $BBRY soon.
Excellent point, George. Positive forces pushing this stock forward now, not the shorts. Once the short pressure explodes, we could have a price melt-up like never before. My surfboard is ready for that wave!!!
Smartphone Operating Systems - Third Place Will Go To BlackBerry [View article]
Kids are not the segment Blackberry is after right now. Let's remember that kids grow into adults and then work, messaging, and security become more critical. However, the company is aware of the importance of app availability and have been adding apps at warp speed to accommodate even the most demanding app user.
In the meantime, the business and government sectors will be bringing home the bacon for Blackberry. Yes, the DoD is reaching out tentatively to other device makers, but Blackberry continues to rule the roost there and is their main player by far.
By releasing the super cool Z10 and Q10, Blackberry now gives everyone a true choice in handset designs. A beloved, wildly popular physical keyboard model as well as a super cool touch screen. That's something Samsung does poorly and Apple doesn't do at all right now. So, for organizations that issue smartphones, one company has everything needed for success. And that's not even mentioning the MDM solution software.
All this and they have a knockout balance sheet to boot and likely Q1 profit judging from sales accounts. I totally appreciate the zero long-term debt and fiscal control of this company. Then, throw in the enormous short interest situation and you have a highly combustible recipe for a near term stock surge. Don't be caught shorting this stock when that happens.
Smartphone Operating Systems - Third Place Will Go To BlackBerry [View article]
Third place and sitting pretty as income should be positive for Q1. Great way to start the fiscal reporting year. The Q10 is going to send the shorts running for cover.
BlackBerry: Shorting The Box Is Bullish [View article]
This article is an eye opener. I really like how you broke your first graph up into three different trends.
Great job showing how complex the short interest story is with $BBRY. Now I understand better why it has been so difficult to predict how the squeeze will play out. I would have expected the shorts to have bailed a long time ago when they saw the company was going to be sticking around for the long haul. But as you say here, many of the shorts may actually be bulls trying to hedge their bets (if I am understanding correctly.)
So, a case of shorting bulls, very interesting!! Thanks for the excellent article.
BlackBerry Goes On The Offensive [View article]
BlackBerry Goes On The Offensive [View article]
For your superb insight, here is my compliment to you in Greek (I hope the translation is a good one)
Εξαιρετική προοπτική
And thank you for supplying us with your outstanding Blackberry articles. Long BBRY!!!
Cisco's Profitability Is Unsustainable With Current Strategy [View article]
Hope to see your comments again on the Blackberry articles. Your commentary is among the very best (wish you would write an article for BBRY) and always helps me see the bigger competitive landscape vs a few trees and potholes. Thanks again.
BlackBerry Means Business [View article]
Cisco's Profitability Is Unsustainable With Current Strategy [View article]
Just wondering if you are still bullish on BBRY and any insights you can provide.
Tesla Motors - Spectacular First Quarter Report Is A Game Changer [View article]
Of course, it will drive itself and hover us directly to our destination while we surf the net or take a nap. I totally see this happening and hope I'm around to experience it. :-)
BlackBerry And Carl Icahn: Time For A Short Squeeze? [View article]
Here is my hypothesis: Blackberry will survive and flourish as a mobile company that puts Enterprise first, will stay neck and neck or ahead of the pack in technology, and may surprise everyone by developing a rich consumer offering in the not-so-distant future.
When you look at the top 3 mobile players, only one can be the whole ball of wax: Blackberry.
Android: Please the non-enterprise Consumer first and try to convince businesses/govs you're secure enough for them to trust even though back doors are rampant. (Samsung).
Apple: Please the non-enterprise Consumer first, keep bringing businesses/govs on board based on popularity of iPhone devices and hope they don't care too much about security. Force everyone to use a touchscreen because a keyboard is ancient history to Cupertino, even if millions of users prefer them.
Blackberry: Please Enterprise/government customers first, keep priority on enterprise communication and security. Add to app and entertainment offerings as quickly as possible to rival that of Droids and iPhones.
Once Blackberry has sufficiently built their consumer offerings, BAM, they are the whole ball of wax, ENTERPRISE and CONSUMER. That is something Droid and Apple will have great difficulty doing as they are hyper consumer but struggle massively with the enterprise/gov/security side.
Blackberry would be the perfect play for Carl Icahn to jump into now - hope he does. Long BBRY!!!
The Fate That Awaits BlackBerry [View article]
Tesla Motors - Spectacular First Quarter Report Is A Game Changer [View article]
The Fate That Awaits BlackBerry [View article]
The Fate That Awaits BlackBerry [View article]
Long BBRY!!!
Smartphone Operating Systems - Third Place Will Go To BlackBerry [View article]
Smartphone Operating Systems - Third Place Will Go To BlackBerry [View article]
In the meantime, the business and government sectors will be bringing home the bacon for Blackberry. Yes, the DoD is reaching out tentatively to other device makers, but Blackberry continues to rule the roost there and is their main player by far.
By releasing the super cool Z10 and Q10, Blackberry now gives everyone a true choice in handset designs. A beloved, wildly popular physical keyboard model as well as a super cool touch screen. That's something Samsung does poorly and Apple doesn't do at all right now. So, for organizations that issue smartphones, one company has everything needed for success. And that's not even mentioning the MDM solution software.
All this and they have a knockout balance sheet to boot and likely Q1 profit judging from sales accounts. I totally appreciate the zero long-term debt and fiscal control of this company. Then, throw in the enormous short interest situation and you have a highly combustible recipe for a near term stock surge. Don't be caught shorting this stock when that happens.
Smartphone Operating Systems - Third Place Will Go To BlackBerry [View article]
Long BBRY!!
BlackBerry: Shorting The Box Is Bullish [View article]
Great job showing how complex the short interest story is with $BBRY. Now I understand better why it has been so difficult to predict how the squeeze will play out. I would have expected the shorts to have bailed a long time ago when they saw the company was going to be sticking around for the long haul. But as you say here, many of the shorts may actually be bulls trying to hedge their bets (if I am understanding correctly.)
So, a case of shorting bulls, very interesting!! Thanks for the excellent article.