Seeking Alpha

abragman

abragman
Send Message
View as an RSS Feed
View abragman's Comments BY TICKER:
Latest  |  Highest rated
  • BlackBerry's Chen: Guidance Increasingly At Odds With Reality [View article]
    So you're 1 of like 5 people who regularly comment on BBRY that is willing to change his/her position based on what's actually going on with the company.

    Most other people are perma-bulls or perma-bears and just want to be right about their thesis.

    I'm like you--just here to make $!
    Mar 31, 2015. 03:29 PM | 3 Likes Like |Link to Comment
  • BlackBerry: Very Attractive At These Levels [View article]
    Interesting
    Mar 31, 2015. 03:24 PM | Likes Like |Link to Comment
  • BlackBerry: Very Attractive At These Levels [View article]
    This isn't entirely directed at the author, as this appears to be a popular sentiment among BBRY cheerleaders, but cut the "analysts love to hate BBRY" BS.

    Analysts don't love to hate BBRY--in fact, for our purposes, sell side analysts are robots whose only goal is to be CORRECT and make MONEY. They care about Ferraris, boats and vacations, not BBRY. You fanboys are the ones attaching emotion to this--"they LOVE to HATE BBRY."

    No. You all love to THINK that they hate BBRY because you have an emotional attachment to the stock. In your world--they don't like the stock, and therefore must (emotionally) dislike it the way that you (emotionally) love it. That's not how this works--they created forecasts based on their expectations, made analytical adjustments, and that spit out a price target for the stock. And for most firms, that price target earned the stock a hold/underweight/sell or some other not positive recommendation. The buy/sell/hold or overweight/underweight rankings are automatically given out based on how the price target compares to the current price, there is literally zero emotionality involved. They don't love, hate or even give a rip--you're just upset they're not telling you what you want to hear.

    Some of you people are babies. Stop playing the wah wah victim routine or let me call you a fricking Wambulance so you can cry about it on your own time, but the adults don't want to hear it. There's plenty of good reasons to own this stock--find them and discuss them. Accusing people who are simply doing their job of having ulterior motives really just makes it seem like you're out of good reasons to own this stock and are resorting to secondary, insignificant justifications.
    Mar 31, 2015. 03:23 PM | 8 Likes Like |Link to Comment
  • BlackBerry: Very Attractive At These Levels [View article]
    The long thesis is fine--there's plenty to like about the company (at this valuation). It's being valued as if it's on life support, which it's not, so to most investors that's an instant justification to buy. I disagree with that as the only justification to buy the stock, but it's better than buying it because you love your BBRY phone, hate AAPL, believe John Chen is the second coming or some of the other hilarious reasons I've read on here.

    TSLA is certainly overvalued--are the same people who are buying slightly undervalued BBRY selling overvalued TSLA? Probably not--too much of an appetite for the stock, very risky endeavor, even if it's the "smart" decision. Likewise for BBRY, the risks are very significant, but these always seem to be swept under the rug as if they're secondary considerations. So, whereas TSLA may remain above it's "true" value indefinitely, BBRY may remain under it's "true" value as well. Like (I believe) Keynes said--"Markets can remain irrational for a lot longer than you and I can remain solvent."

    BBRY isn't "speculative" like a nano-cap biotech burning through cash or anything, but it's still a speculative purchase given the risks/headwinds ahead.

    Cheerleaders--stop acting like you've mined a gold brick and we're all too stupid to see it's solid gold. You're holding (at least for now) a charcoal brick worth under $10--accept reality or don't.
    Mar 31, 2015. 02:58 PM | 8 Likes Like |Link to Comment
  • BlackBerry: Very Attractive At These Levels [View article]
    I've read quite a few comments from BBRY fanboys about the Passport, and have been led to believe it was created in heaven, by God, and handed down to his son, John Chen, who of course died for our sins and will save us all (and recoup BBRY investors losses within one year, obviously).

    So turns out it's just another device with advantages and disadvantages like any other product, and not the most incredible device on planet Earth? Got it.
    Mar 31, 2015. 02:27 PM | 8 Likes Like |Link to Comment
  • BlackBerry To Double Software Revenue In FY 2016 [View article]
    Yeah I get it, it's just not kosher. Even if it wasn't the CEO's prediction (which just makes it that much more biased), it's just not accurate. It's a goal, not a fact/guarantee but it's stated as the latter (even if unintentionally).

    And your article wasn't some biased, pumping sunshine down your throat BBRY promotion (not that any BBRY cheerleaders would ever do THAT, ha) so it's not the biggest deal, it's just kind of a no-no.

    "BBRY to double sales force," "BBRY to double hardware inventory," or something that's in their control is different. This is a goal, something they hope to achieve, not a guarantee.

    Just trying to be helpful.
    Mar 31, 2015. 02:19 PM | 3 Likes Like |Link to Comment
  • BlackBerry's Chen: Guidance Increasingly At Odds With Reality [View article]
    You're rooting and cheering like a moron, saying people are "running out of excuses" while you run out of MONEY (assuming you own BBRY).
    Mar 31, 2015. 01:55 PM | 4 Likes Like |Link to Comment
  • BlackBerry To Double Software Revenue In FY 2016 [View article]
    I love how comments get deleted from this site all the time, but you can write an article titled "Blackberry to double software revenue in FY 2016."

    Perhaps they're attempting, or possibly planning, to double software revenue? Or does the author possess clairvoyance and knows to a certainty this will happen? If he has indeed seen the future then I apologize.
    Mar 30, 2015. 05:45 PM | 2 Likes Like |Link to Comment
  • BlackBerry's Chen: Guidance Increasingly At Odds With Reality [View article]
    I was responding to the previous comment, which likened BBRY to AAPL because AAPL was once on the verge of bankruptcy. The "logic" there is almost funny--so because Apple is a tech company once on the verge of bankruptcy, another tech company facing that same challenge will obviously experience the same fortune?
    [Fyi: I just took the words "verge of bankruptcy" from the comment I'm responding to--for the record I'm well aware BBRY is nowhere near bankruptcy.]

    Unlike most people posting on here--and I'm referring to lovers and haters of BBRY equally--I see the future as not yet determined. Some of you know for a FACT that BBRY is going to a $50 stock tomorrow because AAPL was bankrupt and John Chen died for our sins. The rest of you know for a FACT that once a company's market share evaporates in the area it used to dominate (hardware/smartphones) and the business falls on hard times, the only possible direction is a continued downward spiral that ends in bankruptcy and hellfire.

    Perhaps BBRY will become the new king of software and security, or perhaps they'll realize they can't penetrate that market the way they think they can and they'll sell the company for a small premium (I understand their patents are quite valuable, and at least as of now the cash is substantial). My point is the future is unknown, but I know for a fact that whatever the hell happened to AAPL 20-30 years ago is entirely irrelevant to BBRY's future. Even if it makes for a cute point.
    Mar 30, 2015. 03:22 PM | 3 Likes Like |Link to Comment
  • BlackBerry's Chen: Guidance Increasingly At Odds With Reality [View article]
    Yeah--and if he thought revenue was going to shrink, he would TOTALLY say that on the quarterly call too! CEOs are always 100% honest about what they think the future holds........

    Glad we live on the same planet. I wonder what the weather is like on Earth today....?
    Mar 27, 2015. 06:10 PM | 7 Likes Like |Link to Comment
  • BlackBerry: Brace Yourself For An Ugly Quarter [View article]
    Fine, go ahead and post a bunch of drek, it's definitely the popular thing to do......
    Mar 27, 2015. 05:50 PM | 1 Like Like |Link to Comment
  • BlackBerry's Chen: Guidance Increasingly At Odds With Reality [View article]
    You mean 30 years ago? BBRY is in a cellar, a toilet, it's a fraction of its former self. AAPL is one of the world's largest companies.

    Your head is at odds with reality.
    Mar 27, 2015. 05:49 PM | 7 Likes Like |Link to Comment
  • BlackBerry's Chen: Guidance Increasingly At Odds With Reality [View article]
    Such a relevant anecdote to people trying to investors considering purchasing/shorting shares of these companies........

    Not!
    Mar 27, 2015. 05:47 PM | 7 Likes Like |Link to Comment
  • BlackBerry's Chen: Guidance Increasingly At Odds With Reality [View article]
    Are you REALLY comparing AAPL's performance to BBRY's?

    Do you REALLY want to have this conversation?
    Mar 27, 2015. 05:45 PM | 5 Likes Like |Link to Comment
  • BlackBerry's Chen: Guidance Increasingly At Odds With Reality [View article]
    Again, you're willing to call the statement disingenuous and a few other big words you think will make you seem more intelligent than everyone else.

    If you want to be more intelligent than everyone else, disprove his statement THROUGH ANALYSIS instead of petty accusations and rhetoric. If you're just going to say "you're wrong" and not say why.......well, you're actually in the right place, but in that case you should get off your high horse and not try to separate yourself from the trolls, because you are one.
    Mar 27, 2015. 05:43 PM | 4 Likes Like |Link to Comment
COMMENTS STATS
189 Comments
523 Likes