poipu1946

poipu1946
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  • BlackBerry cleared to add 15M shares to buyback; shares higher  [View news story]
    There is no evidence that BB is in trouble or declining, but a plethora of news and and concrete actions that show it is on the upswing long term. If the 'shorts' see something 'negative', where is it? Tell us so we can short too. I think the shorts are doing a last gasp effort to bring down this company based on emotion and past success rather than inside information. We will soon know who is right.
    Jan 29, 2016. 01:09 PM | 4 Likes Like |Link to Comment
  • BlackBerry Priv And Microsoft Lumia 950 Receiving Plenty Of Interest  [View article]
    "....are almost vicious in attacking BlackBerry, akin to kicking someone while they are down"....great metaphor Michael. They are all copy cats in their negativity. They cannot come up with a proper analysis so the 'doomsayers' adopt a 'pack wolf' mentality. John Chen will prove them wrong. Great article btw.
    Jan 8, 2016. 01:13 PM | 5 Likes Like |Link to Comment
  • BlackBerry: Android-Only In 2016  [View article]
    100 000 less smartphones sold in the quarter yet margins and income increase. I would say Priv is pretty successful. Remember what Chen said in the conference call, "I am more interested in margins than number of smartphones sold' .... Priv price has still not been reduced. Chen is still going for 'margins'. Why would 'all' US and CDN carriers support PRIV if things were bad??????
    Jan 7, 2016. 10:34 PM | 2 Likes Like |Link to Comment
  • BlackBerry: Can A Stock Be Down 22% YTD, And Still Be A Winner?  [View article]
    Kramer announced earlier on CNBC Blackberry is a definite BUY here. And JPMorgan started covering the stock again with an optimistic note, something to the effect that BB is for real this time. Also, RBC upped its target price. Sounds good to me ... If it breaks through $9.09 today, we should be in good shape. I'd be vvvery nervous if I were a short here. If the PRIV sales are even just 'moderately good' this will bring in significant revenue because at these prices the margins on the Priv are amazing.
    Dec 21, 2015. 09:53 AM | 3 Likes Like |Link to Comment
  • Stop Fixating On Revenue When Analyzing BlackBerry  [View article]
    What a 'brilliant' analysis. Talk about thinking 'out of the box'. Well done author. Masterful piece. One could also use the metaphor of throwing ideas against a wall untill finally something sticks. I think the 'Priv' has a good shot at 'sticking'. At least Chen keeps trying. Your 'cash flow' point is soooo important. That allows ... anyways you explained it perfectly.
    Dec 6, 2015. 07:34 PM | 4 Likes Like |Link to Comment
  • Is A Combined BlackBerry And WatchDox A Threat To IBM?  [View article]
    I wonder if the new BBLeap is the phone that will make the difference. Apparently they are starting to introduce it in the States and Britain
    Apr 23, 2015. 05:09 PM | 2 Likes Like |Link to Comment
  • BlackBerry: They Still Don't Know You  [View article]
    Great Article. Great Research. That 'estimize' web site tells it all. Wall St is 'consistently' screwing up on earnings, and over -confident on Revenue. Thus they are too optimistic on the top line and too pessimistic on the bottom line. One thing that you explained well (among many things) was that revenue has to be stabilized then start increasing. The greatest darkness is just before dawn. I like you have had positive feed back from carriers wrt sales of PP and classic. Your estimize chart exposes wall street convincingly. The emperors have no close.
    Apr 9, 2015. 06:16 PM | 2 Likes Like |Link to Comment
  • BlackBerry's Technology Portfolio Keeps Growing  [View article]
    Wow ... a really real intelligent article. Well articulated and meticulously referenced and explained. Not a pump or dump type article. Ivan you have just raised the bar for 'quality' articles on SA. Hope the bashers (and the pumpers) learn from you.
    Jan 10, 2015. 06:47 PM | 26 Likes Like |Link to Comment
  • Sony Endorsing BlackBerry?  [View article]
    The 'hacking' of data will just go on and on. Reason is that most American companies have been sold a bill of goods on Android and ios. This will eventually sink in (they losing money, prestige, and credibility with each hack) , starting with the most knowledgeable and 'sharp' Information Technology specialists securing their companies with BES12 and trickling down to the wannabee technocrats (the followers)companies. There is no turning this stock around now. They are in it to win it. The fact that Governments do not even consider any other os (most) or use BES 12 servers speaks volumes. The CES show in Vegas should be another catalyst to acceptance and resurrection of bb.
    Jan 1, 2015. 05:47 PM | 5 Likes Like |Link to Comment
  • BlackBerry: The Bar Will Be Low  [View article]
    Blackberry has 2 immediate issues that need to be resolved:
    1. Revenue
    2. Image (marketing)

    .... solve these 2 issues, Mr. John Chen and you are on your way to being a huge tech giant again.
    Dec 30, 2014. 09:26 AM | 1 Like Like |Link to Comment
  • BlackBerry: 2 Factors Working Against Shorts  [View article]
    mapodga: .... CES. or Consumer Electronics Show is sometime in the first week in January. ..... remember in his ER he referred to it and the QNX in the Maserati ... he was teasing the audience to 'stay tuned', so it seems like it will be something interesting. I got a feeling he's going to make an announcement about another car company that signed up to use the QNX software for cars infotainment system. Should be fun. Can't wait.... problem another reason for the 'bullish' sentiment on the stock this past few days. Shorts are waiting for an 'IBM/Microsoft' type announcement to help them out. Don't think it's coming.
    Dec 30, 2014. 12:03 AM | 2 Likes Like |Link to Comment
  • BlackBerry: 2 Factors Working Against Shorts  [View article]
    These are the best, intelligent arguments made by shorts and longs on any SA article. Not sure why this happened. Maybe the Christmas spirit. Excellent arguments by both sides. I for one, am buying into the positive scenario for BB and am a 'believer' in John Chen's execution skills. Is Revenue a 'huge' hurdle to over come? Obviously. Is revenue growth doable? Absolutely. Passport sales as well as Classic sales should do the trick for the fourth quarter. And of course the Consumer's Electronics Show in Vegas will help. He mentioned a demonstration of QNX on a Maserati. Lots of 'bullish' possibilities going forward. I'm betting LONG.
    Dec 29, 2014. 07:46 PM | 5 Likes Like |Link to Comment
  • COP: A Great Stock For Income Oriented Investors  [View article]
    T. Boone Pickens was interviewed by Cramer last week and he said oil would be back to normal prices within a year.Former CEO of Shell said the same in a Also, COP has a huge Nat Gas portfolio and that is a bonus when USA wakes up and starts using that to run it's truck fleet across N.America Pickens says this will ultimately guarantee energy independence for the USA. COP will be a net beneficiary by this move. It is just a matter of 'when' rather than 'if'. NO Brainer.
    Dec 29, 2014. 01:30 PM | 4 Likes Like |Link to Comment
  • ConocoPhillips: Poised To Outperform  [View article]
    Great stock. I love the dividend, and I agree the free cash flow spigot will not stop. I would NEVER sell this stock. By on the down days and increase your dividend flow and then buy more. I wish I would have bought 10 years ago. Also, remember T. Boone Pickens wants an American Fleet of Transport Trucks to use natural gas as we have 400 years supply in North America. That is a 'no brainer'. Can you imagine the price of this stock if that happens at an accelerated pace. It is already happening at a 'measured' pace with the Power Generating Plants as a contributor noted. Great stock, great company and I love that DIVIDEND. Pay daddy COP, pay Daddy.
    Dec 26, 2014. 08:16 PM | Likes Like |Link to Comment
  • Kroger Continues To Reward Shareholders On Its Way To A Bullish Thesis  [View article]
    I think their 'dividend' is 'puny' when compared against it's free cash flow, but I agree the Stock buy-back plan helps. They should go to at least a 3% dividend. Minimum!
    Dec 26, 2014. 08:02 PM | 1 Like Like |Link to Comment
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