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poipu1946

poipu1946
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  • 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
  • MobileIron: Industry Tailwinds, Financial Progress, And Operating Flexibility [View article]
    The anti-blackberry lies and propaganda continue in this article. For example the author writes: "Yes, MOBL is burning cash at a healthy rate and it should be followed but it's definitely not a reason to not buy this stock." BUT remember BB is no longer burning cash and their Bes12 was voted #1 in the world. They also are getting a large cash infusion into their coffers with the recent 'patent' sales jointly owned with Apple.
    Why would anyone take your advice and go with a company that is losing enterprise customers to BB, as was eluded to by contributors in this article, and is burning through cash? Are you Serious? You are still living in the past. Bash Blackberry, it is good for business. That simplistic bombastic claim no longer holds any substance. Neither does this 'fatuous' presentation.
    Dec 26, 2014. 06:53 PM | 7 Likes Like |Link to Comment
  • BlackBerry: A Buy Despite Some Uncertainty In FY 2016 [View article]
    Excellent Passport and Classic sales can be the cash flow 'immediately' needed before the BES12 revenue starts rolling in. Without these 'hardware sales' increasing (and we already know hardware margins on these 2 phones is 47% or more), Revenue will be stagnant or go lower. I am of the opinion that passport sales will pick up steam and Classic sales will be robust. Also, Passport Rev from 3rd quarter sales has not been 'entered as Rev' due to sell-through accounting used. We will know as the signs will start to be evident by the event at Vegas ... sometime in the first week of January. There is NEVER a dull moment with this company. Love it.
    Dec 23, 2014. 03:18 PM | 5 Likes Like |Link to Comment
  • BlackBerry: Turnaround Fantasy Or Likely Reality? [View article]
    NO Andreas, you do not look at the facts, you CREATE the facts to suit you. Your 'ridiculous statement': " John Chen is Thorsten Heins 2.0, that much is clear now after over a year under his tenure. " That is a 'bombastic' and 'irresponsible' statement. John Chen has 'inventory control' , Thorsten did not know the meaning of the word. John Chen only recognizes phones that are 'activated' (sell-through accounting), Thorsten had us believe that he 'sold' 1 million Z10's when in fact he had not. Thorsten started with the Z10 launch when virtually 'everyone' (including most of the staff at CNBC and BNN and Bloomberg) were perplexed with his 'ignoring' the qwerty keyboard. John Chen 'listened' and immediately ordered the work on the Classic. ...... You see Mr Hopf, it appears that you do not do your homework. Bluster will only get you so far. Substance is required, why don't you study John Chen, and maybe you will learn something. He listens to people, you apparently do NOT>
    Dec 21, 2014. 08:23 PM | 9 Likes Like |Link to Comment
  • BlackBerry: Turnaround Fantasy Or Likely Reality? [View article]
    Andreas you keep losing your credibility on this site. Who are you? Why all the negative stuff. You NEVER take a balanced, fair, open minded, factual and well-researche view of BB"s success. You do one thing ... you 'trash' no-stop ... a relentless trasher. Let's look at the facts (which you conveniently refuse to do) , the Analysts were far too optimistic on revenue, thus creating this 'artificially' high Revenue expectation. Mr Hopf, go back to the previous quarter and listen to what Chen said, "our revenues will continue to go down" ( I believe 17% was the number he referred to. And further Mr Hopf, Chen's COO confirmed that the Revenues would be down next quarter. Why then Mr Hopf would the analysts NOT adjust these Revenue expectations lower when CRYSTAL CLEAR GUIDANCE to that effect was given to them??????? Also, on an interview with Amber Kanwar on BNN she addressed the issue of declining revenues, and Chen responded, "you cannot stop gravity" ....... Do you honestly think the readers of this MB are not on to you and your personal 'goals'? Give us a break and get off this board, or learn to contribute rather than 'trash'. Merry Christmas
    Dec 21, 2014. 07:45 PM | 7 Likes Like |Link to Comment
  • BlackBerry Ekes Out A Profit Despite Sales Tanking [View article]
    Welcome back Michael. Great article. You are back to form. Please 'stay' there. I still remember that great article where you effectively took apart the Q5 and Q10 for not having that BELT of keystrokes that made BB devises a pleasure to use. Imagine they 'listened' to you (and I'm sure many others) and did exactly what you suggested. Great article. You keep trying to use 'educated guesses' for the numbers but I for one like that because it forces one to look at the 'numeric' direction of sales. I personally think Passport sales will continue to be brisk, and the Classic should do much better .... thanks for the article Michael.
    Dec 20, 2014. 08:48 PM | 1 Like Like |Link to Comment
  • Relax, BlackBerry Earnings Were Just Fine [View article]
    Bullish Events For BB:
    1. Passport Sales will be reported in this last quarter's ER.
    2. Classic Sales will be reported and they will be 'high'
    3. EZ pass ends at end of December. No more 'freebies'.
    4. BBM up to 90 million users, Chen said he would monetize soon.
    5. BES 12 wih 5.7 million licenses will start generating REVENUE (only 3.4 last q.)
    6. Chen says he is NOW focused on increasing Revenues. Believe him.
    7. They are working on 'new' smartphones. Improvements to the Passport.
    8. As new 'enterprises' join BES12 they will be newsworthy and bullish.
    9. AT&T will carry BB smartphones in the USA beginning of new year. T Mobile?
    10 Rogers, Telus, BCE are fully on board with BB smartphones.
    11. .... I'm sure ... I'm sure there's going to be lots of bullish news.

    GOOD LUCK TO THE LONGS. Shorts, have fun trying to get out of the 'trap' that was specially set up for you.
    Dec 20, 2014. 08:28 PM | 10 Likes Like |Link to Comment
  • BlackBerry Finally Takes E-Commerce Seriously, Hardware Looking Bullish [View article]
    You have to recognize the fact that the 'carriers' were really 'stiffing' BB during the past few years. This is a great way for them to get back market share without them. I still like the 'bb booth' in the malls idea. Go BB. The margins must be 'through the roof' through on-line marketing.
    Dec 16, 2014. 09:39 AM | 7 Likes Like |Link to Comment
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