Viewing Company BlackBerry | StockChase
stockchase picture

Compiling comments that experts make about stocks while on public TV.

BlackBerry Stock Symbol: BB-T

Last Price Recorded: $12.2800 on 2017-04-21

Globe 5 day average
Google Discussions (view only)
yahoo discussion
Bloomberg
Date Signal Expert Opinion Price
2017-04-12 COMMENT Christine Poole

It was just announced they are getting $815 million in royalty payments from QUALCOMM (QCOM-Q). That works out to be about $1.50 per share in cash. The balance sheet now is pretty strong. She is not a buyer as they are still making that transition from hardware to software. It is not clear where future growth revenues will come from. Not a lot of visibility on how they are going to grow their top line.


Price:
$11.850
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2017-04-12 DON'T BUY John O'Connell, CFA

The stock was up today because they got a settlement with QUALCOMM (QCOM-Q) and were paid about $85 million US. That puts their cash up to about $2.5 billion. The company is going through a very, very tough transition. He doesn’t think it is going to be able to generate sufficient returns to justify a further investment. The company is cash flow negative right now, and sales have been declining for the last 8 years.


Price:
$11.850
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-04-03 TOP PICK Benj Gallander

He is happy to hold it.  He likes management.  They hit their targets.  Now they have huge debt.  He can see it doubling.  They have huge analyst coverage.  (Analysts’ target: $8.32).


Price:
$10.450
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
CONTRARIAN
Owned:
Yes
2017-03-30 SELL Jason Mann

He has been short for a while. It is negative on all metrics.  No cash flow or earnings.  They have a good balance sheet, but they keep doing write downs.  On momentum they score on the bottom 20%.  They are a laggard.  Something needs to turn around.


Price:
$9.270
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2017-03-13 DON'T BUY Matt Kacur

Management has done a good job at trying to turn it around. They made a lot of good moves by shutting down the hardware business or at least slowing it down, and getting into software. It’s a tough task. ROC is very low, and in fact is negative. It is still a long way away from being a good turnaround idea.


Price:
$9.430
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Unknown
2017-03-09 DON'T BUY Teal Linde

When you read the company’s press releases, they are highlighting a lot of successes, but they are in very niche areas. He doesn’t see anything yet that is going to be universal enough to replace the BlackBerry.


Price:
$9.150
Subject:
NORTH AMERICAN - LARGE/MID CAPS
Bias:
UNKNOWN
Owned:
No
2017-03-03 COMMENT David Cockfield

A company in total transition. Management has been doing a pretty good job. They have taken their manufacturing area and moved it to China, which have created some new phones which appear to be attractive. BlackBerry is going to focus on the background stuff. They’ve always had a good reputation for safety and protecting info. Becoming a software company rather than a manufacturer, and maybe that is the best place to make your money.


Price:
$9.180
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Unknown
2017-02-28 DON'T BUY Veeral Khatri

This is a tough one, given the secular structural issues around that whole business, and now it is going to be a question of if they are going to be successful in this new business model. This is a classic value trap.


Price:
$9.230
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
No
2017-02-07 COMMENT Benj Gallander

Had bought this when he thought the company was going to be taken over, and is now underwater. The company has had all kinds of difficulties. Their revenue has gone way down and the debt load has gone up a lot. However, they have deep pockets behind them. Thinks they are going to turn around, but this is a huge ship to turn around. He is happy to hold this.


Price:
$9.410
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
UNKNOWN
Owned:
Yes
2017-02-03 COMMENT David Cockfield

A lot of people had this dead and buried years ago, and they survived. They are shifting their emphasis and are going to be more into apps and the electronic side, than just producing phones, etc. They still have a lot of good patents. That they survived makes him think the company has a future. It is still a potential takeover. The longer they survive, the more likely they are going to get back into growth or be taken out.


Price:
$9.110
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Unknown
2017-01-19 SPECULATIVE BUY Ross Healy

He is thinking this is dead money.  The pillars that are driving this company aren’t.  The remaining assets are the remaining contracts with governments.  He thinks they should have been bought out.  This thing is not working out.  Mr. Chan has been dealt a hand he cannot win at.


Price:
$9.440
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
No
2017-01-19 COMMENT John O'Connell, CFA

John Chen is doing a great job trying to transition from hardware/software to a strictly software and selling it. Integrating their security systems into the automotive business, it is almost a commodity software business these days. He tries to stick with the real leaders that have all the real cash flow and capital to be investing in artificial intelligence, machine learning, augmented reality and cloud computing.


Price:
$9.440
Subject:
NORTH AMERICAN - LARGE
Bias:
BEAR
Owned:
No
2017-01-16 DON'T BUY Jason Mann

Trump announced a security strategy that included a BB-T partner.  But BB-T has been a short for him for a while and they don’t have positive cash flow.  They are still in the process of right sizing.  He wants to see earnings.


Price:
$9.460
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Unknown
2017-01-12 WATCH James Telfser

One of those “Hail Mary” stocks. You can see where the deep value is in this name and there are a lot of changes going on. Looking at their last quarter and some of the moves they’ve made over the last few quarters, it is definitely encouraging. But you really have to see that translate into numbers. He is still a little skeptical.


Price:
$9.480
Subject:
CANADIAN
Bias:
BULLISH
Owned:
No
2017-01-06 COMMENT Matt Kacur

Has been a big fan of this company and has supported them through some of the downturn, but they cannot seem to turn it around. Very speculative. It is hard to run this company with negative cash flows quarter after quarter after quarter.


Price:
$9.470
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
No
Showing 1 to 15 of 1,448 entries
<< < 1 2 3 4 5 > >>

2 Comments

Frodo

October 23rd 2012 at 1:44pm

I want to see the New BlackBerry. Hope it blows Apple out of the water!

planemikey

November 23rd 2012 at 11:11pm

Positive reviews of testing so far . This has a double component to it . An increased 40% chance of creating a superior multi tasking product with proper testing before release. Also takeover bids are far more likely to pop up if only to kill competition . Add to that company value is really around 15 $ and change right now . If it doesn't price up before Christmas I'd be very surprised . A buy to hold


You must be logged in to comment.