BlackBerry (BB.TO)

The stock is fine and will continue to do well. CEO John Chen has a history of selling the asset (in transition) and he's got five years (a contract extension) to finish this.

Some people expected a V-shape recovery in the Blackberry stock price. That hasn’t happened and probably won’t. However, Blackberry is getting stronger in security software and in the automotive space. It is difficult to predict future earnings and cash flow, which is why he doesn’t own the stock. It has clear potential, the strategy seems good, but until the actual earnings come through, he cannot evaluate the stock and does not know whether the shares are sustainable at their current price.

(A Top Pick April 3, 2017. Up 51.77%). He’s a great believer in John Chen, and says that when Chen says he will do something, he does it. They had a great quarter and the largest margin in their history. They have a lot of debt and a lot of cash. He is concerned about the debt. Because the stock has such a following, he believes that when it does well, it will have tremendous momentum. He thinks it will rise to mid-20’s or higher.

Do you still hold this stock and where does it rank for you? He does not own it anymore as it does not have any earnings. In order for them to do well, the company has to build real cash flow and latest parallels with self-driving cars are yet to be seen.

Has transitioned from handset devices to software, especially in the auto space. The stock looks good from a technical viewpoint. However, earnings are not expected to rise much until 2021. The big key is whether they have much adoption in the automotive space.

Too much uncertainty in this company. They are pivoting into software technology on the automotive. Interesting story but not attractive as an investment.

The CEO has done a great job of managing the transition of the company into a software company but she does not know how well that will translate to the bottom line. For now, she is watching the stock from the sidelines.

It's creating an identity for yourself. Hold it. In an interesting space.

Iconic Canadian brand and success story. He sees real upside. They are out of the hardware business and migrating their business to the internet of things. A name that has gone through a painful restructuring but now in the right place. He would be comfortable owning.

Very volatile stock but it is in an uptrend. Fundamentals seem to justify higher prices and the technicals look good. Bought it a few weeks ago.

He hasn't called this stock well over the years. He held on too long. It still hasn't turned around. Fundamentals have gotten a little better, but not good enough for him. Remains hopeful, but sitting on the sidelines.

The company is a survivor. He considers it too speculative a stock. But they had done a good job at surviving. And they are doing some interesting things. You may see somebody interest in taking them over.

This has had a turnaround and transformation. They are moving away from making their own a hardware, and going more and more into the services side. When he compares this to other players, he would rather own something like Facebook (FB-Q) or Google (GOOGL-Q). It looks as though the stock is responding nicely to the CEO's moves and some of the things that are changing. The forward PE is 225, which is surprising, and the growth rate is 20%. Doesn't see the value when compared to some of the other stronger technical names out there.

Has outrun its earnings and FMV potential, so he would describe it as a hopeful speculation. Hopes that the QNX technology will take off in somebody's fleet in the future. Right now, with a number of high tech stocks, you are buying them somewhat on a wing and a prayer. It looks like John Chen is adding the value he said he would.

He was short this a year ago, then they had an earnings beat and he got shaken out of his short. Now he is long. There has not been a consistent trend. It is a business that is transforming into a software and security business.