BlackBerry (BB.TO)

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.

He likes what John Chen has been doing. Recent results were quite good and exceeded analysts' targets. He likes the company. It has a lot of analysts following it, which means that when it continues to turn, they are going to upgrade recommendations. This could easily go up another 50%.

This had good news today and the chart reflected it with a breakout above $15. In the near term, he would look for it to possibly come off at least $1. However, it may not do that. If you want to own on a longer basis, you could probably buy it now and not worry about the volatility.

This company reinvented itself, and he didn't think people gave the CEO John Chen enough credit to be able to do so. One issue they face is how they grow the business from here. There is an opportunity to buy stock here, because if he can execute on that part, the stock should go higher.

He can understand the technology and how the software is going to be rolled out and what the company is, but it is hard to pin down the profits. Even though it looks like it is rolling out, it is hard to grasp what the profitability is. When he can't figure out what it is, he stays away.

(A Top Pick May 26/17, Down 8%) It’s a renovated, reconstructed company now. It is not going back to the old tier, and it is going to be hard to crank it up to the previous levels. But that won’t stop it getting back into the $20 range. It has continued to earn royalties on the hardware. It is now a specialized software companies.

(A Top Pick Dec 22/16. Up 37%.) 2018 might end up being a really good year. They’re making money now and have stemmed the revenue decline. John Chen keeps on hitting his targets.

(A Top Pick Dec 22/16. Up 44%.) He likes what John Chen is doing. He basically hits targets. When looking to turn around a company this big, it takes a huge amount of time. In this case, it was more difficult, because they had to get out of one space and more into another. One of the beauties of this company is that as they turn, the analysts are on it regularly, so more people will jump into it.