TSE:BB

BlackBerry (BB.TO)

11.75
-1.10 (8.56%)
as of Oct 30, 2026, 8:00:00 pm Market Closed.
581 watching
0
COMMENT
Their Torch is a much better device than the last one. Price competition is fierce. Feels stock has been oversold.
TOP PICK
(Top Pick Nov 30/09, Down 6.3%) Has liked it for a long time. Americans concluded they are going to continually loose market share. They will continue to grow. Generating cash and cash on the balance sheet. 8x earnings. Management has done a fantastic job all along. He likes the tech sector in general.
DON'T BUY
RIM is down because of AAPL and iPhones. Blackberry penetration has gone down and down. RIM is a ridiculously cheap stock. As an earnings guy, he stays away from it. He was selling puts at the bottom mid 2010. He got 4% as a premium. From an earnings point of view it is still questionable what will happen here.
WEAK BUY
He owns Nokia, which is similar in that it is a phone company, but Apple gets a much higher valuation than both and he didn’t need another name like Nokia. RIM is cheaper on a PE basis. Lack of diversification represents a risk in 10 years. Otherwise he would say this was a good investment.
BUY
Analysts in the US are very negative and in Canada are positive. Traded by high volume traders. Very positive reception on the playbook. Market is not very patient and soon forgets. We may get a pull back. We formed a triangle on this stock. He expects Rim to do well up until January.
HOLD
Thinks it's on the recovery road right now. If earnings come in around $6 or better, it looks inordinately cheap.
COMMENT
It is oversold, given that no one expected them to come out with the product they did (Playbook). The issue for RIM is that they are 3’rd place in the marketplace in terms of units that are friendly to developers. RIM is going to pick up, though. The stock could run a little bit, but then the quarter might disappoint.
DON'T BUY
The problem is that Apple’s earnings were up 70% because they took market share away from the smart phone guys. 8 P/E and growing at 20% would make it cheap only if it can keep its growth up. He thinks the market sentiment is so overwhelmingly in favour of Apple that he doesn’t own this one. They are not seen as the leader in the industry any longer.
BUY
(Market Call Minute) Had some problems and now realize they are not invincible.
TOP PICK
Room for more than one player in the market. Been in the penalty box for better than 2 years. Still producing tremendous earnings and revenue growth. Trading at 8X next year's earnings. Blackberry Messenger (BBM) has been a huge win for them in keeping their customer base and expanding into the consumer market.
HOLD
Recent numbers and recent product releases are very positive. Unfortunately, US analysts love to hate this one. If the stock turns a corner, it will take off like a rocket. Incredibly cheap at 8X PE multiple.
BUY
Trading at 7.5X earnings. Bought back stock last quarter and is growing at 24%. Smart phone market growth is so strong, Apple (AAPL-Q) and Google (GOOG-Q) Android can take market share from them and they still show good growth.
DON'T BUY
Doesn’t know what to do with it. Every single product they come out with is too little, too late. Thinks they will continue to loose market share.
TOP PICK
(A Top Pick Oct 2/09. Down 30%.) Investors, especially US ones, write it off as another Nokia (NOK-N) or Motorola (MOT-N). They are continuing to innovate and narrowing the gap on consumer products. Possible takeover by Microsoft (MSFT-Q).
DON'T BUY
Has had a short-term recovery but still down 25% or so year-to-date. Have some challenges. Will be volatile. Expects it to go back to the low $40's.
Showing 751 to 765 of 1,683 entries