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
DON'T BUY
Gives him the heebie-jeebies. Stock looks like it wants to go lower from the point of view of competition. Concerned about their intention to use up to $1.3 billion of their $1.6 billion cash to buy back stock. Stock is 5X BV, which means an instant rate of return of minus 80%. This will trash the balance sheet.
DON'T BUY
Difficult space because consumer products is almost becoming commoditized so the space is incredibly crowded from a margin perspective. Would prefer something like Cisco (CSCO-Q) that creates the bandwidth that cell phones are going to run off of.
BUY ON WEAKNESS
Thinks smart phones will grow by 20%-30% over the next couple of years. This company will get its fair share. There is a lot of competition. Hasn't been this cheap in a while. Very volatile. Try to buy in the $60 range.
PAST TOP PICK
(A Top Pick Feb 2w3/09. Up 51.6%.) In spite of competition he loves the valuation of 13X forward earnings, which is half of Apple’s (AAPL-Q).
PAST TOP PICK
(A Top Pick Feb 2/09. Up 2.43%.) A little concerned over the next couple of quarters.
HOLD
(Market Call Minute.) Hold, with a possible Sell. Competition is getting much more intense.
SELL
Because he is in a value camp, this is always a difficult one for him to step up to. Perhaps there were opportunities earlier on. Build into RIM are expectations of future growth when smart phones are ubiquitous. Had big earnings this week. He would be tempted to take profits.
BUY
On a fundamental basis he sees RIM (RIM-T) and Apple (AAPL-Q) as good companies. Smart phones are an area of growth globally. Of the 2 he feels this is more fairly valued.
BUY
This stock is driven by earnings reports and they had one today. We consider this as a stock from a trading perspective. If he gets back up to the $90's, you might consider selling and go back in on weakness.
STRONG BUY
Convinced the company is on the right path. The key question right now are gross margins. World is concerned that gross margins are going to get decimated because they are going down market (trying to penetrate a deeper market), which he doesn't agree with. As long as they can hold gross margins at 43%-44% study, this is a screaming buy. Will show 25% earnings growth on a year-over-year basis.
BUY
Likes it very much. First class technology and management, 50% market share on N.A., 20% globally. Thinks they will continue to be a market leader with earnings growing at 20% per year. Stock is cheap. Is going to add to his position.
TOP PICK
Very attractive at 13-14 times Feb/11 earnings. Investors are concerned about the loss of market share and shrinkage of margins but there is a huge growing and expanding market. One of the 2 dominant players in the industry.
BUY
Just announced some sort of entrée into the Chinese handheld market, which is brilliant. Thinks it will remain the leader in the e-mail handheld mailing configurations. Trading at a multiple of 14, which is not bad.
DON'T BUY
He is a value investor and is not likely to own this one, but one might get tempted and he is, but he is worried about the increase in competition in this space. One day Nokia may come up with a product that is a hit in North America.
BUY
Reports 17th Dec. and has started to act a little better in the last few days and there are rumblings that the quarter will be decent. Trading at 11 or 12 times earnings.
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