BlackBerry (BB.TO)

There were some fundamental winds that were positive in the past couple months. Notably, the Amazon deal, Facebook settlement and patent sales. Balance sheet is also pretty strong. However, it has totally gotten sucked into the Reddit speculation. It remains a speculative story still.

(A Top Pick Dec 10/19, Up 22%) John Chen should get CEO of the year award. They've generated cash flow all along. BB gets no respect from investors. Recently, they got a boost with the Amazon self-driving car deal. The balance sheet is good with net cash. He likes it and has added to it. This is a great long-term play in cybersecurity.

It is in two businesses – data security for companies and in the auto sector for the connected car. They complete with data security against MSFT-Q with products offered almost for free and the other is PANW-N who announces business they took away from competitors. If they can grow the auto business, that has upside. It is going to take time because it is in the early stages. It is a hold if you are patient.

They just announced a deal with Amazon Web Services. Meanwhile, BB has been working in self-driving cars, which is approaching fruition. Things are interesting. They report earnings next week.

It's had a run since announcing services to Amazon. We have seen a sharp spike up lately. The news has made investors pile into the stock. It might be ahead of itself right now. You could see some volatility on the way up.

They just struck a deal with the US Air Force. BB is highly undervalued and the most unloved Canadian tech company, purely specializing in security. They have several recurring revenue streams, including enterprise security, their core business, and car security that serves 175 million autos. They don't get investor love because they missed guidance a few times and a few shareholder have filed complaints about the board. He expects changes to the board. This explains the current stock hit. A great acquisition candidiate for a big tech company like MSFT. (Analysts’ price target is $5.49)