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TSE:BB

BlackBerry (BB.TO)

13.01
+0.15 (1.17%)
as of Jun 15, 2026, 7:53:00 pm Market Open.
504 watching
0
N/A
They are getting caught up in the downdraft. Issues: They are dealing with the Enterprise – keep existing products; They are selling Consumer (discretionary) and margins reduce. Going to be a bad Gift season for their products.
WATCH
Great story. Couple of challenges right now. AT&T is the main provider in the US and it doesn’t have any network capacity to bring on their new Bolt. Capacity is being jammed up by iPhones, which require 20 times the capacity of Blackberry. Would wait until this is fixed in October. Would also like to see it get back through its 50 day moving average of around $115.
COMMENT
(Market Call Minute.) Has come down an awful lot because it does not have a dividend to support it. Slowing economy is going can make it a little bit rougher for them. Could easily drop another 20%. Either a Sell or a Hold.
COMMENT
If markets keep taking a beating, this stock will take a beating in all likelihood. Solid balance sheet.
DON'T BUY
Really scary. His model price is $53.44, a -52% differential. One misstep and there will be significant downside.
BUY
Taking market share in the smart phone market, which is also taking market share in the wireless market. Stock pulled back because Nokia (NOK-N) made comments about concerns of smart phone market slowing. Sceptical of this. Expects this company and Apple (AAPL-Q) are taking market share from Nokia. Have a number of launches coming up in the next short while. If it traded down through $90US, he would be gone.
DON'T BUY
People are putting off buying new handsets. The slower economy is starting to hurt. Not a cheap stock. Looks vulnerable.
BUY
(Market Call Minute.) As the price of handheld sets comes down, there will be a geometric increase in demand.
DON'T BUY
(Market Call Minute.) Still too expensive for him.
BUY
This is all about product line and profit growth. 44X earnings but the profit growth is staggering. You have probably the highest ROE in the market.
BUY
One of his favourite names. In Canadian technology it is about the only name that has good growth. They will grow their earnings significantly on a year-over-year basis. Lots of new products coming on. Moving into the consumer side of the equation.
DON'T BUY
Selling at about 19X book. If things don't work out, you have massive downside risk. Launching a new platform, which looks quite interesting. Great product and a lock on their market niche. His fair market value is $198, but this could change very fast.
BUY
An expensive stock on an absolute basis. Relative to the monster growth rates it's been putting up, it is not expensive. You have to believe it is going to continue having those 50%-70% earnings growth years, which she thinks is still there. There are 3 big product launches coming up in the fall.
SELL
(Market Call Minute.) Thinks they are in the consumers electronic game now, which is going to get a lot tougher.
TOP PICK
This is a market share story. Smart phones are about 30% of the world’s market. This company is taking a very big piece of that. They only have about 2% of the world's handset market and this could grow to 5%. Have a ton of new products coming out over the next few months. They will generate an enormous amount of cash.
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