Summer Sale

50% off Premium Yearly

00days
00hrs
00mins
00secs

TSE:BB

BlackBerry (BB.TO)

13.31
+0.45 (3.50%)
as of Jun 15, 2026, 5:29:11 pm Market Open.
504 watching
0
BUY ON WEAKNESS
Missed earnings by only $0.01 and stock dropped 10% in after-hours trading. Doubled its earnings growth and has huge subscriber growth. Doesn't think it will be able to compete with Apple (AAPL-Q) in the consumer space. If the pulls back a reasonable amount, you will want to own it.
DON'T BUY
(Market Call Minute.) He is not a buyer of this one although targets are a lot higher.
COMMENT
Q; Will they ever pay a dividend? A: Doesn’t expect they will as they can make good use of their cash for growing the business. Likes the stock, but doesn’t own currently because of his caution on the market. Good growth opportunities over the next year and a half to two years.
TOP PICK
Market share of about 10% in Canada, 5% US and 3% UK. (About 1.5% globally.) Has a huge opportunity in Europe and the rest of the world. With the iPhone now being subsidized you are getting smart phones at the same price as high end cell phones..
DON'T BUY
(Market Call Minute.) Thinks they’re under threat from Apple (AAPL-Q).
TOP PICK
(Pair trade going long RIM and short Palm.) Apple (AAPL-Q) lost share in smart phones, RIM picked up about 10 points and Palm picked up about 5 or 6 points but Apple doesn't have its iPhone in stores today. Apple will be coming out with a really hot phone and will probably kill Palm’s resurgence.
HOLD
This kind of stock gives them nightmares because they don’t own it. Every time they looked at buying it they felt the valuation was too high but are proven wrong. Is a high beta stock, moving much more than the market – down or up. It’s risky because of its dominance with the blackberry – not guaranteed going forward. Brilliant in their execution.
COMMENT
P/E on next year’s earnings is 35X and earnings are growing by 30%-35% annually. Company has proven that they are a world dominator. When you have a mandate like this, a position of world strength, it is hard not to ignore it. On a dark day, he would really look at it very seriously.
TOP PICK
Free cash flow generator. Huge growth. Blackberry Bold is being well received. Have had a couple of great quarters on the consumer side and thinks that stays for a while. You can buy this for a lower PE than its growth rate.
DON'T BUY
Thinks it will pull back some more. Trading at 70X earnings and 40X next year’s earnings. Pretty aggressive expectations. Fabulous company and a great product. Thinks increasing smart phones will take market share.
TOP PICK
Continues to beat expectations. Fundamentally a great story. Has sold off a bit and he expects another run. He also wrote a $140 June call option on it.
BUY
(Market Call Minute.) Strong earnings, good revisions and good market share gains over the next year.
TOP PICK
Even though he is not a momentum person, this is a momentum play. Likes the business model and how they have installed their subscriber base globally. Penetration rate for this type of product is very interesting. Likes to buy on weakness.
PARTIAL SELL
This is one that is up because of growth. He has been top slicing because an expensive stock is vulnerable. Take some profits.
COMMENT
Volatile stock. Keep your weight at about 4% or 5% of your portfolio. Has a lot of wind at its back right now with new models coming out. Try to buy it 10% cheaper but that gives you a risk of not getting it.
Showing 1,051 to 1,065 of 1,650 entries