[Thunderbuck]

Ok .... market is open and RIMM is trading .... Am committed now

BTW for a contrarian (to myself) view;

Short RIM Under $10; Buy Nokia - TheStreet

The tone in the article is fairly representative of articles on RIMM of late. And the contents are the usual high on vitriolic and low on substance stuff.

I think there's a chance RIM can stay above $10, but I also see significant risk it can drop below. A lot of it depends on how solid their revenue and subscriber base is.

What scares me (and I've said it elsewhere but I'm long on RIM right now) is that while they are still reasonably good at building the subscriber base overseas, they may actually be losing more than they're gaining overall. Particularly with word of BB10 out there now and the sense that OS7 is a lame duck (note my use of the word "sense"; personally I believe OS7 to still be competitive, but this is one of those cases where perception becomes reality).

Potential upside: RIM has found a floor on defecting subscribers (regrettably, a bit of a longshot), they announce the appointment of a CMO who meets with market approval (fingers crossed on that one), and that they build some positive buzz around BB10 (which, frankly, they kind of blew last week--hopefully it improves).

[cbvinh]

More perspectives:

RIMM made 1.35B in 2008, 2.09B in 2009, 2.73B in 2010, 3.48B in 2011.
MMI made -2.97B in 2008, -1.34B in 2009, -86M in 2010, -249M in 2011, 5 years of loss!

RIMM is valued at $12 with P/E 5.43.
MMI is valued at $38 with P/E -46

RIMM Total Debt to Total Capital - 0.00
MMI Total Debt to Total Capital - 1.87

And of course Motorola makes Android Phones
So why is MMI valued at $38, while RIMM@$12 attracts incredible doom-and-gloom predictions?

Only issue I have with RIMM now is that the overall market sentiment will be bad coz of what is happening in Europe now .....

The main reason Motorola is valued at $38/share is because Google said they'll buy them at $40/share.

[cbvinh]

Ok .... market is open and RIMM is trading .... Am committed now

BTW for a contrarian (to myself) view;

Short RIM Under $10; Buy Nokia - TheStreet

The tone in the article is fairly representative of articles on RIMM of late. And the contents are the usual high on vitriolic and low on substance stuff.

The Street is not a reliable source of financial analysis. However, sometimes their advice will temporarily move a stock up/down due to people's perception that what they're saying is correct.

[cbvinh]

How do you have $100K to invest in RIMM, but no professional to consult on these basic (for an investor) questions? I'm not trying to be a j.erk here, but seriously would like to know.

It seems very basic information is missing here. I'm puzzled as well.

[cleacy]

There was an interesting article on CNN today that does have some bearing on the idea of buying RIM at $12.

The market values Apple's earnings growth at $0.00 - Apple 2.0 - Fortune Tech

Apple is/has been valued for the past few years at ~5x cash with strong earnings growth.

RIM has cash/share of $3.44. If it was priced the same as Apple, it would be selling at ~$17. That it's not might be a indication as to the expectation of future earnings potential.

[ptpete]

RIMM still has a desert to cross. Two quarters if they are on track with BB10, which is still unclear after the Jam conference.

[Thunderbuck]

RIMM still has a desert to cross. Two quarters if they are on track with BB10, which is still unclear after the Jam conference.

Okay, I'll bite, what leads you to THAT conclusion? The launch was announced months ago for Q4 calendar 2012.

The keynote at Blackberry World showed a few different features from the new OS, and BB Jam featured many, many sessions that drilled down deeper into the OS and the code.

AND, there's a publicly-available IDE that allows for the development and deployment of apps that run on the new OS.

So, tell me if I'm missing something. To me, these are all quite clear signs that the OS is going to meet its release target.

[docgasberry]

How do you have $100K to invest in RIMM, but no professional to consult on these basic (for an investor) questions? I'm not trying to be a j.erk here, but seriously would like to know.

I went to college, got a degree and worked hard. After paying off all my debts, now I do have some spare cash to invest. Hope this answers part of your question

Would you care to recommend a "professional" to me? Never thought that buying stocks required professional advice. Personally, I feel that if you need to seek the counsel of so called professionals to invest in stocks, then the better option is to stay out of the market

Nope, never thought you were a j.erk ......far from my mind

[docgasberry]

The main reason Motorola is valued at $38/share is because Google said they'll buy them at $40/share.

How much do you think Google will pay for RIMM? That is if they are interested in acquiring RIMM ....

[FSeverino]

If RIMM goes to $10 and i buy 500 shares I will be laughing when it hits anything higher then $30!

Has RIM posted a loss yet? lol

people are funny.

[soren203]

Stocks aren't about how well company's are financially its the people that cause the stock to go up and down, I'm also looking to invest soon.

[docgasberry]

...... no professional to consult on these basic (for an investor) questions? I'm not trying to be a j.erk here, but seriously would like to know.

The Street is not a reliable source of financial analysis. However, sometimes their advice will temporarily move a stock up/down due to people's perception that what they're saying is correct.

...... Never thought that buying stocks required professional advice. Personally, I feel that if you need to seek the counsel of so called professionals to invest in stocks, then the better option is to stay out of the market

A quote from Warren Buffett:

"Wall Street is the only place that people ride to in a Rolls Royce to get advice from those who take the subway."

[Thunderbuck]

Stocks aren't about how well company's are financially its the people that cause the stock to go up and down, I'm also looking to invest soon.

Sentiment is definitely a major influence in the market, but when the fundamentals are there companies generally return to an appropriate level over the long term.

RIM is undervalued, but there are good reasons for it. Everything that could go wrong last year, did. While there is new leadership, and there's evidence the ship is turning around, the bottom line is going to show in cold hard numbers. And there haven't been enough of those yet to change anyone's mind yet.

[hootyhoo]

Has RIM posted a loss yet? lol

people are funny.

A GAAP loss of $125,000,000 was posted in the last quarter.

[FSeverino]

A GAAP loss of $125,000,000 was posted in the last quarter.

I mean that they HAVE NO MONEY.

RIM has more reserves/cash flow then a lot of companies that are trading at $20 higher then they are.

[MartyMcfly]

Stocks aren't about how well company's are financially its the people that cause the stock to go up and down, I'm also looking to invest soon.

*chuckles* you can't be serious.


Sent from my IPhone 4s using Tapatalk

[dusdal]

I mean that they HAVE NO MONEY.

RIM has more reserves/cash flow then a lot of companies that are trading at $20 higher then they are.

Please be careful. The actual dollar value of an equity is virtually meaningless. It only becomes relevant as a ratio and compared relative to others.

[docgasberry]

?......... Just the more than 15% drop over BBW's 3 days ..... that is unbelievable. Its like the analysts just want to write off RIMM. Even though some of them obviously do not seem to have the technical minds to appreciate the advantages of BB today and the possibilities of BB10 tomorrow. I still can't figure what was so bad about BBW that precipitated that 15% drop ......

Guys, what you saw this past week was a concerted effort to drop the stock. It begin with the Tuesday pre-market trade well above the closing price and ended when a seller hit the bids prior to Heins even opening his mouth. Please feel free to review this with the trades that happened in the first 10 minutes. And so the decision to lower the price was made for Tuesday morning regardless of what Heins said. Anything short of a take over would not have prevented this from happening.

.....

.............the price/action of a stock may not have anything at all to do with it's value. There are forces at work here that you might not understand......

Of course one of the more effective method to push the price down is via option ....and very negative sentiments and market condition .....

Anyway, from here :

Key Short Interest Changes in Cult Stocks & Controversial Stocks (ALU, STD, BAC, BKS, DNDN, DMND, FSLR, GMCR, GRPN, HGSI, LNKD, NFLX, RSH, RIMM, SIRI) - MarketWatch

".......Research in Motion Limited (NASDAQ: RIMM) may still be down and out, but short sellers are not pressing their bets any longer it seems. After a drop in the mid-April drop we see that the end of April's short interest fell by another 5.4% down to 53.7 million shares."

Does this means a bottom coming up? Esp seeing how a support seems to be forming ....

[brucep1]

What I've learned from Crackberry about investing in stocks...

First, 95% of stock terms, recommendations, statement analysis, is spread by people who have no idea what they are talking about.

The 5% of people who know what they are talking about are drowned out by the 95%.

[FSeverino]

Please be careful. The actual dollar value of an equity is virtually meaningless. It only becomes relevant as a ratio and compared relative to others.

all i mean to say is that they HAVE MONEY that can be used to 'help' them through difficult times. I understand it doesnt mean they can just throw dice... they still need to work hard and make sure they support BB10 to make it the greatest OS around. The point is, if BB10 doesnt take over iOS after 3 months the world wont be over for RIM. If BB10 holds its ground and brings BB share to even 7% by the start of 2013 then RIM is still in a PERFECT spot. Even if BB10 is 'ok' for the first 3 months... RIM has 'a cushion'... and people are thinking that if BB10 doesnt sell 100 million the first day then RIM is dead.

that was the point i was making

[mssca]

I think crackberry.com community should be the last place to take an advice on stock market. Anyone who is looking for investment should talk to their greedy bankers.

[FSeverino]

I think crackberry.com community should be the last place to take an advice on stock market. Anyone who is looking for investment should talk to their greedy bankers.

lol

There are actually some very knowledgeable people here.

[edyb]

Bought in at $16.75 and patiently waiting... But how long?

I am a Blackberry user, my wife and I both have Blackberries and Playbooks, I even develop apps for Blackberry Playbook and plan on developing more. I have invested some "play money" in RIMM and have watched my stock go from $16.75 down to about $12, or down around 30% in a matter of a few months.

I can sleep very nicely at night, knowing that I am in with RIMM on the long term and only used a little bit of money. If and when their better days will come, I am sure that they will be above $16.75 (which was also considered under-valued).

I am worried when I see rumours of iPad "minis" at 7.85" models which are about the size of a Playbook being announced for fall at a cost of $200-250. So at this price, can the Playbook survive? Is Apple taking a loss on these iPads in order to scoop up the entire market and kill the competition?

Apple has BILLIONS and they can afford to lose money a lot longer than the competition, until everyone else just runs out of money, they will be the only one left. What are we to do? I pray that RIMM stays alive, not because of my stock value, but also because I like to develop for Playbook and also because we need competition in the market.

[russellwatters]

I own a few shares of RIM, even though my first smartphone was Android. Now that I am out of college and beginning to move into the business sector, I can see the appeal of BB and how they are amazing to work on.

Currently I am using an old Curve but I want to get my hands on the Bold 9930 so bad!

[jerry201]

Bought 999 shares of RIMM @ $11.77. Let's see what happens.