View Poll Results: Did you buy shares ?

Voters
1106. You may not vote on this poll
  • Yes, I'm acting now !

    693 62.66%
  • No

    413 37.34%
  1. W Hoa's Avatar
    Appreciated Seadog. What I put together is admittedly speculative and given the nature of the beast, and having seen it so many times in the past, it could just as easily be an opex play. I'm hoping otherwise. Cheers.
    morganplus8, La Emperor and Corbu like this.
    07-19-18 05:54 PM
  2. muhlan001's Avatar
    Please, muhlan... The Motley Fool? Really?

    You won't find that thing quoted too often around here...
    If you do not like the Motley Fool take CNBC:

    https://www.cnbc.com/2018/07/17/how-...a-nadella.html

    or Forbes:

    https://www.forbes.com/sites/tomvand.../#2baf7ed152ad
    Yesterday 12:50 AM
  3. FeitaInc's Avatar
    I'll ask this one final time, have you read "The Halo effect"? those same publications will use the exact same points to tell the opposite story if there is a slump in sales for MSFT. has the share price gone up under Satya, yes. Has the SP gone up as much in % under JC, no, not yet. which has the greater potential for SP increase? probably BB.

    looking at the cnbc article, that same article could have been written about BB under Chen, the main difference being that JC had to prop up phone sale as long as possible to have any meaningful revenue to execute the turnaround on, so he was not as free to set the narrative. both have switched the majority of their business over from perpetual sales to recurring sales. both still "dabble" in hardware, MSFT with Surface and BB with Radar, which may grow to material income.
    Yesterday 03:21 AM
  4. muhlan001's Avatar
    I'll ask this one final time, have you read "The Halo effect"? those same publications will use the exact same points to tell the opposite story if there is a slump in sales for MSFT. has the share price gone up under Satya, yes. Has the SP gone up as much in % under JC, no, not yet. which has the greater potential for SP increase? probably BB.

    looking at the cnbc article, that same article could have been written about BB under Chen, the main difference being that JC had to prop up phone sale as long as possible to have any meaningful revenue to execute the turnaround on, so he was not as free to set the narrative. both have switched the majority of their business over from perpetual sales to recurring sales. both still "dabble" in hardware, MSFT with Surface and BB with Radar, which may grow to material income.
    I really do not care what publication would have written what articles if this or that had happened. Fact is under Nadella MSFT shareholders got a huge payback while under John Chen they got almost nothing although John Chen got a bigger compensation package than Nadella.

    MSFT was able to turn around the big ship in five years while John Chen failed big time to turn around the much smaller BB ship. He just has no clue what to do and that shows every ER when he releases shrinking revenues while telling investors that BB now has to execute. John Chen has done so much damage to investors`s trust (besides his league of fan boys) that he would have been fired already, if he had not Prem Watsa as his buddy sitting on the BOD
    Yesterday 03:31 AM
  5. FeitaInc's Avatar
    I really do not care what publication would have written what articles if this or that had happened. Fact is under Nadella MSFT shareholders got a huge payback while under John Chen they got almost nothing although John Chen got a bigger compensation package than Nadella.

    MSFT was able to turn around the big ship in five years while John Chen failed big time to turn around the much smaller BB ship. He just has no clue what to do and that shows every ER when he releases shrinking revenues while telling investors that BB now has to execute. John Chen has done so much damage to investors`s trust (besides his league of fan boys) that he would have been fired already, if he had not Prem Watsa as his buddy sitting on the BOD
    yes, it is absolutely correct that the change in SP to date is more favourable for MSFT shareholders than BB shareholders. to link it to a pay package that is either extremely excessive or absurdly excessive isn't all that productive or meaningful. will you be happy with JC's pay package if he delivers a 12 X return on the SP when he was hired?

    turned around MSFT? what are you talking about? under Nadella EBITA has gone from +30 billion in 2013 to +32 billion in 2017. if that is a turn around, then sure.

    if you mean that he has changed the narrative around MSFT, what their focus is and how they are perceived, sure.
    Yesterday 04:08 AM
  6. muhlan001's Avatar
    yes, it is absolutely correct that the change in SP to date is more favourable for MSFT shareholders than BB shareholders. to link it to a pay package that is either extremely excessive or absurdly excessive isn't all that productive or meaningful. will you be happy with JC's pay package if he delivers a 12 X return on the SP when he was hired?
    Absolutely, then the compensation packagae IMHO would be justified

    turned around MSFT? what are you talking about? under Nadella EBITA has gone from +30 billion in 2013 to +32 billion in 2017. if that is a turn around, then sure.

    if you mean that he has changed the narrative around MSFT, what their focus is and how they are perceived, sure.
    I meant the perecption of MSFT as a company and with that the market capitalization.
    Yesterday 06:24 AM
  7. dalinxz's Avatar
    yes, it is absolutely correct that the change in SP to date is more favourable for MSFT shareholders than BB shareholders. to link it to a pay package that is either extremely excessive or absurdly excessive isn't all that productive or meaningful. will you be happy with JC's pay package if he delivers a 12 X return on the SP when he was hired?

    turned around MSFT? what are you talking about? under Nadella EBITA has gone from +30 billion in 2013 to +32 billion in 2017. if that is a turn around, then sure.

    if you mean that he has changed the narrative around MSFT, what their focus is and how they are perceived, sure.
    Are you John Chen, trying to justify and get people to buy into your compensation package? #shame
    muhlan001 likes this.
    Yesterday 07:28 AM
  8. world traveler and former ceo's Avatar
    Liking the recent uptick in bb... BlackBerry benefits from recent new Microsoft partnership in security.... Let's hope this translates to significant new revenues going forward and expanded partnerships with them in the future ... Microsoft..such great synergies with BlackBerry and, as I have said, the perfect candidate to buy BlackBerry!!....
    Let's do this MS!! Cheers!

    Posted via CB10
    Yesterday 07:45 AM
  9. W Hoa's Avatar
    The BlackBerry Enterprise BRIDGE: The Most Important Product You’ve Never Heard Of

    Some of the most interesting things come out of partnerships. Microsoft and Intel partnered to create the PC market; Samsung grew to overshadow Apple with the help of Google; and IBM and NVIDIA are redefining artificial intelligence (AI) and supercomputers. While each of those things is incredibly important, none are more critical to a firm today than making sure your communications are secure. This combination between Microsoft with their Intune product and BlackBerry with their BRIDGE, while far simpler, may be—from the standpoint of customer care and even in some cases company survival—one of the most important unsung partnerships in the market.

    It is this security benefit that appears to make the BlackBerry BRIDGE one of the most important products you likely haven’t heard about—until now that is.


    https://techspective.net/2018/07/17/...ever-heard-of/
    Yesterday 07:54 AM
  10. Seadog83's Avatar
    That simply does not explain the fact that volume became higher than an ER day open at exactly 1pm. And besides, these sorts of opinion pieces happen all the time.

    Whats special about 1pm? End of lunch? It's a nice round, even time, the "open of the afternoon", almost like an agreement was in place for one party to line up pieces of one thing in the morning, and another to do it in the afternoon.

    Could it be someone taking a huge position? Maybe. Do they really just log into their TD account and put a "buy at market price - 2m shares" order? Conveniently at exactly 1pm? I don't even do that for like 2000. Then sustained volume for the rest of the day that's higher than we've seen in months?

    Last time I recall seeing something like this was the Delphi announcement last fall. Big sudden jump on volume intraday, but then within the hour and some digging the answer was obvious. This (despite lower price movement) looks bigger, but more opaque.

    Volume and price both up in the pre-market, should be an interesting day.
    Yesterday 08:02 AM
  11. Corbu's Avatar
    FWIW:
    https://www.tickerreport.com/banking...td-bb.html/amp

    BlackRock Inc. acquired a new stake in BlackBerry Ltd (NYSE:BB) in the 1st quarter, according to its most recent Form 13F filing with the SEC. The institutional investor acquired 1,865,463 shares of the company’s stock, valued at approximately $21,452,000.

    Avg. SP: $11.50
    Yesterday 08:11 AM
  12. Seadog83's Avatar
    FWIW:
    https://www.tickerreport.com/banking...td-bb.html/amp

    BlackRock Inc. acquired a new stake in BlackBerry Ltd (NYSE:BB) in the 1st quarter, according to its most recent Form 13F filing with the SEC. The institutional investor acquired 1,865,463 shares of the company’s stock, valued at approximately $21,452,000.

    Avg. SP: $11.50
    Again, I see these sorts of things thrown about, but ignoring that we're now in Q2 (and that their price as you say was ~11.50), do people seriously think this is how these sorts of companies operate? Some big fund decides to take a multi million dollar position, so they do it inside 10 minutes, then make a press release 4 hours later? Even Morgan advised years ago if you have a semi large position, about disguising trades in blocks of lower than 10k and taking or dissolving a position slowly.

    Not necessarily addressed to you, just the general internetosphere, with people who seem to be satisfied and eager to repost the most shallow explanations that fall apart under the least scrutiny.
    Corbu, W Hoa, morganplus8 and 1 others like this.
    Yesterday 08:22 AM
  13. FeitaInc's Avatar
    Again, I see these sorts of things thrown about, but ignoring that we're now in Q2 (and that their price as you say was ~11.50), do people seriously think this is how these sorts of companies operate? Some big fund decides to take a multi million dollar position, so they do it inside 10 minutes, then make a press release 4 hours later? Even Morgan advised years ago if you have a semi large position, about disguising trades in blocks of lower than 10k and taking or dissolving a position slowly.

    Not necessarily addressed to you, just the general internetosphere, with people who seem to be satisfied and eager to repost the most shallow explanations that fall apart under the least scrutiny.
    It is not that far fetched that somebody would go out and buy a big position to follow BlackRock, but I agree that the way in which it was done makes it less likely. We'll have to see what happens today or early next week to see if we get a better explanation.
    Corbu and masterful like this.
    Yesterday 08:42 AM
  14. W Hoa's Avatar
    just the general internetosphere, with people who seem to be satisfied and eager to repost the most shallow explanations that fall apart under the least scrutiny.
    That's what this thread is all about. People bring info they've gathered, we collectively scrutinize it and see if we can separate the valuable from the worthless. Hopefully we all benefit. Your criticism is completely on point except for the satisfied part.
    Yesterday 08:45 AM
  15. Corbu's Avatar
    Not necessarily addressed to you, just the general internetosphere, with people who seem to be satisfied and eager to repost the most shallow explanations that fall apart under the least scrutiny.
    Point well taken, Seadog. My philosophy is generally this: 1) if relatively solid information is out there which 2) may be of interest to us in this thread given the context, etc., then 3) I post it so we may collectively think about it (or disregard it).

    To reinforce your excellent point, a friend of mine who is better informed than I am just sent me a message to let me know that this report is probably wrong and certainly old news. According to him, BlackRock already owned 1.5M shares at the end of last year and bought 352k shares in Q1.

    So... Disregard that bit of fake-news!

    Apologies to all.
    Yesterday 08:50 AM
  16. Corbu's Avatar
    That's what this thread is all about. People bring info they've gathered, we collectively scrutinize it and see if we can separate the valuable from the worthless. Hopefully we all benefit. Your criticism is completely on point except for the satisfied part.
    Totally agree. Thanks man!
    Yesterday 08:54 AM
  17. Seadog83's Avatar
    That's what this thread is all about. People bring info they've gathered, we collectively scrutinize it and see if we can separate the valuable from the worthless. Hopefully we all benefit. Your criticism is completely on point except for the satisfied part.
    Absolutely, and that's highly valuable. For instance, tying those 3 articles together, and drawing a reasonable conclusion is useful and should continue.

    My point wasn't so much directed to people here, as much as in general or on stock twits. People who say "well. MF released an article, and that's the only thing I can find, so that *must* be it". Stock surge explained. QED.
    Corbu, W Hoa, La Emperor and 2 others like this.
    Yesterday 09:06 AM
  18. muhlan001's Avatar
    The BlackBerry Enterprise BRIDGE: The Most Important Product You’ve Never Heard Of

    Some of the most interesting things come out of partnerships. Microsoft and Intel partnered to create the PC market; Samsung grew to overshadow Apple with the help of Google; and IBM and NVIDIA are redefining artificial intelligence (AI) and supercomputers. While each of those things is incredibly important, none are more critical to a firm today than making sure your communications are secure. This combination between Microsoft with their Intune product and BlackBerry with their BRIDGE, while far simpler, may be—from the standpoint of customer care and even in some cases company survival—one of the most important unsung partnerships in the market.

    It is this security benefit that appears to make the BlackBerry BRIDGE one of the most important products you likely haven’t heard about—until now that is.


    https://techspective.net/2018/07/17/...ever-heard-of/
    The headline lines out the biggest problem at BlackBerry: lack of marketing and sales execution, both thing John Chen and his team are responsible for.
    dalinxz likes this.
    Yesterday 09:35 AM
  19. world traveler and former ceo's Avatar
    https://money.cnn.com/2018/07/20/tec...omi/index.html

    Meanwhile, all is quiet on the Optiemus / BlackBerry front...like a "Ghost" town, lol . time to "Evolve" into real products and real sales over there guys....

    Posted via CB10
    Yesterday 02:28 PM
  20. Bacon Munchers's Avatar
    Might want to ask why that is and what's taking you so long to realize Chen was never a friend, he's worked against shareholders all along, why? Who knows, but clearly he had no interest in ever clarifying matters that had significant increases in share price, but quick to appear and quell interest whenever he chooses to open his mouth. The timing is either a ridiculous coincidence over the last five years, or there are intentional acts being perpetrated by management.
    I enjoy a lot of your counter-points, but I think you dropped the ball here. I have been guilty of treading on Chen in the past when I was under water (as I also am now), but when the SP raises again (and it always has), then things become brighter for me and others here.

    What seems non-sequitur about your post above is that with a closer look at Chens' history, mixed with the general direction that BlackBerry is following, it would at least appear to stand that Chen needs a higher SP; that is if he wants full pay, a higher bid price eventually for BlackBerry, and the self esteem boost that he pulled off the semi-impossible. At least that is what his accolade has been all along. Just image if he fell through the cracks and ended his career burying BlackBerry and shareholders alike. Do you think that is what is happening? All that work and frustration, along with being stripped of anything former, just to take the money and run. I have to imagine that he already has money. Now he wants to retire with the fame.
    At least that is how I see it.

    FWIW.

    Cheers man.
    Corbu, morganplus8 and kadakn01 like this.
    Today 01:50 PM
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