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Sorry, this Z10 gross margin analysis is totally out to lunch
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Sorry, this Z10 gross margin analysis is totally out to lunch

Posted by Chris Umiastowski on 22 Feb 2013 12:35 pm
Last night I came across an article about BlackBerry published on Seeking Alpha. In case you aren't familiar with the site, it's one of the leading sites where anyone can submit investing articles. Many of the articles are of excellent quality. But some are written by people who don't understand accounting, financials, technology or other critical aspects of the topic they are writing about...
BlackBerry stock nosediving on Home Depot news? (Updated - Jim Balsillie liquidates his shares)
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BlackBerry stock nosediving on Home Depot news? (Updated - Jim Balsillie liquidates his shares)

Posted by Chris Umiastowski on 14 Feb 2013 9:35 am
* Update - Umi wrote up this editorial on yesterday's Home Depot news, as the stock dipped yesterday and he was writing an editorial around it. Today's much BIGGER BBRY market news here is word that former BlackBerry Co-CEO Jim Balsillie has liquidated his stock in the company. Find out what this means for BlackBerry. Headlines aside, Umi's editorial here is still a good general educational...
BlackBerry’s first day of trading as BBRY is off to a good start
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BlackBerry’s first day of trading as BBRY is off to a good start

Posted by Chris Umiastowski on 4 Feb 2013 10:18 am
Good morning CrackBerry Nation! It's Monday Feb 4th, and as planned, Research In Motion is now BlackBerry on the stock exchanges. The ticker symbol has changed from RIMM to BBRY on the Nasdaq, and from RIM to BB on the Toronto Stock Exchange. And as much as I loathe short term trading, I have to say it's a nice beginning to have the stock up almost 6% in early trading today.   A big part...
Stock Talk: What’s with the Citigroup sell recommendation on BlackBerry stock?
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Stock Talk: What’s with the Citigroup sell recommendation on BlackBerry stock?

Posted by Chris Umiastowski on 23 Jan 2013 12:42 pm
In less than a week, BlackBerry 10 will be officially unveiled. RIM stock is at 52 week highs, and lots of analysts, investors, and even the media, are jumping on board with great things to say about the turnaround in Waterloo. When this stuff happens, analysts have to react. They either jump on the bandwagon concluding that something good is really happening, or they stick to their guns...
BlackBerry Stock Talk: What’s expected from this week’s quarterly results?
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BlackBerry Stock Talk: What’s expected from this week’s quarterly results?

Posted by Chris Umiastowski on 18 Dec 2012 10:33 am
For many years I looked forward to Research In Motion's late December quarterly results. They'd almost always outperform expectations so it was like an early Christmas present to sit there listening to the joy. The last couple of years haven't been quite as fun to watch. This Thursday, December 20th, RIM will report its latest set of financial results. Will we get an early Christmas...
Brainstorming BlackBerry 10: Hardware back in black!
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Brainstorming BlackBerry 10: Hardware back in black!

Posted by Chris Umiastowski on 3 Dec 2012 2:03 pm
Over the last week I've spent a fair bit of time reading and digesting the thoughts in various bullish and bearish analyst reports on Research In Motion. I noticed that most analysts seemed to be estimated BlackBerry 10 hardware to sell for about $400. This figure, known in the industry as ASP (Average Selling Price) is the price device manufacturers sell to operators at.  It is NOT the retail...
The volatility in Research In Motion shares continues
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The volatility in Research In Motion shares continues

Posted by Chris Umiastowski on 28 Nov 2012 9:12 am
  Yesterday a research firm put out a report saying that the iPhone is back on top of the US market, while Android is a close second. Everyone else is currently irrelevant based on the numbers. According to Kantar Worldpanel ComTech, our beloved BlackBerry maker is down to 1.6% of the US smartphone market for the three months ending October. They had 8.5% of the market in the year ago...
What are the bears saying now?
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What are the bears saying now?

Posted by Chris Umiastowski on 27 Nov 2012 12:25 pm
BlackBerry or BlackBeary? Yesterday I mentioned the fairly bullish report from Scotia Capital, talking about upside in Research In Motion shares based on a successful BlackBerry 10 launch. I've gone on a bit of a data-gathering rampage since last night. So between tons of reading and thinking, and plenty of coffee this morning, I have a much clearer picture of how analysts are thinking (...
Scotia Capital outlines continued case for upside in Research In Motion shares
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Scotia Capital outlines continued case for upside in Research In Motion shares

Posted by Chris Umiastowski on 26 Nov 2012 2:42 pm
Scotia Capital analyst Gus Papageougiou published another research note today outlining the upside for investors over the next few months. I sounded off on his previous report in mid-October which outlined the potential upside in RIM if the launch of BlackBerry 10 goes well. As is always the case with reports like this, the report is an exploration of scenarios. Papageougiou does a good job...
Time to buy shares of Research In Motion?
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Time to buy shares of Research In Motion?

Posted by Chris Umiastowski on 7 Nov 2012 3:22 pm
It feels like the right time to revisit Research In Motion's stock price and have a frank discussion about the upside opportunity and the risks. Usually when I write these kinds of posts we get a lot of readership and comments, and I love the interaction. Let's start by looking back over the last few months. In September, RIM hit lows that we haven't seen since back in 2003. Of course,...

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