Q: Does this past Canadian legend have light at the big turn around tunnel? What would you look for in terms of good signs before buying? What is their core business software targeting now and are there any Ai ties? Thanks
Q: Anything happening with BB on Tuesday? It was doing well in February but big drop in the last 5 days. Not related to cryptos. Related to AI or tariffs ? Thanks.
Q: Hello 5i Team
I have noticed that Black Berry stock has started to rise in price, is it because of improved fundamentals ? Is this a company that you would recommend for a 3 year purchase?
Thank you
Q: How should one employ the forward price to sales multiple to determine value? What I’m trying to figure out is when to avoid a stock that has gone over its skis as they say. Take stocks from ultra to pstg to Crwd - we go from 1 x earnings to 23 x. By that gauge, one presumably buy Ultra. But when I think of value, I remember how I once bought Rim over Apple because the former looked cheaper. Can you comment on any guideline for us of this metric? Thank you,
Q: Why is so bad for the private offering? They will pay down the debentures which will mature in three weeks, and the new ones will mature in 2029.
Thank you!
Q: -BlackBerry Limited today announced SecuSUITE ® for Government 5.0 was awarded updated NIAP Certifications and listed as a Commercial Solutions for Classified compliant product to meet the highest security requirements for the U.S. Federal Government and the broader Five Eyes intelligence alliance.
Q: I know you guys try to answer exactly the question that was asked, which is good. However, I was surprised to see BB in a recent answer to your favourite Canadian companies that offer disruptive technology (AI, quantum, other). In the past, you were always negative on BB for its poor earnings record and shrinking revenue base, etc. Are you getting more positive on BB’s growth prospects or perhaps there are not that many Canadian companies to satisfy the question? Also, what would be your top 5 U.S. disruptive names, where the pickings are a lot thicker?
Thanks
Dave
Q: Can you please name your favourite single stocks in Canada that are in the really future-oriented disruptive tech sectors (AI, quantum, 5G, genomics, others)?
The last time you were asked for your thoughts about BB was a few months ago when it was trading for a shade over $12, and you rated it as one of your least attractive.
Have your thoughts changed after it has shed further 30% of its price?
I sold a small holding at ~$27.00 in Jan21 (after getting in at ~$13 in '18) during its meme-stock craze. I think it's susceptible to another such a run-up, given its legitimately-sexy reputation/past performance.
Question: Does BB's current price justify re-initiating a I-don't-care-if-it-goes-to-zero position of 3% of my otherwise-conservative portfolio (50% defensive, 30% cash, 20% fixed income)?
Q: For 2022, which would be your "bottom 10", least favourite, large to medium sized, canadian listed companies? (It's ok if you choose to offer up more than 10)
Many thanks for you great advice and a very Happy and prosperous New Year.
John
Q: Hello team, from the list above could you please rank in order to:
1> Keep and or add for full position or
2> Sell now & move on, and
3> what would you replace the sale positions with?
Thanks
Carlo