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The case for upside in Research In Motion shares
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The case for upside in Research In Motion shares

Posted by Chris Umiastowski on 15 Oct 2012 5:41 pm
RIM CEO Thorsten Heins and CMO Frank Boulben Scotia Capital analyst Gus Papageourgiou published a research report today discussing the potential for upside in Research In Motion shares should the launch of BlackBerry 10 actually go well. Gus has been covering RIM for a very long time - only a small number of people in the financial community know the history as well as he does. He stayed...
RIM stock price up 17% this week
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RIM stock price up 17% this week

Posted by Chris Umiastowski on 10 Aug 2012 7:37 pm
Wrapping up a week of BlackBerry stock activity fueled by rumors...    Yesterday we saw a story from Bloomberg revealing that IBM had informally expressed an interest in Research In Motion's enterprise division. The story is light on details. We don't know if there is any ongoing discussion between RIM and IBM. We have to assume that IBM is interested, or at least was interested, in the...
How this form of insider trading on RIM and Apple stock became so common
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How this form of insider trading on RIM and Apple stock became so common

Posted by Chris Umiastowski on 19 Jun 2012 2:22 pm
There was a story published by Reuters today talking about a former AT&T executive who has pleaded guilty to conspiracy to commit wire and securities fraud.  Alnoor Ebrahim, 57, apparently got himself involved in a highly enticing and all-too-common illegal practice over the last few years. Besides poor ethics, this boils down to heavy use of expert networks by hedge funds, and high...
Here’s what investors need to see from RIM at BlackBerry World
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Here’s what investors need to see from RIM at BlackBerry World

Posted by Chris Umiastowski on 30 Apr 2012 12:13 pm
CrackBerry Kevin & Chris Umiastowski at BlackBerry World 2012 - be sure to say hi! Tomorrow morning, RIM CEO Thorsten Heins will take the stage at the opening keynote session for BlackBerry World 2012. There are a lot of hopes and expectations on RIM from beaten-down investors these days. So I thought I'd write up a quick set of my thoughts heading into the event. Obviously everyone...
What's next for Research In Motion stock?
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What's next for Research In Motion stock?

Posted by Chris Umiastowski on 16 Apr 2012 2:20 pm
It's been a couple of weeks since RIM reported Q4 results. And in a couple more weeks, BlackBerry World 2012 will be upon us. The stock is still hovering around tangible book value, which stands at $12.42 per share. So despite all of the news and volatility, the stock price isn't much changed from a month ago. Let's look at potential catalysts to move the stock over the next few months...
RIM Stock Trading Below Tangible Book Value Again
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RIM Stock Trading Below Tangible Book Value Again

Posted by Chris Umiastowski on 13 Mar 2012 3:18 pm
Last week RIM stock dipped below $13 per share, rising to end the week at $13.58. That's only a dime above the accounting value for the company after excluding goodwill and other intangible assets such as patents. But it's off to another weak start this week, trading below the $13.48 tangible book value (TBV). The "book value" of a company is defined as the value of assets minus...
Jeffries cuts RIM stock from $15 to $12. Should You Really Believe This Big Call?
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Jeffries cuts RIM stock from $15 to $12. Should You Really Believe This Big Call?

Posted by Chris Umiastowski on 1 Mar 2012 11:44 am
This morning, Jeffries cut its target price on RIM to $12, down from $15. Every news source out there seems to be just quoting a few sentences from it. And who could blame them? There isn't much in the report to go on. I've read it and I'll tell you what it says, along with my take. First of all, you have to realize that certain analysts on the Street have a habit of trying to make big,...
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Halliburton and NOAA say "Goodbye to BlackBerry." Can RIM Maintain its Strength in the Enterprise?

Posted by Chris Umiastowski on 13 Feb 2012 10:25 am
In the last week we've seen two significant stories that further suggest RIM is losing what was once its iron-clad grip on corporate IT departments. The giant energy company Halliburton, and the National Oceanic and Atmospheric Administration (NOAA) are both said to be giving up BlackBerry deployments in favor of Apple's iPhone and iPad. In fact, in the case of NOAA, an official memo...
Stock Talk: Here’s The Message RIM’s CEO Sent to Analysts Yesterday
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Stock Talk: Here’s The Message RIM’s CEO Sent to Analysts Yesterday

Posted by Chris Umiastowski on 3 Feb 2012 6:00 pm
RIM's new CEO, Thorsten Heins, has been a busy guy doing media interviews over the last couple of weeks. But yesterday he took some time to chat with Bay Street sell-side analysts in Toronto who cover the stock. What did he say? We've had a chance to read through some notes from analysts who attended and here are the big points: He is acutely aware of the weakness in RIM's marketing:...
Can RIM Succeed Without Significant US Market Share?
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Can RIM Succeed Without Significant US Market Share?

Posted by Chris Umiastowski on 2 Feb 2012 12:23 pm
BBDoodle: RIM's New CEO Thorstein Heins rallies the RIM troops... "Lets Rock & Roll This!" One of the most common bear arguments on RIM over the last couple of years has been that the BlackBerry brand would lose momentum in the US market. Unquestionably, this has proven to be true. ComScore's latest results show that RIM has 6.5% of the US mobile phone market. This is down...

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