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THE NEXT BIG TRADE IDEA™: $BBRY BLACKBERRY $14.50 - HOLD

Friday, June 28, 2013 1:04
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LONG/SHORT EQUITY TRADING:  
WHERE TECHNICALS MEET FUNDAMENTALS

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THE NEXT BIG TRADE IDEA™

A JOHN CHALEKSON NEWSLETTER

$BBRY $14.50

6/28/13

Research In Motion Limited 14.50 – HOLD


LONG TERM PRICE TARGET $30.00

EARNINGS ANNOUNCEMENT. SHARES HAVE BEEN CONSOLIDATING INTO AN ASCENDING TRIANGLE FORMATION. SELLING VOLUME HAS DECREASED AND THE DOWN MOVEMENTS HAVE BEEN ON LITTLE OR NO VOLUME. FUNDAMENTALS ARE SLOWLY IMPROVING. SHARES MAY SEE SOME VOLATILITY AFTER THE REPORT, BUT REGARDLESS, SHOULD BE A TIME TO HOLD OR ADD TO LONGER TERM POSITION. COMPANY REMAINS TO HAVE ZERO DEBT ON ITS BALANCE SHEET. 

COMMENTARY & NOTES


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THE 25K MODEL PORTFOLIO™ 
KEY POSITION ADDITIONS & CHANGES:

ACI ADDED
HLF SHORT ADD

John Chalekson
E-mail: [email protected]
THE NEXT BIG TRADE IDEA™ http://www.tinyurl.com/tnbti
Featured: /financial-markets/
LinkedIn: http://www.linkedin.com/pub/john-chalekson/52/357/653/

This email and any files transmitted with it are confidential and intended solely for the use of the individual or entity to whom they are addressed.  If you have received this email in error, please notify the system manager. This message contains confidential information and is intended only for the individual named.  If you are not the named addressee, you should not disseminate, distribute or copy this email.  Please notify the sender immediately by email if you have received this email by mistake and delete this email from your system.  If you are not the intended recipient, you are notified that disclosing, copying, distributing or taking any action in reliance on the contents of this information is strictly prohibited.

Business Summary  

Research In Motion Limited, doing business as BlackBerry, engages in the design, manufacture, and marketing of wireless solutions worldwide. It provides platforms and solutions for access to email, voice, instant messaging, short message service, Internet and Intranet-based applications, and browsing through the development of integrated hardware, software, and services. The company’s technology also enables an array of third party developers and manufacturers to enhance their products and services through software development kits, wireless connectivity to data, and third-party support programs. Its products, services, and embedded technologies include the BlackBerry wireless solution, the BlackBerry Wireless Handheld product line, the BlackBerry PlayBook tablet, software development tools, and other software and hardware. The company also provides BlackBerry Enterprise Service 10, an enterprise mobility management solution for device management, and security and mobile applications management to BlackBerry smartphones, BlackBerry PlayBook tablets, and BlackBerry 10 smartphones. In addition, the company offers development platform that allow third party commercial and enterprise software developers to build and deploy custom applications to run on BlackBerry smartphones; products and technologies to third party developers, wireless carriers, and enterprise customers to develop, distribute, and manage these applications; and a range of software development tools. Further, it provides the BlackBerry Messenger Social Apps Platform; and push, payments, advertising, location, map, analytics, and Scoreloop services, as well as repair and maintenance services. The company sells its BlackBerry wireless solutions through wireless communications carriers and third party distribution channels. Research In Motion Limited was founded in 1984 and is headquartered in Waterloo, Canada.

Key Statistics

Valuation Measures  
Market Cap (intraday)5: 7.46B
Enterprise Value (Jun 28, 2013)3: 4.44B
Trailing P/E (ttm, intraday): N/A
Forward P/E (fye Mar 2, 2015)1: N/A
PEG Ratio (5 yr expected)1: N/A
Price/Sales (ttm): 0.67
Price/Book (mrq): 0.79
Enterprise Value/Revenue (ttm)3: 0.40
Enterprise Value/EBITDA (ttm)6: 3.59
Financial Highlights  
Fiscal Year
Fiscal Year Ends: Mar 1
Most Recent Quarter (mrq): Mar 2, 2013
Profitability
Profit Margin (ttm): -5.83%
Operating Margin (ttm): -6.14%
Management Effectiveness
Return on Assets (ttm): -3.16%
Return on Equity (ttm): -6.42%
Income Statement
Revenue (ttm): 11.07B
Revenue Per Share (ttm): 21.13
Qtrly Revenue Growth (yoy): N/A
Gross Profit (ttm): 3.43B
EBITDA (ttm)6: 1.24B
Net Income Avl to Common (ttm): -628.00M
Diluted EPS (ttm): -1.23
Qtrly Earnings Growth (yoy): N/A
Balance Sheet
Total Cash (mrq): 2.65B
Total Cash Per Share (mrq): 5.15
Total Debt (mrq): 0.00
Total Debt/Equity (mrq): N/A
Current Ratio (mrq): 2.06
Book Value Per Share (mrq): 18.36
Cash Flow Statement
Operating Cash Flow (ttm): 2.30B
Levered Free Cash Flow (ttm): 1.07B
 
View Financials
Income Statement - Balance Sheet -Cash Flow
 
 

Trading Information  
Stock Price History
Beta: 1.63
52-Week Change3: 95.94%
S&P500 52-Week Change3: 18.43%
52-Week High (Jan 24, 2013)3: 18.32
52-Week Low (Sep 24, 2012)3: 6.22
50-Day Moving Average3: 14.40
200-Day Moving Average3: 14.28
Share Statistics
Avg Vol (3 month)3: 26,811,900
Avg Vol (10 day)3: 24,362,400
Shares Outstanding5: 515.14M
Float: 485.14M
% Held by Insiders1: 5.67%
% Held by Institutions1: 58.90%
Shares Short (as of May 31, 2013)3: 171.31M
Short Ratio (as of May 31, 2013)3: 6.90
Short % of Float (as of May 31, 2013)3: N/A
Shares Short (prior month)3: 170.63M
Dividends & Splits
Forward Annual Dividend Rate4: N/A
Forward Annual Dividend Yield4: N/A
Trailing Annual Dividend Yield3: N/A
Trailing Annual Dividend Yield3: N/A
5 Year Average Dividend Yield4: N/A
Payout Ratio4: N/A
Dividend Date3: N/A
Ex-Dividend Date4: N/A
Last Split Factor (new per old)2: 3:1
Last Split Date3: Aug 21, 2007
See Key Statistics Help for definitions of terms used.
Abbreviation Guide: K = Thousands; M = Millions; B = Billions
mrq = Most Recent Quarter (as of Mar 2, 2013) 
ttm = Trailing Twelve Months (as of Mar 2, 2013) 
yoy = Year Over Year (as of Mar 2, 2013) 
lfy = Last Fiscal Year (as of Mar 2, 2013) 
fye = Fiscal Year Ending
1 Data provided by Thomson Reuters
2 Data provided by EDGAR Online
3 Data derived from multiple sources or calculated by Yahoo! Finance
4 Data provided by Morningstar, Inc.
5 Shares outstanding is taken from the most recently filed quarterly or annual report and Market Cap is calculated using shares outstanding.
6 EBITDA is calculated by Capital IQ using methodology that may differ from that used by a company in its reporting

Currency in USD.

Major Holders Get Major Holders for:
Breakdown
% of Shares Held by All Insider and 5% Owners: 6%
% of Shares Held by Institutional & Mutual Fund Owners: 59%
% of Float Held by Institutional & Mutual Fund Owners: 62%
Number of Institutions Holding Shares: 310

MAJOR DIRECT HOLDERS (FORMS 3 & 4)
Holder Shares Reported
No Major Direct Holder info Available for BBRY
 
 
Top Institutional Holders
Holder Shares % Out Value* Reported
Fairfax Financial Holdings Limited 51,854,700 9.89 749,300,415 Mar 31, 2013
Primecap Management Company 26,243,539 5.01 379,219,138 Mar 31, 2013
Viking Global Investors, L.P. 15,188,363 2.90 219,471,845 Mar 31, 2013
Manufacturers Life Insurance Co. 11,254,837 2.15 162,632,394 Mar 31, 2013
FMR, LLC 10,922,692 2.08 157,832,899 Mar 31, 2013
Arrowstreet Capital, Limited Partnership 10,154,889 1.94 146,738,146 Mar 31, 2013
Toronto Dominion Bank 9,575,892 1.83 138,371,639 Mar 31, 2013
Royal Bank of Canada 7,685,534 1.47 111,055,966 Mar 31, 2013
Coatue Management, LLC 6,416,494 1.22 92,718,338 Mar 31, 2013
APG All Pensions Group 6,309,817 1.20 91,176,855 Mar 31, 2013

Top Mutual Fund Holders
Holder Shares % Out Value* Reported
Vanguard/Primecap Fund 10,438,600 1.99 150,837,770 Mar 31, 2013
Vanguard Horizon Fund-Capital Opportunity Portfolio 7,108,700 1.36 102,720,715 Mar 31, 2013
Fidelity Monthly Income Fund 4,800,000 0.92 34,320,000 Jul 31, 2012
Fidelity Canadian Large Cap Fund 3,900,000 0.74 27,885,000 Jul 31, 2012
Fidelity Canadian Asset Allocation Fund 3,100,000 0.59 22,165,000 Jul 31, 2012
Managers AMG Funds-Yacktman Fund 2,564,000 0.49 37,049,800 Mar 31, 2013
GMO International Intrinsic Value Fund 2,324,600 0.44 31,056,656 Feb 28, 2013
Managers AMG Funds-Yacktman Focused Fund 2,190,000 0.42 31,645,500 Mar 31, 2013
Vanguard International Stock Index-Total Intl Stock Indx 2,127,460 0.41 27,614,430 Jan 31, 2013
Fidelity North Star Fund 1,800,000 0.34 12,870,000 Jul 31, 2012

Value shown is computed using the security’s price on the report date given.

Currency in USD.


 

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THE 25K MODEL PORTFOLIO™ 
NOV. 2012 – JUNE 26 2013

Account Positions
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JOHN CHALEKSON  and its owners, and their affiliates, directors and officers, and immediate family members, are hereafter collectively referred to as “JOHN CHALEKSON” or “we” or “us” or “our”). JOHN CHALEKSON publishes information (the “Information”) about publicly traded companies (the “Profiled Company” or the “Profiled Companies”) which has been obtained from various sources including publicly available sources on the internet. JOHN CHALEKSON does not undertake any due diligence or investigation of the Information it obtains or publishes. You should not consider the Information published by JOHN CHALEKSON  to be a true, accurate, complete or reliable. The Profiled Companies actual results and financial condition may differ materially and be completely different than that published or described in the Information. The Information is not an offer or solicitation to buy or sell securities of the Profiled Companies. You should not consider the Information to be a recommendation or indication as to when you should buy or sell securities or if you should buy or sell securities of the Profiled Companies. JOHN CHALEKSON  and its officers, directors, owners and employees are not licensed as brokers, broker dealers, market makers, investment bankers, investment advisors, analysts or underwriters. You should not consider the Information when making an investment decision of whether to buy or sell securities of any Profiled Company on JOHN CHALEKSON  and you should consult with and request that your investment advisor or attorney verify any information you rely upon in making an investment decision. You should consult your financial and legal advisers before purchasing or selling the securities of any Profiled Company. Affiliates, officers, directors and employees of JOHN CHALEKSON  may own or may purchase shares of the Profiled Companies and may sell their securities at times when JOHN CHALEKSON  publishes Information on the Profiled Company including when investors purchase the securities of the Profiled Companies.
 
JOHN CHALEKSON  will not advise you prior to buying or selling the securities of the Profiled Companies does not and the Information should not be considered when making a decision to buy or sell securities of the Profiled Companies. The Information is not a solicitation or recommendation to buy, sell or hold securities and does not provide reliable information or analysis of the financial position of the Profiled Companies. All statements in the Information are subject to change without notice and are not reliable. JOHN CHALEKSON  is not liable for any investment decisions by its readers. Readers should independently investigate and fully understand all risks before investing in any Profiled Company.
 
 
The owners, associates, officers, directors and/or employees and/or principals of JOHN CHALEKSON  may have stock positions in the Profiled Companies obtained from purchases in the open market or in private transactions. JOHN CHALEKSON  will liquidate any securities of the Profiled Companies at its discretion without notification to any party including you even it has made published positive Information about a Profiled Company. By reviewing JOHN CHALEKSON ‘s website you accept these terms and conditions. 
 
Any investment in the Profiled Companies involves a high degree of risk and involves risks and uncertainties, which may result in investors losing all of their invested capital. Past performance does not guarantee future results.
  
The information contained herein contains “forward-looking statements,” within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. Forward-looking statements are based upon expectations, estimates and projections at the time the statements are made and involve risks and uncertainties that could cause actual events to differ materially from those anticipated. Forward-looking statements may be identified thorough the use of words such as expects, will, anticipates, estimates, believes, or by statements indicating certain actions may, could, should, or might occur. Any statements that express or involve predictions, expectations, beliefs, plans, projections, objectives, goals or future events or performance may be forward-looking statements. Factors that could cause actual results to differ materially include but are not limited to adverse economic conditions, intense competition, lack of meaningful research results, inadequate capital, termination of contracts or agreements, adverse publicity and news coverage, inability to carry out research, development and commercialization plans, loss or retirement of key executives and other key personnel, and other risks detailed in public information including but not limited to reports filed with the Securities and Exchange Commission and/or OTC Markets. You may obtained information about some of the Profiled Companies from the OTC Markets Website at www.otcmarkets.com or from the website of the Securities and Exchange Commission, at http://www.sec.gov without charge. 
 
Buying and Selling of Shares: 
JOHN CHALEKSON  may sell any shares of the Profiled Companies for less than target prices set forth in the Information and may profit by selling their securities while investors are purchasing during the same time JOHN CHALEKSON  publishes the Information. 
 
If at anytime you wish to be removed from our list simply unsubscribe in any of the previous emails sent to you. 
 
17 (B) Disclaimer 
 
JOHN CHALEKSON  electronically disseminates information on its website, in newsletters, featured reports, spam compliant double-opt in email communications or otherwise pertaining to Profiled Companies’ the securities of which are most frequently penny stocks and common stock quoted on the OTCQB or Pink Sheets. 
 
Your use of the Information is at your own risk. JOHN CHALEKSON  disclaims, expressly and impliedly, all warranties of any kind, including whether the Information is accurate or reliable or free of errors. By reading the Information, you hereby agree to indemnify and hold JOHN CHALEKSON  harmless from any liability for any claimed direct, indirect, incidental, punitive, or consequential damages pertaining to the Information.
  
The Information is presented only as a brief “snapshot” of the Profiled Company and should only be used, at most, and if at all, as a method of obtaining the names of penny stocks and a starting point for you to conduct a thorough investigation of the Profiled Company and its securities and to consult your financial, legal or other advisor(s) and avail yourself to the filings and information that may be accessed at www.sec.gov . or other electronic medium, including: (a) reviewing SEC periodic reports (Forms 10-Q and 10-K), reports of material events (Form 8-K), insider reports (Forms 3, 4, 5 and Schedule 13D); (b) reviewing Information and Disclosure Statements and unaudited financial reports filed with the Pink Sheets; (c) obtaining and reviewing publicly available information contained in commonly known search engines such as Google; and (e) consulting investment guides at www.sec.gov and www.finra.com pertaining to the risks of investing in penny stocks. Readers must evaluate and bear all the risks associated with the Information, including reliance on its accuracy, completeness or usefulness. In all instances, you should conduct due diligence and its own review of the Profiled Companies and its securities. 
 
 
Copyright © 2013 http://www.linkedin.com/pub/john-chalekson/52/357/653/, All rights reserved.
LONG/SHORT EQUITY TRADING, WHERE TECHNICALS MEET FUNDAMENTALS.
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