alertmeipp

Do you guys realize there will be more Chinese tech IPOs coming to US? Not like all China companies will be delisted. Why would one sell at near 52 weeks low when the company is doing so well?

So now Ant group is getting linked up with couple CCP backed companies and they can now offer more services than original planned. Will be interesting to see if they can charge fee for data access from other parties. BABA's goal has always been about building a complete eco-system for online economy. Glad to see them go for market share by re-investing. That's exactly what Amazon did in their early years.

We are thinking to rent as well. But rental availability in the area that we are interested in are absolutely scarce. Many moved out from downtown to Suburban due to COVID and WFH. And some owners want to sell now rather than rent their properties out. The move will be permanent (for now) and I am afraid to carry a big mortgage as I think the real impact of COVID and consequences of government policy during it is yet to come... Thanks everyone!

Was going to move to either Vancouver or Toronto last year. COVID changed things. And now, houses in both locations are like 30% 40% more (yes, from 700k to 1.1 million ).... Our relatives there are saying there is no sign of slowing down neither. My wife thinks we should defer our move until the insanity eases. Thoughts?

Hero to Zero in 10 years.

Feb printed tons of money in 08/09.... we didn't have inflation then? why now?

I was bullish on it. but man, it sucks to see a few management sell large portion of their share during the run up (not even close to the top)

I am selling a stock in my iTrade account today, the bid is lower than what's available in my IB account. I placed my sell based on my IB bid.. it won't get executed... I can sell the stock in IB with higher BID... I guess the 6.99 is not really 6.99.

I have been selling. Mostly too early but not complaining at all. Way too early than I expected and for different reason that I expected too. Thanks God :)

The case is now settled but no details on the terms. I guess we will see the settlement details in upcoming SEC filings by looking at cash balance and licensing income. Doubt it's anywhere near 2 BB still trading at below peers multiples after the run up and obviously, way below CRWD's and rightly so. Sold some on the run up, will probably build it back up next couple weeks. It's a viable player in a few mega trends. Home run if things play out type stock.

Sybase. :) Blackberry actually was using some of the previous relationship to build its "new" businesses. The turnaround is more or less completed in a sense, the problem is they are not showing the growth rate the street wants (below average 10-15%) Will see how 2021 goes.

I started a smallish position on this. Their product line was a mess, seems too much on retaining customers rather than expanding. Seems they are getting it finally?? or they might need some non-Sybase executives to shake a few things. Will see how next few quarters go. Trading at around 3.5x vs peer average of 8x. Very reasonable assuming QNX will be to growth mode. They said Cylance is all caught up in term of functionalities to others such as Crowdstrikes. The pie is getting larger daily with more competitors. They seems to have some edges but I think a buyout might be the best route for shareholders to make money.

I just think 1) the couple high profile partnerships will help bring awareness to the brand. 2) they have finally good chunk of integration in their product line. 3) the tech valuation is thru the roof, even a little taste of it, will bring lots of upside.

Wonder if anyone is holding this one (directly, not through Fairfax). Seems very cheap in tech standards. CEO seems to hint 2021 will be the year for BB in recent interviews.

not so if this guy is in charge.. he is in one of Biden's advisors ??? https://www.cnbc.com/2020/11/11/biden-covid-advisor-says-us-lockdown-of-4-to-6-weeks-could-control-pandemic-and-revive-economy.html He said the government could borrow enough money to pay for a package that would cover lost income for individuals and governments during a shutdown. “We could pay for a package right now to cover all of the wages, lost wages for individual workers for losses to small companies to medium-sized companies or city, state, county governments. We could do all of that,” he said. “If we did that, then we could lockdown for four-to-six weeks.” “The problem with the March-to-May lockdown was that it was not uniformly stringent across the country. For example, Minnesota deemed 78 percent of its workers essential,” they wrote in the New York Times. “To be effective, the lockdown has to be as comprehensive and strict as possible.”