Paul HarrisTwenty years ago, the BlackBerry brand was born and with it came a whole new obsession with the handheld smartphone, a.k.a. "Crackberry". Fast forward to the present and while the company has done an admirable job over the past five years in extricating itself from the handset-maker business and rebranding itself as a security and software firm, investors are still a little in the dark on what this company is all about. That\u2019s a problem, says Paul Harris of Harris Douglas Asset Management, who argues that for CEO John Chen\u2019s next act, we need to see where and how BlackBerry will generate its revenue. \u201cI think the issue with BlackBerry is that the CEO has done a very good job in moving the company in a different direction. And now the execution part is that they\u2019re in a new area and they have to grow that,\u201d said Harris, partner and portfolio manager at Harris Douglas, to BNN Bloomberg on Wednesday. \u201cThey\u2019ve done a lot of deals but you don\u2019t get the value of those deals when they talk about them, they\u2019re sort of longer term down the road. Now we just have to see if these deals come to fruition and you get the benefit of those deals.\u201d BlackBerry biggest splurge was in November when it paid US$1.4 billion for Irvine, California-based cybersecurity firm Cylance, At the time, Chen spoke of how the move would help to refine BlackBerry\u2019s focus. \u201cThere are a couple of trends in the new generation of IoT, one is that everything wants to talk to each other and the other is security and privacy, especially the latter one is now of paramount importance,\u201d Chen said. \u201cThose are the things that we\u2019ve been doing and Cylance fit that completely, 100 per cent. So this is exciting for us.\u201d But the market greeted the news with next to no reaction, as BB\u2019s share price continued to slip over the back half of 2018. Like many names in the tech sector, BlackBerry has seen a nice uptick to start 2019 and is now trading up 15.4 per cent for the year so far. \u201cOn the security side, that\u2019s why people have owned them before, so I think that that\u2019s still there, but there are always going to be people competing with you on security all of the time, since that\u2019s one of the biggest issues that we\u2019re facing today,\u201d says Harris. \u201cThe hard part about analyzing the company is that when you look all of their stuff, you\u2019re wondering, \u2018I know that this is going to make you money, but when and how much money is it going to make you?\u2019 It\u2019s really hard to put all of those things together,\u201d he says. \u201cI think that\u2019s the difficult part of the story. Now has to execute,\u201d he says.