Viewing Company Quarterhill Inc | StockChase
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Compiling comments that experts make about stocks while on public TV.

Quarterhill Inc Stock Symbol: QTRH-T

Notes:

transmits radio frequencies for wireless technology. Competition = Cisco & Nortel

Formerly Wi-Lan (June 2017)

Last Price Recorded: $2.2200 on 2017-10-20

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Date Signal Expert Opinion Price
2017-10-12 DON'T BUY Bruce Campbell (2)

They are in the patent business.  It tends to be lumpy.  They have a good quarter in defending patents and then another where the stock pulls back.  It frustrates him from a trading perceptive. 


Price:
$2.190
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
No
2017-09-26 TOP PICK Benj Gallander

Made a major change after he bought into it. They’ve moved from being a “patent troll” and into the Internet of Things. They’ve done takeovers and has over $100 million in cash. What they are doing may work out. It is very early in the game. Dividend yield of 3.1%. (Analysts’ price target is $2.50.)


Price:
$1.660
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
UNKNOWN
Owned:
Yes
2017-08-14 TOP PICK Benj Gallander

Used to be WIN-T.  They are looking at being a holding company for the Internet of Things.  Their recent quarterly earnings were good – they made money.  They have a good balance sheet and pay a dividend.  (Analysts’ target: $2.50).


Price:
$1.700
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
CONTRARIAN
Owned:
Yes
2017-06-08 BUY Benj Gallander

It is the old WiLan. He thinks they dramatically overpaid when they bought into two companies. This is going to use up a lot of their cash.  It is on his buy list, but he is skeptical. 


Price:
$1.900
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
CONTRARIAN
Owned:
Yes
2017-05-25 COMMENT Peter Imhof

This still has its patent litigation, but has now deployed some capital into buying a couple of other companies. It is going to become a holding company. Recently bought International Road Dynamics and one other company. Thinks they are trying to transform the company, so there will probably be a turnover in terms of shareholders. There will probably be a discount to the sum of its parts.


Price:
$1.880
Subject:
SMALL CAPS
Bias:
BULLISH
Owned:
Unknown
2017-04-03 TOP PICK Benj Gallander

He doesn’t really like what they do because he doesn’t like litigation.  WIN-T is involved in about 60 law suits.  But they have had a lot of success.  They have zero debt and a lot of cash.  He thinks they can double from this point on.  (Analysts’ target: $4.41).


Price:
$2.550
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
CONTRARIAN
Owned:
Yes
2017-04-03 BUY Keith Richards

It is a choppy chart.  It looks like it has been attempting to break out.


Price:
$2.550
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH on ENERGY
Owned:
Unknown
2017-02-28 BUY Peter Imhof

Just put up a massive quarter that beat everybody’s expectation, and the stock moved up quite a bit. When you look at it on any metric, it looks super cheap. Trading at $2.35 and they have $1 a share in cash. Will probably do $40-$50 million in cash flow this year, but will probably be lumpy. Beat expectations by quite a bit this quarter, but three quarters ago they missed expectations. It depends on when deals get signed. He feels comfortable with this. Has a great balance sheet. He wouldn’t hesitate to buy this here, especially on a quarter where they miss.


Price:
$2.370
Subject:
NORTH AMERICAN - SMALL
Bias:
UNKNOWN
Owned:
Yes
2016-12-29 COMMENT Jerome Hass

A name he wishes he had never come across. Made a lot of money with one of their rivals, Mosaid. You never know what percentage of lawsuits they are going to win. He had put money into this, but it turned out to be an absolute disaster. There is not the transparency and have not delivered in the courtrooms.


Price:
$2.180
Subject:
CANADIAN MID-CAPS & LONG/SHORT STRATEGIES
Bias:
UNKNOWN
Owned:
No
2016-09-29 BUY Peter Imhof

He has not been involved for a while except for buying a lot at the beginning of the year and he sold half at the high.  They just missed on the last quarter.  He thinks they can sign more companies.  The overall market is coming back to some of these names.  This is a good entry point.


Price:
$2.070
Subject:
NORTH AMERICAN - SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
Yes
2016-09-02 WATCH Jason Mann

Known as a patent troll, and will sue people with their patent portfolio, their primary source of revenue. It is a really cheap stock at 3.5X Price to Free Cash Flow, and 1.8X EB to EBITDA, .8 to BV. It is hard to find companies that have metrics this cheap. He wants this to find a bottom and some support before he goes Long.


Price:
$2.220
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
No
2016-08-03 COMMENT Peter Hodson

He dropped coverage on this company, because of the mass of inconsistencies they had in terms of their earnings report. They would come out with a quarter and spend $10 million on litigation fees, and their revenues would drop and earnings would not be what he expected. It went on a big run, until they missed their quarter very, very badly. He would rather have a company that is not inconsistent.


Price:
$2.360
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
BULLISH
Owned:
No
2016-07-20 HOLD Peter Imhof

(Market Call Minute.)


Price:
$3.310
Subject:
NORTH AMERICAN - SMALL
Bias:
UNKNOWN
Owned:
Yes
2016-06-30 HOLD Bruce Campbell (2)

(Market Call Minute) The business is lumpy and volatile. 


Price:
$3.280
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
No
2016-06-29 SELL Stephen Takacsy, B. Eng, MBA

Used to own this and did well for a number of years, and then the bottom fell out. Management sort of lost credibility of his eyes. A huge Index fund sold all their shares, which drove it down, but it has had quite a rebound from the lows. They cut a lot of costs and it is probably being managed a little more responsibly now. Doesn’t think it is a big bargain. In a tough sector. If you made some money, he would take it and run.


Price:
$3.400
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
No
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2 Comments

mellort

April 22nd 2014 at 6:51pm

The company needs a lesson on how to post news releases. Generally not enough details within the news release as far as names,purchase price,expected revenue and in some cases the companies they are dealing with. One only needs to look at the news release of April 22,2014.

Ron

May 16th 2015 at 6:43pm

From the most recent report:
"For more than three years WiLAN has continuously outperformed its quarterly revenue guidance, often by a large margin. This over performance is due in part to the fact that WiLAN does not include running royalty payments expected but not yet received in the quarter or amounts from new licenses signed after guidance is given."
Seems they don't count a dollar until they have it in hand.


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