Opinions James Hodgins
MosaidMSD.TOCOMMENTMay 26, 2011
Did a phenomenal job of converting from a semi conductor manufacturer into an intellectual property company diversified between the semiconductor DRAM side and the wireless side. Has about $8 a share in cash and pays a 3% dividend. Fully valued.
$32.55
Stock price when the opinion was issued
electricalelectronic
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COMMENT
Wi-Lan (WIN-T) is attempting a takeover. Offer to expire on Nov 1st. If nothing happens, he presumes the price on the stock will come off but it is still a good company to hold. He thinks there is another offer coming.
Jason DonvilleOwned
electricalelectronic
PAST TOP PICK
PAST TOP PICK
(A Top Pick Dec 22/10. Up 36.19%.) Feels this will end up being acquired by Wi-Lan (WIN-T).
Peter ImhofOwned
electricalelectronic
TOP PICK
Patent Company. $300 market cap with $100 million cash. 20% growth per year, 3%+ dividend with potential to increase. Good pipeline of potential deals. Google is willing to pay $4 billion for Nortel patents.
Jamie HorvatOwned
electricalelectronic
PAST TOP PICK
(A Top Pick July 16/10. Up 37.46%.) Have done a great job of under promising and over delivering. Good yield. Have about $10 a share in cash.
Peter ImhofOwned
electricalelectronic
BUY
Positive on it. Has had some significant strategic deals but there will be good news flow out of this one. Great cash flow, great balance sheet.
Lesley MarksOwned
electricalelectronic
TOP PICK
Just signed Texas Instruments and IBM to intellectual property agreements. Will probably earn $3 this year. Earnings keep coming through so stock is cheap. $130 million in cash. Management does a great job in under promising and over delivering. 3.5% yield.
Peter ImhofOwned
electricalelectronic
COMMENT
Have money in the bank and will probably buy more licensing assets rather than increasing dividends.
Douglas KeeOwned
electricalelectronic
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