Stephen Takacsy, B. Eng, MBA Neulion NLN-T PAST TOP PICK Dec 12, 2016

Recent results have been a bit mixed, a little bit lumpy quarter to quarter. Thinks management is still figuring out how to deal with investor relations, guiding the street, etc. They are very much in the right space. Participating in distribution and the technology that helps deliver over the top video, (TV channels over the Internet). This is not an expensive stock, and it has a lot of cash on their balance sheet. Very large insider ownership, which he likes. 3-4 years from now, the stock is going to be a lot higher or somebody is going to have acquired it. Disney (DIS-N) recently acquired a 33% of BAMtech, a streaming service in technology.

Video streaming. Their technology is not particularly sophisticated, and he doesn’t see a lot of barriers to entry. He cut the cord on this a couple of years ago, and now watches BNN on his Internet connections. His experience with this company as a consumer, has not being great. This is not a stock that he would invest in.

Has been a little disappointed with some of their conversion to generating cash flow and earnings. Long-term it sounds like it has lots of potential, but the numbers just don’t seem to come through.

(A Top Pick April 11/16. Down 44%.) This has been a miserable performer. He got at a higher price than where it is now. They seem to be in the right space having technology and providing backing in technology for video distribution online.

Makes technology that allows it to not just stream things online, but also manipulate the data and take a cut of it. They had great contracts with a lot of the sports leagues. Lost their NHL contract, and when you can lose contracts like that, it makes him a little leery. He wouldn’t really consider this at this point.

It is not a viable stock to look into. He owned it at one point. It is an interesting space, but unfortunately it has been a poorly executed story. It is a bit of a ‘show me’ story.

This has major support at around $.50. The thing about penny stocks is that there are less people trading them. It is really retail investors that are trading them, which means that it is going to be thrown around a lot more. It is harder to predict technical trends. This stock seems to have a habit of bouncing off the price of $.50, and at this time, it is probably worth a trade.

The market is looking for them to make some bigger high profile announcements. They have been growing the business at a good clip since losing the NHL last year. He is expecting good things over the next few quarters.

Yesterday there was a takeover announcement of this company. He is disappointed with the price; he had higher hopes for it. And he is definitely hanging on to the stock. He thinks a higher offer could come forth.