
TSE:QTRH
This summary was created by AI, based on 2 opinions in the last 12 months.
Quarterhill Inc (QTRH-T) has been observed to have an inconsistent trajectory, showing some potential in its technology sector while also being marked by chronic underperformance. The company is currently pivoting from technology patents towards transportation sensors, a strategic shift that initially appeared promising but hasn't yielded the expected results. Reviewers highlight that while the sales momentum is better, revenue remains inconsistent, and the technology business is somewhat misaligned with market dynamics. Investors have chosen to focus on holding debentures, which provide a fixed income through a 6% interest coupon, and plan to redeem these upon maturity rather than converting to shares due to the stock's unimpressive performance. Overall, there are mixed feelings about the company's future, and while some believe there could be a turnaround, others are exploring alternative options.
He owns it and likes the 3% dividend. What has changed is the new CEO that he liked that quickly got shown the door. This is on his buy list and they will win a minimum of $10 million in a lawsuit against Apple. Yield 3%
Lost 6 million dollars this past quarter, but the earn out is positive. Looks bad, because they had to pay $10M. The CEO comes from OpenText, and they are looking to make acquisitions. A conservative management team. In court with Apple, and they won. They could win up to $110M. The decision will come out in January. (Analysts’ price target is $4.84)
He owns this. They have expanded their patent litigation business. They are currently involved in a case against Apple. They won the first round for $145 million, but are on hold for the next stage. They have virtually no debt, but very lumpy earnings. It is still on his buy list. Yield 3.5%