Quarterhill Inc

QTRH-T

TSE:QTRH

1.76
0.01 (0.57%)
Quarterhill Inc. is a Canadian public technology holding company, based in Ottawa, Ontario. It was founded in 1992 as a wireless technology company. In the mid-2000s, it gradually transitioned into a patent licensing company.
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Analysis and Opinions about QTRH-T

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
December 23, 2019
(A Top Pick Dec 24/18, Up 39%) He liked the CEO, but they are replacing him. The case with Apple goes to trial in January. They have a guaranteed $10 million win, but could be as high as $100 million. A clean balance sheet. Yield 5%
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Quarterhill Inc (QTRH-T)
December 23, 2019
(A Top Pick Dec 24/18, Up 39%) He liked the CEO, but they are replacing him. The case with Apple goes to trial in January. They have a guaranteed $10 million win, but could be as high as $100 million. A clean balance sheet. Yield 5%
WAIT
WAIT
November 22, 2019
The chart is constructive with higher highs and higher lows. He needs to see a break through resistance just below $2.
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Quarterhill Inc (QTRH-T)
November 22, 2019
The chart is constructive with higher highs and higher lows. He needs to see a break through resistance just below $2.
BUY
BUY
October 23, 2019

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%

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Quarterhill Inc (QTRH-T)
October 23, 2019

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%

PAST TOP PICK
PAST TOP PICK
August 16, 2019
(A Top Pick Aug 02/18, Up 4%) Moved into the internet of things. It's a top pick again this time around.
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Quarterhill Inc (QTRH-T)
August 16, 2019
(A Top Pick Aug 02/18, Up 4%) Moved into the internet of things. It's a top pick again this time around.
TOP PICK
TOP PICK
August 16, 2019

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)

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Quarterhill Inc (QTRH-T)
August 16, 2019

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)

DON'T BUY
DON'T BUY
August 1, 2019
New management has changed the direction of the company. Payout ratio is too high to likely sustain the dividend. Not a stock he owns. Yield 5%
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New management has changed the direction of the company. Payout ratio is too high to likely sustain the dividend. Not a stock he owns. Yield 5%
BUY
BUY
July 2, 2019

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%

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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%

SHORT
SHORT
May 31, 2019
He has not been following it recently. They were involved in 4G technology in the past. He actually has a small short position.
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He has not been following it recently. They were involved in 4G technology in the past. He actually has a small short position.
COMMENT
COMMENT
April 23, 2019
They won a lawsuit against Apple for $145 for the first judgement, then won only $10 for the second judgement, then the judge told them to work it out. They have the lumpiest revenues he's ever seen. They keep doing patent deals, like one this week. Likes the CEO who did lots of takeovers when he ran Open Text. QTRH has no debt and has done a few takeovers. Not successful in creating recurring revenues, but he likes the dividend. Lots of upside here. A good settlement with Apple will really help.
Show full opinionHide full opinion
They won a lawsuit against Apple for $145 for the first judgement, then won only $10 for the second judgement, then the judge told them to work it out. They have the lumpiest revenues he's ever seen. They keep doing patent deals, like one this week. Likes the CEO who did lots of takeovers when he ran Open Text. QTRH has no debt and has done a few takeovers. Not successful in creating recurring revenues, but he likes the dividend. Lots of upside here. A good settlement with Apple will really help.
PAST TOP PICK
PAST TOP PICK
February 19, 2019
(A Top Pick Jan 16/18, Down 41%) They won a $145 million lawsuit against Apple, but the judge marked it down to $10 million minimum and ordered arbitration. This figure is huge for QTRH. The new CEO has done some takeovers in the past 18 months and wants to do more with $58 million cash. Has a clean balance sheet. Their big problem are their lumpy revenues and earnings. This now trades way below book value and offers tremendous upside. They're trying to get recurring revenues. This company will move in the right direction.
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Quarterhill Inc (QTRH-T)
February 19, 2019
(A Top Pick Jan 16/18, Down 41%) They won a $145 million lawsuit against Apple, but the judge marked it down to $10 million minimum and ordered arbitration. This figure is huge for QTRH. The new CEO has done some takeovers in the past 18 months and wants to do more with $58 million cash. Has a clean balance sheet. Their big problem are their lumpy revenues and earnings. This now trades way below book value and offers tremendous upside. They're trying to get recurring revenues. This company will move in the right direction.
PAST TOP PICK
PAST TOP PICK
December 24, 2018
(A Top Pick Dec 08/17, Down 44%) They are patent trolls. They have lumpy earnings quarter to quarter. Recently they have been losing money. They moved partly to the Internet-Of-Things. They won a big suit against AAPL-Q but they are appealing it. Legislation has made it hard for a company to be a patent troll now.
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Quarterhill Inc (QTRH-T)
December 24, 2018
(A Top Pick Dec 08/17, Down 44%) They are patent trolls. They have lumpy earnings quarter to quarter. Recently they have been losing money. They moved partly to the Internet-Of-Things. They won a big suit against AAPL-Q but they are appealing it. Legislation has made it hard for a company to be a patent troll now.
TOP PICK
TOP PICK
December 24, 2018
They have been getting so many licenses that it should help with revenues going forward. It pays a dividend that is pretty good at this level. They will be looking to do some takeovers that are accretive. It could quadruple, depending on the law suits they are dealing with, especially AAPL-Q. (Analysts’ price target is $2.08)
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Quarterhill Inc (QTRH-T)
December 24, 2018
They have been getting so many licenses that it should help with revenues going forward. It pays a dividend that is pretty good at this level. They will be looking to do some takeovers that are accretive. It could quadruple, depending on the law suits they are dealing with, especially AAPL-Q. (Analysts’ price target is $2.08)
WAIT
WAIT
November 29, 2018
A name he wants to like but their results are so volatile that are very difficult to gauge. They just won a decision against Apple so probably will have some cash going their way. He prefers to wait until they show some consistent cash-flows. (Analysts’ price target is $2.08)
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Quarterhill Inc (QTRH-T)
November 29, 2018
A name he wants to like but their results are so volatile that are very difficult to gauge. They just won a decision against Apple so probably will have some cash going their way. He prefers to wait until they show some consistent cash-flows. (Analysts’ price target is $2.08)
HOLD
HOLD
October 26, 2018

Hasn't looked at this closely. They were planning to make some acqusitions and be more of a holding company, then they had a bump when they reached some settlements with Apple, which is contesting those settlements. The stock looks cheap, but he's not big on holding companies. Don't sell now; it's too cheap and holding on better than most stocks in the current downturn. It's a defensive position. If they get the money from Apple, it should move up nicely. He doesn't own this stock, because it's too small.

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Quarterhill Inc (QTRH-T)
October 26, 2018

Hasn't looked at this closely. They were planning to make some acqusitions and be more of a holding company, then they had a bump when they reached some settlements with Apple, which is contesting those settlements. The stock looks cheap, but he's not big on holding companies. Don't sell now; it's too cheap and holding on better than most stocks in the current downturn. It's a defensive position. If they get the money from Apple, it should move up nicely. He doesn't own this stock, because it's too small.

PAST TOP PICK
PAST TOP PICK
October 22, 2018

(A Top Pick Nov. 3/17, Down 35%) He likes management and had a long chat with them recently. They are cautious in terms of who they are going to take over. They have cash in the bank. They recently won a lawsuit with APPL-Q, who are going to appeal. They have other lawsuits going on at present and they could win a number of them. They have lumpy revenue. He has it on the buy list and is quite comfortable with it. They have no debt.

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Quarterhill Inc (QTRH-T)
October 22, 2018

(A Top Pick Nov. 3/17, Down 35%) He likes management and had a long chat with them recently. They are cautious in terms of who they are going to take over. They have cash in the bank. They recently won a lawsuit with APPL-Q, who are going to appeal. They have other lawsuits going on at present and they could win a number of them. They have lumpy revenue. He has it on the buy list and is quite comfortable with it. They have no debt.

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