Quarterhill Inc | StockChase
270
Quarterhill Inc (QTRH-T)

Last Price Recorded: $2.2400 on 2017-12-15

ON STOCKCHASE SINCE Oct 2000

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

Formerly Wi-Lan (June 2017)

electrical/electronic
270
Quarterhill Inc (QTRH-T)

Last Price Recorded: $2.2400 on 2017-12-15

ON STOCKCHASE SINCE Oct 2000

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

Formerly Wi-Lan (June 2017)

electrical/electronic

Quarterhill Inc


Signal Opinion Expert
TOP PICK
Quarterhill Inc(QTRH-T) 

December 8, 2017

Has a new CEO who had done really well with Open Text. The company just had record earnings. Dividend yield of 2.4%. (Analysts’ price target is $3.)

electrical/electronic

Has a new CEO who had done really well with Open Text. The company just had record earnings. Dividend yield of 2.4%. (Analysts’ price target is $3.)

electrical/electronic
Benj Gallander

President, Contra the Heard Inv...

PricePrice
$2.150
Owned Owned
Yes

TOP PICK
Quarterhill Inc(QTRH-T) 

November 24, 2017

Revenues last year were $93 million. Last quarter, they were $85 million. Made about $22 million, and the stock price, which he thought would really jump, came down. One of the reasons could be that a bulletin board  “Stock House” had said he had “pumped and dumped” this stock, which is something he never does. Dividend yield of 2.3%. (Analysts’ price target is $2.75.)

electrical/electronic

Revenues last year were $93 million. Last quarter, they were $85 million. Made about $22 million, and the stock price, which he thought would really jump, came down. One of the reasons could be that a bulletin board  “Stock House” had said he had “pumped and dumped” this stock, which is something he never does. Dividend yield of 2.3%. (Analysts’ price target is $2.75.)

electrical/electronic
Benj Gallander

President, Contra the Heard Inv...

PricePrice
$2.170
Owned Owned
Yes

COMMENT
Quarterhill Inc(QTRH-T) 

November 14, 2017

When they changed, he thought they might be able to get rid of the WiLan issues. They couldn’t put a consistent quarter together if their life depended on it. The quarter before, blew out estimates because they had some really big settlements with patent litigations. However, the recent quarter was not great, missing estimates and not doing what people expected. A pretty cheap company. Diversifying into an Internet of Things company, and he kind of likes the space they are trying to get into. It’s very hard to get excited about this company.

electrical/electronic

When they changed, he thought they might be able to get rid of the WiLan issues. They couldn’t put a consistent quarter together if their life depended on it. The quarter before, blew out estimates because they had some really big settlements with patent litigations. However, the recent quarter was not great, missing estimates and not doing what people expected. A pretty cheap company. Diversifying into an Internet of Things company, and he kind of likes the space they are trying to get into. It’s very hard to get excited about this company.

electrical/electronic
Ryan Modesto

Managing Partner, 5i Research...

PricePrice
$2.110
Owned Owned
Unknown

TOP PICK
Quarterhill Inc(QTRH-T) 

November 3, 2017

Still a patent troll. That’s all they did until towards the end of last year. Took over 2 companies, both in the Internet of Things, so their cash hoard went down from over $100 million, to about $45 million. It eventually went under his "Buy-in" price, but since then they’ve been going like gangbusters. Last year, for the full year, revenues were $93 million. Last quarter, revenues were $19 million. Announced revenues for this quarter are going to be $73-$83 million. Dividend yield of 2.1%. (Analysts' price target is $3.)

electrical/electronic

Still a patent troll. That’s all they did until towards the end of last year. Took over 2 companies, both in the Internet of Things, so their cash hoard went down from over $100 million, to about $45 million. It eventually went under his "Buy-in" price, but since then they’ve been going like gangbusters. Last year, for the full year, revenues were $93 million. Last quarter, revenues were $19 million. Announced revenues for this quarter are going to be $73-$83 million. Dividend yield of 2.1%. (Analysts' price target is $3.)

electrical/electronic
Benj Gallander

President, Contra the Heard Inv...

PricePrice
$2.490
Owned Owned
Yes

DON'T BUY
Quarterhill Inc(QTRH-T) 

October 12, 2017

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. 

electrical/electronic

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. 

electrical/electronic
Bruce Campbell (2)

President & Portfolio Manager, Stone Castle Investm...

PricePrice
$2.190
Owned Owned
No

TOP PICK
Quarterhill Inc(QTRH-T) 

September 26, 2017

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.)

electrical/electronic

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.)

electrical/electronic
Benj Gallander

President, Contra the Heard Inv...

PricePrice
$1.660
Owned Owned
Yes

TOP PICK
Quarterhill Inc(QTRH-T) 

August 14, 2017

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).

electrical/electronic

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).

electrical/electronic
Benj Gallander

President, Contra the Heard Inv...

PricePrice
$1.700
Owned Owned
Yes

BUY

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. 

electrical/electronic

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. 

electrical/electronic
Benj Gallander

President, Contra the Heard Inv...

PricePrice
$1.900
Owned Owned
Yes

COMMENT

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.

electrical/electronic

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.

electrical/electronic
Peter Imhof

Vice President & Portfolio Manager, AGF Investments Inc...

PricePrice
$1.880
Owned Owned
Unknown

TOP PICK
Quarterhill Inc(QTRH-T) 

April 3, 2017

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).

electrical/electronic

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).

electrical/electronic
Benj Gallander

President, Contra the Heard Inv...

PricePrice
$2.550
Owned Owned
Yes

BUY
Quarterhill Inc(QTRH-T) 

April 3, 2017

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

electrical/electronic

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

electrical/electronic
Keith Richards

Portfolio Manager, ValueTrend Wealth Ma...

PricePrice
$2.550
Owned Owned
Unknown

BUY
Quarterhill Inc(QTRH-T) 

February 28, 2017

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.

electrical/electronic

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.

electrical/electronic
Peter Imhof

Vice President & Portfolio Manager, AGF Investments Inc...

PricePrice
$2.370
Owned Owned
Yes

COMMENT
Quarterhill Inc(QTRH-T) 

December 29, 2016

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.

electrical/electronic

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.

electrical/electronic
Jerome Hass

Portfolio Manager, Lightwater Partners...

PricePrice
$2.180
Owned Owned
No

BUY
Quarterhill Inc(QTRH-T) 

September 29, 2016

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.

electrical/electronic

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.

electrical/electronic
Peter Imhof

Vice President & Portfolio Manager, AGF Investments Inc...

PricePrice
$2.070
Owned Owned
Yes

WATCH
Quarterhill Inc(QTRH-T) 

September 2, 2016

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.

electrical/electronic

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.

electrical/electronic
Jason Mann

CIO & Co-Founder, Edgehill Patners...

PricePrice
$2.220
Owned Owned
No

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Post Comment

2 Comments

mellort

April 22nd 2014 at 3:51pm

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 3:43pm

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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