Quarterhill Inc

QTRH-T

TSE:QTRH

1.70
0.00 (0.00%)
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.
More at Wikipedia

Analysis and Opinions about QTRH-T

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
August 2, 2018

(A Top Pick Sep 26/17, Up 10%) They just won a huge law suit against AAPL-Q and the stock is up a lot today. He would not count it as money in the bank as AAPL-Q is going to appeal. This company may also win other suits in progress. They have lots of money in the bank and no debt.

(A Top Pick Sep 26/17, Up 10%) They just won a huge law suit against AAPL-Q and the stock is up a lot today. He would not count it as money in the bank as AAPL-Q is going to appeal. This company may also win other suits in progress. They have lots of money in the bank and no debt.

Benj Gallander
President, Contra the Heard Investment Letter
Price
$1.780
Owned
Yes
TOP PICK
TOP PICK
August 2, 2018

$4.84 is his sell target. The volume has skyrocketed. It could become a momentum play and a growth play as well as what they are doing with the patents.

$4.84 is his sell target. The volume has skyrocketed. It could become a momentum play and a growth play as well as what they are doing with the patents.

Benj Gallander
President, Contra the Heard Investment Letter
Price
$1.780
Owned
Yes
PAST TOP PICK
PAST TOP PICK
June 21, 2018

(A Top Pick Aug. 14/17, Down 6%) They have done three takeovers of some size over the last year. Last quarter they lost about 12 million. He suspects there will be better news going forward. In the States, legislation is against them now. You have to be ready for quite a roller coaster ride.

(A Top Pick Aug. 14/17, Down 6%) They have done three takeovers of some size over the last year. Last quarter they lost about 12 million. He suspects there will be better news going forward. In the States, legislation is against them now. You have to be ready for quite a roller coaster ride.

Benj Gallander
President, Contra the Heard Investment Letter
Price
$1.540
Owned
Yes
DON'T BUY
DON'T BUY
May 18, 2018

Take the money and run. They will lose 12 cents in 2018, and lose 5 cents in 2019. There are better opportunities.

Take the money and run. They will lose 12 cents in 2018, and lose 5 cents in 2019. There are better opportunities.

Robert McWhirter
President, Selective Asset Management
Price
$1.760
Owned
Unknown
HOLD
HOLD
May 2, 2018

Was previously Wi-Lan. The balance sheet, revenues and margins are all pretty good, but it seems to still be a show-me stock. They have had screw ups over the past 10 years, but they seem to be getting on track. He thinks they need to see an acquisition to get things going.

Was previously Wi-Lan. The balance sheet, revenues and margins are all pretty good, but it seems to still be a show-me stock. They have had screw ups over the past 10 years, but they seem to be getting on track. He thinks they need to see an acquisition to get things going.

Peter Hodson
CEO & Head of Research, 5i Research Inc.
Price
$2.040
Owned
No
PAST TOP PICK
PAST TOP PICK
April 18, 2018

(A Top Pick April 3/17 Down 21%) This was previously Wi-Lan. It lost $12 million last quarter, but with $49 million in cash flow. They have done three material takeovers on the last year. This company will be in expansion mode and he continues to like it as a turnaround candidate.

(A Top Pick April 3/17 Down 21%) This was previously Wi-Lan. It lost $12 million last quarter, but with $49 million in cash flow. They have done three material takeovers on the last year. This company will be in expansion mode and he continues to like it as a turnaround candidate.

Benj Gallander
President, Contra the Heard Investment Letter
Price
$1.910
Owned
Yes
BUY WEAKNESS
BUY WEAKNESS
April 6, 2018

They are trying to re-make their brand. It looks cheap and the balance sheet looks pristine. There is not much downside, but he continues to sit on the sidelines as it is still a bit expensive.

They are trying to re-make their brand. It looks cheap and the balance sheet looks pristine. There is not much downside, but he continues to sit on the sidelines as it is still a bit expensive.

Peter Imhof
Vice President & Portfolio Manager, AGF Investments Inc
Price
$1.850
Owned
No
BUY
BUY
February 27, 2018

(A Top Pick April 3, 2017. Down 14.04%). This is one of his top picks again today. The company has morphed. It has gone into the internet of things, has made acquisitions (available cash has gone down from 100 million to 35-40 million). They have a new CEO who was very successful at Open Text. Their earnings will probably be less lumpy. Last quarter, their revenues were 85 million, compared to 90 million for last year. The improvement is huge. The stock went up to some degree but came back.

Quarterhill Inc (QTRH-T)
February 27, 2018

(A Top Pick April 3, 2017. Down 14.04%). This is one of his top picks again today. The company has morphed. It has gone into the internet of things, has made acquisitions (available cash has gone down from 100 million to 35-40 million). They have a new CEO who was very successful at Open Text. Their earnings will probably be less lumpy. Last quarter, their revenues were 85 million, compared to 90 million for last year. The improvement is huge. The stock went up to some degree but came back.

Benj Gallander
President, Contra the Heard Investment Letter
Price
$2.170
Owned
Yes
TOP PICK
TOP PICK
February 27, 2018

This is a former patent troll. The company has morphed. It has gone into the internet of things, has made acquisitions (available cash has gone down from 100 million to 35-40 million). He is concerned that they might blow their cash on new takeovers and concerned about the risk of heavy writedowns if they do too many takeovers. They have a new CEO who was very successful at Open Text. Their earnings will probably be less lumpy. Last quarter, their revenues were 85 million, compared to 90 million for last year. The improvement is huge. They pay a small dividend and will report results very soon. (Analysts’ price target is 3.00$)

Quarterhill Inc (QTRH-T)
February 27, 2018

This is a former patent troll. The company has morphed. It has gone into the internet of things, has made acquisitions (available cash has gone down from 100 million to 35-40 million). He is concerned that they might blow their cash on new takeovers and concerned about the risk of heavy writedowns if they do too many takeovers. They have a new CEO who was very successful at Open Text. Their earnings will probably be less lumpy. Last quarter, their revenues were 85 million, compared to 90 million for last year. The improvement is huge. They pay a small dividend and will report results very soon. (Analysts’ price target is 3.00$)

Benj Gallander
President, Contra the Heard Investment Letter
Price
$2.170
Owned
Yes
TOP PICK
TOP PICK
January 16, 2018

A patent troll, and has done a deal with Samsung, Kyocera and just bought a bunch of patents from Panasonic. They've expanded into the Internet of things and did 2 big takeovers last year, which meant their cash hoard went down from $100 million to $40 million. Just hired David Parker, a Senior VP at OpenText, and under him have done $2.5 billion of acquisitions. Thinks this is in an expansion mode. They've earned about $22 million. Dividend yield of 2.2%. (Analysts' price target is $3.)

Quarterhill Inc (QTRH-T)
January 16, 2018

A patent troll, and has done a deal with Samsung, Kyocera and just bought a bunch of patents from Panasonic. They've expanded into the Internet of things and did 2 big takeovers last year, which meant their cash hoard went down from $100 million to $40 million. Just hired David Parker, a Senior VP at OpenText, and under him have done $2.5 billion of acquisitions. Thinks this is in an expansion mode. They've earned about $22 million. Dividend yield of 2.2%. (Analysts' price target is $3.)

Benj Gallander
President, Contra the Heard Investment Letter
Price
$2.340
Owned
Yes
TOP PICK
TOP PICK
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.)

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.)

Benj Gallander
President, Contra the Heard Investment Letter
Price
$2.150
Owned
Yes
TOP PICK
TOP PICK
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.)

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.)

Benj Gallander
President, Contra the Heard Investment Letter
Price
$2.170
Owned
Yes
COMMENT
COMMENT
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.

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.

Ryan Modesto
Managing Partner, 5i Research
Price
$2.110
Owned
Unknown
TOP PICK
TOP PICK
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.)

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.)

Benj Gallander
President, Contra the Heard Investment Letter
Price
$2.490
Owned
Yes
DON'T BUY
DON'T BUY
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.

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.

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$2.190
Owned
No
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