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
TOP PICK
TOP PICK
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.)

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.)

Benj Gallander
President, Contra the Heard Investment Letter
Price
$1.660
Owned
Yes
TOP PICK
TOP PICK
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).

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).

Benj Gallander
President, Contra the Heard Investment Letter
Price
$1.700
Owned
Yes
BUY
BUY
June 8, 2017

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.

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.

Benj Gallander
President, Contra the Heard Investment Letter
Price
$1.900
Owned
Yes
COMMENT
COMMENT
May 25, 2017

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.

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.

Peter Imhof
Vice President & Portfolio Manager, AGF Investments Inc
Price
$1.880
Owned
Unknown
TOP PICK
TOP PICK
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).

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).

Benj Gallander
President, Contra the Heard Investment Letter
Price
$2.550
Owned
Yes
BUY
BUY
April 3, 2017

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

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

Keith Richards
Portfolio Manager, ValueTrend Wealth Management
Price
$2.550
Owned
Unknown
BUY
BUY
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.

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.

Peter Imhof
Vice President & Portfolio Manager, AGF Investments Inc
Price
$2.370
Owned
Yes
COMMENT
COMMENT
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.

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.

Jerome Hass
Portfolio Manager, Lightwater Partners
Price
$2.180
Owned
No
BUY
BUY
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.

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.

Peter Imhof
Vice President & Portfolio Manager, AGF Investments Inc
Price
$2.070
Owned
Yes
WATCH
WATCH
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.

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.

Jason Mann
CIO & Co-Founder, Edgehill Patners
Price
$2.220
Owned
No
COMMENT
COMMENT
August 3, 2016

He dropped coverage on this company, because of the mass of inconsistencies they had in terms of their earnings report. They would come out with a quarter and spend $10 million on litigation fees, and their revenues would drop and earnings would not be what he expected. It went on a big run, until they missed their quarter very, very badly. He would rather have a company that is not inconsistent.

He dropped coverage on this company, because of the mass of inconsistencies they had in terms of their earnings report. They would come out with a quarter and spend $10 million on litigation fees, and their revenues would drop and earnings would not be what he expected. It went on a big run, until they missed their quarter very, very badly. He would rather have a company that is not inconsistent.

Peter Hodson
CEO & Head of Research, 5i Research Inc.
Price
$2.360
Owned
No
HOLD
HOLD
July 20, 2016

(Market Call Minute.)

(Market Call Minute.)

Peter Imhof
Vice President & Portfolio Manager, AGF Investments Inc
Price
$3.310
Owned
Yes
HOLD
HOLD
June 30, 2016

(Market Call Minute) The business is lumpy and volatile.

(Market Call Minute) The business is lumpy and volatile.

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$3.280
Owned
No
SELL
SELL
June 29, 2016

Used to own this and did well for a number of years, and then the bottom fell out. Management sort of lost credibility of his eyes. A huge Index fund sold all their shares, which drove it down, but it has had quite a rebound from the lows. They cut a lot of costs and it is probably being managed a little more responsibly now. Doesn’t think it is a big bargain. In a tough sector. If you made some money, he would take it and run.

Used to own this and did well for a number of years, and then the bottom fell out. Management sort of lost credibility of his eyes. A huge Index fund sold all their shares, which drove it down, but it has had quite a rebound from the lows. They cut a lot of costs and it is probably being managed a little more responsibly now. Doesn’t think it is a big bargain. In a tough sector. If you made some money, he would take it and run.

Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
Price
$3.400
Owned
No
COMMENT
COMMENT
June 20, 2016

You can’t actually predict where this company is going to go. Revenue is very lumpy. They win patent disputes and license it out to them, getting cash flows from that. It has been very up and down over the years, and right now it is on an upswing, and trading at something crazy cheap like 3X EBITDA. He can’t get his head around the business or the predictability of it, so has stayed away.

You can’t actually predict where this company is going to go. Revenue is very lumpy. They win patent disputes and license it out to them, getting cash flows from that. It has been very up and down over the years, and right now it is on an upswing, and trading at something crazy cheap like 3X EBITDA. He can’t get his head around the business or the predictability of it, so has stayed away.

James Telfser
Partner & Portfolio Manager, Aventine Management Group
Price
$3.390
Owned
No
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