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.
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Analysis and Opinions about QTRH-T

Signal
Opinion
Expert
BUY
BUY
May 30, 2016

When nobody talks about a stock it can be a positive thing. It is how you make the greatest fortunes. This is another one that has broken out from a downtrend. It has popped off its consolidation. It may be done with its rally, but he would say it is a good spot to add to your position.

When nobody talks about a stock it can be a positive thing. It is how you make the greatest fortunes. This is another one that has broken out from a downtrend. It has popped off its consolidation. It may be done with its rally, but he would say it is a good spot to add to your position.

Keith Richards
Portfolio Manager, ValueTrend Wealth Management
Price
$3.700
Owned
Unknown
HOLD
HOLD
May 12, 2016

He has had a long history. They cut their dividend late last year and got decimated so he bought it and did well. Now it is at a regular valuation. They can acquire other patents on the cheap, but it is harder to enforce them. This is a large holding of his. He likes the fundamentals.

He has had a long history. They cut their dividend late last year and got decimated so he bought it and did well. Now it is at a regular valuation. They can acquire other patents on the cheap, but it is harder to enforce them. This is a large holding of his. He likes the fundamentals.

Peter Imhof
Vice President & Portfolio Manager, AGF Investments Inc
Price
$3.250
Owned
Yes
COMMENT
COMMENT
May 11, 2016

A patent management company. The price is pretty low right now. Technically it looks like it has broken out. Street targets are in the $4 range. If a longer-term holder, he would continue to hold.

A patent management company. The price is pretty low right now. Technically it looks like it has broken out. Street targets are in the $4 range. If a longer-term holder, he would continue to hold.

Colin Fisher
President & Portfolio Manager, Stableview Asset Management
Price
$3.320
Owned
Unknown
COMMENT
COMMENT
April 5, 2016

(Market Call Minute.) Had bought this at about $2, and was a seller at about $2.50. He likes the way the business is going, and it is very, very cheap. Very volatile.

(Market Call Minute.) Had bought this at about $2, and was a seller at about $2.50. He likes the way the business is going, and it is very, very cheap. Very volatile.

Steve DiGregorio
Portfolio Manager, Canoe Financial
Price
$2.820
Owned
No
BUY
BUY
April 1, 2016

(Market Call Minute.) Very, very inexpensive on a PE basis. It has no debt. Free cash flow is something like 27%.

(Market Call Minute.) Very, very inexpensive on a PE basis. It has no debt. Free cash flow is something like 27%.

Allan Meyer
VP & Portfolio Manager, Wickham Investment Counsel
Price
$2.950
Owned
Yes
DON'T BUY
DON'T BUY
September 28, 2015

The environment for intellectual property companies has become more and more difficult. The CEO who founded the business is leaving. The company has a great balance sheet.

Quarterhill Inc (QTRH-T)
September 28, 2015

The environment for intellectual property companies has become more and more difficult. The CEO who founded the business is leaving. The company has a great balance sheet.

Peter Imhof
Vice President & Portfolio Manager, AGF Investments Inc
Price
$2.420
Owned
Unknown
COMMENT
COMMENT
September 15, 2015

Early in the Obama administration, the US put in a lot of patent controls into their crosshairs, as it was stifling a lot of innovation in the US economy. Because of this, there have been headwinds against stocks like this. The whole sector has suffered over the last 5 years. Trading at about 4X trailing earnings, 4.5X this year’s and 7X next year. It is super cheap with a yield close to 8%. Attractive at these levels, but it is a black box. There is no insight as to what the patents are and how the patent litigation is going to materialize.

Quarterhill Inc (QTRH-T)
September 15, 2015

Early in the Obama administration, the US put in a lot of patent controls into their crosshairs, as it was stifling a lot of innovation in the US economy. Because of this, there have been headwinds against stocks like this. The whole sector has suffered over the last 5 years. Trading at about 4X trailing earnings, 4.5X this year’s and 7X next year. It is super cheap with a yield close to 8%. Attractive at these levels, but it is a black box. There is no insight as to what the patents are and how the patent litigation is going to materialize.

Jerome Hass
Portfolio Manager, Lightwater Partners
Price
$2.690
Owned
No
COMMENT
COMMENT
September 11, 2015

This company owns patents and collects revenue on those patents. They have to occasionally litigate on companies using their patents. This is one that falls in a deep, deep value category. If you have the time, there is value here. Trading at 3X cash flow and 3X EBITDA, very, very cheap. Has a pristine balance sheet. 8% dividend yield. There is value that can be unlocked here, and the CEO is retiring this year which might push that a little bit forward.

Quarterhill Inc (QTRH-T)
September 11, 2015

This company owns patents and collects revenue on those patents. They have to occasionally litigate on companies using their patents. This is one that falls in a deep, deep value category. If you have the time, there is value here. Trading at 3X cash flow and 3X EBITDA, very, very cheap. Has a pristine balance sheet. 8% dividend yield. There is value that can be unlocked here, and the CEO is retiring this year which might push that a little bit forward.

Steve DiGregorio
Portfolio Manager, Canoe Financial
Price
$2.650
Owned
Yes
COMMENT
COMMENT
July 8, 2015

Used to own, but it is a name that they have stopped looking at it because they never deliver. They are in patent control. Very hard to predict what can happen in a patent trial. Likes companies that they can get to know well. The yield looks attractive and is probably sustainable. Not a name they are considering going back into.

Used to own, but it is a name that they have stopped looking at it because they never deliver. They are in patent control. Very hard to predict what can happen in a patent trial. Likes companies that they can get to know well. The yield looks attractive and is probably sustainable. Not a name they are considering going back into.

Jerome Hass
Portfolio Manager, Lightwater Partners
Price
$2.900
Owned
No
WATCH
WATCH
June 1, 2015

They are sitting on tons of cash and pay a really nice dividend. People just love to hate this company. There is still upside and they still have a valuable patent portfolio. At some point it will bottom out. They need something to get this thing going. There is not a lot of downside because of the cash position.

They are sitting on tons of cash and pay a really nice dividend. People just love to hate this company. There is still upside and they still have a valuable patent portfolio. At some point it will bottom out. They need something to get this thing going. There is not a lot of downside because of the cash position.

Peter Hodson
CEO & Head of Research, 5i Research Inc.
Price
$2.660
Owned
Unknown
COMMENT
COMMENT
June 1, 2015

They go around and sue somebody that has infringed on a technology patent. Has always found this hard to value. Very lumpy. They miss a quarter because nothing happens. He doesn’t like this one. Because it is lumpy, wait for announcement that would give it a $.50 bump and then sell it.

They go around and sue somebody that has infringed on a technology patent. Has always found this hard to value. Very lumpy. They miss a quarter because nothing happens. He doesn’t like this one. Because it is lumpy, wait for announcement that would give it a $.50 bump and then sell it.

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$2.660
Owned
No
HOLD
HOLD
May 26, 2015

Had been Short on this for quite a period of time, but thinks it is time to be covering. If this company were to sell off all of their patents, the stock would be much higher than where it is currently trading at. He is looking at this from the Buy side, but it is definitely a Hold.

Had been Short on this for quite a period of time, but thinks it is time to be covering. If this company were to sell off all of their patents, the stock would be much higher than where it is currently trading at. He is looking at this from the Buy side, but it is definitely a Hold.

James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$2.470
Owned
Yes
COMMENT
COMMENT
May 20, 2015

One of the biggest reasons he has had a tough time with this is that their numbers tend to be fairly lumpy. As they get these patent awards, the numbers really come through. And then there will be long periods where nothing happens. Underlying cash flow seems to be pretty secure. This is a stock that you really want to trade around. When it gets sold off by the market, that is the time to buy, and then when it gets bid up after they signed a couple of deals, it is probably the time to sell.

One of the biggest reasons he has had a tough time with this is that their numbers tend to be fairly lumpy. As they get these patent awards, the numbers really come through. And then there will be long periods where nothing happens. Underlying cash flow seems to be pretty secure. This is a stock that you really want to trade around. When it gets sold off by the market, that is the time to buy, and then when it gets bid up after they signed a couple of deals, it is probably the time to sell.

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$2.490
Owned
No
WAIT
WAIT
May 15, 2015

(Market Call Minute.) They continue to make decent money, but are in the midst of changing their business model. He would wait for further indications that the new model will be successful.

(Market Call Minute.) They continue to make decent money, but are in the midst of changing their business model. He would wait for further indications that the new model will be successful.

Robert McWhirter
President, Selective Asset Management
Price
$2.580
Owned
No
COMMENT
COMMENT
May 12, 2015

Doesn’t follow this company closely. It tends to be news driven. They make their money by suing people. It has a stable of patents that it acquired, and then finds companies that are infringing on their patents. It tends to go up when it wins a lawsuit, and aside from that it tends to get forgotten.

Doesn’t follow this company closely. It tends to be news driven. They make their money by suing people. It has a stable of patents that it acquired, and then finds companies that are infringing on their patents. It tends to go up when it wins a lawsuit, and aside from that it tends to get forgotten.

David Baskin
President, Baskin Wealth Management
Price
$2.650
Owned
No
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