Baylin Technologies

BYL-T

It's cheap now. A past pick of his. Likes embedded antennas, which will benefit from the 5G build up in the next three years. Revenues will rise in the next 4 quarters.

They build antennas in the 5G space on small diameter poles. These are light and not impacted by wind. Analysts are forecasting earnings that would project a 12 PE. A very good buy.

(A Top Pick Feb 05/19, Down 13%) He sold his position. Globally, there's a hate-on for small caps. Also, BYL reported a disappointing quarter and face operational challenges.

He thinks you will be able to buy on weakness towards $3.40. He would not be a buyer because he sees them as a tadpole in a giant pond, going up against some massive global competitors. They are small and have an imperfect balance sheet.

It is his biggest position. They are a world leader in antenna design. The prospects for this company are very bright for a long time going forward. It is trading at a huge discount and there is huge upside.

They make antennas and have great technology for the advancement of 5G -- affording an explosion in growth potential. The Waewai controversy is helping their business. Yield 0% (Analysts’ price target is $5.76)

Rolling out 5G technology using antennas. Earnings are expected to be small relative to the share price -- a high PE ratio today. However, growth in earnings will drop this back towards 12. 2020 should be the year for traction. More upside to come.

A big play on 5G spending which will need a lot more of BYL's attennae. They specialize in built-in attennae. This is a forward-growth stock. (Analysts’ price target is $5.75)

He owns this personally -- a bit speculative for his clients. A play on 5G technology. The growth in the antenna space is great. The outlook is great long term. Small cap. A speculative buy.

Too small for them. Market cap of $155 mill. More of a local play. If he would buy it he would more at $3.00 - $3.25.

(A Top Pick Mar 27/18, Up 1%) World leaders in wireless antennae. Benefiting from huge long-term trends, such as internet of things, network densification by telcos, and 5G. Huge growth runway. Unique company. Revenues will ramp up organically and through acquisition.

Small tech name in Canada. Come back from the dead. Building in the hot areas like 5G. A small company, not expensive, underloved. Will have to ride through volatile times. No dividend. (Analysts’ price target is $6.00)

(A Top Pick Jan 29/18, Down 4%) It has become his largest position, making it 5% of the company. They are going to benefit from a huge amount of infrastructure spending over the next 25 years. They are supplying WiFi networks also. They made two transformative acquisitions last year and they should see benefits this year. It is one of the nicest growth stories over the next few years.

His second biggest position. They made a few acquisitions that position them in all the sectors of wireless antennas. They will have huge potential over the next 20 years. Their sales are booming overseas as developing countries catch up. He expects double digit growth next year.