Baylin Technologies

The January effect may benefit it. They got crushed after a terrible quarter. People are not playing it for the current business but for the 5G rollout. The Antenna density is 4 times that of 4G. When the build out happens, this company will benefit but you should be buying it now.

Leaders in global antennas. The stock got demolished after an earnings warning for the next quarter or two. Two carriers slowed down their US 5G deployments. They announced their biggest contract ever in the last press release for 5G antennas to a large carrier outside of the US. This can easily double in the next year. (Analysts’ price target is $3.25)

Its prospects with 5G rolling out in the future? They just issued a very negative forecast report with higher costs, so not good. There's debt on the balance sheet. This could be a candidate for tax-loss selling. Don't expect anything for the rest of the year. This is a show-me story.

They design attennas for phones. It's growing rapidly and trading at 7x EBITDA. It's one of his biggest positions. (Analysts’ price target is $5.61)

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.