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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I was lucky enough to load up on this last week. My largest holding. On the TSX I see the market cap as of yesterday's close ~ $165 million for QTRH.TO. They were awarded ~$188 million CAD today in their lawsuit against Apple. To me, this should be up over 100% tomorrow just based on that. Im sure the market will also give a higher value to current cases and other patents now also. Shorts will also get destroyed. Thoughts? Anything I'm missing? Also, may I please have your longer term views of the company. Thank you.
Read Answer Asked by Manoj on August 02, 2018
Q: I realize you have better prospects than these but I am wondering if you can make a buy case for longer term holds. Could you also provide some of your current small cap favorites . Thanx Robbie
Read Answer Asked by Robert on July 06, 2018
Q: Each of these Canadian companies is in the dumpster. How would you rank them as a buy with fresh money for a reasonable chance of recovery and why ?

Many thanks
Barry
Read Answer Asked by Barry on June 21, 2018
Q: Peter and His Wonder Team
I have been following this company for some time as a more contrarian play. I realize the company is in transition with new directions, executive personnel and that the last quarter was a big miss. So today they hit a new annual low. Your thoughts please. Does this price seem like a good entry point or is more patiences required. On the other hand am I just looking for trouble? Ha! Ha!
With respect and thanks...
Ernest
Read Answer Asked by Ernest on June 20, 2018
Q: I'm way under water on these three stocks. I've held them for more than a year. Is there any point at this time to continue to hold any of them or should I just cut my losses and move on? Any suggestions for better (actual) growth in the same sectors?
Read Answer Asked by Brian on June 04, 2018
Q: Hi there, just a comment regarding QTRH, on Dec 7 you stated they are in search for a CEO, I believe they announced earlier in the week the following;
Quarterhill Appoints Douglas Parker as CEO, 04 Dec 2017
Quarterhill (QTRH) said Monday it has appointed Douglas Parker to the CEO post, Shaun McEwan who has been interim CEO for approximately seven months. Prior to joining the company, Parker was senior VP of corporate development at Canadian firm Open Text Corporation. McEwan will return to his prior position of CFO, effective Jan 1.

This may get interesting now, I hope!

Peter/Ryan, I believe formerly an A rated stock (formerly WIN) at 5i, and removed from portfolios, and burnt may times by former management due to mis-guidance and mis-management!
Maybe now is the time for QTRH, with new CEO, imported from Open Text!
Another two good quarters, and maybe it can try out the third portfolio, Growth! haha
Thanks!

PS: should jump up slightly today if Benj Gallander picks it again as his top pick on BNN, for members who are interested in it! I believe he fallen in love with it, picked it two times in a row already as one of his top picks! Third time the charm!!
Read Answer Asked by Hussein on December 08, 2017
Q: Good Morning,

I have not yet finished my homework on Quarterhill, but I need your advice.

In the past nine months Quarterhill has invested US$67,415,000 in the acquisition of three companies (Viziya, IED and iCOMs), I believe these acquisitions were financed by cash on the balance sheet. In the June quarter, revenues were US $12,842,000, in the September quarter revenues were US $72,158,000. Net income was US $26,211,000, plus a onetime charge of US $15,190,000. They have US $40,000,000 in cash. Can Quarterhill repeat these numbers over the next quarters ? If they do, then their annual revenues will be US $280,000,000 and net income will be in the US $100,000,000 range and cash on the balance sheet will be north of $100,000,000.

Current US stock price is $1.73 ($1.73 multiplied by 124,767,000 stocks) and the market capitalization is US $216,000,000. If I deduct the projected cash on the balance sheet for the next twelve months, the enterprise market cap is US $ 116,000,000. These are very good numbers and this is a cheap company. I feel as if I'm my missing something in my analysis? Why is the company so cheap ? Will the new acquisition remove the lumpiness in revenue from quarter to quarter ?
Merci
Read Answer Asked by Gilles on November 28, 2017
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