RE: 3D TV - A Contrarian Investment PlayHedge8 - Thanks for this!
Sensio gets good mention at the end of the article (below).
Donkey
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Another play Ireally like is Sensio (SIO.V), a small 3D technology company based inMontreal, Canada, and listed on the TSX Venture Exchange. This companyhas numerous patents on 3D compression technologies, which allowtelevision broadcasters to send 3D signals across existing 2D channels,among other things. They recently signed a deal with Videotron in Quebecand are expected to sign similar deals with other TV broadcasters. Aswell, Sensio has patents on various 3D recognition and switchingtechnologies that could be licensed by major 3D TV manufacturers, suchas Sony, Panasonic and others. They already have a major contract withVizio to supply the 3D chips used to decode the 3D signal in all Vizio3D TVs being produced. Vizio recently announced a polarized 3D TV thatdoes away with the need for shutter glasses, which allows viewers towatch 3D on their TVs with the same inexpensive glasses that most movietheatres use.
Sensio'sstock price has been drifting lower in recent weeks and has fallen backto the bottom of its recent range to around 1.10 as of today's close.As with Sony and Panasonic, this one may not turn around overnight, butthere is the chance of a substantial gap higher if they sign a deal withanother TV manufacturer over the upcoming weeks (which is a definitepossibility given comments by Sensio at the CES in Las Vegas inJanuary). I have therefore been buying shares in SIO.V between1.13-1.25 in some of my longer-term accounts and am willing to wait outthe turnaround. For what its worth, I am aware of two analysts thatfollow Sensio and each of them have a $4+ price target on it.