Quarterhill Inc T.QTRH

Top pick

[Maxmoe]

I heard Our friend Stephen Takacsy gave Qtrh a top pick nod again recently. Sorry I can't find the link. It was either in globe or BNN, don't recall but if anyone else has a link, please share.

[Possibleidiot01]

I think it might have been mentioned in both because I remember a passing mention in the Globe and Mail . https://www.bnnbloomberg.ca/video/stephen-takacsy-s-top-picks~2717038 Others mentioned Pollard Banknote and AG Growth

[Maxmoe]

Yeah, I recall now it was top 3 picks for 2024 from 9 different managers including Stephen. It was the old mop and pail which I'm too "frugal" to subscribe for. 

[barneyj44]

Benj  Gallander  ( Contra the herd) had Quarterhill and the old Wilan as a top pick a number of times. 

[cabbieJBJ]

Possibleidiot's link is from a ST appearance just after the Wilan divestiture.  Was there a more recent ST crystal ball moment Maxmoe?

[Maxmoe]

Yes, it was a story in the globe a few days ago. Top 3 picks for 2024. 

[cabbieJBJ]

What did the tout say Maxmoe?

[Maxmoe]

I don't know other than it was one of Stephen's top 3 picks. We need someone who subscribes to G&M to look it up and share. 

[Possibleidiot01]

I will not subscribe to G + M but if this pastes you'll learn very little. Sorry about the video link being old:( Stephen Takacsy, CEO and chief investment officer, Lester Asset Management Last year’s picks: Short-term high-yield corporate bonds. Using the BMO Short Corporate Bond ETF as a proxy, YTD total return is 6.2 per cent. Stock picks were Pollard Banknote (PBL-T), up 69.5 per cent