Quarterhill Inc T.QTRH

Stephen Takashi on Bnn

[barneyj44]

This morning , opening comments were he's been adding to small caps such as Quarterhill,  stay tuned, could get the Bnn Bump.

[barneyj44]

Stephen Takacsy,  darn auto correct  

[cabbieJBJ]

Hello BUMPER...the Easter Bunny! GLTA

[DIYGuy]

He is really bullish. Largest position. In a couple of years it will be multiples of todays price. Calling for improved margins. Let's hope he is right.  Most of us who have been around awhile believe it remains a show me stock. Once the margins improve and the stubborn projects move to operation from implementation I would not be surprised if we start to trade on future prospects and

[cabbieJBJ]

Before year end DIYGuy.

[Maxmoe]

Is it me or do all his picks seem like great ideas? They all go to my watch list if I don't already own them. I noted Qtrh was maybe the dullest idea he had. And he can be pretty dull. But make no mistake, dull can still be a great investment. We all expect sequentially improved quarterly results and a little "shine" added each report. 

[barneyj44]

Stephen is a smart cookie. His biggest faux paux that comes to mind is Baylin. He's had that as a #1 pick many times over and it's been a disaster.  You can't win them all.  I've had some previous picks of his that ended up take over targets. You never know?

[Maxmoe]

Yup, I'd even consider baylin now that it's washed out, dusted off, and back in the game. Unless he's wrong again. I added it to my list to follow up. Good luck, it's definitely not as dull as Qtrh. 

[AlwaysLong683]

Got to do your own DD on Stephen's stock recommendations. In addition to Baylin, his other busts included Goodfood, CareRx, Think Research, etc. Other picks such as Tecsys and Pollard Banknote have really surged in value recently, so his stock suggestions are worth a look as possible investment ideas that require follow-up research before making an investment decision. According to his

[cabbieJBJ]

AlwaysLong - did you notice in Takacsy's report that, in addition to Quarterhill, two of the assets he highlighted have ITS connnections, and one with a direct connection to Quarterhill: Guardian Capital - acquired Q-Free, a Norweigan-based tolling and smart infrastucture provider.  The purpose of the acquisition was to leverage additonal revenue from infrastructure projects that

[cabbieJBJ]

Meant to include the link to Q-Free:  https://www.q-free.com/

[AlwaysLong683]

Love WSP and Stantec. Global advisory / design / engineering-only firms that don't do construction.