| DON'T BUY | 16.030 | Robert Floyd | Is a play on patents. Claims on patent infringement. A difficult stock to own. Would rather have a recurring revenue theme then this type. | 2008-03-20 | |
| DON'T BUY | 16.800 | Lesley Marks | 2 names operate in the intellectual property world that investors like to talk about. Mosaid (MSD-T) and Wi-Lan (WIN-T). The space is attractive, but the difficulty is forecasting the outlook. Some of their contracts come up in 2009 so you could see a cash flow shortfall. | 2007-11-15 | |
| Comment | 24.040 | Lesley Marks | Prefers Wi-Lan (WIN-T), which has a better outlook. There are a lot of positive changes going on in the company. Very good patent portfolio. | 2007-06-26 | |
| DON'T BUY | 27.570 | Kenneth P. Norquay, CMT | Long-term chart shows stock going from $5 to $35 where it peaked and then went sideways. Resistance is about $29 with a bottom of about $23. At its current price, the reward of $29 is small while the risk of $23 is quite large. | 2007-04-17 | |
| DON'T BUY | 28.800 | Robert McWhirter | Ranks 204, just out of the top 25%. Earnings estimates have been shaved by 5%. Has a 13 P/E on a 21% earnings growth. Basically a patent portfolio play as they own a ton of patents related to D-RAM. | 2007-01-25 | |
| DON'T BUY | 28.000 | Peter Hofstra | Not a big fan. Sordid history with a few lawsuits that they have participated in. Not enough positive check marks. | 2006-12-06 | |
| BUY on WEAKNESS | 27.910 | Robert McWhirter | Has a patent portfolio that revolves around the D-rim space. Expected to earn $2.04 in 07, a 14 P/E and expected to move up to $2.38, a 12 P/E. Wait for the Tech pullback. | 2006-11-28 | |
| Comment | 28.420 | Bill Carrigan | It's in the right sector and thinks it will go higher. If you like technology, he suggests you go with an E.T.F. (XIT-T). | 2006-09-15 | |
| DON'T BUY | 26.250 | David Burrows | Semiconductor group has had a very difficult time over the last number of months. Studies show that only 20% of semiconductor stocks have a positive price trend and the rest have been selling off. He looks for sectors that have sold off, but wants individual stocks that despite the weakness did not go down. This is not one of those companies. | 2006-08-23 | |
| Comment | 26.810 | Robert Floyd | A good portion of the earnings is coming out of their patents. Difficult to put a value on a company with a revenue stream based on patents. Probably cheap but doubt if they would have the same valuation as a company that is actually making a product. | 2006-08-18 | |
| DON'T BUY | 22.350 | Robert McWhirter | The driving force of their patent enforcement has left. This is a combination of intellectual property company as well as actual instruments for testing. Their patent portfolio runs out in about 4/5 years. | 2006-08-15 | |
| BUY | 23.590 | Robert McWhirter | Earnings growth is pretty good. Has slipped in his database to 287. Earnings expected to go from $1.34 to $1.92. Have been successful in enforcing their patent and expects it to continue to be. At 12 X PE it is attractive. | 2006-07-25 | |
| BUY | 23.290 | Robert McWhirter | Ranks in the top 3rd of the database. Have very good patents on D-RAM memory stuff and they are suing a lot of people. Earnings are expected to grow from $0.86 to $1.25. Reasonably priced. | 2005-12-08 | |
| DON'T BUY | 22.910 | Michael Sprung | Has increased its dividend by 60%, but in the meantime the stock is not moving much. Had a nice comfortable niche at one time, but over the last couple of years seemed to have struggled. Not an area that he would be too interested in. Consider having a basket of these stocks to broaden the risk. | 2005-12-07 | |
| WEAK BUY | 17.660 | Robert McWhirter | Just above half in his database model. Earnings estimates have been shaved by 4% over the last 60 and 90 days. Overall earnings for the April 2006 year are expected to go from $0.94 to $1.25. | 2005-07-21 | |
| DON'T BUY | 20.900 | John Zechner | Would leave it for the people who know more about litigation. Up and down like a yo-yo. In courts with Samsung and Nvidia (NVDA-Q). | 2005-04-06 | |
| BUY | 28.840 | Peter Hodson | Good cash flow. Solid portfolio. Recieving royalites globally. Very compelling risk vs. return. | 2005-03-01 | |
| WEAK BUY | 23.540 | Ron Meisels | A very controversial stock. Had a court case and in anticipation of a settlement, had a wonderful rise from July of last year which meant it was way over bought. AT $20 there should be support. If you buy, set a price you are willing to lose, eg $1 and get out if it hits that. A very speculative stock. | 2005-01-20 | |
| BUY | 22.000 | Jim Huang | Has cash flow, but the biggest value of this stock is in patents. Won a case against Samsung, but not a lot of disclosure on settlement and length of patent. Difficult to judge fundamental valuations, but if it can have similar arrangements with the major semi-conductor companies, ther is probably more upside than downside. | 2005-01-19 | |
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| TOP PICK | 31.970 | Matt Baillie | An intellectual property company. Owns over 100 patents on D-Rams (memory chips). Has a bunch of clients who license out their technology. Mosaid is suing Samsung and Infinion. Feels that Mosaid has a very good case. Very volatile and depends on a coutroom and jury. | 2004-12-10 | |
| WEAK BUY | 31.840 | Robert McWhirter | Ranks poorly in the data base model because chips are going to hell in a hand basket due to large inventories. However, they have an extremely broad patent portfolio and are getting good traction in their patent lawsuit versus Samsung. Wildly speculative. | 2004-12-09 | |
| PAST TOP PICK | 22.700 | Ron Meisels | (A Top Pick Aug 24/04. Up 40%.) Just had a breakout. Still a good BUY. | 2004-11-16 | |
| TOP PICK | 19.290 | Ron Meisels | Had a low in 2001 and has been base building since. Use a stop/loss at $16, which is the downside risk. | 2004-10-20 | |
| TOP PICK | 15.510 | Ron Meisels | Had a major sell off from 2000 to 2001 and then built a long base. Looks like it can do something now. Above the 200 day moving average. Speculative. | 2004-08-24 | |
| TOP PICK | 10.050 | Andrew McCreath | Stock was halted because of a lawsuit they have against Samsung. They have other lawsuits that look favorable as well. | 2004-07-08 | |
| WEAK BUY | 14.090 | Andrew McCreath | They dont matter at this point in time, court case in near future against Samsung. Trail may last another year. stock is option at these low prices | 2004-01-28 | |
| DON'T BUY | 13.600 | Andrew McCreath | Have some operating businesses, but they don't really matter at this time. The big concern is the upcoming court case. There is an 80% chance that this thing is going to go on for another year. | 2004-01-26 | |
| STRONG BUY | 8.660 | Richard Stone | Expect they'll win the lawsuit with Samsung which would be a huge win. Has a lot of cash. Should have good earnings. | 2003-06-03 | |
| DON'T BUY | 4.850 | Robert Floyd | Stock price is near their cash value. Need to see some developments on the lawsuit first. | 2003-03-27 | |
| DON'T BUY | 7.430 | Robert McWhirter | Ranks high in their quantum database model, but expects an increases in their losses. | 2002-12-10 | |
| DON'T BUY | 6.600 | Gavin Graham | Good technology, but too risky. | 2002-08-20 | |
| DON'T BUY | 8.610 | Bill MacLachlan | Will just be a market performer. No fundamentals that are exciting. Could drop 10/20%. | 2002-05-30 | |
| BUY | 9.050 | Fred Ketchen | Good product/management. National Bank had a speculative BUY on it. | 2002-05-16 | |
| BUY | 8.700 | Gavin Graham | Underlying technology looks interesting. Volatile. At a good level. | 2002-05-01 | |
| WAIT | 16.390 | Joe Connolly | Needs momentum in the sector and then will do well. | 2002-01-03 | |
| DON'T BUY | 12.860 | David Burrows | Prefers other semi conductors like Genesis or ATI. | 2001-12-10 | |
| DON'T BUY | 9.230 | Glenn Paradis, BA, CFA | Prefers others right now. | 2001-10-31 | |
| DON'T BUY | 17.000 | Malvin Spooner | Stock is dropping in spite of good numbers. Their product is tied in with computers, so some concern in near term. | 2001-08-28 | |
| WEAK BUY | 24.600 | Robert McWhirter | Volatile. Reasonable price. Poor ranking, but has some potential sales. | 2001-08-03 | |
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| DON'T BUY | 30.900 | John Zechner | Still has problems. Lots of competition. | 2001-06-25 | |
| BUY on WEAKNESS | 34.450 | Pier Donnini | Good company. Very positive on its future. There will be some buying opportunities. | 2001-03-27 | |
| WATCH | 29.750 | Ed Ho | Increasing sales. Chasing companies for patent royalties owed. | 2001-03-19 | |
| BUY | 31.050 | Robert McWhirter | Good company. Good royalties | 2001-03-09 | |
| WATCH | 39.600 | Malvin Spooner | In a slowdown. Be cautious. Had to clear some outdated CPU's inventory which created a weakness in the stock. | 2001-01-31 | |
| BUY | 33.150 | Glenn Paradis, BA, CFA | Prefers this and Tundra over Mitel | 2001-01-09 | |
| BUY | 36.000 | Malvin Spooner | Had a slump a few years back. New product is good | 2000-11-24 | |
Experts that have talked about Mosaid
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