| Comment | 1.830 | Peter Hodson | Signed a deal with RIM. Suing about 21 companies. Have cash on the books. Have upped their guidance, which is pretty rare these days. Has got a serious potential, but no one cares. When the market recovers, the stock should do exceptionally well. | 2008-08-27 | |
| PAST TOP PICK | 1.850 | Peter Hodson | (A Top Pick July 4/07. Down 63%.) Won a couple of royalty streams from a few companies but then announced they were not able to settle with a few companies that were violating their patents. Sued about 22 companies so is now a court legal situation. Sold his holdings. | 2008-07-08 | |
| BUY | 2.000 | Howard Sutton | The patent trolling/licensing sector took a hit because of a fear of a patent reform bill. It now looks like the bill is stalled and will not be going through. Has about $1 in cash. Has the capital to execute. So cheap, the downside is limited with potential upside. | 2008-05-05 | |
| Comment | 1.890 | Duncan Stewart | Doesn't really make anything. Has a whole bunch of patents. One of the problems with patents is that it is really hard to determine their value. At this price, it is a reasonable punt but it is speculative. | 2008-04-25 | |
| Comment | 2.240 | Peter Hodson | Think they have bottomed here. While the rest of the world has been imploding, they continue to sign contracts. Sued 22 companies on patent infringements and as the year progresses, you'll see some of those companies start folding and settling or there'll be more legal action. Have the cash, good management team and patents. Considering buying this. | 2008-01-31 | |
| BUY | 2.250 | Peter Imhof | Just reported record revenues and earnings and has an extremely low P/E for a tech company. Making $.36 a share. Has about $1 a share in cash. | 2008-01-30 | |
| SELL | 2.240 | Bill Carrigan | He doesn't like patent plays, particularly with small players. Intellectual property is a tough nut to crack. The chart shows lower lows and lower highs. | 2008-01-09 | |
| SELL | 2.540 | Alex Ruus | Made a lot of money on this name. But it under $1 over a year ago and sold most of its over $5. It was a great story, but with recent legislation changes in the US with respect to patents, it would not be possible for them to make suits against other companies as easily. Has a great portfolio of patents and should be able to get some licensing from them but they no longer have the power. | 2007-12-13 | |
| Comment | 3.010 | Peter Hodson | Not his favourite stock right now because of the way the market is going. Have filed a lawsuit against 22 companies for patent infringement. Now you have the uncertainty of how long it is going to take and how much it is going to cost them. On the positive side, they keep signing deals with other companies. Thinks the worst is over. Still likes their technology. | 2007-11-26 | |
| DON'T BUY | 3.130 | 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 future is hard to predict. Recently announced they are going to be announcing lawsuits. Extremely long-term you could probably do well. | 2007-11-15 | |
| WEAK BUY | 3.800 | Allan Jacobs | He has a small position in this stock. He thinks it is okay but wouldn't have a huge chunk in it. He likes it but doesn't love it. It is a good company and they like the management, but the stock is volatile. | 2007-10-30 | |
| WATCH | 3.760 | Bill Carrigan | If you own this stock don't let it go below $2.50 on a weekly basis. Watch the volume. | 2007-10-17 | |
| HOLD | 4.000 | Peter Hodson | He likes the management team, but the stock has been disappointing.They need to win patent cases in order to make money. Stock just went up a dollar , believes it will go up after each contract that they win. | 2007-10-15 | |
| HOLD | 3.220 | Hap (Robert) Sneddon FCSI | Doesn't know the fundamentals, but it looks like it is trying to build a bit of a base. | 2007-10-09 | |
| VAGUE | 3.030 | Peter Hodson | Getting frustrated with stock performance. If they go 3-4 months without signing contract, get out. Like the management team, got a dollar/share in cash. Not comfortable with my position in stock. | 2007-09-20 | |
| BUY | 2.910 | Peter Hodson | Had an early bird licensing program which ended at the end of July. The didn't sign any big names, so the market went down. He's sure it's a matter of time before a company signs, or they sue a company for patent infringement.
He's been buying all the way down, from a valuation point of view, you have to have more then a one year view.
The cash is there, so it's not a company that needs to raise money to execute their business plan. | 2007-08-17 | |
| BUY | 3.300 | Chyanne Fickes | Getting companies to pay up for use of their patents. Failed to announce a major deal by the end of July, which they said they would do. Earnings estimates for the next 2 years are in the neighbourhood of $.45-$.50. Very cheap. | 2007-08-02 | |
| BUY | 5.010 | Robert McWhirter | Licenses patent portfolio related to Wymax. Got a deal earlier in the year with Nokia for $50 million and have put a ton of companies on notice to pay up by the end of July or else. Ranks on the border of 25% of his database. | 2007-07-10 | |
| TOP PICK | 4.950 | Peter Hodson | Have some great wireless patents that they are starting to collect royalties on. They have about 160 companies under notice for violating their patent. Offered an early bird program that expires at the end of July. In August, they will slap a major lawsuit on a violator, which will get very interesting. | 2007-07-05 | |
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| HOLD | 5.150 | Robert Floyd | Have had a few problems recently in terms of reporting contracts. Likes the space. Over the longer time frame, you should be rewarded. Will be a little bit lumpy in terms of contracts. Someone volatile. | 2007-05-30 | |
| BUY | 5.900 | Bruce Campbell | Signed a deal with Nokia (NOK-N). Acquiring Tri-Vision (TVL-T) and their patented V chip to control TV content, etc. Also have a lot of wireless patents. | 2007-04-02 | |
| BUY | 6.730 | Hugh Cleland, CFA | Under flat-top markets (no recession) over the next 12 months it could do extremely well. | 2007-03-26 | |
| BUY | 6.370 | Peter Hodson | Has been buying it all the way down. Betting on the management team. Working on a lot of patent infringements. | 2007-03-12 | |
| BUY | 6.370 | Chyanne Fickes | They basically sell intellectual property. Earnings are coming out next week and expected to be quite good. | 2007-03-12 | |
| BUY | 6.840 | Robert McWhirter | Believes it still has pretty good upside. Have a patent portfolio that is estimated to be worth $40 to $50 million. Expect more deals to be signed before the end of March. | 2007-02-28 | |
| HOLD | 7.260 | Michael Decter | Basically they are left with an intellectual property portfolio. Through negotiation and litigation, they are pursuing other companies that have used their patented product. If you have stomach for volatility, Hold. | 2007-02-26 | |
| TOP PICK | 7.350 | Peter Hodson | Have always had good technology. A lot of good patents and have successfully sued Nokia (NOK-N). Now have a bigger war chest financially as well as patents they own. | 2007-02-19 | |
| DON'T BUY | 6.500 | Alexander Lane, B Comm, CFA | Patents not only cover wireless space but also broadband over power lines space. This is potentially a large opportunity. Signed a very high profile agreement with Nokia (NOK-N). Stock is a little ahead of itself. | 2007-02-06 | |
| BUY | 5.650 | Robert McWhirter | Ranks #3 in his complete database. Earnings are expected to be $.67 for Oct/07. Now focusing on their patent portfolio. Very good opportunity going forward. | 2007-01-25 | |
| BUY | 5.470 | Hugh Cleland, CFA | Low cost base and good royalties from Nokia (NOK-N). A long-term hold. Also have the ability to go after Cisco (CSCO-Q). A great long-term Hold. | 2007-01-24 | |
| PARTIAL SELL | 5.550 | Bill Carrigan | Had a low in early 06, followed by a higher low, followed by a spike. This should have been accumulated near its low, but wouldn't buy at this point. If you own, take some money off the table. | 2007-01-12 | |
| Comment | 5.540 | Jean-Francois Tardif | A complicated story. They have technology that has a ton of patents and they are going after companies using their technology. This is the reason for the move on the stock. Experts are saying there will be more. He is not comfortable with this as he does not understand technology, so stays with things he does understand. | 2007-01-10 | |
| BUY | 4.740 | Jeff Parent | The company has turned around quite dramatically taking a big jump in December. Reached a plateau level where it is getting ready to break out into new territory. Has been going sideways for the bulk of December. Don't let it go back to $3.25. | 2007-01-02 | |
| BUY | 4.640 | Hugh Cleland, CFA | A core position for him. Patents are the cleanest and most sustainable source for a competitive advantage. They have excellent patents. | 2006-12-14 | |
| BUY | 4.300 | John Zechner | Just announced a contract with Nokia (NOK-N). Had a huge move recently. Thinks growth is back in place. | 2006-12-12 | |
| BUY | 2.100 | Robert McWhirter | Has intellectual property on Wimax and Wi-Fi. Wimax is growing like topsy. Rates 53 in his portfolio, which is roughly in the top 10%. Trading on a very big P/E multiple. Very speculative. | 2006-10-25 | |
| BUY | 1.680 | Robert McWhirter | Ranks well in his model at 94. Owns patents on Wi-Fi and Wi-Max. There are rumours the company will be getting a substantial amount of income because of licensing of their patents. Very speculative. | 2006-09-15 | |
| BUY | 1.350 | Hugh Cleland, CFA | The catalyst for him is management. Opportunity for them is extremely large. Have some good patents. At these levels, the risk/reward is pretty good over a one-year basis. | 2006-09-07 | |
| DON'T BUY | 0.900 | Robert McWhirter | Ranks 521 out of 700 in the database, so it's bottom 3rd of the database. Year over year earnings have gone down by 60%. Earnings are expected to improve from a minus $0.27 to minus $0.12. | 2005-10-27 | |
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| DON'T BUY | 1.550 | Larry Berman CFA, CMT, CTA | Long down trend. Not attractive. | 2004-12-15 | |
| VAGUE | 3.900 | Gavin Graham | Highly volatile and speculative. If you made some money, take some profits. | 2004-03-04 | |
| DON'T BUY | 4.080 | Robert McWhirter | In the bottom 10% of the database. Earnings estimates have dropped by about 45%. Increasing spending on R&D. Sales are down 6% while earnings are up 80%. Having great success selling their WiFi products. | 2004-02-27 | |
| DON'T BUY | 4.500 | Robert McWhirter | Ranks in the bottom 10% of the database. Analyst has chopped earnings as they are focusing on R&D. Getting new contracts. Will do more analysis as to whether they sell their shares. | 2004-02-12 | |
| DON'T BUY | 4.650 | David Baskin | Tremendously overvalued. | 2004-01-22 | |
| DON'T BUY | 4.060 | Gavin Graham | There are ferocious price pressures and the squeeze is on for companies like this. | 2004-01-06 | |
| VAGUE | 3.760 | Brian Acker, CA | Model price is $4.54(not high confidence in model price). | 2003-12-24 | |
| BUY | 3.850 | Robert McWhirter | Continue to announce new contracts. Top 10% of the database. Earnings growth up 100%. ROE is 11%. Sales growth up 22%. Speculative and volatile. | 2003-11-21 | |
| BUY | 4.370 | Robert McWhirter | Ranks in the top 15% of the database. Earnings estimates have gone up by 15%. They have very good patents. There are a lot of opportunities looking ahead. Speculative. | 2003-10-10 | |
| DON'T BUY | 3.600 | Gavin Graham | Good technology. Have gone from losing 40¢ last year to only 10¢ a share. Stock price has more than tripled in the last year. It may have reached its high. Very volatile. | 2003-09-18 | |
| BUY | 3.400 | Larry Berman CFA, CMT, CTA | Had a nice base pattern around the $1.50 area. Has been getting higher highs and higher lows. | 2003-09-15 | |
| WEAK BUY | 2.920 | Lou Schizas | The company thinks they can maintain their margins of 50%.But they are showing slower sales.Top line revenue has dropped in half.Have only $4.4 million in cash.Has taken a technical ride to the upside, but still a risk. | 2003-08-15 | |
| DON'T BUY | 3.210 | Brian Acker, CA | No earnings.Model price is very low on this company, probably under $1. | 2003-08-12 | |
| DON'T BUY | 2.950 | Robert McWhirter | Has really good technology. Good contracts. China should do well by them. Expensive. | 2003-07-09 | |
| DON'T BUY | 2.610 | Robert McWhirter | No earnings yet. Has good technology. Better stocks are available. | 2003-06-06 | |
| DON'T BUY | 1.610 | Robert McWhirter | Extremely good technology. Sales are static.Earnings estimates are down. | 2003-04-03 | |
| DON'T BUY | 1.390 | Rob Peets | Running short on cash. | 2003-01-28 | |
| DON'T BUY | 1.770 | Robert McWhirter | Ranks in the middle of their quantum database model. Earnings momentum is positive, but earnings are negative. | 2002-12-10 | |
| DON'T BUY | 2.600 | Bruce Cooper | A lot of competition. Sales have been poor. Speculative. | 2002-05-02 | |
| DON'T BUY | 3.080 | Glenn Paradis, BA, CFA | Speculative and risky. Will need capital. | 2002-03-01 | |
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| DON'T BUY | 3.740 | Bruce Cooper | High risk. Not profitable. Poor sales. | 2001-11-29 | |
| DON'T BUY | 1.130 | Robert McWhirter | Low ranking. Expects losses. Good technology. | 2001-10-04 | |
| WAIT | 1.150 | Gavin Graham | Wireless software is not a good sector now. | 2001-09-27 | |
| DON'T BUY | 2.080 | Ted Macklin | Not a lot of hope. Standards not out yet. Also patent concerns. | 2001-08-21 | |
| DON'T BUY | 4.000 | Ted Macklin | Speculative. Not much to drive the stock. | 2001-07-31 | |
| DON'T BUY | 4.750 | Glenn Paradis, BA, CFA | Concerns on finances. | 2001-07-06 | |
| DON'T BUY | 4.750 | Robert McWhirter | 15% growth rate. Poorly rated. | 2001-07-06 | |
| DON'T BUY | 4.750 | Brendan Kyne | Some financing done by short sellers. | 2001-07-04 | |
| DON'T BUY | 4.850 | Robert Floyd | Will be volatile. Contracts are not big enough. Will need time. | 2001-06-14 | |
| DON'T BUY | 6.070 | Bruce Cooper | A tough space to be in. Sales are down. | 2001-06-07 | |
| DON'T BUY | 6.890 | Glenn Paradis, BA, CFA | Not a fan. | 2001-05-04 | |
| DON'T BUY | 6.750 | Robert McWhirter | Expects a bigger loss than last time. | 2001-05-03 | |
| DON'T BUY | 4.660 | Robert McWhirter | Still struggling due to lack of financing. | 2001-04-06 | |
| DON'T BUY | 6.080 | Robert Floyd | Good technology, but wait and see what techs do in the future. | 2001-03-28 | |
| DON'T BUY | 7.250 | Robert McWhirter | Financing troubles. | 2001-03-09 | |
| DON'T BUY | 6.970 | Pier Donnini | Had financial problems and solved them near term. Will need more financing. Too high of a risk. | 2001-03-06 | |
| DON'T BUY | 9.550 | Glenn Paradis, BA, CFA | Not a fan at present. Weal mngmnt. Not sure their technology will work or that its patent proof | 2001-02-01 | |
| BUY | 9.600 | Ted Macklin | A speculative stock | 2001-01-29 | |
| DON'T BUY | 9.250 | Brendan Caldwell | Technology is good,, but revenues and earnings do not match up with its stock price. | 2001-01-26 | |
| DON'T BUY | 9.050 | Pier Donnini | Was short sold, but now back to reality. Raised some money, so should be stable., but still needs to prove itself. | 2001-01-19 | |
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| DON'T BUY | 9.400 | David Driscoll | Don't see them surviving. Too much competition | 2001-01-17 | |
| DON'T BUY | 7.400 | Glenn Paradis, BA, CFA | Failed to live up to hype. Has some good technology but hasn't been proved on a large scale | 2001-01-09 | |
| BUY | 10.450 | Robert Floyd | Contract problems. Will take a while | 2001-01-03 | |
| DON'T BUY | 8.950 | Malvin Spooner | Not a favourite. Credibility problems | 2000-12-29 | |
| DON'T BUY | 10.000 | Ted Macklin | Good potential but volatile | 2000-12-18 | |
| DON'T BUY | 10.000 | Jonathen Wellum, B. Comm, B. Sc | Can they get their product to connect with the market? | 2000-12-15 | |
| DON'T BUY | 12.800 | Bruce Cooper | Risk profile has gone up. Losing money and it & its customers must raise money, but in the current market?Risky | 2000-12-08 | |
| DON'T BUY | 15.000 | Pier Donnini | Will be awhile before it comes back | 2000-11-29 | |
| DON'T BUY | 14.000 | Ted Macklin | Patent claims questionable | 2000-11-23 | |
| DON'T BUY | 18.000 | Brendan Kyne | Has not delivered Speculative | 2000-11-16 | |
| DON'T BUY | 26.000 | David Driscoll | Not a fan Too much competition | 2000-11-06 | |
| DON'T BUY | 29.000 | Ray Steele | Not sold on their technology | 2000-11-02 | |
| WAIT | 33.000 | Scott Morrison | Signed good pilot contracts, but have a ways to go | 2000-10-23 | |
| WAIT | 31.000 | Bruce Cooper | Risky. Sales disappointing. A show-me Needs 2 strong quarters | 2000-10-16 | |
| DON'T BUY | 34.000 | Gordon Henderson | | 2000-10-05 | |
| DON'T BUY | 33.000 | Ted Macklin | A conceptual stock. Conservative on this one | 2000-10-03 | |
Experts that have talked about Wi-Lan Inc.
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