50% off Premium Yearly

TSE:BYL
(A Top Pick Sep 10/19, Down 17%) They got hurt late 2019 because of delayed capex by the US telcos like AT&T. But they are now spending on the 5G network. Has large exposure to Asia, sot hey got hit hard in Q1. Business though is recovering in cell phones in Asia and elsewhere, and they've cut costs. Sales are down, but margins are up. He expects strong Q3 and Q4 numbers. There's a huge 25-year opportunity on infrastructure spending on the wireless 5G roll-out. BYL trades at only 5x EBITDA vs. peers at 2-3x. Great time to buy this during current weakness. An easy double in 12 months. Should recover by end of 2020.