Baylin Technologies (BYL.TO)

Their specialty is in antennas. People are excited about the opportunities when the industry moves to 5 G.

They are developers and manufacturers of wireless antennas. It is tremendously undervalued as they broadened their product offerings after acquisitions. He is holding on and thinks it is a great buy right now for a long term hold.

This company is an antenna specialist. It just acquired two other companies in its space. He sees great opportunity for Baylin in the 5G telecom rollout because it requires a huge number of small devices with sophisticated antennas.

It hasn't risen above its 2015 high. It must rise above this to $4. The volume has picked up and has had a long, long base. The price has been increasing, so it looks like it may go higher.

Telcos all over the world are investing in technology. This is one of the leading companies in antennas. They will be a huge beneficiary for the next couple of decades in upgrades. It has been a Top Pick quite recently.

This makes wireless antennas. They have been in this business for a long time. A lot of money will be spent on antennas for 4G and 5G. The company has a new CEO and made an excellent acquisition. This is the best best in the wireless space. (Analysts’ price target is 5.25$)

Provides antennas for the wireless marketplace, such as base stations for cell phones. They have a product for 5G that will probably do well. The advantage for 5G is that it breaks up the frequency into smaller bits so you have a lot more antennas and base stations than with previous technologies. They are growing well, organically and through acquisition. The stock sells at a 10x multiple of expected earnings, Compared to the earnings growth, this is very attractive.

He just bought 5% of the company. They have huge growth potential over the next 25 years. They are one of the world leaders in this business. The stock is dirt cheap. There is little analyst coverage. (Analysts’ target: $5.25).

He has been following it since they went public. New management a few years ago were impressive. They finally raised money a month ago and he bought 5% of the company. They really got their costs down. There is a new cycle of product sales happening. They are a world leader in wireless antenna technology. It is trading at a really low multiple.

(A Top Pick Jan 17/14. Down 56.73%.) They had a “customer concentration” with Samsung, and as Samsung rolled out their new device, which hadn’t been very successful, they chose not to use this company’s technology. Had felt this company’s technology will become much more prevalent with the emergence of Internet things. They have some good core technologies so there is a chance they could recover.

(Top Pick Jan 17/14, Up 45.05%) They went for a water proof device at the cost of performance. Thinks you will see a change to this going forward. Be patient with this one.