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Message: BNN

Win has been a top pick on BNN several times in the past with little positive effect. Hopefully this time this analyst has it right in terms of sp appreciation as well as timing. He has apparently put his own as well as his family money on our little horse.

Here is the BNN summary of Stephen Takacsy's Wilan recommendation:

Wi-LAN (WIN TSX) - Long-term core holding. Recently bought more at just over $4
Was one of our top picks in May. One of the largest technology patent-licensing firms in North America. Has valuable wireless patents and is in litigation with many large companies (Apple, Samsung, RIM). Has been spending lots of money on legal fees which is expected to decline as settlements are announced. Several large lawsuits going to trial this fall which are usually settled prior to trial. Just announced a settlement pending with HTC, and a licensing agreement with Alcatel-Lucent. Has $1.30 in cash per share and pays a 4.1 percent dividend, so you’re paid to wait.

Disclosure: Personal Family Portfolio/Fund
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