Viewing Company Cogeco Cable | StockChase
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Compiling comments that experts make about stocks while on public TV.

Cogeco Cable Stock Symbol: CCA-T

Notes:Quebec based

Last Price Recorded: $87.7000 on 2017-07-24

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Date Signal Expert Opinion Price
2017-07-24 BUY Matt Kacur

When you compare this to the other cable companies it is obviously better.  It has a higher return on capital and is cheaper.  Technology is not going away and we are going to need bandwidth.  They are cousins of the utilities.  This one is at the top of the list of cable companies.


Price:
$87.700
Subject:
NORTH AMERICAN
Bias:
SELECTIVE
Owned:
Unknown
2017-07-14 TOP PICK Robert McWhirter

Recently acquired some US cable operations. Earnings per share were up 37%, a 4% earnings surprise. Free cash flow was up 113% year over year. Free cash flow yield increased from 6.5% last year to 10.4% this year. Trailing ROE is 21%. PE to growth is .35. Dividend yield of 2.1%. (Analysts’ price target is $82.50.)


Price:
$83.710
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
BULLISH on ENERGY
Owned:
No
2017-06-28 TOP PICK Jason Mann

One of those stocks that hits all the boxes for him. It has strong price momentum, but still has great valuation, scoring in the top 10%. The only business they are not in is wireless. Cheap at 14X earnings and 16X ROE. Reasonably priced on an EV to EBITDA basis. They beat on their recent quarter and have some US growth opportunities with the cash flow that they generate. Dividend yield of 2.2%. (Analysts’ price target is $78.50.)


Price:
$80.120
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2017-01-05 DON'T BUY Brian Acker, CA

His model price is $68.16.  If it went down in price he would be a buyer but it trades right on its model price usually.


Price:
$66.940
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL
Owned:
Unknown
2016-11-04 COMMENT Robert McWhirter

Ranks 262 out of 700 stocks, so kind of a lukewarm ranking. Earnings momentum and cash flow are both negative. Year-over-year cash flow, was down 13% and earnings were down 19%. There are better opportunities elsewhere.


Price:
$62.230
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
UNKNOWN
Owned:
Unknown
2016-11-04 COMMENT Michael Sprung

Just reported and the quarter looked sort of OK. There were some areas with good news. The cable business itself was doing very well, but their Internet services for business wasn’t doing so well. On a multiple basis, relative to its competitors, it looks very inexpensive, but wonders if that isn’t for a reason. He doesn’t see any catalyst to drive the stock up. Trading at around 2X book. He would be much more comfortable at 1.5X book. Dividend yield of 2.7%.


Price:
$62.230
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
No
2016-07-14 SELL John Stephenson

(Market Call Minute.) Sell this and Buy Bell Canada (BCE-T).


Price:
$61.760
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
CAUTIOUS
Owned:
Unknown
2016-03-30 COMMENT Andy Nasr

Thinks valuations across the board are relatively stretched for these companies. Has some secular concerns when it comes to cable and telecommunication businesses, which have kept him out of it. You are going to see a tremendous amount of cord cutting i.e. consumers opting for skinnier cable packages or no cable package. That could significantly pressure pricing in the future.


Price:
$69.460
Subject:
NORTH AMERICAN DIVIDEND & REITs
Bias:
UNKNOWN
Owned:
No
2015-02-24 BUY on WEAKNESS Barry Schwartz

This has been a phenomenal story. The most important thing is free cash and what the companies do with it. This company is diversifying by getting into networking, data storage, and into other markets. Rogers (RCI.B-T) owns 32% of them and he doesn’t think it is properly reflected in Rogers’ stock price. He would buy more if this sold off.


Price:
$76.300
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-12-16 BUY Stephen Takacsy, B. Eng, MBA

Playing catch up.  Multiples on cable TV in the US are higher and it is following suit.  They feel they can make same tuck in acquisitions now. 


Price:
$69.730
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Unknown
2014-05-12 PAST TOP PICK James Telfser

(Top Pick Apr 12/13, Up 41.29%) Was undervalued.  They were integrating new assets they purchased.  Margins were getting a little more robust.  He got out as they reached a target.


Price:
$62.050
Subject:
CANADIAN
Bias:
SELECTIVELY OPTIMISTIC
Owned:
No
2014-05-07 BUY Douglas Kee

Likes cable companies.  But this is a different model with a lower yield.  They spent their free cash flow outside of Canada with Acquisitions.  Their purchase in the US has done very well. 


Price:
$61.060
Subject:
CANADIAN DIVIDEND
Bias:
CAUTIOUS
Owned:
No
2013-10-21 WATCH Larry Berman CFA, CMT, CTA

We are now back to the highs of 2012 and the market is starting to struggle a little bit.  Not a fantastic entry point for the stock.  Doesn’t think there is breakout potential.  If we got a pullback in 2014 and we find support at last year’s lows, then it might be an entry point.


Price:
$48.990
Subject:
ETF's
Bias:
BEARISH on CANADIAN$
Owned:
Unknown
2013-06-05 DON'T BUY Patrick Horan

Generally he is fairly positive on the Canadian cable space but really doesn’t like this company that well. Have made a number of strategic acquisitions that have turned out to be big problems. Would prefer Rogers (RCI.B-T) if it got 4%-5% cheaper.


Price:
$44.740
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
No
2013-05-06 BUY Ben Cheng

(Market Call Minute) stable cable play.  Nothing fancy but core earnings 8-11% year in and year out.


Price:
$43.520
Subject:
REITS, INCOME STOCKS & HIGH YIELD BONDS
Bias:
OPTIMISTIC on US ECONOMY
Owned:
No
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