TSE:CCA

Cogeco Communications (CCA.TO)

52.14
+0.19 (0.37%)
as of Oct 2, 2026, 8:00:00 pm Market Open.
83 watching
0
SELL
Broke down about the $50 mark. Several days in series going down. You have to sell this right now. Could easily go down to $1.93. Entry point may be at $45.00
PAST TOP PICK
(A Top Pick Mar 21/11. Up 9.4%.)
PAST TOP PICK
(A Top Pick Oct 1/10. Up 27.23%.)
PAST TOP PICK
(Top Pick July 28/10, Up 38.19%) Sold after quite a run in a short period of time. It was above what he felt it was worth. Wouldn’t buy it here. It would have to pull back substantially.
PAST TOP PICK
(A Top Pick Oct 1/10. Up 24.67%) Sold his holdings in January.
TOP PICK
Cogeco Cable Inc Bond 5.15% 16-Nov-2020. Exposure in Portugal is starting to turn around. Trading a little below par. Triple B Rating.
PAST TOP PICK
(A Top Pick Oct 8/09. Up 18.41%.) Still likes.
TOP PICK
2nd largest cable operator in Ontario/Quebec corridor with some have facilities in Portugal. Comparing EV/EBITDA multiples to Rogers (RCI.B-T) they are almost 2 points lower and 10 to 15 points lower in penetration giving it a lot more potential. 1.5% dividend.
TOP PICK
Punished severely for their exposure to Portugal assets but a lot of that has been written off. Have some very desirable assets in Canada. Cash flow positive.
COMMENT
He owns this one primarily for the strong Canadian cable operations. Not too happy with the Portuguese operations which have lost money. Very attractive target for other cable companies.
TOP PICK
Valuation is depressed because of acquisition in Portugal. Doing very well in Canada with growth on all the metrics. Positive metrics in a very strong asset. Portugal is not working out, but it is priced into the market. It is not giving them any value to the assets. They ran out of opportunities to acquire here, which is a good sign.
HOLD
(Market Call Minute.)
DON'T BUY
Canadian operations are excellent, but the problem is the Portugal investment. They don’t make money there. This under performing asset is hurting the stock. Little bit of upside potential.
TOP PICK
4th largest cable operator in Canada situated in Ontario and Quebec and trades at about 5X EBITDA. Have a large business in Portugal and the market is putting a negative value on this asset. If they do anything with this such as selling it off, improving it, etc. there will be considerable upside. Could be an M&A target.
TOP PICK
Tend to have very good solid franchise areas in Canada. Come pulling on a valuation basis to others. Hurt because of their Portugal assets, which have been in a lot of trouble. Expected to cash flow about $8 a share over the next couple of years. Volatility should be low compared to other industries.
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