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TSE:CCA

Cogeco Communications (CCA.TO)

60.72
+0.21 (0.35%)
as of Aug 24, 2026, 8:00:00 pm Market Open.
83 watching
0
Investor Insights
star iconAug 24, 2026, 12:00 am

This summary was created by AI, based on 9 opinions in the last 12 months.

Cogeco Communications is facing a challenging competitive landscape in the Canadian telecom industry. While analysts see a potential upside of 25% with a target price around $74, concerns are raised about competition from fixed-wireless and fiber providers, particularly in their US cable business. The company has become cash flow positive, covering its dividend, yet struggles with growth and declining competitive positioning. Many experts express a preference for other telecom stocks such as Rogers or Quebecor due to better long-term growth prospects. The overall sentiment suggests that while Cogeco has a decent yield above 6%, its long-term viability in a tough market remains uncertain, with analysts recommending caution until there's clear evidence of a successful turnaround in the US market.

consensus icon
Consensus
Cautious
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Valuation
Undervalued
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Similar
RCI.B
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.
TOP PICK
Pure cable play. Has severe problems in Portugal but that is totally priced out of this stock. You are buying it for half the value compared to buying one of the others. Good balance sheet.
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