Cogeco Communications (CCA.TO) Buy, Sell or…

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Cogeco Communications (CCA.TO)

63.46

-0.02 (0.03%)

as of Jul 10, 2026, 8:00:00 pm Market Open.

79 watching

Investor Insights

Jul 11, 2026, 12:00 am

This summary was created by AI, based on 6 opinions in the last 12 months.

Cogeco Communications is facing significant challenges in the Canadian telecommunications landscape, largely due to low population growth, weak immigration, and fierce competition from various service providers, including fixed-wireless and fibre companies. Coupled with a struggling US cable business that the company is considering selling, these factors contribute to a bearish take on the telco sector as a whole. Experts note that although CCA is cheap and offers a decent dividend, it lacks the pricing power needed to thrive in an increasingly competitive space. The company's financial position is somewhat more favorable compared to BCE and Telus due to lower capex demands, but the long-term outlook remains uncertain, particularly regarding the family's ownership stake and future growth prospects. Despite the challenges, some analysts appreciate the value CCA brings to a portfolio, primarily due to its strong dividend growth compared to peers.

Consensus

Bearish

Valuation

Undervalued

Similar

Rogers, RCI

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.

TOP PICK

Pure cable company. Price is heavily discounted, came off heavily recently. Assets in Portugal that are not doing well at the moment, but a strong base of Canadian assets.

DON'T BUY

Very expensive. He has a model price of $32.33, which is a -12% differential. If he were going to buy, he would wait for the $32.50 level.

DON'T BUY

Could be a takeover by Rogers down the road. Not a fan at this time.

Showing 61 to 75 of 88 entries

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Cogeco Communications (CCA.TO)