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

Home

Daily Stock Opinions and Ratings

Cogeco Communications (CCA.TO)

60.58

+1.48 (2.50%)

as of Aug 4, 2026, 8:00:00 pm Market Open.

79 watching

Investor Insights

Aug 4, 2026, 12:00 am

This summary was created by AI, based on 7 opinions in the last 12 months.

Cogeco Communications is experiencing a complex landscape in the telecom sector, marked by significant competition and a challenging environment for growth. Analysts generally highlight a potential upside of 25% with a price target around $74, reflecting confidence in its stable recurring revenue despite concerns over increased competition from fixed-wireless and fiber providers. While the company's free cash flow has seen an impressive increase of 18%, experts express caution regarding its struggling U.S. cable business and the implications of potential divestitures on long-term growth. Though some analysts prefer alternative telecom investments such as Quebecor for their diversified opportunities, Cogeco's attractive yield above 6% offers stability in a turbulent industry. Overall, experts recommend a careful approach, advising to wait for clearer evidence of a successful turnaround in the U.S. market before making any significant investments.

Consensus

Cautious

Valuation

Undervalued

Similar

QBR.B

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.

Wealthica Track your Stocks in your Watch List

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.

Showing 61 to 75 of 89 entries

Most Recent Experts

Mike Vinokur, CFA, CMT, and CFP

Propellus Wealth Partners/iA Private Wealth

The Panic-Proof Portfolio (Stockchase Research)

Stockchase Premium

Jim Cramer - Mad Money

CNBC

The Monthly Gems by Allan Tong

Stockchase

Amy Raskin, CIO, Chevy Chase Trust

Chevy Chase Trust

Stockchase, in its reporting on what has been discussed by individuals on business television programs (in particular Business News Network), neither recommends nor promotes any investment strategies.

We paraphrase the experts by hand, we watch the shows and write down what we understood from the experts’ comments. We are human and can make mistakes, help us fix any errors. If you see something that you know is not right or if there is a problem with the site, feel free to email us at : [email protected].

Cogeco Communications (CCA.TO)