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

Home

Daily Stock Opinions and Ratings

Cogeco Communications (CCA.TO)

66.37

+0.55 (0.84%)

as of Jun 11, 2026, 8:00:01 pm Market Open.

80 watching

Investor Insights

Jun 11, 2026, 12:00 am

This summary was created by AI, based on 5 opinions in the last 12 months.

Cogeco Communications (CCA-T) operates in a challenging Canadian telecommunications market characterized by lower population growth and rising inflation. Experts express mixed feelings, noting that while CCA presents a cheaper option with a strong dividend yield, the overall sentiment towards telecom stocks remains under pressure due to limited pricing power. The competitive landscape is highlighted, particularly with the threat from emerging providers like Starlink and ongoing competition in the cable and fiber sectors, especially in the United States. Despite these challenges, CCA is favored for its dividend growth that outpaces many of its peers, along with a positive technical outlook suggesting potential upside. Ultimately, while the general consensus leans towards caution regarding the telecom sector, CCA is seen as a reasonable choice for income-focused investors.

Consensus

Mixed

Valuation

Undervalued

Similar

Quebecor,QBR-T

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.

BUY

Cash flow should continue strong. Could be a takeover candidate.

BUY

Expanding. Also a take out candidate.

Showing 61 to 75 of 86 entries

Most Recent Experts

Stan Wong

Private Wealth Management, ScotiaMcleod

The Weekly Buzzing Stocks by Billy Kawasaki

Stockchase

Jim Cramer - Mad Money

CNBC

Kim Bolton

Black Swan Dexteritas

The Panic-Proof Portfolio (Stockchase Research)

Stockchase Premium

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].

Summer Sale

Cogeco Communications (CCA.TO)