Summer Sale

50% off Premium Yearly

00days
00hrs
00mins
00secs

Manitoba Telecom Services (MBT.TO)

PAST TOP PICK
(A Top Pick Dec 5/08. Down 13.9% excluding dividends.) Likes it because of the dividend. Still a Buy.
BUY
Nice conservative dividend play. 7.65% yield. Limited to Manitoba so competition is not much of a problem.
HOLD
(Market Call Minute) It has free cash flow, but is the weakest of the telcos
COMMENT
Some concerns about the dividend. Once a stock yields 7%-8%, the market is saying there is a chance the dividend will decline. Probably okay for the next 12 months but going out further they may well have to cut it some.
SELL
(Market Call Minute) Doesn’t have the same dynamics as BCE. BCE has better businesses.
HOLD
Not a national player. Consolidation will continue in this market and will eventually be a target so you are better to wait for this and get the 8% yield.
PAST TOP PICK
(A Top Pick Oct 31/08. Down 20%.) 8.3% yield. Company came out with a little concern about future earnings.
PAST TOP PICK
(A Top Pick Oct 2/08. Down 15%.) Dividend is quite poorly covered and the market got quite nervous about it. Getting down to an interesting level.
SELL
Doesn't have a lot of earnings growth. Yield of almost 8% is safe for a couple of years.
SELL
Has a significant legacy long-distance business. Acquired All Stream. Traditional telephony with no significant exposure to wireless or other categories that are growing much more quickly.
DON'T BUY
Would avoid this name. Payout ratio is too high. 8% yield looks very attractive but it is a red flag. Would prefer Bell (BCE-T), Telus (T-T) or Rogers (RCI.B-T).
BUY
Great stock. Yield is good and dividend looks safe for the next couple of years. Good place to hide in these kind of markets. (See Top Picks.)
COMMENT
Basically flat lined from where it was in January. 8% dividend yield is not at risk. Not his favourite because he doesn't see where the growth is going to come from but it is an attractive dividend. (See Top Picks.)
DON'T BUY
Telco in Manitoba. Good job but growth is limited. Bought the old AT&T and are trying to compete against BCE (BCE-T) and Telus (T-T) in downtown Toronto. Tax losses allow them to pay a generous dividend of 8%. Comfortable that they can sustain the dividend but questions if they can grow it. Prefers Telus (T-T), Rogers (RCI.B-T) or even BCE (BCE-T).
COMMENT
Not a lot of growth but is not concerned about the 8% dividend as they are generating sufficient cash to fund it. If you want to have an investment in the telecom universe, there might be a better name than this. BCE (BCE-T) has a stronger balance sheet and stronger cash flow profile.
Showing 136 to 150 of 420 entries