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Manitoba Telecom Services (MBT.TO)

HOLD
Looking very interesting and thinking of adding to it. Telecom area going forward could be rather interesting once the auction is over and sees how the dust settles.
BUY
At lot of speculative money went into this company thinking that something exciting, fast and lucrative was going to happen. There was selling pressure when this didn't happen. When the BCE (BCE-T) deal closes, some of the money will come into this stock, as people will want exposure to this sector. Very nice dividend.
DON'T BUY
Owns Allstream, which was supposed to be their growth vehicle but it didn't come through. No earnings growth. Valuation of the company has come down. Indicated it wants to be a player in wireless national spectrum and this carries a lot of risk as well as a lot of cash. Too early.
DON'T BUY
Worst child of the telecom space. Allstream acquisition has been a disaster. It is frightening that they are going to bid on Spectrum, but they have to. Great business in Manitoba but that's not satisfactory and they have to grow it by Spectrum and grow the network. Going into a crowded space. There is a threat of them cutting their dividend.
COMMENT
Just announced plans to create a 4th national wireless firm with 2 strong partners. Very interesting here. This will reduce the capital expenditure and balance sheet risk and will be able to maintain their attractive dividend yield. Could be an attractive investment.
DON'T BUY
Telecom has not been a space that has been performing well. There are concerns about wire line revenues as well as the wireless side. If he had to pick one, it would be Bell Alient (BA.UN-T), which is paying about 9.5% and just recently raised their distribution and only paying out about 90% of their cash flow.
DON'T BUY
The model price is $38.21, a -12% differential. The model price is dropping. Downside risk is a lot.
BUY
This is a stock that won't let you down too badly no matter what happens in the US. As interest rates fall in the US and the Bank of Canada follows the dividend that comes with this stock becomes even more attractive. Almost 6% in dividends.
BUY
(Market Call Minute.) Safe.
COMMENT
A little bit of an uptick today because of the government’s announcement on wireless (spectrum). The question is, can they put enough money together to become a serious wireless player and take on the 3 giants in the field. Doesn't think they have enough resources of their own.
HOLD
Good dividend. Earnings weren't bad. What may be hurting them a little bit, people are waiting for the BCE deal to conclude and the bondholder issue to go away. Prefers Telus (T-T) and Rogers (RCI.B-T). Will probably be a takeover at some point.
BUY
Has done an inverse head and shoulders and what you want is a major break above $50-$51. If you own the stock, have your Stop at $46. Stock should break into new high levels fairly shortly.
PAST TOP PICK
(A Top Pick Sept 5/06. Up 2.7%.) His theme was yield. This paid more than 5%. Sold his holdings. No longer as attractive as a takeover candidate.
BUY
Recently recovered. Buy for the yield.
DON'T BUY
Has had a rough ride for 3, 4 years. Their business is static. 60% of it is wire line. Have done well recently by collapsing costs. Not a growth story.
Showing 181 to 195 of 420 entries