
TSE:QBR.B
This summary was created by AI, based on 6 opinions in the last 12 months.
Quebecor Inc (QBR.B-T) is recognized as a leading performer in the Canadian telecommunications sector, particularly highlighted for its strong position in the green zone of RSI stocks. Analysts have noted that it is gaining market share, especially through its acquisition of Freedom Mobile, which has enhanced its coverage and competitive edge against bigger rivals like Rogers. The stock has shown consistent upward trends, with a robust Relative Strength Index and a solid short-term performance, albeit with caution about potential future limitations. The consensus leans towards an optimistic view of Quebecor's strategic positioning within the telecom industry, suggesting a favorable outlook for growth amid ongoing market shifts.
Are the dominant cable player in Quebec and benefitted a lot from Rogers buying Shaw then having to sell Freedom Mobile at great terms to Quebecor. Also, they bought spectrum cheaply so they can expand into Ontario and western Canada and much lower capex. Generating strong cash flow. Debt will probably get upgraded by year's end. 40% EBITDA margins, the best of the group. Trades at 6.5x EBITA vs. 810x its peers. Telcos remain an oligopoly. Has the most upside in this sector.
(Analysts’ price target is $40.31)He owns BCE and Telus instead for income. At this point in the cycle, and just looking at total return, he wouldn't own any telcos. Better opportunities elsewhere for capital gains in the value and cyclical areas. Not a pure play telco. Not the biggest or most diversified. Commends what they're doing with the business.
Sector's out of favour, but good business, oligopoly, very profitable. Much prefers Telus and QBR.B to BCE. Telus has lots of free cashflow coming, will be able to raise dividend significantly over next few years. QBR.B is the fastest-growing telco.