TSE:QBR.B

Quebecor Inc (B) (QBR.B.TO)

68.35
+0.70 (1.03%)
as of Jun 9, 2026, 6:11:37 pm Market Open.
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Investor Insights
star iconJun 9, 2026, 12:00 am

This summary was created by AI, based on 4 opinions in the last 12 months.

Quebecor Inc (QBR.B-T) stands out in the telecommunications sector, particularly with its growing market share through Freedom Mobile. Several experts highlight its efficiency in carving into the larger telecom companies, marking it as a strong contender in the industry. There's an observable shift in market dynamics where capital is moving from traditional telcos to cable companies, indicating a strategic transformation in investment approaches. While some analysts caution about the potential for telecom stocks to face mean reversion, Quebecor's recent performance suggests it still has room for growth, with projected price targets indicating significant upside potential. Investors are advised to keep an eye on its development as it continues to gain traction in the competitive landscape.

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Consensus
Positive
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Valuation
Undervalued
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Similar
Rogers, RCI-B
PAST TOP PICK
(A Top Pick Dec 28/18, Up 8%) It was okay and he still owns it in some portfolios. There is still reasonable opportunity for them going forward.
DON'T BUY
He bought the bonds over the years. He used to own the stock. They were playing catch-up when they developed their wireless market. They still have to reinvest a lot of money into their network. The easy money has been made. They are limited in their market in Quebec.
HOLD
He has owned if for past five years. The growth has been pretty spectacular and they have resolved some former management issues. Plenty of runway to come.
TOP PICK
They have experienced earnings growth over 20%. They have a high 9.8% free cash flow yield and earnings are expected to grow again next year. He expects to see a 32% growth in earnings when they report in March. Yield 0.8%. (Analysts’ price target is $32.64)
PAST TOP PICK

(A Top Pick Sept 23/16. Up 18%.) There is more to go on this. He still models 19% EPS. Looking for it to go to $54.

TOP PICK

They have about 25% wireless growth due to their Spectrum advantages over the incumbents in Québec. That drives the 20% EPS over the next couple of years. The stock is trading cheaper than its five-year average by a wide margin. There is also $500 million of Spectrum licenses that they can monetize on. Dividend yield of 0.45%.

PAST TOP PICK

Videotron 7.125% Jan 15, 2020 Bond. (Top Pick Sep 10/14, Up 5.00%) They called it. It always felt like an investment grade bond.

PAST TOP PICK

(Top Pick Feb 10/14, Up 34.16%) They sold off most of their newspaper assets. They are just getting over their hump of spending. They got handed spectrum for a song. It should do better relative to the group. People are worried about the regulatory risk in the sector.

COMMENT

Thinks they will benefit from the government’s push to introduce a 4th wireless contender.

PAST TOP PICK

(A Top Pick Feb 10/14. Up 33.07%.) Feels this could be a legitimate 4th player in Canadian telecoms. They are strong in the Québec market, and they could expand into the rest of Canada. They are now starting to generate positive free cash flow. A good story.

PAST TOP PICK

(A Top Pick Feb 10/14. Up 26.46%.) The de facto 4th player in the telecom area. He doesn’t own this for the publishing assets, but getting it for what it is going to be doing in wireless. It was cheaper than the rest of the group and had better growth potential.

BUY

Can be a forth national carrier. The gov’t will be supportive of a home grown competitor. Probably a better growth trajectory compared to the other 3.

COMMENT

This is a very good value stock. Was in a trading range for several months, but is now breaking out to newer highs. He expects the stock will outperform the sector.

PAST TOP PICK

Long Videotron 5.625% 6.2025 Bond and Short Gov’t of Canada 1.50% 6/2023 Bond. (Top Pick May 15/14, Up 2.77% / Down 2.03%) Triple ‘B’ company. If government convinces them to be the 4th national carrier, their wireless will have to be standalone entity.

TOP PICK

Videotron 7.125% Jan 15, 2020 Bond. Credit metrics of an investment grade bond. They are the cable providers of Quebec. They have to push their profits up to QBR.B-T, but in the case of any insolvency of QBR, Videotron is made whole. The biggest risk is that they would be the 4th big player out there.

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