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TSE:RCI.B

Rogers Communications (B) (RCI.B.TO)

52.58
+0.08 (0.14%)
as of Jun 18, 2026, 4:09:00 pm Market Open.
604 watching
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Investor Insights
star iconJun 18, 2026, 12:00 am

This summary was created by AI, based on 27 opinions in the last 12 months.

Rogers Communications has shown mixed feedback among industry experts, highlighting both opportunities and challenges. The company is recognized for its sports asset portfolio, which holds significant value and potential for monetization, especially following its acquisition of MLSE. However, concerns persist regarding competitive pressures, high debt levels, and network quality, suggesting a cautious approach moving forward. While some analysts appreciate the defensive nature of the stock amidst a challenging telecom environment, others emphasize the need for improved growth and capital management. Despite the general lack of significant growth prospects, Rogers is viewed as a safer bet for income-focused investors, particularly due to its dividend sustainability and potential for future cash flow increases.

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Consensus
Cautious
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Valuation
Undervalued
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Similar
BCE, BCE
BUY ON WEAKNESS

Telus vs Rogers? He prefers neither. The valuation is too rich. He sold his Rogers around $72. He would prefer Telus as it is more diversified and does not have the struggles of content issues. He would actually buy Shaw instead as they enter the wireless space. He would buy all three on weakness, but enter Shaw today.

BUY
Likes growth aspects of the stock. If you peel out the telecom names, they'll perform well later in the cycle and will be more resilient in a recession. Beta is 0.7. Yield is 2.8%.
HOLD
Companies that have been increasing dividends and with the threat of falling interest rates, these utility type holdings are a good place to hide for the next six month. Yield 2.6%.
BUY ON WEAKNESS
All the Canadian telcos took a hit when Rogers came out with a much-lower data plan. Now's a good time to buy Rogers. The sports part of Rogers is a distraction that has little effect on the stock, even the Raptors' championship. Sports revenue is not that huge compared to Rogers' overall revenues.
DON'T BUY

We are beginning to see a little bit of a war in the telecommunication industry. We may be into a little bit of a price war. They have not competed to date as well with BCE's fiber to the home. When these guys fight for market share that is the time to look at cash flow. He'd be hesitant to invest in this one if going into the group.

COMMENT

A good income stream? He owns Telus instead of Rogers. He is studying the whole rollover of the wireless business in Canada. Prices are starting to drop on increased competitive pressures. It might be early to enter the space. He would prefer BCE-T or T-T.

WEAK BUY

Which telco to buy? Canadian telcos are a good place to invest (an oligopoly) though he owns none of them. Headwinds: slower growth compared to 5-10 years ago, especially in the wireline business and people move to cell phones. BCE, then Telus and Rogers in this order have the most exposure to wireline. Therefore, his first choice is Rogers, though he would carefully weigh all of them first.

SELL
He sold it in February. It's cheaper than its peers, but they didn't increase the yield (only a little) this year. He sees limited growth, despite great subscriber growth in recent years.
DON'T BUY
Owns BCE instead. BCE and Telus have a really strong 5G strategy. Rogers will be in a much more difficult competitive environment. BCE is at a better valuation, with a 5% dividend.
DON'T BUY
TELUS VS ROGERS All Canadian telcos and utilities are overpriced as investors expect a recession later this year of mid-2020. $39.52 is his target price for Telus; $61.22 for Rogers. Investors are attacted by the yields.
BUY
Telus vs. Rogers The telcos are an amazing business in Canada, because they lack competion and keep adding new lines of business. The telcos control the internet which everyone keeps using. He owns both, but would choose Rogers, because they get a whole bunch of assets, like the Blue Jays, outside the internet. Rogers also has a smart CEO who is improving the balance sheet.
COMMENT
Every once in a while it present very good buying opportunities. He prefers Telus Corp (T-T).
BUY
He owns all three telecoms. You don’t need to pick. You should diversify among the three big ones. RCI.B-T have quite a bit of debt and it has held the back on raising their debt yet they are able to leverage on wireless.
BUY
It is a great business model. It has a very strong future but there is a big capital program coming (5G) which will be the biggest technology rollout in history. He does not know here it is going to go but it is going to work.
BUY
2.9% dividend. Good asset play going against the grain of the markets. He likes it. Upside is unlimited.
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