Rogers Communications (B) (RCI.B.TO) Buy,…

Home

Daily Stock Opinions and Ratings

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

46.20

+0.20 (0.43%)

as of Jul 24, 2026, 8:00:00 pm Market Open.

605 watching

Investor Insights

Jul 26, 2026, 12:00 am

This summary was created by AI, based on 28 opinions in the last 12 months.

Rogers Communications (RCI.B) presents a mixed outlook among analysts, with the consensus indicating a belief in the sustainability of its dividend, supported by a relatively low payout ratio compared to peers. However, there are several challenges, including high debt levels of approximately $40 billion, intense competition within the telecom sector, and a mature business model that demands significant capital expenditures. The performance of Rogers’ sports assets has become a focal point, with analysts debating their future monetization potential. While some experts express bearish sentiments due to weak immigration and price pressures, others appreciate the company's hidden value and the recent strategies to reduce capex and improve free cash flow. The general sentiment reflects a cautious optimism, mostly aiming for defensive positioning in a challenging industry environment.

Consensus

Cautious

Valuation

Undervalued

Similar

Telus, T.TO

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.

Wealthica Track your Stocks in your Watch List

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.

PAST TOP PICK

(A Top Pick Jan 25/18, Up 24%) 2.6% dividend. The best performer in this space in the past 3-5 years. He likes telecoms because they're defensive yet growth and has a long runway through phone upgrades.

TOP PICK

He likes the cable segment for the stability of earnings. A 22% dividend payout ratio. Free cash flow of $690 million with a PE of 16 times. Forecast of 7% earnings growth in 2019. Technically if can trade above $71, there could be an $85 further upside target. Yield 2.7%. (Analysts’ price target is $72.94)

HOLD

As a large Telco, it has had a good run lately. He likes the dividend yield, their packaging of services and the sports franchises. It is getting close to fair value, so he would not enter here but will continue to hold. Yield 2.7%.

TOP PICK

They have a good cable subscription base and they are the largest wireless network in Canada. It has good earnings growth and ROE metrics. They will report earnings on January 24 and he expects a 22% increase in earnings. The dividend has an opportunity to increase as well. (Analysts’ price target is $72.47)

HOLD

This is a good defensive stock -- trading to 52 week highs lately. Tariffs issues don't come into play with this one. It has a decent yield. A nice bump up in subscribers last quarter. A good company at an attractive price.

WEAK BUY

T-T vs. RCI.B-T vs. BCE-T. Nobody knows which one will do better. The best way to play it in the utility space is ZWU-T, which gives exposure to Telco's, pipelines and utilities. These things are interest rate sensitive so you will not get much capital gains and you have to be cautious.

BUY

Likes it for the organic growth. Media assets are undervalued. Not a bad valuation, a 2.8% dividend which is probably going to grow, a 6-7% growth rate. A defensive growth name.

WAIT

Like Bell and Telus, this is a telecommunications company. It has more exposure to cable and less to the telephone than BCE and Telus. All three are subject to cord-cutting and higher interest rates will affect their stock prices. However, it is a stable company and could be owned in a portfolio. He owns BCE rather than Rogers. Both give decent income. When growth stocks go out of favour, this will be something you want to add to the portfolio.

DON'T BUY

It's an industry that must transition rapidly. The infrastructure build for 5G is huge, demanding a lot of capital, but 5G will move a lot more data. U.S. telecoms just reported well, but there's pressure on the Canadian ones. Consumers want more for less me, and the capex to achieve 5G is huge.

COMMENT

Rates sensitivity of the stock has affected it. He prefers BCE Inc. (BCE-T) as it is more diversified and has put a lot of fiber in the ground and that will drive growth for a while.

Showing 181 to 195 of 869 entries

Most Recent Experts

Andrew Pink

LDIC

The Panic-Proof Portfolio (Stockchase Research)

Stockchase Premium

Greg Newman

Scotia Wealth Management

The Weekly Buzzing Stocks by Billy Kawasaki

Stockchase

Jim Cramer - Mad Money

CNBC

Stockchase, in its reporting on what has been discussed by individuals on business television programs (in particular Business News Network), neither recommends nor promotes any investment strategies.

We paraphrase the experts by hand, we watch the shows and write down what we understood from the experts’ comments. We are human and can make mistakes, help us fix any errors. If you see something that you know is not right or if there is a problem with the site, feel free to email us at : [email protected].

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