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

Has slipped back off its highs a little. Thinks they got adverse press about the NHL hockey contract, with no Canadian teams in the playoffs. They have done a great job on the customer complaint side. It is a fight for every customer, but they seem to be winning their share these days. Reasonable valuation and has a good yield.

Hasn’t performed super well, but it’s okay. It’s a defensive component in his portfolio. This is a name you can hold, and should be part of your portfolio. Holds it for the defensive characteristics and its dividend.

RCI.B vs. T-T. There is probably more growth potential in T-T, but there is less diversification. He prefers T-T. He expects the relative outperformance to continue.

(Top Pick Oct 6/15, Up 10.56%) He picked a strong stock in a safe sector. It is clearly running ahead. The yield is good. It is an outperformer. He is going to stay with it until the price breaks down.

BCE-T vs. RCI.B-T. He has owned BCE-T for a long time. They grow the dividend, but Rogers is not going to do so in favour of paying down debt.

Likes the telecom space, and this one leads the pack for him right now. The only one he owns. Have really leveraged their cable and media assets and have distributed the content to their mobile users and wireless subscribers. Have increased the average revenue per account. Dividend yield of 3.85%.

Had looked pretty good and was benefiting from flows coming out of energy, materials, etc. that weren’t doing so well. Got a little bit frothy, so he didn’t Buy. It is back to a point now, $45-$48, where it is probably a good buy. It might stay in this range for a while. Good dividend growth. Thinks Wind mobile and Shaw (SJR.B-T) will take customers away.

(A Top Pick Oct 6/15. Up 11.88%.) Got interested in this because it was breaking out along with its peers. Continue to Hold.

(Market Call Minute.) One of 2 telcos he would like; however his preference is to steer clear of the telco sector. He thinks Shaw (SJR.B-T) will get bought out by this company, so that might be a better option for you.

Has done very well, however the stock is trading at very, very overbought levels from a relative strength standpoint. Today it was trading at 83 RSI, and anything above a 70 is way overbought. Not a stock he would enter into. A lot of Canadian telecoms are expensive at this point.

The telecoms are getting a little rich. This one has had a very nice move. Had a lot of problems with subscriber losses and high marketing costs on the retention of subscribers, but it seems that since the new CEO came in, those metrics seem to be improving quarter by quarter. Just recently announced another strong quarter and better numbers, and less subscriber loss. On a multiple basis it is trading less than Telus (T-T) or BCE (BCE-T). This is still a good bet to keep paying their dividend and growing as well.

There is a lot of confusion over where the rates are going. He wanted yield and growth, but wanted to avoid pipelines and so on. There will be no harm buying this one. It will break to new highs. It has been an outperformer since July. It is a yield play with some price advantage.

(A Top Pick July 3/14. Up 7.44%.) Very pleased it has recovered to a better level from the low $40 range of a few months ago. Sentiment was terrible on this company with Bell (BCE-T) and Telus (T-T) blowing past it. They continue to raise their dividend every year. The sum of the parts is worth so much more than what the stock is trading at. He thinks the valuation is $55+.

(A Top Pick May 7/14. Up 7.05%.) Things have gotten better for them. They did the Mobilicity deal and swapped some Spectrum in that deal. He thinks longer-term this company will do fine with pushing more data through their system.

Technically and seasonally, this sector is best right from October to May of each year. Historically it has not done too well in the summertime. His chart shows the stock is in a trading range and has been for about 2 years. Momentum indicators are still negative. Not one that he would want to be invested in. Wait until October when seasonality starts to change, and a support level of around $39.