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TSE:RCI.B

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

53.16
+0.66 (1.26%)
as of Jun 18, 2026, 8:00:00 pm Market Open.
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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 (RCI.B) has received mixed reviews from various experts regarding its performance and future prospects. Many analysts highlight the potential of its sports assets, especially after the significant purchase of MLSE, which could drive future cash flow. The company is noted for its reduced capital expenditures, leading to increased free cash flow guidance, which some view as a positive sign for long-term sustainability. However, concerns about high debt levels, competitive pricing pressures, and slower growth in the sector persist. Comparatively, while Rogers has not performed as strongly as peers like BCE and Telus, it is considered by some as a defensive investment in an otherwise overlooked sector. Yield is cited as a consideration, but the growth prospects underscore the need for caution, particularly given its stagnant dividend history.

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Consensus
Neutral
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Valuation
Undervalued
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Telus, T.TO
DON'T BUY
Has vastly underperformed its major competitors Telus (T-T) and BCE (BCE-T) because it was the most vulnerable on both of its businesses, TV and wireless.
HOLD
It has been struggling because of competition. Dividend yield is pretty good and he thinks they will continue to increase it. When Ted Rogers died, he believes his stock went into a voting trust and this trust is being wound up in the next couple of years.
COMMENT
(Market Call Minute.) Biggest cable company and was the biggest wireless phone company. Losing share to BCE (BCE-T) and Telus (T-T).
WEAK BUY
Stock has been beaten up. People don't like the fact that there is competition in Canada. Doesn't see anything ahead that would move the stock up. Decent dividend. If you Buy it here, you probably won't get hurt but can't see any events that will make this stock pop. Prefers BCE (BCE-T) or Telus (T-T) which give better dividends.
TOP PICK
You now have Rogers at a one point multiple discount to BCE.
TOP PICK
Of the companies in this sector, this is the cheapest right now because people are concerned about competition. Has been the best dividend grower over the last 5 years. They are buying back stock. They've already spent the money on the infrastructure so they are reaping the benefits. 4.4% yield.
HOLD
(Market Call Minute) for dividend.
PAST TOP PICK
(A Top Pick Feb 16/11. Up 16.68%.) Likes the free cash flow. Recently raised the dividend and will probably continue to do so.
WEAK BUY
Switched into BCE. Actually nothing wrong with it. Space is fantastic. CAP-X they spent 7-8 years ago they don’t have to spend now. The convergence play is finally happening. Has tremendous free cash flow. Valued a little more expensively that BCE. Have the ability to take their best in class technology and take market share with it. They have taken landline share from telcos also.
DON'T BUY
Of the three big ones it is his least favourite. More vulnerable to new entrants. Holds BCE and BA, VOD
PAST TOP PICK
(Top Pick Mar 21/11, Up 18.58%) increase in dividends and buying back stock.
COMMENT
You have all these businesses. Ted Rogers was a genius. He passed away. His kids have a substantial amount of their wealth tied up in the company. The value of the parts is greater than the sum. He could see them breaking it up.
HOLD
Has not been in telecom in the last year because competition was heating up. ARPU is not going up. This would be her favourite of the group but it will be trading in a range.
DON'T BUY
In a very competitive part of the market. BCE (BCE-T) is snapping at their heels. They've improved their product. Their yield isn't that exciting. Would rather be in some other part of the market.
PAST TOP PICK
(A Top Pick Feb 16/11. Up 11.39%.) They report on Thursday and will probably increase the dividend by about 10%. The huge iPhone growth is actually a negative for them and this is going to roll over and should be fine later on. Good free cash flow growth.
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