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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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Similar
Telus, T.TO
PAST TOP PICK
(A Top Pick Dec 13/10. Up 3.64%.) 6.11% bond due Aug/25/40 with a Short of equal term of Gov’t CDN bond.
BUY
Thinks Bell (BCE-T) and Telus (T-T) have over performed so is only buying this one because of valuation. Recently raised its dividend substantially and had huge share buy backs. FV is closer to $40. Because of competition, wouldn’t buy aggressively.
BUY
Under $34 is a great entry point. They have bottomed.
WEAK BUY
She got out because of the increasing competition with new players. You could buy it here for 5-10 years because they have a safe and attractive dividend, but she doesn’t see a near term upside. The banks or pipelines have more potential for appreciation.
BUY
Probably not a bad time to buy it. Stock has been depressed. Very good exposure to wireless and cable space, which are both doing relatively well. What they are faced with is increased competition and declining margins. But they should be able to increase dividends. They are well positioned to be able to take advantage of the continued wireless boom. They are a big expensive for him.
TOP PICK
It has performed the worst of the bunch but throwing off almost 2 billion in cash flow. Increased dividend 11% and are buying back shares. Longer term believes if you have the pipe in the ground and it is paid for and people are demanding more and more data then all these guys are going to make good money.
DON'T BUY
Took his profits a couple of months ago. Likes the sector longer term. He was looking for better growth opportunities. Longer term it will do fine but he is concerned short term. He might go back into it.
SELL
Sold because the whole space has become much more competitive and is waiting on the sidelines until the dust settles. Sold this and Shaw and most of BCE.
BUY ON WEAKNESS
A lot of competition in the telecom space. Price is getting to a point where it is more interesting and would definitely be interested around $32-$33. Raises a lot of free cash flow. Raised their dividend this last quarter.
TOP PICK
Just raised the dividend 11%. A little bit weak on the wireless side but essentially in line. Getting hit by new entrants. Average Revenue Per User (ARPU) was down by about $1.50 from $62.50. Huge free cash generator. Announced they are going to buy back 1.5 billion of stock.
WAIT
This is a story that struggled recently. You are dealing with a very confusing regulating body. Its payout ratio is rather high. Traditionally has been a very well run business. If it got a little big cheaper he would consider buying it. Owns BCE.
DON'T BUY
Doesn’t like the wireless space right now because the competition is definitely heating up. Being attacked on the high end by Bell (BCE-T) and Telus (T-T) who have both upgraded their networks. With the new entrants that came in last year, it is being attacked on the lower end. There has been pretty good growth from Bell and Telus, which may be at this company’s expense.
BUY
Growth has slowed. One of the key drivers was the wireless business but they no longer have the network advantage over competition. Likes their core values and feels it is worth $40.
TOP PICK
Top Short Short. Coming out with earnings in a couple of weeks. It will be quite volatile right then. It has been under-performing the markets. He likes the company, but is going to try to pick up a few bucks. Thinks $30 is an easy target on this one. He shorts liquid stocks that he can buy back without much problem.
BUY
Expectations got too high and the stock price has fallen. Will probably have good dividend and margin growth. Cheaper than Bell (BCE-T) and Telus (T-T).
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