TSE:RCI.B

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
0
Investor Insights
star iconJul 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 icon
Consensus
Cautious
valuation icon
Valuation
Undervalued
review icon
Similar
Telus, T.TO
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).
DON'T BUY
Owns Telcos instead. This company continues to be vulnerable to eroding market share. On the TV side they’re getting a run for their money as both BCE (BC-E) and Telus (T-T) have products in their early stages that will possibly take significant chunks out of them.
DON'T BUY
You want to own companies that have pricing power so the companies can make out sized returns. Rogers has competition in cable and wireless business. He would prefer a Coal stock where the just isn’t enough supply.
PAST TOP PICK
(A Top Pick Dec 31/09. Up 12.77%.) Thinks there are some challenges on the cable side. In the intermediate term it has under performed but is a leader.
HOLD
Balance sheet is almost under levered and capital expenditures will be low but in a highly competitive market. Looking at their free cash flow, dividends and buying back stock, it is really poised to go up.
BUY ON WEAKNESS
A lot of competition. Dominating the cable side. Throws off a lot of free cash flow. Very strong in wireless but BCE (BCE-T) and Telus (T-T) are making great strides. Thinks BCE might have an advantage.
PAST TOP PICK
(A Top Pick Dec 17/09. Up 20.98%.) Still likes. Looking for 10% long term earnings growth. 3.5% dividend.
TOP PICK
Has been punished. Concern about new competition, which is valid, but it is mostly at the low end where margins are squeezed anyway. At this price it is undervalued. Big cash flow projected in 2011 and don’t need to spend on the system. Will buy back shares or distribute to shareholders.
DON'T BUY
Has not done as well as some of the competitors. Lots of competition. Buy the others on pullbacks and take them for a trade.
PAST TOP PICK
(A Top Pick Jan 28/10. Up 7.94%.) Saw a little pressure last quarter on their revenue per user, a trend that he feels could continue.
TOP PICK
6.11% bond due Aug/25/40 with a Short of equal term of Gov’t CDN bond. Cheap.
WATCH
Wouldn’t Buy this one right now. Stock is a little broke, In a real dogfight with Bell Mobility. Wait and see the stock firm up technically.
Showing 406 to 420 of 869 entries