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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 has shown mixed feedback among industry experts, highlighting both opportunities and challenges. The company is recognized for its sports asset portfolio, which holds significant value and potential for monetization, especially following its acquisition of MLSE. However, concerns persist regarding competitive pressures, high debt levels, and network quality, suggesting a cautious approach moving forward. While some analysts appreciate the defensive nature of the stock amidst a challenging telecom environment, others emphasize the need for improved growth and capital management. Despite the general lack of significant growth prospects, Rogers is viewed as a safer bet for income-focused investors, particularly due to its dividend sustainability and potential for future cash flow increases.

consensus icon
Consensus
Cautious
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Valuation
Undervalued
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PAST TOP PICK
(A Top Pick Dec 31/07. Down 22%.) Good recession resistant business. Great balance sheet. Generating $1 billion of free cash yearly.
TOP PICK
Like it for its operating characteristics. Good margins and turnover growth. Good street expectations in terms of growth going forward. Likes global wireless.
PAST TOP PICK
(Past Top Pick Jan 21/08. Down 4%.) Very good value here. Trading at about 5 X cash flow. Dividend is safe and feels they will continue to buy back their own stock.
TOP PICK
Good defensive large cap play. Also has a bit of growth. Has a great cable franchise in Ontario and Quebec. Also has a good growth platform with the wireless bundles.
TOP PICK
Maybe not cheap, but market is not looking for cheap but is looking for quality, sustainability and predictability. Nice dividend of 2.9%. Likes the entire telecommunication sector.
TOP PICK
This is the recession proof king of cash. Has about $1 billion of free cash flow every year. People will continue to watch a lot of cable TV. Cell phones are no longer discretionary. Raised dividends. Buying stock back.
BUY
A classic seasonal play. Historically it has done very well from the end of October through until April each year. This year is off to a good start. It has a nice base building pattern. Should breakthrough shortly and go up to another high of around $38.
BUY
Always had too much debt in the past. For the first time, it has a really fantastic balance sheet, earnings and dividends. Perfect stock to own in a recession. Would prefer it in the high $20's but it might not get there.
TOP PICK
Not quarterly numbers were very good in this environment. Revenues are about $2.9 billion, against a $2.6 billion last year. August debt issue of $1.75 billion and as a result were able to acquire 20 Hz of bandwidth for about $1 billion. Nice dividend.
PAST TOP PICK
(A Top Pick June 27/08. Down 23%.) Picked for 2009, not this year. Doubled their figures in the 3rd quarter. Would still Buy.
STRONG BUY
Likes the company at this price. There are some concerns that with the wireless auctions that there will be some disruption of their model. Well run and generating tons of cash.
WAIT
Looking at it. He likes it, decent yield, and terrific growth rate. Would like to see market turn before buying
WAIT
For a recession, this is the right kind of business to consider. They have the right business model. Buy it if it perks up a little. Start with a partial position and put in a stop loss.
BUY
Not come down as hard in the last couple of weeks, but it did during the summer. It’s well positioned across the three businesses it is in.
PAST TOP PICK
(A Past Top Pick Nov 25/07 up 22%) Most of increase is due to wireless auction, which is over done. With dividend up again at almost 3%. Average revenue per user is down but they have lots more users. Given valuation and yield, they like and hold it.
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