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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.
604 watching
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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.

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Consensus
Cautious
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Valuation
Undervalued
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Similar
BCE, BCE
DON'T BUY
The premier company in their business. Unfortunately, they are going to be under attack from new entrants coming in.
COMMENT
Lots of free cash flow and growth. Stock was brought down by the Spectrum auction and concerns about change in the business model on data plans. However, data demand is extremely strong and growing. Retested lows at $33 twice so is technically getting a better. If you buy, use $33 as a Stop.
BUY
Have exclusive rights for Apple (AAPL-Q) iPhones but not for RIM (RIM-T). Apple phone has been a sensation but doesn't know how much it will boost earnings. Stock took a big hit during Spectrum auction but it takes a lot of time to develop infrastructure for cell phones and even more time to market against 3 very entrenched well-known competitors. Cheap. Decent yield.
BUY
Expects them to continue raising dividends. Going to generate $4 billion in free cash flow in a couple of years. Wireless penetration and smart phone in Canada is much lower than in the US. Great fundamentals in cable and Internet.
DON'T BUY
Best managed wireless company in Canada. The wind that is in the face of all these players is that they have never suffered privatization that Bell is going through. Expect there will be a lot of competition, which could create margin compression.
TOP PICK
They dominate cable. Company’s balance sheet is better than it has ever been. Generating tons of free cash flow meaning they can pay debt down further and start paying dividends more. Can invest in more businesses and possibly more content. Valuation has been hit hard because of the Spectrum auction.
TOP PICK
Had a fairly good quarter. Looking at the 2nd half, they have the iPhone as well as the new Blackberry Bold, which will add significantly to their numbers.
BUY
Wireless Spectrum adding a 4th competitor weakened the stock price. It will cost the competitor over $1 billion and take minimum of 2 or 3 years to come on plus another $1 billion to have 3G. Just a free cash flow machine right now. Yield is now over 3%.
WAIT
Profits are predicted to go up from $1.50 last year to over $2.50 for the next 2 years. With the new Spectrum auction, there will be new, very substantial international players coming in. the iPhone is great, but he is not sure of the margin they'll be earning. Looks quite attractive from a valuation point of view.
BUY
Think the market has been concerned about the wireless auction but long-term he is not overly concerned. They will continue to be the dominant player. Long-term this is a growing market. Good earnings stream. Almost a 3% yield.
DON'T BUY
Likes this sector quite a bit. (See Top Picks.) He would like to see it break the downtrend. Be patient and watch the data that supports it on a fundamental basis.
BUY
Slow down on wireless side. Good growth company and dividend to boot. Loves Canadian wireless plays. Not too concerned about competitors in wireless auction. Has no problem with dollar cost averaging. Only 35% penetration in Canada in Wireless.
BUY
Great growth in the wireless. An excellent cash machine. A good play.
DON'T BUY
If you own, see if it can hold the lows that it had in March. Sound business and sound cash flow but the problem is concerns about the margins.
BUY
Quarterly results were disappointing on the bottom line as well as the subscriber line but it did not include the iPhone. Think of this as a core holding.
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