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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
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PAST TOP PICK
(A Top Pick April 5/07. Up 13%.) Gone sideways for the last couple of months because of worries on wireless growth/competition. Core of the business still remains very strong.
TOP PICK
Huge free cash flow generator and they will return some of this to shareholders. Not concerned about the wireless Spectrum auction.
BUY
(Market Call Minute.) Best performing telecom stock. Getting market share in wireless and cable.
BUY
On the assumption that the Bell Canada (BCE-T) deal does get done, there will be a lot of money that has been designated for the Telecom area and will have to be redeployed. Feels the competitive landscape will be changing too. Good long-term holding.
TOP PICK
Dividend yield is pretty reasonable at about 2.2%. Balance sheet is much better than it used to be. Sold off giving a very attractive entry price. New spectrum auction won't create much competition.
DON'T BUY
A tough space in the last little while. With the new Spectrum auction was announced and Verizon (VZ-N) coming out with “all-you-can-eat” airtime, this raised concerns about the ability to raise margins and make money. This is a tremendous company and earnings should grow 20% a year over the next couple of years. The risk is this is a bounce off the bottom since March and people will use this opportunity to lighten up their holdings.
BUY
They were taking more than 50% share for a while but raised their prices and everyone went back to taking their normal share. They are still very profitable. Market is being overly punitive on the stock.
DON'T BUY
They are kind of stuck and he suspects the stock price is going to be stuck. Little bit concerned about what is happening there so he is staying away from it.
TOP PICK
Best in class for the telecom space. Likes that they have the GSM network. Great job of growing their wireless. Cable seems to have won the TV wars against satellite. Doing fantastic with their free cash flow.
BUY
(Market Call Minute.) Continues to be the premier player in the communications space.
TOP PICK
Stock has come down on the fears of the new Spectrum auction. This is the dominant player.
TOP PICK
Given the price decline and that they should be one of the top dogs in the forthcoming auction, he likes this one very much.
DON'T BUY
There’s a cross-north America slowing in subscriber growth. Operating well. Would continue to avoid telecommunications.
DON'T BUY
Looking cheaper than it was. Getting closer to a buy. Stay away in the short term.
WAIT
Likes Rogers, for the concept and their business. The problems is the wireless spectrum option in May, where the government is going to auction off all its wireless space. The Rogers either has to drop their prices now in answer to that competition or they have to meet new competitor/entrant pricing. The industry is moving in favour of the consumer and away from the shareholder.
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