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TSE:RCI.B

Rogers Communications (B) (RCI.B.TO)

52.58
+0.08 (0.14%)
as of Jun 18, 2026, 4:09:00 pm Market Open.
604 watching
0
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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DON'T BUY
Very predictable cash flow in the past. Wireless subscriber growth in Canada is slowing. This will give a significant contraction in the earnings multiple that people are willing to pay.
BUY
The news is on GSM where Telus is looking into this area. If they switch to this, it will give Rogers competition. Dividend has been increased but the growth rate is slowing somewhat. Not a bad price at this point.
DON'T BUY
Earnings disappointment on the wireless side. Going to be a very competitive marketplace, especially in Canada with the auction of Spectrum. ROE of over 20% with a dividend of 2.5%. Has a small buyback in place. Still quite levered with debt to capital at over 60%. At a level where it is going to be very interesting. Expect there will be some further downside. Would be interested in the $35-$38 range.
DON'T BUY
Have done extremely well over the last couple of years with market share in wireless. CRTC have announced an auction for more broadband exposure excluding the majors. Could create more competition. Has always looked like an expensive multiple to him.
TOP PICK
Stock fell after the wireless Spectrum came out. Good entry point. A wireless play as 80% of EBITDA is wireless plus the cable. Free cash flow is $1 billion a year plus. They have the best technology on the wireless side and the only ones with 3G technology.
TOP PICK
Thinks the market has overreacted to the governments Spectrum offer. They have a very compelling package of consumer products. 10% free cash flow yield. Great balance sheet. 1% dividend yield could double.
TOP PICK
Comfortable with the growth in the wireless industry, the valuation and what they are doing on cable. When the iPhone comes to Canada it is a logical choice for them to go with this company. Could be a little shaky on the short term, but he is comfortable with it.
COMMENT
Because of the CRTC announcement on wireless (spectrum) Telus (T-T) and Rogers (RCI.B-T) have had a bit of a setback. There may be more competition in cellular phones and could put pressure on both companies.
WATCH
Took quite a whipping today so he was looking at it. Down 8%. Could be some more fallout because they have the most to lose on the wireless situation.
BUY
Had a bit of a correction in November. The 200-day moving average is still rising and has now broken below it a little bit. In the tail end of the ugly market correction and it is then that some stocks get and negative surprise. As 2008 is going to be a good year, this is a good buying opportunity.
DON'T BUY
This stock dropped because of the market weakness. Large cap and very dominate in its space and has been one of the best stocks in the last few years. It undercut its August low which is very negative going forward. Wait for it to go back above its August low.
COMMENT
As a value manager, this is more of a growth stock. Has had a great run. Has come off of late with the market. If you're a long-term growth investor, it is a good one to own. In the near term it is probably vulnerable to a market correction because its multiple has gone up so much. There is also likelihood of new competition coming in in wireless.
BUY
This is a decent entry point. Have had tremendous growth on their wireless side.
SELL
Rogers (RCI.B-T) and Telus (T-T) have been leaders for a long, long time. They have broken their up trends and he thinks it's a serious break. So he would be reducing both of these names. Another reason is that it is highly owned by institutions and they will be cutting back.
COMMENT
For investors looking for growth in the telco sector, but not for a value investor.
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