Summer Sale

50% off Premium Yearly

00days
00hrs
00mins
00secs

TSE:RCI.B

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

52.67
+0.17 (0.32%)
as of Jun 18, 2026, 3:46:34 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.

consensus icon
Consensus
Cautious
valuation icon
Valuation
Undervalued
review icon
Similar
BCE, BCE
DON'T BUY
His problem with this stock has to do with ite balance sheet. They've got debt that would choke a horse. Thinks their debt to cash flow is 6 to 1. In a rising interest rate environment. If their cost of capital starts to rise, this will severly restrict their free cash flow.
TOP PICK
Valuation is now reasonable at around 7.5 X EBITDA. They are going to become a huge free cash flow machine. In 2007, they'll have $1 billion in free cash. They also have $4.5 billion in unused tax loss carry forward.
DON'T BUY
Has a very highly levered balance sheet, so it's not for the faint of heart.
TOP PICK
The cable companies are winning the battle over telecoms. They are the only ones that can offer you a bundle of telephone, cellular, television all in one.
TOP PICK
A cash flow story and a revenue acceleration story. The demand for data transmission is being well under estimated.
DON'T BUY
Earnings were quite good. Wireless revenues were very strong. Overall a good company, but not sure he would buy it here since it has had such a big run up.
WEAK BUY
Always hated the balance sheet but loved the income growth. The question is, can you stand the risk of the mountain of debt. There's enormous room for growth in wireless. There also seems to be a big appetite for digital TV.
TOP PICK
(A Top Pick June 14/05. Up 20%.) Have done a lot of smart moves over the past over the couple years. Really comfortable with it. Starting to pay off dept. A long term stock.
TOP PICK
Getting good revenues and starting to pay down their debt. Good cash generation. Likes the wireless application.
BUY
Seems to be everybody's favourite stock right now. Bear in mind that at some point she suspects they might do an issue. Made some good acquisitions.
TOP PICK
(A Top Pick Apr 6/05. Up 17%.) Looking for non-cyclical earnings where there's some cash generation. Wireless is a 3 player market and these guys are in the sweet spot there. Cable is doing exceptionally well.
TOP PICK
One of the best growth companies in the Canadian equity market. Has a unique combination of cable and wireless assets. Knocking the ball out of the park.
PAST TOP PICK
(A Top Pick Mar 24/05. Up 13%.) Still looks pretty interesting. Had been going sideways for a while. Has good growth in wireless and made a couple of little acquisitions.
TOP PICK
Wireless is the big driver and wireless is a great growth area. Generating great cash. AT&T was a good acquisition.
TOP PICK
Likes the wireless and cable business. Cash flow comparable to its peers is great. Still growing and generating cash.
Showing 751 to 765 of 864 entries