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TSE:RCI.B

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

52.50
-0.83 (1.56%)
as of Jun 17, 2026, 8:00:00 pm Market Open.
604 watching
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Investor Insights
star iconJun 17, 2026, 12:00 am

This summary was created by AI, based on 26 opinions in the last 12 months.

Rogers Communications (RCI.B) has garnered mixed reviews from experts, reflecting a complex landscape within the Canadian telecom sector. While some analysts appreciate its diversified business strategy, particularly the monetization of its sports assets, others express concerns about competitive pricing pressures and network quality. The company's lower dividend yield is viewed as a reason for investing in growth or debt reduction, appealing to value-seeking investors. However, there is caution due to the overall debt levels and uncertain growth outlook, leading to a consensus that the telecom sector, including Rogers, is underperforming compared to expectations. Analysts recognize the potential for Rogers to recover but remain wary of the competitive environment and the qualities of its acquisitions.

consensus icon
Consensus
Cautious
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Valuation
Undervalued
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Similar
Telecom, BCE
TOP PICK
Likes that it is about 8 X EBITDA and growth from the wireless. The balance sheet's a bit stretched, but they're going to generate a lot of free cash flow over the next couple of years which will help them pay down the debt without loads of operating risks.
DON'T BUY
Would not put this in the "Buy & Hold" category. It's more like a cyclical growth and aways have and always will use a significant amount of finacial leverage which exposes it to dramatic swings in investor sentiment. Now near the top of this sentiment, so would not buy now. When the headlines are full of fincial disaster news, that's the time to buy this or it's bonds.
TOP PICK
Top Short This is a "pairs trade" to go with a BUY on BCE (BCE-T). Had a big run. Have bitten off a fair size acquisition with Microcell, so potential for some indigestion problems. Have cut guidance on the cable side and increased their capital spending. No dividend.
PAST TOP PICK
(A Top Pick Dec 21/04. Up 18%.) Have done a few smart moves lateley. Likes their consolidation on the wireless side. Still at a discount to their US counterparts. Good cash generator.
DON'T BUY
Spending a lot of money. Upped the income for the Blue Jays and bought the Olympics at a pretty expensive price. Feels the broadcast sector is better than the income paper sector. Not a big Rogers fan because they never make a lot of profits. Huge debt. Too expensive.
TOP PICK
(A Top Pick Dec8 /04. Up 15%.) Should move higher. The wireless is in a better position in Canada than it has ever been. Down to 3/4 players and are not even competing on price anymore. Their cable is still doing well.
DON'T BUY
Outlook for the industry is continued head bashing between the telco's and the cable companies. Pretty tough to make a lot of money other than as trading positions. This one was a marvelous trade in the late 2004. Tough for the stock to have a big move from here. Dead money.
BUY
If you want exposure to wireless, there are very few choices now. Feels that this company will be one of the premier ways for an investor to invest in wireless. A very strong franchise.
BUY ON WEAKNESS
Now 60% wireless which is the growth sector. Will buy more under $30.
TOP PICK
Loves the deal they did with wireless. Bought in a the right time. Wireless asset is hugely valuable. Likes what they are doing with cable. Cable telphony valuations are good. Non-cyclical with all the things he's looking for.
TOP PICK
Has substantial operating cash. Looking for non-cyclical businesses. Won't be hurt by the Cdn$. Thought they were brilliant bringing in the wireless assets. Done at the right time. This is a booming area in communications. Big cash generator.
TRADE
52% of revenue will end up coming from the wireless side which is where the big source of growth is.
WATCH
Have to deal with their debt levels. They should be a more rational market in the future. Hasn't had high returns on capital.
DON'T BUY
Hasn't a clue what drives this stock. Always trades above its fair market value.
PAST TOP PICK
(Past top pick May 6/04. Up 3%.) Too many unknowns right now. They issued 10 million shares as they want to buy the rest of the wireless from AT&T. Will they be going after microcell?
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