Opinions
Mark Jackson, CFA
Shaw Group Inc.
SHAW-N
PAST TOP PICK
Feb 05, 2002
(Was a top pick on Oct 9 down 45%) Sold out in low $20's.
$18.900
Stock price when the opinion was issued
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Telus vs Rogers? He prefers neither. The valuation is too rich. He sold his Rogers around $72. He would prefer Telus as it is more diversified and does not have the struggles of content issues. He would actually buy Shaw instead as they enter the wireless space. He would buy all three on weakness, but enter Shaw today.
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