TSE:SJR.B

Shaw Communication (B) (SJR.B.TO)

40.48
+0.01 (0.02%)
as of Apr 4, 2023, 8:00:00 pm Market Open.
291 watching
0
TOP PICK
Has got about the best dividend of the 3. Very stable in about the Price to Book of about 2.5 times. Fairy well positioned in the market. Fair market value and earnings trends are good.
TOP PICK
(A Top Pick April 12/11. Up 1.5%%.) Buy Shaw 6.75%, 2039 and Short GOC 5%, 2037. Shaw has under performed the sector for about 4 months but expect this will change in the next while.
TOP PICK
Shaw Communications 4.50% Rate reset Series A. 99% of time company redeems them at reset. Non-Financial. Likes numbers on Shaw. Doing well with Canwest acquisition. Everyone is waiting for what they will do in the wireless segment if anything. Firing on all cylinders.
DON'T BUY
Have been struggling over the last several quarters. There is always room for cable and telco companies to increase their EBITDA. The issue here is that Telus (T-T) is gaining market share and we don't know what they are going to do with the wireless side. Prefers the telcos.
DON'T BUY
This industry is extremely competitive right now. Most recent quarter was a bit of a disappointment. Had slower growth in cable and are in more and more competition with Telus (T-T) on the wireless front. Feels the CanWest acquisition will work out for them very well in the long term.
DON'T BUY
Shaw Comm. B has had problems with transitions issues, media side is doing better after taking over Can-West. However, thinks they are not in a great place and will struggle. Prefers BCE or Telus.
BUY
Prefers their competitor Telus (T-T). Competitive environment between these two has been fairly reasonable so far. Both are exceptionally well managed. This company has been very patient in building out their wireless, which he feels is a smart move.
DON'T BUY
Took quite a big hit. He owns a bit, partly because of the yield and partly because he likes the Vancouver B.C. market. Was really disappointed in their numbers and doesn’t have a proper explanation in his mind as to what’s gone wrong. He might be eliminating his position.
DON'T BUY
Slowing down their mobile phone plans. Thinks there is beginning to be saturation. Hefty margins that have been enjoyed for some time may be giving way to competition.
DON'T BUY
Problem is that you are buying a family-controlled company. Have paid themselves extravagantly. It’s well positioned in the telecom space. Not his favourite pick – he would prefer Rogers.
BUY
5.7% bond due March 2017? Likes this company’s bonds. Rated BBB. Yielding about 4.11%, which is reasonable. Would be a worthy inclusion on a laddered portfolio.
BUY
Likes the stock. Has quite a reasonable dividend of 4.3%. Tends to be focused in Vancouver, which he likes. Have also bought some broadband potential.
DON'T BUY
Prefers other telcos instead. Cable numbers were higher than expected last quarter but are dealing with a highly competitive market. Telus (T-T) is starting to take market share from them. Tremendous free cash flow but sees some risk on the horizon.
COMMENT
Good dividend. Reasonable upward trend. Has some support around $21 level but if it dropped to $19 it would be a screaming Buy. Sector shows a little bit of weakness.
TOP PICK
This one is a beautiful trader. Also in a defensive group so if the market gets nervous, money tends to moves into this. Has content.On the bottom line of the growth channel..
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