Shaw Communication (B) (SJR.B.TO) Buy, Sell…

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

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40.48

+0.01 (0.02%)

as of Apr 4, 2023, 8:00:00 pm Market Open.

291 watching

DON'T BUY

5.75% bond due march 2017. Great company and great management team. Likes longer dated Shaw paper rather than shorter dated so consider the 2039 bonds. However he would also Short a 30-year Government of Canada bond interest rate as a hedge.

COMMENT

Hard to find good news on the chart but this has come back to a very important support level and seems to be trying to bounce off it. Would guess that downside risk is pretty minimal. Seasonally it usually clicks in around Nov with a short period of strength through to Jan. Consider Selling in the next month.

BUY

(Caller asked about Shawcor (SCL.A-T)but David talked media so I presume he misunderstood. Host didn't pick up on it. Your choice. - Bill)"Likes the media space. Very competitive sector but feels they will do OK."

COMMENT

Prefers Rogers (RCI.B-T). Both have pulled back quite a bit. Rogers has a bit better growth from the wireless side and are pretty established.

TOP PICK

Great dividend grower. Throws off a lot of free cash flow and thinks this will grow. Directors and family own a lot of stock and continue to buy stock.

PAST TOP PICK

(A Top Pick Aug 12/09. Up 10.46%.) Still a buy.

COMMENT

Prefer Rogers (RCI.B-T) for its better growth.

TOP PICK

Bought Can-West assets fairly cheaply for content. Has cash gushing out of its ears now that it is built out the additional network. Also getting wireless giving it a quadruple play bundle. Almost 4% yield.

COMMENT

Well run and strong free cash flow producer. Been introducing content into their model. This and Rogers (RCI.B-T) and BCE (BCE-T) are in a comparable space. This one intends to launch its own wireless content late next year. Having a bundled product has a positive impact. Too rich for him.

BUY

Excellent chart showing a rising stock and about to go into new all-time highs. Also in the consumer sector, which is doing very well. Chart shows a double bottom formation and we just had a move that took out a previous high and is very bullish.

SELL

Held in the past and sold in the past few months. Going to be rolling out wireless network. Their cap X will be wrapping up to fund that. Always traded at a more attractive multiple because of free cash flow. She put her money elsewhere because she doesn’t see much dividend growth and because they trade at an increased dividend multiple. Would prefer banks for the next few years.

HOLD

Terrific assets, but problem is that earnings are flat lined. Just acquired specialty channels from Can West. Hoping to get into wireless in a big way. Shaw family are great operators. Would prefer Rogers. But if you own it, don’t sell.

BUY

Likes cable sector as a defensive area. Healthy free cash flow and strong dividend yield. This one trades at a bit of a premium valuation compared to others. Concerned they are moving into wireless space, where they have not been, and will require a lot of CapX. Also just made a big investment in buying some of CanWest assets. Well run business.

BUY

Bonds. Likes this as a company and their bonds have an attractive yield to maturity.

BUY

Having a tough year and is down about 7%-8% this year. Making a $2 billion acquisition of Canwest’ s broadcast and specialty channel assets and should be closing in September and this is probably a good time to take a position. Decent yield.

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