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

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

TOP PICK

Were very prudent in their bidding in the Spectrum auction. History of being good with investors’ money. Trades at a premium to the group but higher dividend yield sends a message from management that they can deal with this.

DON'T BUY

This never shows up well for him. Valued in a different way such as EBITDA or growth in cell phones. His model price is $16.73, a negative differential of 24%.

BUY

Likes this one, but not quite as much as Rogers (RCI.B-T). Have a piece of the Spectrum auction giving them some ability to go wireless. Very profitable.

BUY

Screened 8000 equities globally, picked out the names that matched his criteria and ranked the companies based on profit growth. Ended up with 453 stocks. Rogers (RCI.B-T) and Shaw Communications (SJR.B-T) were on the list and were among the 5 or 10 best stocks in their space.

BUY ON WEAKNESS

On a relative valuation, he likes this one more than Rogers Communications (RCI.B-T) on the multiples. However, Rogers has a toehold in the wireless, which is booming. A drop of 10% or so and he would take a serious look at it.

PAST TOP PICK

(A Top Pick Nov 23/05. Down 6%.) Still likes.

BUY

Cable companies are gushing cash. Longer-term prospects are excellent because you have Voice over Internet.

BUY

As a momentum investor he likes stocks where share prices are doing well with a consistent track record of doing well. This could just be a correction because of the market itself. He does like communications and technology stocks in general. This could be a very good opportunity.

DON'T BUY

This stock is always overpriced. His model price is $15.27, a -24% differential.

DON'T BUY

Very brutal chart. The trend is definitely on the down side. Broke through 2 support levels. If you own, sell on any strength, particularly if it reached the old support level of around $22.

HOLD

(Market Call Minute.) Has a huge preference for Rogers Communications (RCI.B-T). See Top Picks.

HOLD

Many of the Canadian communications stocks have had wonderful runs but have been under performing recently. Expecting increased competition and until that gets sorted out be a little bit careful.

BUY ON WEAKNESS

(Market Call Minute) The group is down because of this possibly licensing of wireless competitor, which would cost $1 billion so he is not sure that this happens and this has probably been oversold.

DON'T BUY

Very expensive. They trade on a different metric such as cash flow, EBITDA, etc. but he wants companies with earnings, so his model price is only $16.97, a 34% negative differential.

DON'T BUY

Strong operating momentum but is the most expensive cable company in North America. Sees better upside potential in other cable names.

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