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

COMMENT

Should not be measured on earnings. A better measure is EBITDA or cash flow. Speculation on an acquisition by Rogers pushed the price up and has now pulled back. Likes the overall business but from time to time, a lot of speculation creeps into it.

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HOLD

Has done extremely well this year. The recent blip on the chart is due to rumours of a takeover. Likes the story. Good cash flow.

BUY

Likes cable. Cable companies are going to do way better than the Telco’s. Good value for the long haul. Lots of room to grow. Their territory is showing enormous growth.

HOLD

The chart shows the areas of consolidation before the breakouts. There is now a spike. If you own, hold onto it but don't add to your holdings.

DON'T BUY

Ranks well in his model at 92, the top 15%. Earnings expected to grow by about 26% against a 27 P/E giving a 1.1 X P/E to growth, so not cheap.

BUY

Any of the cable companies have a 3, 4, 5-year good run with good fundamentals. A good company. He prefers Rogers (RCI.B-T).

BUY

In the sweet spot right now. A lot of money was sunk into systems in the last year and has turned into significant cash flow now. Making headway in the telecom space.

TOP PICK

Has lagged the group. Fundamentally is still doing extremely well.

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TOP PICK

P/E is not expensive at around 18 or 19 X earnings. His approach to valuation indicates it is significantly undervalued. ROE has been so strong, that it implies there is still a 95% chance that it outperforms the market. Very strong margin growth and very strong asset turnover growth.

BUY

Cable companies have done a very good job and our growing quite rapidly. Market share is growing in the areas they are in.

BUY

Prefers Rogers (RCI.B-T) for the excess free cash flow, which is at a higher percentage. This one is fine. Will provide 8%-10% growth.

BUY

Has a great long-term track record. Unlike Rogers (RCI.B-T) in Ontario, they are missing wireless and they may try to do something which could be quite expensive.

BUY

Really likes the cable sector. Attractively valued. Trades at a modest premium to Rogers (RCI.B-T) but doing very well. Increased their dividends. Lots of free cash flow.

TOP PICK

If the TSX is up 10% as he expects, this stock could be up 30%. A good, solid, secular growth story.

PAST TOP PICK

(A Top Pick July 6/06. Up 12.5%.) The cable companies with their VOIP continue to eat telephone companies’ lunch. Still very attractive.

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