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

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Daily Stock Opinions and Ratings

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

Cable companies are now getting a little more into the growth area. Fairly valued.

BUY

Doing very well on both the cable and telecom sides. Very strong cash flow generation. Good growth. There could be more mergers/acquisitions in this sector.

PAST TOP PICK

(A Top Pick July 6/06. Up 6.8%.) Continues to do exceptionally well especially with its VoIP.

DON'T BUY

Has been the subject of a lot of takeover rumours. Her concern on cable companies is the leverage and they tend to have stretched balance sheets that are sensitive to rising interest rates.

HOLD

Thinks the space is very attractive. As they develop new product and bundle new services, it's a great revenue grabber. The outlook is still quite strong.

TOP PICK

Have been successful in bringing Voice over Internet (VoIP) to western Canada. Also have digital cable. Had been raising their dividend. Has a lot of cash. 1.9% yield.

WEAK BUY

Cable business is a very competitive area. They are more expensive than they telcos and are both trying to battle over the same space. Would prefer telcos.

DON'T BUY

Overvalued.

TOP PICK

Quality management. Has a reputation for good operational margins. Have a good focus.

WEAK BUY

All their businesses are doing extremely well. Cable companies are winning over the telcos over the internet. Free cash flow will probably increase going forward. Not cheap.

BUY

The cable companies versus the telcos is interesting. Looking at the risk/reward, the balance seems to lean more towards the cable companies. Telecoms are trying to compete with the cable companies, but the market for telcom is enormous compared to the market for cable. If Shaw steals 10% of a phone company's business and a phone company steals 20% of Shaw's business, Shaw is going to come out way ahead.

TOP PICK

A group in which you can make money 2 ways. Most people think you can do it simply by harvesting the free cash flow. However, this is a consolidating industry and over the long term, occasionally you get lucky and one company buys another. Benefitting from the rollout of their digital telephone services. Also has the satellite business.

DON'T BUY

F. M. V. is in the mid-teens. Would like to see the stock moved back to its book value which is somewhere between $10/$13.

BUY

An attractive stock. Had its down leg in 2002, but is currently in a rising pattern. The 200 day moving average is moving up. If it gets up to the $27/28 range, owners that took a loss may want to get even by selling.

TRADE

Model price is around $8. They dont have any earings.

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