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

He likes how the company has been expanding their wireless business. Their controlling interest in Corus Entertainment is creating major headwinds – who would look to buy it? In the long term, it will be a decent investment, but he sees better alternatives.

It brought Freedom Mobile (WIND). What they are doing with their mobile strategy is what the market needed. One day he sees RCI.B-T coming together with SJR.B-T and that would be synergetic.

Shaw will get a good chunk of this first 5 G spectrum. Chorus is up for sale. Shaw has a fair amount of debt and will benefit from the sale. Once spectrum has been allocated it will benefit Shaw and Rogers. There are certain parts of the country where each company does not have a foot print. It would be nice to see them come to an agreement. Shaw pays a 4% monthly yield. Last quarter it had pretty good subscriber growth.

Likes this. All telcos were challenged coming into 2018. Hold this now. Dividend is attractive. The company proves it can turn things around in this space.

It's enjoyed a nice run-up with an increase in post-paid wireless customers. They recently got the iPhone which will drive subscribers. He's worried about their capex though. He's still confident about Shaw, though the sector is in a slump. Pays a 4.5% dividend.

He still likes it. On a long term basis their build is taking a while. The question is how aggressively they build out their wireless infrastructure. They should be able to bundle a lot of wireless subscribers into multiple services. He would start getting into it.

Going through long-term expansion after buying Wind Mobile assets. Don't expect a dividend increase soon. Instead, maybe buy the other communications stocks, but longer term Shaw looks promising as they grow their business.

The employees make 130 to 140K so it seems a lot for an early retirement. It is reflected in the stock. You may be able to see beyond the bumps but it holds it back. He does not see much in the telecom space. He has lightened up in the entire group.

Very well-run company. He thinks there is a lot of hidden value in this company. The next generation of the internet he thinks is going to benefit them.

He likes the acquisitions they made. These businesses take a long time to start to really generate free cash flow. He does not expect huge things in the next few quarters. With a 1 to 3 year outlook, they will start to generate a lot more free cash flow. The will start to pay a lot more dividend and you will start to see a lift in the multiple. The $25-$28 range will make a fair entry point.

(A Top Pick Oct 13/16, Up 19%) There is concern about how much they have to spend to build out the Wind network. He decided to take his profits.

A media company that is building out their wireless platform, particularly in Western Canada. Doesn't feel any compelling reason to Buy this. Would rather own one of the national carriers. Dividend yield of about 4%.

T-T vs. RCI.B-T vs. SJR.B-T. He sold T-T last year because of tepid growth and valuation at the top of its range. He sold it to make way for a more cyclical investment. RCI.B-T is the strongest of the telcos. The whole space is expensive.

Sell this and buy back Bell Canada (BCE-T) that she sold? BCE is a solid company and pays a good dividend and has a good track record of growth. The sector was affected by the Bank of Canada unexpectedly raising interest rates, and the more defensive types of companies pulled back. They are both good companies, but there is probably more growth potential in BCE at this time. You could also look at Telus (T-T), in that you get a little bit of Shaw and it is more a Western Canadian domiciled type of company, giving you a little more growth potential then you have with Shaw.

It has all kinds of good things going for them. This is all known by the market and so is reflected in the price. It is a hold for him. If a wireless pricing war started it would hurt them.