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

It has a 4.3% dividend. After buying Wind they are now into wireless. They have to invest in their cellular network and especially as the new AAPL-Q phone is introduced this year. He is looking at it.

It is a little growthier. It is an area that is more difficult. He would prefer Shaw for the slightly better growth, but he owns none of the Canadian telecoms.

(Top Pick June 9/16, Up 17.07%) They bought into Wind and so are getting into the wireless industry and that is positive. They can take advantage of the upcoming spectrum auction at a preferred rate. There could be a joint venture with RCI.B-T eventually for infrastructure.

There are better cable companies, but he likes this one. Most people should own those types of names. He prefers the metrics of CCA-T.

Probably a decent buy right now. He’s been looking at this very carefully for the last 6 months, waiting for the right moment. You have to track their subscriber losses. They are locked in a battle in Western Canada with Telus (T-T), and are having to reinvest a lot of capital into getting the Wind Mobile Sutherland network up to snuff. A good investment for a long-term. You are getting a good yield while waiting for things to stabilize.

(A Top Pick Feb 29/16. Up 25.43%.) This was the best performer in the group by far in the last 12 months.

He would sell this, because within the telco communication space, you can get exactly the same yield, if not better, and have a larger business with more revenue streams. They have been getting a little more focused, selling some assets to Chorus recently. He can’t figure out their growth strategy going forward. Has a yield of about 4.5%.

Seasonal strength is from October to May of each year. We are getting signs right now that it is in a trading range. Technically it is not doing what you want. It has not moved to new highs. Relative strength is negative and it is below its 20 day moving average. Look for better opportunities elsewhere.

Given a choice between cable companies and telcos, he would lean more towards cable companies, but even then, this is not one of those sectors that is really participating in this market. He would recommend looking at the financials instead. Although relatively predictable, they will have higher dividend growth going forward. Also, look at US financials because of possible deregulation.

He prefers BCE-T. He prefers wireless and Internet to the content space. He thinks they pay themselves too much.

He likes this company, even at these levels. It has had a decent run following the downdraft which followed the acquisition of Wind Mobile. What is interesting in the Canadian wire space, in the past quarter is 370,000 net postpaid subscriber adds. That is a step change in growth, where we are seeing a 2^nd wave of wireless growth in Canada that is above the trend line. That means there is room for all the players. This company is going to be upgrading their network to LTD next year. There is going to be some positive sentiment next year.

Western Canadian focused. They bought Wind Mobile. They have to spend some Cap-X to upgrade their network. They can sell their shares in stocks they own to raise the capital. As they build out their network, cash flow will go up as CAP-X comes down.

(Market Call Minute.) Good, long term business, but he would be a buyer on 52 week lows.

(Market Call Minute) They have LTE wireless, X-1 cable, 150 Megabyte Internet.

Very bullish on the telco sector. This is not one of his picks, because he doesn’t like the family very much. If he were going to be out West, it would probably be with Telus (T-T). If looking for steady income and growing income, Bell (BCE-T) is his choice. If you want a riskier play, Rogers is the one to bet on, because it has lottery tickets with the Maple Leafs and the NHL package.