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

Normally has seasonal strength from beginning of November through until about this time of year, mid April. This is the end of seasonal strength for cable stocks like this. If you own, now is the time to take some profits.

Hold it for the dividend, which is safe. Telus is taking some share from them. Potentially somehow Shaw and Rogers could get together at some point, but that is not a reason to buy this one. Hold only for the dividend. She got out of telecom about a year ago.

Possible Rogers could swallow them whole. 4.1% dividend monthly.

Doesn’t like the cable space because younger generations are not using TVs. This company also has competition from Telus (T-T). Also, they didn’t get into wireless. However, insiders are buying. Thinks the dividend is safe.

(Market Call Minute) Deals it is doing with Rogers are putting it into an attractive position to be a takeout candidate/merger by Rogers. Thinks this is positive.

Doing some interesting deals with Rogers (RCI.B-T). Have had a heck of a run, so consistent with his view that the markets could pull back here, he would rush into this. Dividend is likely secure and you could expect modest growth going forward.

(A Top Pick Jan 10/12. Up 22.46%.)

(A Top Pick July 11/11. Up 1.39%.) Buy Shaw 6.75% and Short GOC 5% 2037.

6.75% bonds maturing Nov 9/39. Be aware that you could have interest rates rising and another equity market meltdown. On this basis, he wants to have all his positions hedged against these risks.

(A Top Pick Oct 17/11. Up 4.6%.) Series A callable on June 30/16. Likes the 4.5% dividend.

(Market Call Minute.) Have been losing share on basic subscribers for the last few quarters. Telus (T-T) has been getting TV share from them so she would like to see this stabilize.

(A Top Pick July 12/11. Down 2.12%.)