Quebecor Inc (B)

QBR.B-T

TSE:QBR.B

33.36
0.28 (0.85%)
Quebecor Inc. is a communications company based in Montreal, Quebec, Canada. It has been spelled Quebecor in both English and French until May 2012 when shareholders voted to add the acute accent, Québecor, in French only.
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Analysis and Opinions about QBR.B-T

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
December 27, 2019
(A Top Pick Dec 28/18, Up 17%) A core holding and he still likes it. Performs well.
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Quebecor Inc (B) (QBR.B-T)
December 27, 2019
(A Top Pick Dec 28/18, Up 17%) A core holding and he still likes it. Performs well.
PAST TOP PICK
PAST TOP PICK
October 21, 2019
(A Top Pick Dec 28/18, Up 8%) It was okay and he still owns it in some portfolios. There is still reasonable opportunity for them going forward.
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Quebecor Inc (B) (QBR.B-T)
October 21, 2019
(A Top Pick Dec 28/18, Up 8%) It was okay and he still owns it in some portfolios. There is still reasonable opportunity for them going forward.
DON'T BUY
DON'T BUY
January 28, 2019
He bought the bonds over the years. He used to own the stock. They were playing catch-up when they developed their wireless market. They still have to reinvest a lot of money into their network. The easy money has been made. They are limited in their market in Quebec.
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Quebecor Inc (B) (QBR.B-T)
January 28, 2019
He bought the bonds over the years. He used to own the stock. They were playing catch-up when they developed their wireless market. They still have to reinvest a lot of money into their network. The easy money has been made. They are limited in their market in Quebec.
HOLD
HOLD
January 4, 2019
He has owned if for past five years. The growth has been pretty spectacular and they have resolved some former management issues. Plenty of runway to come.
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He has owned if for past five years. The growth has been pretty spectacular and they have resolved some former management issues. Plenty of runway to come.
TOP PICK
TOP PICK
December 28, 2018
They have experienced earnings growth over 20%. They have a high 9.8% free cash flow yield and earnings are expected to grow again next year. He expects to see a 32% growth in earnings when they report in March. Yield 0.8%. (Analysts’ price target is $32.64)
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Quebecor Inc (B) (QBR.B-T)
December 28, 2018
They have experienced earnings growth over 20%. They have a high 9.8% free cash flow yield and earnings are expected to grow again next year. He expects to see a 32% growth in earnings when they report in March. Yield 0.8%. (Analysts’ price target is $32.64)
PAST TOP PICK
PAST TOP PICK
September 28, 2017

(A Top Pick Sept 23/16. Up 18%.) There is more to go on this. He still models 19% EPS. Looking for it to go to $54.

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Quebecor Inc (B) (QBR.B-T)
September 28, 2017

(A Top Pick Sept 23/16. Up 18%.) There is more to go on this. He still models 19% EPS. Looking for it to go to $54.

TOP PICK
TOP PICK
September 23, 2016

They have about 25% wireless growth due to their Spectrum advantages over the incumbents in Québec. That drives the 20% EPS over the next couple of years. The stock is trading cheaper than its five-year average by a wide margin. There is also $500 million of Spectrum licenses that they can monetize on. Dividend yield of 0.45%.

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Quebecor Inc (B) (QBR.B-T)
September 23, 2016

They have about 25% wireless growth due to their Spectrum advantages over the incumbents in Québec. That drives the 20% EPS over the next couple of years. The stock is trading cheaper than its five-year average by a wide margin. There is also $500 million of Spectrum licenses that they can monetize on. Dividend yield of 0.45%.

PAST TOP PICK
PAST TOP PICK
October 7, 2015

Videotron 7.125% Jan 15, 2020 Bond. (Top Pick Sep 10/14, Up 5.00%) They called it. It always felt like an investment grade bond.

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Videotron 7.125% Jan 15, 2020 Bond. (Top Pick Sep 10/14, Up 5.00%) They called it. It always felt like an investment grade bond.

PAST TOP PICK
PAST TOP PICK
February 2, 2015

(Top Pick Feb 10/14, Up 34.16%) They sold off most of their newspaper assets. They are just getting over their hump of spending. They got handed spectrum for a song. It should do better relative to the group. People are worried about the regulatory risk in the sector.

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Quebecor Inc (B) (QBR.B-T)
February 2, 2015

(Top Pick Feb 10/14, Up 34.16%) They sold off most of their newspaper assets. They are just getting over their hump of spending. They got handed spectrum for a song. It should do better relative to the group. People are worried about the regulatory risk in the sector.

COMMENT
COMMENT
January 28, 2015

Thinks they will benefit from the government’s push to introduce a 4th wireless contender.

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Quebecor Inc (B) (QBR.B-T)
January 28, 2015

Thinks they will benefit from the government’s push to introduce a 4th wireless contender.

PAST TOP PICK
PAST TOP PICK
December 19, 2014

(A Top Pick Feb 10/14. Up 33.07%.) Feels this could be a legitimate 4th player in Canadian telecoms. They are strong in the Québec market, and they could expand into the rest of Canada. They are now starting to generate positive free cash flow. A good story.

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Quebecor Inc (B) (QBR.B-T)
December 19, 2014

(A Top Pick Feb 10/14. Up 33.07%.) Feels this could be a legitimate 4th player in Canadian telecoms. They are strong in the Québec market, and they could expand into the rest of Canada. They are now starting to generate positive free cash flow. A good story.

PAST TOP PICK
PAST TOP PICK
November 21, 2014

(A Top Pick Feb 10/14. Up 26.46%.) The de facto 4th player in the telecom area. He doesn’t own this for the publishing assets, but getting it for what it is going to be doing in wireless. It was cheaper than the rest of the group and had better growth potential.

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Quebecor Inc (B) (QBR.B-T)
November 21, 2014

(A Top Pick Feb 10/14. Up 26.46%.) The de facto 4th player in the telecom area. He doesn’t own this for the publishing assets, but getting it for what it is going to be doing in wireless. It was cheaper than the rest of the group and had better growth potential.

BUY
BUY
November 13, 2014

Can be a forth national carrier. The gov’t will be supportive of a home grown competitor. Probably a better growth trajectory compared to the other 3.

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Quebecor Inc (B) (QBR.B-T)
November 13, 2014

Can be a forth national carrier. The gov’t will be supportive of a home grown competitor. Probably a better growth trajectory compared to the other 3.

COMMENT
COMMENT
November 12, 2014

This is a very good value stock. Was in a trading range for several months, but is now breaking out to newer highs. He expects the stock will outperform the sector.

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Quebecor Inc (B) (QBR.B-T)
November 12, 2014

This is a very good value stock. Was in a trading range for several months, but is now breaking out to newer highs. He expects the stock will outperform the sector.

PAST TOP PICK
PAST TOP PICK
October 6, 2014

Long Videotron 5.625% 6.2025 Bond and Short Gov’t of Canada 1.50% 6/2023 Bond. (Top Pick May 15/14, Up 2.77% / Down 2.03%) Triple ‘B’ company. If government convinces them to be the 4th national carrier, their wireless will have to be standalone entity.

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Long Videotron 5.625% 6.2025 Bond and Short Gov’t of Canada 1.50% 6/2023 Bond. (Top Pick May 15/14, Up 2.77% / Down 2.03%) Triple ‘B’ company. If government convinces them to be the 4th national carrier, their wireless will have to be standalone entity.

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