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Investor Insights

This summary was created by AI, based on 4 opinions in the last 12 months.

Quebecor Inc (B) has been praised for its strong cash flow, low capex, and high growth potential, especially after the acquisition of Freedom Mobile. The company is the dominant cable player in Quebec and has benefited from the acquisition of spectrum at lower costs, allowing it to expand into Ontario and western Canada. Analysts are optimistic about its debt getting upgraded by year's end and its 40% EBITDA margins. However, some experts advise caution and suggest watching the capex plans for Western expansion before adding to positions.

Consensus
positive
Valuation
Undervalued
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This is a Panic-proof Portfolio opinion which is available only for Premium members

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Quebecor Inc (B)
Stockchase Research Editor: Michael O'Reilly

We reiterate this disruptive source in the telecommunications space in Canada as a TOP PICK.  Management announced it has met all the commitments required to complete the acquisition of Freedom Mobile, which will position it well for expanding 5G in eastern Canada.  We like that cash reserves are growing, while debt is retired.  It trades at 10x earnings and supports a 39% ROE.  Its dividend is backed by a payout ratio under 50% of cash flow.  We recommend maintaining the stop at $25, looking to achieve $37 -- upside potential of 25%.  Yield 4.2%

(Analysts’ price target is $37.25)
publishing / printing
premium

This is a Panic-proof Portfolio opinion which is available only for Premium members

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Quebecor Inc (B)
Stockchase Research Editor: Michael O'Reilly

QBR.B is a disruptive source in the telecommunications space in Canada.  It's recent acquisition of Freedom Mobile for $2.8 billion positions it well for expanding 5G in eastern Canada.  Recently reported earnings showed a 19% increase in earnings.  Cash reserves are growing, while debt is retired.  It trades at 10x earnings and supports a 39% ROE.  Its dividend is backed by a payout ratio under 50% of cash flow.  We recommend a setting a stop-loss at $25, looking to achieve $37 -- upside potential of 25%.  Yield 4.2%

(Analysts’ price target is $37.33)
publishing / printing
BUY
Quebecor Inc (B)

Sector's out of favour, but good business, oligopoly, very profitable. Much prefers Telus and QBR.B to BCE. Telus has lots of free cashflow coming, will be able to raise dividend significantly over next few years. QBR.B is the fastest-growing telco.

publishing / printing
BUY
Quebecor Inc (B)

Telus and QBR.B are the 2 best stocks to own in the space. Telus will gush free cashflow, as it's beyond big capex cycle, low payout ratio. QBR.B is in a high-growth phase with Freedom Mobile acquisition, very careful capital allocators.

publishing / printing
TOP PICK
Quebecor Inc (B)

Are the dominant cable player in Quebec and benefitted a lot from Rogers buying Shaw then having to sell Freedom Mobile at great terms to Quebecor. Also, they bought spectrum cheaply so they can expand into Ontario and western Canada and much lower capex. Generating strong cash flow. Debt will probably get upgraded by year's end. 40% EBITDA margins, the best of the group. Trades at 6.5x EBITA vs. 810x its peers. Telcos remain an oligopoly. Has the most upside in this sector.

(Analysts’ price target is $40.31)
publishing / printing
BUY
Quebecor Inc (B)

Telcos in Canada are in a unique spot. Quebecor has really upped the competitive pressure, positive for the consumer but negative for BCE and Telus. Stay away from those two, and see how things shake out. Prefers RCI.B, with its ability to shave costs from Shaw, or QBR.B.

publishing / printing
PARTIAL BUY
Quebecor Inc (B)

Good value, whole sector's been in a funk. Got a good price for Freedom Mobile. Good operators. Better growth potential, as they can now operate outside of Quebec. Wants to see capex plans for Western expansion before adding to his position.

publishing / printing
PAST TOP PICK
Quebecor Inc (B)
(A Top Pick May 04/22, Up 13%)

Waiting to buy Freedom Mobile, a good transaction that adds diversification. A value play. Deeply discounted compared to other telco names. Continues to buy here.

publishing / printing
BUY
Quebecor Inc (B)

Freedom Mobile will be a good purchase so it will diversify the business away from legacy cable into mobile phones, and the deal will be approved after a long wait. They're underexposed to wireless, which is why this trades at a lower PE vs. peers.

publishing / printing
DON'T BUY
Quebecor Inc (B)

Dramatically lower valuation than peers. Likely to benefit from Rogers-Shaw merger, as it'll pick up assets at a pretty good price. Short term positives. But long term, just doesn't have the scale, or ambition, to compete nationally.

publishing / printing
TOP PICK
Quebecor Inc (B)
Defensive telecom and cable. Regional. Dominant cable operator. New cell phone competitor with 21% market share, but the fastest growing. Small sports/entertainment division. No commodity exposure and minimal wage inflation, as it's capital- and tech-intensive. Strong balance sheet. Interesting reinvestment catalysts out of Rogers-Shaw deal. Yield is 4.11%. (Analysts’ price target is $35.31)
publishing / printing
DON'T BUY
Quebecor Inc (B)
Stock's come down for good reason. Market's concerned they're going to expand nationally. If they try this, very capex expensive. Interesting at $26. With the uncertainty, he's not interested.
publishing / printing
DON'T BUY
Quebecor Inc (B)
Cheapest on the block. Debate whether they might expand to the rest of Canada, but he doesn't think so. Smart management. Lots of downside from here. Question is, what's the upside? Already has 23% market share, hard to get above 25%. Good dividend. Prefers growth prospects of Telus, or buy Rogers on weakness.
publishing / printing
BUY ON WEAKNESS
Quebecor Inc (B)
Very cheap compared to peers. Challenge now is national expansion clarity. A cosy little monopoly in Quebec, but how will they compete against the big boys? Company wants to return capital to shareholders, which means share buybacks and dividend increases. You can buy a bit if it gets to $29-30, but don't expect it to do the heavy lifting in your portfolio.
publishing / printing
BUY
Quebecor Inc (B)
It's pulling back to 4.5x book, a technical level. Its upside potential is 35%, plus you're paid a 3.5% yield. What's not to like here? Earnings are grinding up a bit. He expects shares to rebound.
publishing / printing
Showing 1 to 15 of 77 entries

Quebecor Inc (B)(QBR.B-T) Rating

Ranking : 4 out of 5

Bullish - Buy Signals / Votes : 4

Neutral - Hold Signals / Votes : 0

Bearish - Sell Signals / Votes : 0

Total Signals / Votes : 4

Stockchase rating for Quebecor Inc (B) is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Quebecor Inc (B)(QBR.B-T) Frequently Asked Questions

What is Quebecor Inc (B) stock symbol?

Quebecor Inc (B) is a Canadian stock, trading under the symbol QBR.B-T on the Toronto Stock Exchange (QBR.B-CT). It is usually referred to as TSX:QBR.B or QBR.B-T

Is Quebecor Inc (B) a buy or a sell?

In the last year, 4 stock analysts published opinions about QBR.B-T. 4 analysts recommended to BUY the stock. 0 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Quebecor Inc (B).

Is Quebecor Inc (B) a good investment or a top pick?

Quebecor Inc (B) was recommended as a Top Pick by on . Read the latest stock experts ratings for Quebecor Inc (B).

Why is Quebecor Inc (B) stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is Quebecor Inc (B) worth watching?

4 stock analysts on Stockchase covered Quebecor Inc (B) In the last year. It is a trending stock that is worth watching.

What is Quebecor Inc (B) stock price?

On 2024-07-26, Quebecor Inc (B) (QBR.B-T) stock closed at a price of $29.9.