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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.
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.
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.
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)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.
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.
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.
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.
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.
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
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).
Quebecor Inc (B) was recommended as a Top Pick by on . Read the latest stock experts ratings for Quebecor Inc (B).
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.
4 stock analysts on Stockchase covered Quebecor Inc (B) In the last year. It is a trending stock that is worth watching.
On 2024-07-26, Quebecor Inc (B) (QBR.B-T) stock closed at a price of $29.9.
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)