Rogers Communications (B)

RCI.B-T

TSE:RCI.B

63.91
0.68 (1.08%)
Rogers Communications Inc. is a Canadian communications and media company. It operates particularly in the field of wireless communications, cable television, telephone, and Internet connectivity with ...
More at Wikipedia

Analysis and Opinions about RCI.B-T

Signal
Opinion
Expert
TOP PICK
TOP PICK
December 3, 2019
It's oversold. Investors felt they paid too much on hockey TV rights, and they took a hit on their unlimited data plans. But there's demand for more and more data. It's a good entry point now. (Analysts’ price target is $69.39)
It's oversold. Investors felt they paid too much on hockey TV rights, and they took a hit on their unlimited data plans. But there's demand for more and more data. It's a good entry point now. (Analysts’ price target is $69.39)
David Baskin
President, Baskin Wealth Management
Price
$63.230
Owned
Yes
PAST TOP PICK
PAST TOP PICK
November 25, 2019
(A Top Pick Jan 16/19, Down 9%) There are negative revisions and estimates have been chopped for this year and next year. The underlying cash-flow is not growing, and this isn’t what you want for dividend payers. He has sold his position.
(A Top Pick Jan 16/19, Down 9%) There are negative revisions and estimates have been chopped for this year and next year. The underlying cash-flow is not growing, and this isn’t what you want for dividend payers. He has sold his position.
Robert McWhirter
President, Selective Asset Management
Price
$63.210
Owned
No
PAST TOP PICK
PAST TOP PICK
November 19, 2019
(A Top Pick Sep 09/19, Down 3%) They bad a bad quarter, bad earnings. Sell it and take your lumps.
(A Top Pick Sep 09/19, Down 3%) They bad a bad quarter, bad earnings. Sell it and take your lumps.
Elliott Fishman
Director of U.S. and international equity trading, Trading Services Group, Scotia Wealth
Price
$63.200
Owned
No
TOP PICK
TOP PICK
November 11, 2019
Their earnings were temporarily depressed with the introduction of unlimited data plans. It is a short term issue. He suggests using it as a trade. Unlimited plans cut out their overage revenues. (Analysts’ price target is $69.39)
Their earnings were temporarily depressed with the introduction of unlimited data plans. It is a short term issue. He suggests using it as a trade. Unlimited plans cut out their overage revenues. (Analysts’ price target is $69.39)
Teal Linde
Portfolio Manager & Publisher, Linde Equity Report, Linde Equity Report
Price
$62.450
Owned
No
COMMENT
COMMENT
November 1, 2019

Rogers is now trading at 14x. They missed on earnings. BCE didn't miss on earnings and has good growth. They also have a good dividend. However, BCE is trading at 17x. Both will be beneficiaries of 5G.

Rogers is now trading at 14x. They missed on earnings. BCE didn't miss on earnings and has good growth. They also have a good dividend. However, BCE is trading at 17x. Both will be beneficiaries of 5G.

Greg Newman
Director & Portfolio Manager, Scotia Wealth Management
Price
$62.010
Owned
Unknown
TOP PICK
TOP PICK
October 30, 2019
He's returning to this after its complete stock meltdown. It's not a big dividend player, but the valuation compels to buy this for the short/mid-term. He's 20% upside for the next 12 months. (Analysts’ price target is $69.67)
He's returning to this after its complete stock meltdown. It's not a big dividend player, but the valuation compels to buy this for the short/mid-term. He's 20% upside for the next 12 months. (Analysts’ price target is $69.67)
Andrew Pyle
Senior wealth advisor and portfolio manager, The Pyle Group, Scotia Wealth Mgt.
Price
$61.440
Owned
Yes
PAST TOP PICK
PAST TOP PICK
October 21, 2019
(A Top Pick Dec 28/18, Down 4%) He sold it about 3 months ago on a stop loss.
(A Top Pick Dec 28/18, Down 4%) He sold it about 3 months ago on a stop loss.
Robert McWhirter
President, Selective Asset Management
Price
$0.000
Owned
No
TOP PICK
TOP PICK
October 18, 2019
People tend to miss the telecom companies as defensive names. They own the infrastructure for telecommunications. There's only a few players and they're generating free cash flows. They are safe and offers good dividends.
People tend to miss the telecom companies as defensive names. They own the infrastructure for telecommunications. There's only a few players and they're generating free cash flows. They are safe and offers good dividends.
John Zechner
Chairman, J. Zechner & Assoc
Price
$65.280
Owned
Yes
BUY
BUY
October 15, 2019

Sell Rogers to buy WSP? They're completely different companies and sectors. WSP grows by acquisition. Rogers isn't allocating capital wealth well , which has driven their valuation to an 8-year low. Conversely, this makes Rogers attractive. It's probably oversold. Don't sell. WSP: the valuation is too high as they've bought three companies recently, so he won't buy it now.

Sell Rogers to buy WSP? They're completely different companies and sectors. WSP grows by acquisition. Rogers isn't allocating capital wealth well , which has driven their valuation to an 8-year low. Conversely, this makes Rogers attractive. It's probably oversold. Don't sell. WSP: the valuation is too high as they've bought three companies recently, so he won't buy it now.

James Telfser
Partner & Portfolio Manager, Aventine Management Group
Price
$64.030
Owned
Unknown
DON'T BUY
DON'T BUY
October 1, 2019
He just issued a note on Rogers today. In June, he warned Rogers was weakening. Today's it is testing support at $64.30. If it falls that, next support is $61.66 or 4% downside. It's mired in a descending triangle pattern.
He just issued a note on Rogers today. In June, he warned Rogers was weakening. Today's it is testing support at $64.30. If it falls that, next support is $61.66 or 4% downside. It's mired in a descending triangle pattern.
Javed Mirza
Technical analyst, Canaccord Genuity
Price
$64.870
Owned
Unknown
DON'T BUY
DON'T BUY
September 24, 2019

He doesn't follow the telcos daily, but he prefers telcos over cable companies. Telus and BCE have nearly completed their 5G install, though Rogers is converting too. BCE is better than Rogers, which blew its budget on the NHL broadcast licenses; Canadian teams haven't gone deep into the playoffs which has limited Rogers' revenue. In fact, there's more growth in soccer and other non-hockey sports, so that's a tailwind for BCE's broadcasting arm. All telcos will be impacted by the unlimited data plans now on the market. BCE has great assets and a lower payout ratio than Rogers.

He doesn't follow the telcos daily, but he prefers telcos over cable companies. Telus and BCE have nearly completed their 5G install, though Rogers is converting too. BCE is better than Rogers, which blew its budget on the NHL broadcast licenses; Canadian teams haven't gone deep into the playoffs which has limited Rogers' revenue. In fact, there's more growth in soccer and other non-hockey sports, so that's a tailwind for BCE's broadcasting arm. All telcos will be impacted by the unlimited data plans now on the market. BCE has great assets and a lower payout ratio than Rogers.

Paul Gardner, CFA
Partner and Portfolio Manager, Avenue Investment Management
Price
$66.570
Owned
No
COMMENT
COMMENT
September 23, 2019

It is a pretty solid company. They have risk from a fiscal policy which would be lower on PPL-T. You have fiscal risk on all the telecoms right now.

It is a pretty solid company. They have risk from a fiscal policy which would be lower on PPL-T. You have fiscal risk on all the telecoms right now.

Rob McConnachie
Chief Investment Officer, Dixon Mitchell Investment Counsel
Price
$66.000
Owned
Unknown
DON'T BUY
DON'T BUY
September 23, 2019

He prefers Telus, which is a pure play. Rogers owns sports teams, not a pure play. They do have a strong moat. But Canadian politicians vow to reduce cell phone bills and this will hurt all telcos. Canadians pay very high cell phone bills compared to the world. Well-run and pays a good dividend.

He prefers Telus, which is a pure play. Rogers owns sports teams, not a pure play. They do have a strong moat. But Canadian politicians vow to reduce cell phone bills and this will hurt all telcos. Canadians pay very high cell phone bills compared to the world. Well-run and pays a good dividend.

Jason Del Vicario
Portfolio Manager, HollisWealth
Price
$66.000
Owned
No
HOLD
HOLD
September 19, 2019
He sold it when it got over $70 but he thinks it is going to trade sideways for a while. It is the only one in the space he does not own in this sector.
He sold it when it got over $70 but he thinks it is going to trade sideways for a while. It is the only one in the space he does not own in this sector.
Ryan Bushell
President, Newhaven Asset Management
Price
$66.770
Owned
No
COMMENT
COMMENT
September 17, 2019

A very defensive space, telcos. Not a growth stock, but pays income. He prefers BCE, because it just finished a big capex cycle and pays a higher dividend. Also, wireless penetration in Canada is limited, which in turn limits growth. That said, all the Canadian telcos are good for the long-term. Buy for the dividend, not growth.

A very defensive space, telcos. Not a growth stock, but pays income. He prefers BCE, because it just finished a big capex cycle and pays a higher dividend. Also, wireless penetration in Canada is limited, which in turn limits growth. That said, all the Canadian telcos are good for the long-term. Buy for the dividend, not growth.

Christopher Blumas
Vice-President & Portfolio Manager, GlobeInvest Capital Management
Price
$67.300
Owned
No
Showing 1 to 15 of 728 entries