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Investor Insights

This summary was created by AI, based on 28 opinions in the last 12 months.

Rogers Communications (RCI.B) is currently facing challenges due to high debt levels from acquisitions, like Shaw and MLSE, and increasing interest rates, leading many analysts to express caution. While some view the stock as a value opportunity trading at attractive multiples, others note it as a potential trap, especially with recent earnings warnings and competition in the telco sector. Experts emphasize the company's solid dividend yield, which is seen as a compensatory factor while waiting for corrective actions in management and strategies. Despite the sector’s pressures and company-specific issues, there is a consensus that the company holds long-term promise, particularly if it can stabilize operations and capitalize on its media assets.

Consensus
Hold
Valuation
Undervalued
Similar
Telus, T.TO
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).

PAST TOP PICK
(A Top Pick Jan 23/25, Down 1.1%)Stockchase Research Editor: Michael O’Reilly

Our PAST TOP PICK with RCI.B is stagnating.  To remain disciplined, we recommend trailing up the stop (from $35) to $38 at this time.

BUY

Likes it. Bought in a bit higher than it is today. Nothing wrong with the business, drop is just the culmination of many factors. Cheap valuation. Capital intensive. Lots of debt from Shaw and MLSE, plus tariff uncertainty. Over time, will be a great hold as you collect your nice dividend.

DON'T BUY

No exposure to telcos at this stage. Pretty decent, high-quality name, yet stock continues to suffer. 200-day MA is falling, and stock price is below that. Stock hit 52-week low today. Technically, not a name to be involved in.

May seem cheap on PE, but not a name he likes. As well, he's more a growth manager than a value manager. Nice dividend of 5.2%, but you'll have to keep an eye on that over time.

BUY

Very tough, competitive market. Chances are that over the next 1-3 years, competitive environment likely to get better. It, along with BCE and Telus, still controls 90% of mobile phone traffic; cheapest of the 3. Management issues. Likes consolidation and monetization of media assets. 

PAST TOP PICK
(A Top Pick Jan 04/24, Down 31%)

Value story turned into a value trap. Whole sector's seen pressure. Is he freaking out over it being down? No. It's part of a balanced portfolio. Analogous to planting a garden -- not everything grows at the same time.

This wasn't his plan for the stock, but these things happen. You'll find that the stocks that are very unpopular become purged, especially on tax-loss selling. Then, when there is a catalyst, they do start to go higher and can do so quickly because they're under-owned. More importantly, it can give you some stability if markets come down; this one won't get sold, because everyone who wanted to sell already has.

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
Stockchase Research Editor: Michael O'Reilly

RCI.B complaints by consumers has forced the stock down to very attractive levels.   It trades at 14x earnings, under 2x book and has been building quarterly cash reserves while paying down debt.  The robust yield is backed by a payout ratio under 75% of cashflow.  There is room for the company to make improvements with their customers that shouldn't be too costly.  We recommend setting a stop-loss at $35, looking to achieve $52.50 -- upside potential of 28%.  Yield 4.9% 

(Analysts’ price target is $62.46)
WEAK BUY

His focus is more on the small- and mid-cap space. This is more of a steady-eddy, dividend stock. Buy, put it away, sleep at night, you'll be fine. Not the kind of thing for his portfolio. 

PAST TOP PICK
(A Top Pick May 09/24, Down 15%)

He still likes it, but recently they warned that earnings will be lower. There's a lot of value in this company. Collect the dividend as you wait. The telcos are tired of this price war, so prices to consumers will become more rational in time. He hopes the group lowers expenses, stabilize or raise EBITDA margins and use technology to improve performance.

PAST TOP PICK
(A Top Pick Dec 08/23, Down 26%)Down 10 straight sessions, longest losing streak in 21 years.

CRTC hasn't helped. Lack of population growth was not foreseeable. Interest rates went up faster than anticipated. Believes telcos will start to follow the US model and start to sell their towers, lots of opportunity to monetize to the upside by selling assets. He'd be really surprised if this wasn't a really good buying opportunity.

Still likes the name. He did sell some shares a few dollars north of here, but certainly not in registered accounts.

DON'T BUY

The telco sector has pulled back where debt levels are higher than in others. Immigration will fall in the next two years, which impacts subscriber growth, despite being an oligopoly. Price competition has been stronger than she expected. She avoids the sector.

DON'T BUY

Not intrigued. Still distracted and busy with integration of Shaw. CEO still under Parliamentary scrutiny. Purchase of sports franchise just adds to their leverage, without explaining how they're going to finance that. Could impact pace of dividend growth. See his Top Picks.

DON'T BUY

Competitive industry; harder to grow revenue, especially when costs are escalating. He owns Telus.

HOLD

Not expecting major growth going forward. However, share price cheap right now. Very strong asset base across Canada. Good for income oriented investors. Would not be surprised if asset sales happen at company. Would recommend holding. 

DON'T BUY

Doesn't own any telecoms, but dusting off the files on some. Not this one. May have bottomed, courtesy of macro economic tailwinds and rate-cutting cycle. Exited the sector due to cutthroat price-war competition. Possible optionality down the road with MLSE as a spinoff like MANU.

TOP PICK

He liked their recent report, including guidance projecting revenue growth, EBITDA and free cash flow. They did a deal with MLSE and another equity deal to delever the balance sheet. Patience will pay off, and you will be paid a 4% dividend to wait. Solid growth is ahead.

(Analysts’ price target is $68.99)
Showing 1 to 15 of 831 entries

Rogers Communications (B)(RCI.B-T) Rating

Ranking : 5 out of 5

Bullish - Buy Signals / Votes : 10

Neutral - Hold Signals / Votes : 14

Bearish - Sell Signals / Votes : 1

Total Signals / Votes : 25

Stockchase rating for Rogers Communications (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.

Rogers Communications (B)(RCI.B-T) Frequently Asked Questions

What is Rogers Communications (B) stock symbol?

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

Is Rogers Communications (B) a buy or a sell?

In the last year, 25 stock analysts published opinions about RCI.B-T. 10 analysts recommended to BUY the stock. 1 analyst recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Rogers Communications (B).

Is Rogers Communications (B) a good investment or a top pick?

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

Why is Rogers Communications (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 Rogers Communications (B) worth watching?

25 stock analysts on Stockchase covered Rogers Communications (B) In the last year. It is a trending stock that is worth watching.

What is Rogers Communications (B) stock price?

On 2025-03-14, Rogers Communications (B) (RCI.B-T) stock closed at a price of $40.19.