Rogers Communications (B)

RCI.B-T

TSE:RCI.B

64.39
0.01 (0.02%)
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
Chart
DON'T BUY
DON'T BUY
May 26, 2021

Big fan of telecoms, though they didn't deliver last year as expected. Telecoms are very defensive and operate in an oligopoly. RCI is OK, but not as keen on it compared to others in the space. Least enthusiastic about cable. Ton of risk on the Shaw deal.

Show full opinionHide full opinion

Big fan of telecoms, though they didn't deliver last year as expected. Telecoms are very defensive and operate in an oligopoly. RCI is OK, but not as keen on it compared to others in the space. Least enthusiastic about cable. Ton of risk on the Shaw deal.

Kevin Burkett
Price
$62.130
Owned
No
TOP PICK
TOP PICK
April 19, 2021

He thinks there is a good chance the acquisition of Shaw will go through. They could increase their dividend over time. It is a long duration asset. He likes the sector in general. (Analysts’ price target is $70.73)

Show full opinionHide full opinion

He thinks there is a good chance the acquisition of Shaw will go through. They could increase their dividend over time. It is a long duration asset. He likes the sector in general. (Analysts’ price target is $70.73)

John Zechner
Price
$61.450
Owned
Yes
WATCH
WATCH
March 15, 2021

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. They have finally gotten Shaw with a very large premium. A big deal at $26B. Regulators will surely be looking at this closely. Shares may come under pressure but they claim $1B in synergies and it should make a successful merger if the regulators allow this. Unlock Premium - Try 5i Free

Show full opinionHide full opinion

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. They have finally gotten Shaw with a very large premium. A big deal at $26B. Regulators will surely be looking at this closely. Shares may come under pressure but they claim $1B in synergies and it should make a successful merger if the regulators allow this. Unlock Premium - Try 5i Free

PAST TOP PICK
PAST TOP PICK
February 1, 2021
(A Top Pick Feb 20/20, Down 10%) The roaming fees have dried up. He is going to double down on this one. The pandemic reduced roaming fees. They also have sports franchises and they aren't operating. All of these problems are going to go away.
Show full opinionHide full opinion
(A Top Pick Feb 20/20, Down 10%) The roaming fees have dried up. He is going to double down on this one. The pandemic reduced roaming fees. They also have sports franchises and they aren't operating. All of these problems are going to go away.
John Zechner
Price
$58.010
Owned
Yes
TOP PICK
TOP PICK
February 1, 2021
Infrastructure assets are long duration assets. The issues with roaming fees and sports franchises will go away. He thinks they are undervalued and this one is the cheapest of the bunch. (Analysts’ price target is $67.20)
Show full opinionHide full opinion
Infrastructure assets are long duration assets. The issues with roaming fees and sports franchises will go away. He thinks they are undervalued and this one is the cheapest of the bunch. (Analysts’ price target is $67.20)
John Zechner
Price
$58.010
Owned
Yes
HOLD
HOLD
January 29, 2021

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The company missed estimates. The pandemic was responsible for severe reduction in roaming fees. EPS beat estimates but average revenue per user fell by 9%. Professional sports that are also less active is a factor. 10% growth is still expected and the problems are largely not the company’s fault. Unlock Premium - Try 5i Free

Show full opinionHide full opinion

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The company missed estimates. The pandemic was responsible for severe reduction in roaming fees. EPS beat estimates but average revenue per user fell by 9%. Professional sports that are also less active is a factor. 10% growth is still expected and the problems are largely not the company’s fault. Unlock Premium - Try 5i Free

DON'T BUY
DON'T BUY
December 2, 2020
It's fine, but not his top pick in the telco space. Low beta. Less of a yield than others. A defensive, work from home play. Some of the bloom may come off the work from home trade, and money may flow to more cyclical parts of the market.
Show full opinionHide full opinion
It's fine, but not his top pick in the telco space. Low beta. Less of a yield than others. A defensive, work from home play. Some of the bloom may come off the work from home trade, and money may flow to more cyclical parts of the market.
Brian Madden
Price
$60.005
Owned
No
PAST TOP PICK
PAST TOP PICK
November 16, 2020
(A Top Pick Nov 11/19, Down 1%) They announced unlimited data plans for all their subscribers. They took the hit up front unlike their competitors. The pandemic hurt their sports and radio and TV assets and so squeaked out a flat return for the year.
Show full opinionHide full opinion
(A Top Pick Nov 11/19, Down 1%) They announced unlimited data plans for all their subscribers. They took the hit up front unlike their competitors. The pandemic hurt their sports and radio and TV assets and so squeaked out a flat return for the year.
Teal Linde
Price
$59.980
Owned
No
PAST TOP PICK
PAST TOP PICK
October 13, 2020
(A Top Pick Oct 18/19, Down 14%) He's disappointed with the telecoms, given how people are streaming more during Covid and there's decent earnings growth. Rogers' sports operations took a hit earlier this year (when there was no sports), and Rogers hit a bump with the unlimited data offer, but both are in the past. He still owns it. Rogers has more potential to grow its dividend (it's relatively low now) vs. its peers. He still likes this story.
Show full opinionHide full opinion
(A Top Pick Oct 18/19, Down 14%) He's disappointed with the telecoms, given how people are streaming more during Covid and there's decent earnings growth. Rogers' sports operations took a hit earlier this year (when there was no sports), and Rogers hit a bump with the unlimited data offer, but both are in the past. He still owns it. Rogers has more potential to grow its dividend (it's relatively low now) vs. its peers. He still likes this story.
John Zechner
Price
$53.860
Owned
Yes
TOP PICK
TOP PICK
October 13, 2020

He's held this for 30 years. Investors underestimate their infrastructure assets in their networks built-out. The stock is cheap now. They benefit from heavy streaming now. They generate good cash flow and a cheap valuation. (He also own BCE, Telus and Shaw.) Rogers' advantage as that it trades at a similar valuation, but pays the lowest dividend in the group, which means they can increase their dividend in the future. True, he's been disappointed in their performance this year, but it's a buying opportunity now. (Analysts’ price target is $63.64)

Show full opinionHide full opinion

He's held this for 30 years. Investors underestimate their infrastructure assets in their networks built-out. The stock is cheap now. They benefit from heavy streaming now. They generate good cash flow and a cheap valuation. (He also own BCE, Telus and Shaw.) Rogers' advantage as that it trades at a similar valuation, but pays the lowest dividend in the group, which means they can increase their dividend in the future. True, he's been disappointed in their performance this year, but it's a buying opportunity now. (Analysts’ price target is $63.64)

John Zechner
Price
$53.860
Owned
Yes
PAST TOP PICK
PAST TOP PICK
September 3, 2020

(A Top Pick Oct 18/19, Down 11%) Disappointing short-term. Growth, reasonable valuation, free cash, dividend. Still a decent growth story. Great assets, especially if the Cogeco deal goes through.

Show full opinionHide full opinion

(A Top Pick Oct 18/19, Down 11%) Disappointing short-term. Growth, reasonable valuation, free cash, dividend. Still a decent growth story. Great assets, especially if the Cogeco deal goes through.

John Zechner
Price
$56.900
Owned
Yes
DON'T BUY
DON'T BUY
July 28, 2020

Telcos & utilities' outlook in the work-from-home era Rogers got hit when sports were cancelled/postponed and their broadcasting business may be impacted if MLB baseball is cancelled. Who knows? With Telus, you're taking less media-related risk. Telus is down 20% from its peak and pays a dividend over 5% that should rise. He sees no problems with telcos and utilities going forward, because the work-from-home trend will support them. But with both classes, some investors consider them boring (flat share price despite high dividend) and moved into growth/tech stocks. The dividend payers are now unloved, but history teaches us that that is precisely when to buy them.

Show full opinionHide full opinion

Telcos & utilities' outlook in the work-from-home era Rogers got hit when sports were cancelled/postponed and their broadcasting business may be impacted if MLB baseball is cancelled. Who knows? With Telus, you're taking less media-related risk. Telus is down 20% from its peak and pays a dividend over 5% that should rise. He sees no problems with telcos and utilities going forward, because the work-from-home trend will support them. But with both classes, some investors consider them boring (flat share price despite high dividend) and moved into growth/tech stocks. The dividend payers are now unloved, but history teaches us that that is precisely when to buy them.

David Baskin
Price
$54.610
Owned
No
COMMENT
COMMENT
July 22, 2020

A risky telco? He does not own RCI in his portfolios. The dividends are secure, but he prefers BCE and T. They are all facing similar challenges. He thinks RCI has not been as good at controlling costs.

Show full opinionHide full opinion

A risky telco? He does not own RCI in his portfolios. The dividends are secure, but he prefers BCE and T. They are all facing similar challenges. He thinks RCI has not been as good at controlling costs.

Lorne Steinberg
Price
$55.790
Owned
_N/A
BUY
BUY
June 4, 2020
BCE-T vs. RCI.B-T. They both have this perpetual cap-x spend in front of them and have a challenge in growth looking forward. But the telco space is not as expensive as some of the other defensive stocks. You would do well by owning any one of these. They score quite similarly. You can hold these through long periods of time.
Show full opinionHide full opinion
BCE-T vs. RCI.B-T. They both have this perpetual cap-x spend in front of them and have a challenge in growth looking forward. But the telco space is not as expensive as some of the other defensive stocks. You would do well by owning any one of these. They score quite similarly. You can hold these through long periods of time.
Jason Mann
Price
$57.960
Owned
Unknown
BUY
BUY
April 13, 2020

T-T, BCE-T, RCI.B-T, SJR.B-T. Telecom is the sector he is the most bullish on. It's his biggest position. It is the sector that is the most resilient. Online traffic has increased dramatically. T-T would not be the top of his telecom list. He would prefer SJR.B-T, BCE-T, and RCI.B-T because of their media businesses.

Show full opinionHide full opinion

T-T, BCE-T, RCI.B-T, SJR.B-T. Telecom is the sector he is the most bullish on. It's his biggest position. It is the sector that is the most resilient. Online traffic has increased dramatically. T-T would not be the top of his telecom list. He would prefer SJR.B-T, BCE-T, and RCI.B-T because of their media businesses.

John Zechner
Price
$60.130
Owned
Yes
Showing 1 to 15 of 750 entries

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

Ranking : 4 out of 5

Bullish - Buy Signals / Votes : 5

Neutral - Hold Signals / Votes : 1

Bearish - Sell Signals / Votes : 3

Total Signals / Votes : 9

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, 9 stock analysts published opinions about RCI.B-T. 5 analysts recommended to BUY the stock. 3 analysts recommended to SELL the stock. The latest stock analyst recommendation is DON'T BUY. 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 Kevin Burkett on 2021-05-26. 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?

9 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 2021-06-22, Rogers Communications (B) (RCI.B-T) stock closed at a price of $64.39.