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Investor Insights

This summary was created by AI, based on 19 opinions in the last 12 months.

Experts have mixed opinions about Rogers Communications (RCI.B-T). While some are watching closely for a better pattern before buying, others see the benefits of the Shaw merger, including increased scale and synergies. The company has a strong presence in the wireless business and is expected to see steady growth. However, concerns about debt from the Shaw deal and lower dividend yield compared to peers are also mentioned.

Consensus
Mixed
Valuation
Fair Value
WEAK BUY

He'd buy today, but remember that these are tough businesses over the medium- to long-term. Doesn't mean you have a long-term, high-revenue-growth business.

Telcos have lagged other yield sectors, and this creates an opportunity. He's buying all the telcos. This is his #3 choice in the space. Fell down his list because it bought the sports assets from BCE, and he wants cashflow from our telcos, not trophy assets.

Cable
DON'T BUY

The whole sector has been under fire from increased competition. Rogers holds a lot of debt. He owns Quebecor and Telus instead; the latter had tamed their debt and generate a lot of free cash. But Rogers keeps buying stuff over and over; will these media assets pay off? He prefers companies with less debt and more cash flow. The jury is out with BCE about sustaining their dividend (are selling assets to pay down their debt). Quebecor is his top pick in telcos: the only one that's made a good return this year, though Telus is a better long-term pick because of their big cash flow that will let them pull various levers. Don't buy Quebcor or the dividend, but for the growth.

Cable
PAST TOP PICK
(A Top Pick Sep 18/23, Up 0%)

Might be looking to add at these prices. Still likes fundamentals going forward. Has proven more resilient than other telcos. 

Cable
PAST TOP PICK
(A Top Pick Aug 22/23, Up 6%)

Telcos disappointed the past year, there's price competition and Rogers swallowed an acquisition. But interest rates are starting to fall and the operating cash flow is only 7x. He still likes it.

Cable
DON'T BUY

It's merely okay with limited upside. But it's fallen to technical support. But Telus broke below its support, so he's worried. Fine balance sheet.

Cable
PAST TOP PICK
(A Top Pick May 30/23, Down 14%)

Will continue to own. Rising interest rates were not good for the business. However, falling interest rates will be good for the business. Population growth in Canada good for the business. Trading at cheap valuation. Generating strong free cash flow, with ability to raise dividend. Would recommend holding. 

Cable
DON'T BUY

In a growth phase from buying Shaw, and they really levered up their balance sheet.

Cable
PAST TOP PICK
(A Top Pick Jun 27/23, Down 10%)

Telecom space very hard right now. Interest rates weighing on the business. Regulatory issues not in the companies favor. Paying a strong dividend. Will continue to own. Presenting good value at this price. 

Cable
BUY ON WEAKNESS

Good company, and likes the space. Does not own shares at this time. Waiting for share price to fall before buying. Expecting a sale on sports assets soon (vertical integration not going well as TV demand falling). If can wait ~5 years, good be a good investment. 

Cable
TOP PICK

Impressed with execution. #1 in cable and wireless. 5G coast to coast. Stock's dropped along with the others, but forward guidance of 20% on free cashflow is fantastic. Valuation is around 9.5x forward free cashflow. Acquired Shaw, synergies have been realized, took on lots of debt but making strides to reduce it. Yield is 3.7%, very stable.

(Analysts’ price target is $69.97)
Cable
TOP PICK

Its earnings reported last week were in line with expectations although it missed on the media side. They have done their capital expenditures, have consolidated the SHAW assets and are a year ahead of schedule on cost savings. It trades at 6X operating cash flow and more of free cash flow will go to dividend payments. He is not really concerned about there now being 4 players in the wireless space since wireless continues to grow with usage and penetration.             Buy 17  Hold 1  Sell 0

(Analysts’ price target is $71.44)
Cable
PARTIAL BUY

Watching closely. Pattern not great at the moment (falling trend). Would wait if price rises to $60 before buying. Technical trends in favor. 

Cable
DON'T BUY

Not sure all has been sorted out in the boardroom. Tends to be more levered than peers. Yield's not as high as BCE in terms of income.

Cable
DON'T BUY

About 60% of revenue is wireless (largest of its peers), 30% from internet and cable, 10% from media. Took on a material amount of debt, biggest knock against it despite recurring revenue. Technical outages, board succession issues. 

Cable
TOP PICK

Beginning to see benefits, synergies, and increased scale of Shaw merger. Sees more free cash coming, will help delever balance sheet. Wireless impressive in Q3. Merger will help them take bold steps in 10G in coaxial cable, can really help longer term. 10x 2025 and 16% EPS growth, cheaper than BCE and Telus. On risk/reward the name won't hurt you. Decent yield of 3.2%.

(Analysts’ price target is $76.30)
Cable
Showing 1 to 15 of 815 entries

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

Ranking : 5 out of 5

Bullish - Buy Signals / Votes : 10

Neutral - Hold Signals / Votes : 0

Bearish - Sell Signals / Votes : 5

Total Signals / Votes : 15

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, 15 stock analysts published opinions about RCI.B-T. 10 analysts recommended to BUY the stock. 5 analysts 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?

15 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 2024-10-11, Rogers Communications (B) (RCI.B-T) stock closed at a price of $52.48.