Rogers Communications (B)
RCI.B-T
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About Rogers Communications (B) (RCI.B-T)
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 ...
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Expert
COMMENT
COMMENT
May 15, 2019
Cable
WEAK BUY
WEAK BUY
May 8, 2019
Which telco to buy? Canadian telcos are a good place to invest (an oligopoly) though he owns none of them. Headwinds: slower growth compared to 5-10 years ago, especially in the wireline business and people move to cell phones. BCE, then Telus and Rogers in this order have the most exposure to wireline. Therefore, his first choice is Rogers, though he would carefully weigh all of them first.
Which telco to buy? Canadian telcos are a good place to invest (an oligopoly) though he owns none of them. Headwinds: slower growth compared to 5-10 years ago, especially in the wireline business and people move to cell phones. BCE, then Telus and Rogers in this order have the most exposure to wireline. Therefore, his first choice is Rogers, though he would carefully weigh all of them first.
Cable
SELL
SELL
April 30, 2019
He sold it in February. It's cheaper than its peers, but they didn't increase the yield (only a little) this year. He sees limited growth, despite great subscriber growth in recent years.
He sold it in February. It's cheaper than its peers, but they didn't increase the yield (only a little) this year. He sees limited growth, despite great subscriber growth in recent years.
Cable
DON'T BUY
DON'T BUY
April 25, 2019
Owns BCE instead. BCE and Telus have a really strong 5G strategy. Rogers will be in a much more difficult competitive environment. BCE is at a better valuation, with a 5% dividend.
Owns BCE instead. BCE and Telus have a really strong 5G strategy. Rogers will be in a much more difficult competitive environment. BCE is at a better valuation, with a 5% dividend.
Cable
DON'T BUY
DON'T BUY
April 22, 2019
TELUS VS ROGERS All Canadian telcos and utilities are overpriced as investors expect a recession later this year of mid-2020. $39.52 is his target price for Telus; $61.22 for Rogers. Investors are attacted by the yields.
TELUS VS ROGERS All Canadian telcos and utilities are overpriced as investors expect a recession later this year of mid-2020. $39.52 is his target price for Telus; $61.22 for Rogers. Investors are attacted by the yields.
Cable
Brian Acker, CA
Chief Executive Officer, President and Chief Inves, Acker Finley Inc.
$66.310
Unknown
BUY
BUY
April 1, 2019
Telus vs. Rogers The telcos are an amazing business in Canada, because they lack competion and keep adding new lines of business. The telcos control the internet which everyone keeps using. He owns both, but would choose Rogers, because they get a whole bunch of assets, like the Blue Jays, outside the internet. Rogers also has a smart CEO who is improving the balance sheet.
Telus vs. Rogers The telcos are an amazing business in Canada, because they lack competion and keep adding new lines of business. The telcos control the internet which everyone keeps using. He owns both, but would choose Rogers, because they get a whole bunch of assets, like the Blue Jays, outside the internet. Rogers also has a smart CEO who is improving the balance sheet.
Cable
COMMENT
COMMENT
March 28, 2019
Every once in a while it present very good buying opportunities. He prefers Telus Corp (T-T).
Every once in a while it present very good buying opportunities. He prefers Telus Corp (T-T).
Cable
BUY
BUY
March 7, 2019
He owns all three telecoms. You don’t need to pick. You should diversify among the three big ones. RCI.B-T have quite a bit of debt and it has held the back on raising their debt yet they are able to leverage on wireless.
He owns all three telecoms. You don’t need to pick. You should diversify among the three big ones. RCI.B-T have quite a bit of debt and it has held the back on raising their debt yet they are able to leverage on wireless.
Cable
BUY
BUY
February 11, 2019
It is a great business model. It has a very strong future but there is a big capital program coming (5G) which will be the biggest technology rollout in history. He does not know here it is going to go but it is going to work.
It is a great business model. It has a very strong future but there is a big capital program coming (5G) which will be the biggest technology rollout in history. He does not know here it is going to go but it is going to work.
Cable
BUY
BUY
January 29, 2019
2.9% dividend. Good asset play going against the grain of the markets. He likes it. Upside is unlimited.
2.9% dividend. Good asset play going against the grain of the markets. He likes it. Upside is unlimited.
Cable
Jeff Parent B. Eng. FCSI CIM
VP & Portfolio Manager, Chief Investment Officer, Castlemoore Inc.
$70.770
Unknown
PAST TOP PICK
PAST TOP PICK
January 23, 2019
(A Top Pick Jan 25/18, Up 24%) 2.6% dividend. The best performer in this space in the past 3-5 years. He likes telecoms because they're defensive yet growth and has a long runway through phone upgrades.
(A Top Pick Jan 25/18, Up 24%) 2.6% dividend. The best performer in this space in the past 3-5 years. He likes telecoms because they're defensive yet growth and has a long runway through phone upgrades.
Cable
TOP PICK
TOP PICK
January 16, 2019
He likes the cable segment for the stability of earnings. A 22% dividend payout ratio. Free cash flow of $690 million with a PE of 16 times. Forecast of 7% earnings growth in 2019. Technically if can trade above $71, there could be an $85 further upside target. Yield 2.7%. (Analysts’ price target is $72.94)
He likes the cable segment for the stability of earnings. A 22% dividend payout ratio. Free cash flow of $690 million with a PE of 16 times. Forecast of 7% earnings growth in 2019. Technically if can trade above $71, there could be an $85 further upside target. Yield 2.7%. (Analysts’ price target is $72.94)
Cable
HOLD
HOLD
January 4, 2019
As a large Telco, it has had a good run lately. He likes the dividend yield, their packaging of services and the sports franchises. It is getting close to fair value, so he would not enter here but will continue to hold. Yield 2.7%.
As a large Telco, it has had a good run lately. He likes the dividend yield, their packaging of services and the sports franchises. It is getting close to fair value, so he would not enter here but will continue to hold. Yield 2.7%.
Cable
TOP PICK
TOP PICK
December 28, 2018
They have a good cable subscription base and they are the largest wireless network in Canada. It has good earnings growth and ROE metrics. They will report earnings on January 24 and he expects a 22% increase in earnings. The dividend has an opportunity to increase as well. (Analysts’ price target is $72.47)
They have a good cable subscription base and they are the largest wireless network in Canada. It has good earnings growth and ROE metrics. They will report earnings on January 24 and he expects a 22% increase in earnings. The dividend has an opportunity to increase as well. (Analysts’ price target is $72.47)
Cable
HOLD
HOLD
December 21, 2018
This is a good defensive stock -- trading to 52 week highs lately. Tariffs issues don't come into play with this one. It has a decent yield. A nice bump up in subscribers last quarter. A good company at an attractive price.
This is a good defensive stock -- trading to 52 week highs lately. Tariffs issues don't come into play with this one. It has a decent yield. A nice bump up in subscribers last quarter. A good company at an attractive price.
Cable
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