Rogers Communications (B)

RCI.B-T

TSE:RCI.B

51.31
0.52 (1.00%)
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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Analysis and Opinions about RCI.B-T

Signal
Opinion
Expert
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.

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(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.

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.

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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.

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.

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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.

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.
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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.
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.

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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.

BUY
BUY
February 24, 2020
The balance sheet is fine. They generate a lot of cash flow. There is headline risk because a large part of the their business is wireless and the other two have done a great job of catching up to them in wireless. It is probably a fine time to buy it, however.
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The balance sheet is fine. They generate a lot of cash flow. There is headline risk because a large part of the their business is wireless and the other two have done a great job of catching up to them in wireless. It is probably a fine time to buy it, however.
BUY
BUY
February 19, 2020
He stayed until last year when valuations got stretched to the downside. Solid fundamentals, but there remain issues with competition, namely the impact of pricing data. Not a great dividend payer at 3% vs. peers which are higher. Today's levels are still a good entry point.
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He stayed until last year when valuations got stretched to the downside. Solid fundamentals, but there remain issues with competition, namely the impact of pricing data. Not a great dividend payer at 3% vs. peers which are higher. Today's levels are still a good entry point.
DON'T BUY
DON'T BUY
February 10, 2020
He shies away from the operators and prefers the cell towers. He would be more interested on a pullback.
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He shies away from the operators and prefers the cell towers. He would be more interested on a pullback.
TOP PICK
TOP PICK
February 10, 2020
Defensive and pays a good dividend. They have a good chance to growth their dividend. Bandwith continues to grow and Rogers is well-positioned. (Analysts’ price target is $71.75)
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Defensive and pays a good dividend. They have a good chance to growth their dividend. Bandwith continues to grow and Rogers is well-positioned. (Analysts’ price target is $71.75)
HOLD
HOLD
February 5, 2020

Telecoms? Rogers is an interesting name. He owns BCE instead. A push for lower cell phone rates along with greater investment in 5G networks are key headwinds in this sector. Telcoms will face a lot spending to build up 5G, which will impact the financials for the next few years. He likes the dividend they pay, however. If your time horizon is long, then holding is fine.

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Telecoms? Rogers is an interesting name. He owns BCE instead. A push for lower cell phone rates along with greater investment in 5G networks are key headwinds in this sector. Telcoms will face a lot spending to build up 5G, which will impact the financials for the next few years. He likes the dividend they pay, however. If your time horizon is long, then holding is fine.

PAST TOP PICK
PAST TOP PICK
December 27, 2019
(A Top Pick Dec 28/18, Down 5%) Sold it earlier in 2019. Its outlook is merely okay. Look elsewhere for yield. Rogers is getting hit by its own unlimited data plan.
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(A Top Pick Dec 28/18, Down 5%) Sold it earlier in 2019. Its outlook is merely okay. Look elsewhere for yield. Rogers is getting hit by its own unlimited data plan.
BUY
BUY
December 16, 2019

BCE-T vs. RCI.B-T. BCE-T is considered the steadiest and safest of the three. It has run up quite a bit in the last year as a flight to safety. RCI.B-T has come off a bit after offering their unlimited data plan which was a bigger success than they anticipated. He would buy RCI.B-T. A year from now they won't have any issues with unlimited data.

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BCE-T vs. RCI.B-T. BCE-T is considered the steadiest and safest of the three. It has run up quite a bit in the last year as a flight to safety. RCI.B-T has come off a bit after offering their unlimited data plan which was a bigger success than they anticipated. He would buy RCI.B-T. A year from now they won't have any issues with unlimited data.

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)
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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)
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.
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(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.
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.
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(A Top Pick Sep 09/19, Down 3%) They bad a bad quarter, bad earnings. Sell it and take your lumps.
Showing 1 to 15 of 740 entries

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

Ranking : 5 out of 5

Bullish - Buy Signals / Votes : 16

Neutral - Hold Signals / Votes : 4

Bearish - Sell Signals / Votes : 6

Total Signals / Votes : 26

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, 26 stock analysts published opinions about RCI.B-T. 16 analysts recommended to BUY the stock. 6 analysts recommended to SELL the stock. The latest stock analyst recommendation is PAST TOP PICK. 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 John Zechner on 2020-09-03. 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?

26 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 2020-09-21, Rogers Communications (B) (RCI.B-T) stock closed at a price of $51.31.