Rogers Communications (B)

RCI.B-T

TSE:RCI.B

64.94
0.00 (0.00%)
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
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.
TOP PICK
TOP PICK
November 11, 2019
Their earnings were temporarily depressed with the introduction of unlimited data plans. It is a short term issue. He suggests using it as a trade. Unlimited plans cut out their overage revenues. (Analysts’ price target is $69.39)
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Their earnings were temporarily depressed with the introduction of unlimited data plans. It is a short term issue. He suggests using it as a trade. Unlimited plans cut out their overage revenues. (Analysts’ price target is $69.39)
COMMENT
COMMENT
November 1, 2019

Rogers is now trading at 14x. They missed on earnings. BCE didn't miss on earnings and has good growth. They also have a good dividend. However, BCE is trading at 17x. Both will be beneficiaries of 5G.

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Rogers is now trading at 14x. They missed on earnings. BCE didn't miss on earnings and has good growth. They also have a good dividend. However, BCE is trading at 17x. Both will be beneficiaries of 5G.

TOP PICK
TOP PICK
October 30, 2019
He's returning to this after its complete stock meltdown. It's not a big dividend player, but the valuation compels to buy this for the short/mid-term. He's 20% upside for the next 12 months. (Analysts’ price target is $69.67)
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He's returning to this after its complete stock meltdown. It's not a big dividend player, but the valuation compels to buy this for the short/mid-term. He's 20% upside for the next 12 months. (Analysts’ price target is $69.67)
PAST TOP PICK
PAST TOP PICK
October 21, 2019
(A Top Pick Dec 28/18, Down 4%) He sold it about 3 months ago on a stop loss.
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(A Top Pick Dec 28/18, Down 4%) He sold it about 3 months ago on a stop loss.
TOP PICK
TOP PICK
October 18, 2019
People tend to miss the telecom companies as defensive names. They own the infrastructure for telecommunications. There's only a few players and they're generating free cash flows. They are safe and offers good dividends.
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People tend to miss the telecom companies as defensive names. They own the infrastructure for telecommunications. There's only a few players and they're generating free cash flows. They are safe and offers good dividends.
BUY
BUY
October 15, 2019

Sell Rogers to buy WSP? They're completely different companies and sectors. WSP grows by acquisition. Rogers isn't allocating capital wealth well , which has driven their valuation to an 8-year low. Conversely, this makes Rogers attractive. It's probably oversold. Don't sell. WSP: the valuation is too high as they've bought three companies recently, so he won't buy it now.

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Sell Rogers to buy WSP? They're completely different companies and sectors. WSP grows by acquisition. Rogers isn't allocating capital wealth well , which has driven their valuation to an 8-year low. Conversely, this makes Rogers attractive. It's probably oversold. Don't sell. WSP: the valuation is too high as they've bought three companies recently, so he won't buy it now.

DON'T BUY
DON'T BUY
October 1, 2019
He just issued a note on Rogers today. In June, he warned Rogers was weakening. Today's it is testing support at $64.30. If it falls that, next support is $61.66 or 4% downside. It's mired in a descending triangle pattern.
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He just issued a note on Rogers today. In June, he warned Rogers was weakening. Today's it is testing support at $64.30. If it falls that, next support is $61.66 or 4% downside. It's mired in a descending triangle pattern.
DON'T BUY
DON'T BUY
September 24, 2019

He doesn't follow the telcos daily, but he prefers telcos over cable companies. Telus and BCE have nearly completed their 5G install, though Rogers is converting too. BCE is better than Rogers, which blew its budget on the NHL broadcast licenses; Canadian teams haven't gone deep into the playoffs which has limited Rogers' revenue. In fact, there's more growth in soccer and other non-hockey sports, so that's a tailwind for BCE's broadcasting arm. All telcos will be impacted by the unlimited data plans now on the market. BCE has great assets and a lower payout ratio than Rogers.

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He doesn't follow the telcos daily, but he prefers telcos over cable companies. Telus and BCE have nearly completed their 5G install, though Rogers is converting too. BCE is better than Rogers, which blew its budget on the NHL broadcast licenses; Canadian teams haven't gone deep into the playoffs which has limited Rogers' revenue. In fact, there's more growth in soccer and other non-hockey sports, so that's a tailwind for BCE's broadcasting arm. All telcos will be impacted by the unlimited data plans now on the market. BCE has great assets and a lower payout ratio than Rogers.

COMMENT
COMMENT
September 23, 2019

It is a pretty solid company. They have risk from a fiscal policy which would be lower on PPL-T. You have fiscal risk on all the telecoms right now.

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It is a pretty solid company. They have risk from a fiscal policy which would be lower on PPL-T. You have fiscal risk on all the telecoms right now.

DON'T BUY
DON'T BUY
September 23, 2019

He prefers Telus, which is a pure play. Rogers owns sports teams, not a pure play. They do have a strong moat. But Canadian politicians vow to reduce cell phone bills and this will hurt all telcos. Canadians pay very high cell phone bills compared to the world. Well-run and pays a good dividend.

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He prefers Telus, which is a pure play. Rogers owns sports teams, not a pure play. They do have a strong moat. But Canadian politicians vow to reduce cell phone bills and this will hurt all telcos. Canadians pay very high cell phone bills compared to the world. Well-run and pays a good dividend.

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