TSE:RCI.B
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Nervous markets await NvidiaThis summary was created by AI, based on 29 opinions in the last 12 months.
Rogers Communications (RCI.B) has been facing challenges in the competitive telecommunications landscape, leading to a series of mixed evaluations from experts. Many analysts highlight the ongoing pressure on the stock due to issues such as high debt levels from acquisitions, notably Shaw, and intensified competition in pricing. Despite these challenges, there is a sentiment among some that the stock may represent a buying opportunity given its potentially attractive valuation and solid dividend yield. Recent recommendations include setting stop-loss orders while maintaining positions, indicating a cautious but hopeful outlook. Additionally, several experts flag the potential for improvement in customer relations and a recovery in performance amidst the current adversities.
Maybe tide is turning on competitive intensity in telecom sector, but not overwhelmingly obvious that's so. MLSE provides interesting optionality; hard to value sports franchises, but they are rather like collectibles such as race horses or art. In the meantime, he's taking the more conservative approach and focusing on dividend growth.
His preference is Telus.
Whole telecom space has been challenged, partly because of increased competition. No outlets to grow outside Canada. Profitability will be flat for some time. People own these names for the income. Rogers' purchase of Shaw gives it an edge on cost-cutting. Telus is the best operator. Rogers has the lowest dividend yield of the group.
Steer clear of the space. Even with an income stock you do want some growth, as it helps offset valuation risk elsewhere in the business.
He still likes it and would buy more. High immigration is a tailwind since there are more customers for telecom. Cost cutting is going on and new technology is being implemented. There is lots of free cash flow and along with lower interest rates this will help to pay down debt. It has a decent and sustainable dividend.
Balance sheets have been a struggle for all the telcos; got caught when rates went up after spending so much. Less population growth was unexpected. Competition more intense. Dirt cheap at 7x PE for 2026, but no growth until then. There is MLSE upside.
All stocks stumble at times, and you want to buy them when they're cheap. Probably the darkness before the dawn for this name.
The immigration slowdown has weighed on all telcos, but there will be growing demand for bandwidth, services and data. Also, Rogers and Telus will monetize their towers by selling interest in them and giving cash flow to investors. Will this money reduce debt? This is a positive idea. Rogers has a low PE vs. peers, but also carries a lot of debt. Long term, fundamentals for the telcos are good, but you have to wait. Meanwhile, collect the dividend.
No exposure to telcos at this stage. Pretty decent, high-quality name, yet stock continues to suffer. 200-day MA is falling, and stock price is below that. Stock hit 52-week low today. Technically, not a name to be involved in.
May seem cheap on PE, but not a name he likes. As well, he's more a growth manager than a value manager. Nice dividend of 5.2%, but you'll have to keep an eye on that over time.
Value story turned into a value trap. Whole sector's seen pressure. Is he freaking out over it being down? No. It's part of a balanced portfolio. Analogous to planting a garden -- not everything grows at the same time.
This wasn't his plan for the stock, but these things happen. You'll find that the stocks that are very unpopular become purged, especially on tax-loss selling. Then, when there is a catalyst, they do start to go higher and can do so quickly because they're under-owned. More importantly, it can give you some stability if markets come down; this one won't get sold, because everyone who wanted to sell already has.
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
In the last year, 36 stock analysts published opinions about RCI.B-T. 12 analysts recommended to BUY the stock. 12 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Rogers Communications (B).
Rogers Communications (B) was recommended as a Top Pick by on . Read the latest stock experts ratings for Rogers Communications (B).
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.
36 stock analysts on Stockchase covered Rogers Communications (B) In the last year. It is a trending stock that is worth watching.
On 2025-07-03, Rogers Communications (B) (RCI.B-T) stock closed at a price of $43.88.
All telcos have been facing highly competitive pricing environment, slowing immigration targets, and lots of infrastructure capex. Better payout ratio, as it didn't raise dividends as much as others. So the dividend is safe. Debt issue from MLSE deal; sports assets are valuable, but not necessarily cashflow positive.