Rogers Communications (B)

RCI.B-T

TSE:RCI.B

57.70
0.12 (0.21%)
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
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.

HOLD
HOLD
September 19, 2019
He sold it when it got over $70 but he thinks it is going to trade sideways for a while. It is the only one in the space he does not own in this sector.
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He sold it when it got over $70 but he thinks it is going to trade sideways for a while. It is the only one in the space he does not own in this sector.
COMMENT
COMMENT
September 17, 2019

A very defensive space, telcos. Not a growth stock, but pays income. He prefers BCE, because it just finished a big capex cycle and pays a higher dividend. Also, wireless penetration in Canada is limited, which in turn limits growth. That said, all the Canadian telcos are good for the long-term. Buy for the dividend, not growth.

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A very defensive space, telcos. Not a growth stock, but pays income. He prefers BCE, because it just finished a big capex cycle and pays a higher dividend. Also, wireless penetration in Canada is limited, which in turn limits growth. That said, all the Canadian telcos are good for the long-term. Buy for the dividend, not growth.

BUY
BUY
September 16, 2019
It's had a pullback, but they will grow their dividend yield. 5G will be a massive capital spend and transform the industry. It's fairly recession-proof. The price target is $75.
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It's had a pullback, but they will grow their dividend yield. 5G will be a massive capital spend and transform the industry. It's fairly recession-proof. The price target is $75.
DON'T BUY
DON'T BUY
September 12, 2019
$64.70 is a low from late August and a bit lower in April. It held in there. Around $69 there is a bunch of resistance. It has had no strength against the S&P since June. We are probably going to come back to the low $60s test.
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$64.70 is a low from late August and a bit lower in April. It held in there. Around $69 there is a bunch of resistance. It has had no strength against the S&P since June. We are probably going to come back to the low $60s test.
HOLD
HOLD
September 12, 2019

Generally, she doesn't have a core position in telecoms. She doesn't see the growth. Dividends are safe. Rogers has lagged BCE, but looks as though it's stabilizing here. Wireless will drive these companies. Subscribers continue to go up, and they also sell data. Rogers is a safe income stock. Yield is just shy of 3%.

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Generally, she doesn't have a core position in telecoms. She doesn't see the growth. Dividends are safe. Rogers has lagged BCE, but looks as though it's stabilizing here. Wireless will drive these companies. Subscribers continue to go up, and they also sell data. Rogers is a safe income stock. Yield is just shy of 3%.

BUY
BUY
September 11, 2019

With telecoms, you want to look at enterprise value over EBITDA. Likes the dividend, of about 3%, and should grow. Stock's a bit off because of competition last quarter. Good time to accumulate shares. For total return, best performer compared to BCE and Telus over last few years.

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With telecoms, you want to look at enterprise value over EBITDA. Likes the dividend, of about 3%, and should grow. Stock's a bit off because of competition last quarter. Good time to accumulate shares. For total return, best performer compared to BCE and Telus over last few years.

HOLD
HOLD
September 9, 2019
We are seeing a lot of fights between the telecom companies. Over the last few years they have come back. They are being beaten on fibre to the home and the wireless market is very competitive. He has others he would rather own.
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We are seeing a lot of fights between the telecom companies. Over the last few years they have come back. They are being beaten on fibre to the home and the wireless market is very competitive. He has others he would rather own.
TOP PICK
TOP PICK
September 6, 2019
It’s hit the 52-week low. Likes it here, and it’s in a good spot. The risk is higher for it to go higher than lower.
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It’s hit the 52-week low. Likes it here, and it’s in a good spot. The risk is higher for it to go higher than lower.
BUY
BUY
September 5, 2019
Trading at a 52-week low. Telcos are an easy target for the election. Great buying opportunity. Results are improving. Dividend will go higher. Cheap valuation.
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Trading at a 52-week low. Telcos are an easy target for the election. Great buying opportunity. Results are improving. Dividend will go higher. Cheap valuation.
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