Rogers Communications (B)

RCI.B-T

TSE:RCI.B

55.55
0.77 (1.37%)
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
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.
BUY WEAKNESS
BUY WEAKNESS
September 4, 2019
It's a good time to buy it now, during a pullback. He owns no telcos, but this is the best one, least exposed to secular erosion to the wireless business.
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It's a good time to buy it now, during a pullback. He owns no telcos, but this is the best one, least exposed to secular erosion to the wireless business.
PARTIAL BUY
PARTIAL BUY
September 3, 2019
He likes it at current levels and would start to pick away at it. A good, long-term dividend play. It's not recession-proof; it's a discretionary consumer stock.
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He likes it at current levels and would start to pick away at it. A good, long-term dividend play. It's not recession-proof; it's a discretionary consumer stock.
DON'T BUY
DON'T BUY
August 28, 2019
Long term? There are better opportunities elsewhere facing less competition than Rogers, with 5G coming. That said, the telcos do well in volatility. But competition is heating up now among telcos. Cogeco looks interesting though with their big U.S. roll-out and a better chart.
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Long term? There are better opportunities elsewhere facing less competition than Rogers, with 5G coming. That said, the telcos do well in volatility. But competition is heating up now among telcos. Cogeco looks interesting though with their big U.S. roll-out and a better chart.
BUY
BUY
August 27, 2019

During a recession? Like it a lot. Has the best leverage to 5G. He doesn't think Trudeau will There's talk of 5G not rolling out until early-2021, but he doesn't believe that. Low interest rates will be good for Rogers. See BCE to buy Rogers. Pays a 3.1% dividend. A great long-term hold.

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During a recession? Like it a lot. Has the best leverage to 5G. He doesn't think Trudeau will There's talk of 5G not rolling out until early-2021, but he doesn't believe that. Low interest rates will be good for Rogers. See BCE to buy Rogers. Pays a 3.1% dividend. A great long-term hold.

DON'T BUY
DON'T BUY
August 14, 2019

Only 2% EPS growth, he forecasts, trading at 15x PE. Good dividend. They are more exposed to wireless than BCE is. He has a $72 target. An okay name, but look elsewhere for growth.

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Only 2% EPS growth, he forecasts, trading at 15x PE. Good dividend. They are more exposed to wireless than BCE is. He has a $72 target. An okay name, but look elsewhere for growth.

DON'T BUY
DON'T BUY
August 12, 2019
He's not fond of all the telcos. Rogers' valuation is trading at historic highs. Bond proxies like this have run up lately.
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He's not fond of all the telcos. Rogers' valuation is trading at historic highs. Bond proxies like this have run up lately.
DON'T BUY
DON'T BUY
August 9, 2019

He owns BCE instead, which is more defensive. The threat to Rogers (and the telcos) is the unlimited data plans. ARPU could stagnate or decline just as 5G ramps up, so the telcos may need to spend more to roll it out. Rogers has to spend more anyway, because Rogers owns the entire network, whereas BCE shares some of that burden with Telus.

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He owns BCE instead, which is more defensive. The threat to Rogers (and the telcos) is the unlimited data plans. ARPU could stagnate or decline just as 5G ramps up, so the telcos may need to spend more to roll it out. Rogers has to spend more anyway, because Rogers owns the entire network, whereas BCE shares some of that burden with Telus.

BUY WEAKNESS
BUY WEAKNESS
July 16, 2019

Telus vs Rogers? He prefers neither. The valuation is too rich. He sold his Rogers around $72. He would prefer Telus as it is more diversified and does not have the struggles of content issues. He would actually buy Shaw instead as they enter the wireless space. He would buy all three on weakness, but enter Shaw today.

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Telus vs Rogers? He prefers neither. The valuation is too rich. He sold his Rogers around $72. He would prefer Telus as it is more diversified and does not have the struggles of content issues. He would actually buy Shaw instead as they enter the wireless space. He would buy all three on weakness, but enter Shaw today.

BUY
BUY
July 4, 2019
Likes growth aspects of the stock. If you peel out the telecom names, they'll perform well later in the cycle and will be more resilient in a recession. Beta is 0.7. Yield is 2.8%.
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Likes growth aspects of the stock. If you peel out the telecom names, they'll perform well later in the cycle and will be more resilient in a recession. Beta is 0.7. Yield is 2.8%.
HOLD
HOLD
June 25, 2019
Companies that have been increasing dividends and with the threat of falling interest rates, these utility type holdings are a good place to hide for the next six month. Yield 2.6%.
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Companies that have been increasing dividends and with the threat of falling interest rates, these utility type holdings are a good place to hide for the next six month. Yield 2.6%.
BUY WEAKNESS
BUY WEAKNESS
June 18, 2019
All the Canadian telcos took a hit when Rogers came out with a much-lower data plan. Now's a good time to buy Rogers. The sports part of Rogers is a distraction that has little effect on the stock, even the Raptors' championship. Sports revenue is not that huge compared to Rogers' overall revenues.
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All the Canadian telcos took a hit when Rogers came out with a much-lower data plan. Now's a good time to buy Rogers. The sports part of Rogers is a distraction that has little effect on the stock, even the Raptors' championship. Sports revenue is not that huge compared to Rogers' overall revenues.
DON'T BUY
DON'T BUY
June 17, 2019

We are beginning to see a little bit of a war in the telecommunication industry. We may be into a little bit of a price war. They have not competed to date as well with BCE's fiber to the home. When these guys fight for market share that is the time to look at cash flow. He'd be hesitant to invest in this one if going into the group.

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We are beginning to see a little bit of a war in the telecommunication industry. We may be into a little bit of a price war. They have not competed to date as well with BCE's fiber to the home. When these guys fight for market share that is the time to look at cash flow. He'd be hesitant to invest in this one if going into the group.

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