Rogers Communications (B)

RCI.B-T

TSE:RCI.B

66.00
0.62 (0.93%)
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
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.

COMMENT
COMMENT
May 15, 2019

A good income stream? He owns Telus instead of Rogers. He is studying the whole rollover of the wireless business in Canada. Prices are starting to drop on increased competitive pressures. It might be early to enter the space. He would prefer BCE-T or T-T.

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A good income stream? He owns Telus instead of Rogers. He is studying the whole rollover of the wireless business in Canada. Prices are starting to drop on increased competitive pressures. It might be early to enter the space. He would prefer BCE-T or T-T.

WEAK BUY
WEAK BUY
May 8, 2019

Which telco to buy? Canadian telcos are a good place to invest (an oligopoly) though he owns none of them. Headwinds: slower growth compared to 5-10 years ago, especially in the wireline business and people move to cell phones. BCE, then Telus and Rogers in this order have the most exposure to wireline. Therefore, his first choice is Rogers, though he would carefully weigh all of them first.

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Which telco to buy? Canadian telcos are a good place to invest (an oligopoly) though he owns none of them. Headwinds: slower growth compared to 5-10 years ago, especially in the wireline business and people move to cell phones. BCE, then Telus and Rogers in this order have the most exposure to wireline. Therefore, his first choice is Rogers, though he would carefully weigh all of them first.

SELL
SELL
April 30, 2019
He sold it in February. It's cheaper than its peers, but they didn't increase the yield (only a little) this year. He sees limited growth, despite great subscriber growth in recent years.
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He sold it in February. It's cheaper than its peers, but they didn't increase the yield (only a little) this year. He sees limited growth, despite great subscriber growth in recent years.
DON'T BUY
DON'T BUY
April 25, 2019
Owns BCE instead. BCE and Telus have a really strong 5G strategy. Rogers will be in a much more difficult competitive environment. BCE is at a better valuation, with a 5% dividend.
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Owns BCE instead. BCE and Telus have a really strong 5G strategy. Rogers will be in a much more difficult competitive environment. BCE is at a better valuation, with a 5% dividend.
DON'T BUY
DON'T BUY
April 22, 2019
TELUS VS ROGERS All Canadian telcos and utilities are overpriced as investors expect a recession later this year of mid-2020. $39.52 is his target price for Telus; $61.22 for Rogers. Investors are attacted by the yields.
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TELUS VS ROGERS All Canadian telcos and utilities are overpriced as investors expect a recession later this year of mid-2020. $39.52 is his target price for Telus; $61.22 for Rogers. Investors are attacted by the yields.
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