Rogers Communications (B)

RCI.B-T

TSE:RCI.B

60.61
0.27 (0.45%)
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
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.
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.

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