Rogers Communications (B)

RCI.B-T

TSE:RCI.B

58.59
0.41 (0.70%)
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
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.
BUY
BUY
April 1, 2019
Telus vs. Rogers The telcos are an amazing business in Canada, because they lack competion and keep adding new lines of business. The telcos control the internet which everyone keeps using. He owns both, but would choose Rogers, because they get a whole bunch of assets, like the Blue Jays, outside the internet. Rogers also has a smart CEO who is improving the balance sheet.
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Telus vs. Rogers The telcos are an amazing business in Canada, because they lack competion and keep adding new lines of business. The telcos control the internet which everyone keeps using. He owns both, but would choose Rogers, because they get a whole bunch of assets, like the Blue Jays, outside the internet. Rogers also has a smart CEO who is improving the balance sheet.
COMMENT
COMMENT
March 28, 2019
Every once in a while it present very good buying opportunities. He prefers Telus Corp (T-T).
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Every once in a while it present very good buying opportunities. He prefers Telus Corp (T-T).
BUY
BUY
March 7, 2019
He owns all three telecoms. You don’t need to pick. You should diversify among the three big ones. RCI.B-T have quite a bit of debt and it has held the back on raising their debt yet they are able to leverage on wireless.
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He owns all three telecoms. You don’t need to pick. You should diversify among the three big ones. RCI.B-T have quite a bit of debt and it has held the back on raising their debt yet they are able to leverage on wireless.
BUY
BUY
February 11, 2019
It is a great business model. It has a very strong future but there is a big capital program coming (5G) which will be the biggest technology rollout in history. He does not know here it is going to go but it is going to work.
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It is a great business model. It has a very strong future but there is a big capital program coming (5G) which will be the biggest technology rollout in history. He does not know here it is going to go but it is going to work.
BUY
BUY
January 29, 2019
2.9% dividend. Good asset play going against the grain of the markets. He likes it. Upside is unlimited.
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2.9% dividend. Good asset play going against the grain of the markets. He likes it. Upside is unlimited.
PAST TOP PICK
PAST TOP PICK
January 23, 2019

(A Top Pick Jan 25/18, Up 24%) 2.6% dividend. The best performer in this space in the past 3-5 years. He likes telecoms because they're defensive yet growth and has a long runway through phone upgrades.

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(A Top Pick Jan 25/18, Up 24%) 2.6% dividend. The best performer in this space in the past 3-5 years. He likes telecoms because they're defensive yet growth and has a long runway through phone upgrades.

TOP PICK
TOP PICK
January 16, 2019
He likes the cable segment for the stability of earnings. A 22% dividend payout ratio. Free cash flow of $690 million with a PE of 16 times. Forecast of 7% earnings growth in 2019. Technically if can trade above $71, there could be an $85 further upside target. Yield 2.7%. (Analysts’ price target is $72.94)
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He likes the cable segment for the stability of earnings. A 22% dividend payout ratio. Free cash flow of $690 million with a PE of 16 times. Forecast of 7% earnings growth in 2019. Technically if can trade above $71, there could be an $85 further upside target. Yield 2.7%. (Analysts’ price target is $72.94)
HOLD
HOLD
January 4, 2019
As a large Telco, it has had a good run lately. He likes the dividend yield, their packaging of services and the sports franchises. It is getting close to fair value, so he would not enter here but will continue to hold. Yield 2.7%.
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As a large Telco, it has had a good run lately. He likes the dividend yield, their packaging of services and the sports franchises. It is getting close to fair value, so he would not enter here but will continue to hold. Yield 2.7%.
TOP PICK
TOP PICK
December 28, 2018
They have a good cable subscription base and they are the largest wireless network in Canada. It has good earnings growth and ROE metrics. They will report earnings on January 24 and he expects a 22% increase in earnings. The dividend has an opportunity to increase as well. (Analysts’ price target is $72.47)
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They have a good cable subscription base and they are the largest wireless network in Canada. It has good earnings growth and ROE metrics. They will report earnings on January 24 and he expects a 22% increase in earnings. The dividend has an opportunity to increase as well. (Analysts’ price target is $72.47)
HOLD
HOLD
December 21, 2018
This is a good defensive stock -- trading to 52 week highs lately. Tariffs issues don't come into play with this one. It has a decent yield. A nice bump up in subscribers last quarter. A good company at an attractive price.
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This is a good defensive stock -- trading to 52 week highs lately. Tariffs issues don't come into play with this one. It has a decent yield. A nice bump up in subscribers last quarter. A good company at an attractive price.
WEAK BUY
WEAK BUY
October 22, 2018

T-T vs. RCI.B-T vs. BCE-T. Nobody knows which one will do better. The best way to play it in the utility space is ZWU-T, which gives exposure to Telco's, pipelines and utilities. These things are interest rate sensitive so you will not get much capital gains and you have to be cautious.

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T-T vs. RCI.B-T vs. BCE-T. Nobody knows which one will do better. The best way to play it in the utility space is ZWU-T, which gives exposure to Telco's, pipelines and utilities. These things are interest rate sensitive so you will not get much capital gains and you have to be cautious.

BUY
BUY
September 12, 2018

Likes it for the organic growth. Media assets are undervalued. Not a bad valuation, a 2.8% dividend which is probably going to grow, a 6-7% growth rate. A defensive growth name.

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Likes it for the organic growth. Media assets are undervalued. Not a bad valuation, a 2.8% dividend which is probably going to grow, a 6-7% growth rate. A defensive growth name.

WAIT
WAIT
August 14, 2018

Like Bell and Telus, this is a telecommunications company. It has more exposure to cable and less to the telephone than BCE and Telus. All three are subject to cord-cutting and higher interest rates will affect their stock prices. However, it is a stable company and could be owned in a portfolio. He owns BCE rather than Rogers. Both give decent income. When growth stocks go out of favour, this will be something you want to add to the portfolio.

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Like Bell and Telus, this is a telecommunications company. It has more exposure to cable and less to the telephone than BCE and Telus. All three are subject to cord-cutting and higher interest rates will affect their stock prices. However, it is a stable company and could be owned in a portfolio. He owns BCE rather than Rogers. Both give decent income. When growth stocks go out of favour, this will be something you want to add to the portfolio.

DON'T BUY
DON'T BUY
July 24, 2018

It's an industry that must transition rapidly. The infrastructure build for 5G is huge, demanding a lot of capital, but 5G will move a lot more data. U.S. telecoms just reported well, but there's pressure on the Canadian ones. Consumers want more for less me, and the capex to achieve 5G is huge.

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It's an industry that must transition rapidly. The infrastructure build for 5G is huge, demanding a lot of capital, but 5G will move a lot more data. U.S. telecoms just reported well, but there's pressure on the Canadian ones. Consumers want more for less me, and the capex to achieve 5G is huge.

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