Rogers Communications (B)

RCI.B-T

TSE:RCI.B

58.23
0.36 (0.61%)
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
July 20, 2018

Rates sensitivity of the stock has affected it. He prefers BCE Inc. (BCE-T) as it is more diversified and has put a lot of fiber in the ground and that will drive growth for a while.

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Rates sensitivity of the stock has affected it. He prefers BCE Inc. (BCE-T) as it is more diversified and has put a lot of fiber in the ground and that will drive growth for a while.

BUY
BUY
July 19, 2018

Great subscriber numbers. It is getting close to what he thinks it should be valued at. Most people don't recognize the value in their sports franchises. It has been stalled out. They have benefits of being part of a great oligopoly.

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Great subscriber numbers. It is getting close to what he thinks it should be valued at. Most people don't recognize the value in their sports franchises. It has been stalled out. They have benefits of being part of a great oligopoly.

COMMENT
COMMENT
July 10, 2018

It provides an attractive dividend yield as do the other large telecom companies. She doesn’t own them, preferring the utilities. All of the Telcos have pulled back, though Rogers has already recovered a bit. They could be interesting at this price to people who are looking for income. Consumption of data is increasing and even though Shaw is entering the space, it does not look as though any of the players wants to be competitive, so prices are not threatened.

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It provides an attractive dividend yield as do the other large telecom companies. She doesn’t own them, preferring the utilities. All of the Telcos have pulled back, though Rogers has already recovered a bit. They could be interesting at this price to people who are looking for income. Consumption of data is increasing and even though Shaw is entering the space, it does not look as though any of the players wants to be competitive, so prices are not threatened.

PAST TOP PICK
PAST TOP PICK
July 10, 2018

(Past Top Pick, June 13, 2017, Up 6%) They pulled back recently after a good Q1. He expects good results for the rest of the year, pushed by wireless momentum and high-speed demand. He believes they can spin out their sports division, so there's room to grow. They have good assets.

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(Past Top Pick, June 13, 2017, Up 6%) They pulled back recently after a good Q1. He expects good results for the rest of the year, pushed by wireless momentum and high-speed demand. He believes they can spin out their sports division, so there's room to grow. They have good assets.

HOLD
HOLD
July 3, 2018

All the telecoms have faced headwinds lately and Rogers has not increased its dividend since 2015. There has been a lot going into capital spending on their cellular network. It is too expensive at this time. He holds it, but is not adding.

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All the telecoms have faced headwinds lately and Rogers has not increased its dividend since 2015. There has been a lot going into capital spending on their cellular network. It is too expensive at this time. He holds it, but is not adding.

COMMENT
COMMENT
June 15, 2018

Morphed itself from a cable company to a mobility company. Over the last number of years it has been subscriber uptake that has driven them. The weakness is on the enterprise side, which T-T is strong in. Generally this one is a utility with reasonable growth at the end of the day. The future has to do with how fast they will deploy 5 G.

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Morphed itself from a cable company to a mobility company. Over the last number of years it has been subscriber uptake that has driven them. The weakness is on the enterprise side, which T-T is strong in. Generally this one is a utility with reasonable growth at the end of the day. The future has to do with how fast they will deploy 5 G.

HOLD
HOLD
June 6, 2018

The telecom sector has taken a beating he says. It recently tested trend line support successfully. He would continue to hold it, but would not add new money.

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The telecom sector has taken a beating he says. It recently tested trend line support successfully. He would continue to hold it, but would not add new money.

BUY WEAKNESS
BUY WEAKNESS
April 25, 2018

He would consider telcos to be interest rate sensitive. He was hoping Rogers would go back to $53.60 to become a buyer. Right now it is over-valued by about 15%. Recent earnings helped pop the stock up, but expects he will get a chance to buy it lower. Yield 3.2%.

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He would consider telcos to be interest rate sensitive. He was hoping Rogers would go back to $53.60 to become a buyer. Right now it is over-valued by about 15%. Recent earnings helped pop the stock up, but expects he will get a chance to buy it lower. Yield 3.2%.

BUY
BUY
April 12, 2018

He likes the dividend yield of 3.3%. Trading at 8.5 enterprise value over EBITDA down from 11 last July. Boosting their wireless subscribers. They are doing well. With interest rates moving higher some of the Telcos naturally tend to come off. In Canada the three main players have 90% of the market so they don’t have incentive to fight each other and lower prices. Overtime they will do fine.

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He likes the dividend yield of 3.3%. Trading at 8.5 enterprise value over EBITDA down from 11 last July. Boosting their wireless subscribers. They are doing well. With interest rates moving higher some of the Telcos naturally tend to come off. In Canada the three main players have 90% of the market so they don’t have incentive to fight each other and lower prices. Overtime they will do fine.

BUY
BUY
March 29, 2018

The decline is probably overdone. 2018 is probably not going to be as robust as 2017. They have higher cap-X and they did not raise their dividend. He models 8% earnings growth. This is a name you can own, possibly through a put. He thinks it will do some heavy lifting over the next 12 months.

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The decline is probably overdone. 2018 is probably not going to be as robust as 2017. They have higher cap-X and they did not raise their dividend. He models 8% earnings growth. This is a name you can own, possibly through a put. He thinks it will do some heavy lifting over the next 12 months.

PAST TOP PICK
PAST TOP PICK
March 7, 2018

(A Top Pick January 5/17, Up 15%) Challenged the last few quarters from competition. Dividend increase this year is unlikely. Instead they will upgrade their system and save money for next year's spectrum auction.

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(A Top Pick January 5/17, Up 15%) Challenged the last few quarters from competition. Dividend increase this year is unlikely. Instead they will upgrade their system and save money for next year's spectrum auction.

HOLD
HOLD
February 22, 2018

All telcos have corrected recently. May be opportunities to buy in the next little while because of upcoming wireless spectrum hearings. Rogers is merely all right as a stock. He doesn't see much capital appreciation.

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All telcos have corrected recently. May be opportunities to buy in the next little while because of upcoming wireless spectrum hearings. Rogers is merely all right as a stock. He doesn't see much capital appreciation.

COMMENT
COMMENT
February 7, 2018

Doesn't own it (owns BCE and Telus instead). Rogers is a good, solid company, but has sold off because of interest rate increase jitters and seen to be in a low-growth industry. They've invested a lot, but have made money from the Toronto Blue Jays.

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Doesn't own it (owns BCE and Telus instead). Rogers is a good, solid company, but has sold off because of interest rate increase jitters and seen to be in a low-growth industry. They've invested a lot, but have made money from the Toronto Blue Jays.

BUY
BUY
February 6, 2018

He doesn’t buy stocks based on interest rates or feelings about the market. He buys companies based on fundamentals. Everybody is addicted to cell phones nowadays. The company is doing tremendously well. Showing good growth Valuation is cheap. You have to own this one. You have to own one of the telcos.

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He doesn’t buy stocks based on interest rates or feelings about the market. He buys companies based on fundamentals. Everybody is addicted to cell phones nowadays. The company is doing tremendously well. Showing good growth Valuation is cheap. You have to own this one. You have to own one of the telcos.

BUY
BUY
January 26, 2018

Q4 financial results came in a little above, but thinks the market was concerned that they hadn't hiked their dividend. Their wireless additions were not as good as expected, due to the competition. The whole sector has pulled back as a result of higher bond yields. He would buy this at $60.

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Q4 financial results came in a little above, but thinks the market was concerned that they hadn't hiked their dividend. Their wireless additions were not as good as expected, due to the competition. The whole sector has pulled back as a result of higher bond yields. He would buy this at $60.

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