Shaw Communication (B) | StockChase
268
Shaw Communication (B) (SJR.B-T)

Last Price Recorded: $26.2800 on 2018-05-19

ON STOCKCHASE SINCE Oct 2000

Cable
268
Shaw Communication (B) (SJR.B-T)

Last Price Recorded: $26.2800 on 2018-05-19

ON STOCKCHASE SINCE Oct 2000


Shaw Communication (B)


Signal Opinion Expert
COMMENT

It's enjoyed a nice run-up with an increase in post-paid wireless customers. They recently got the iPhone which will drive subscribers. He's worried about their capex though. He's still confident about Shaw, though the sector is in a slump. Pays a 4.5% dividend. 

Cable

It's enjoyed a nice run-up with an increase in post-paid wireless customers. They recently got the iPhone which will drive subscribers. He's worried about their capex though. He's still confident about Shaw, though the sector is in a slump. Pays a 4.5% dividend. 

Cable
Ryan Bushell

President, Newhaven Asset Manag...

PricePrice
$26.020
Owned Owned
Unknown

BUY on WEAKNESS

He still likes it.  On a long term basis their build is taking a while.  The question is how aggressively they build out their wireless infrastructure.  They should be able to bundle a lot of wireless subscribers into multiple services.  He would start getting into it.

Cable

He still likes it.  On a long term basis their build is taking a while.  The question is how aggressively they build out their wireless infrastructure.  They should be able to bundle a lot of wireless subscribers into multiple services.  He would start getting into it.

Cable
Ryan Bushell

President, Newhaven Asset Manag...

PricePrice
$25.020
Owned Owned
Yes

HOLD

Going through long-term expansion after buying Wind Mobile assets. Don't expect a dividend increase soon. Instead, maybe buy the other communications stocks, but longer term Shaw looks promising as they grow their business.

Cable

Going through long-term expansion after buying Wind Mobile assets. Don't expect a dividend increase soon. Instead, maybe buy the other communications stocks, but longer term Shaw looks promising as they grow their business.

Cable
Douglas Kee

Chief Investment Officer, Leon Frazer & Associ...

PricePrice
$24.720
Owned Owned
Yes

DON'T BUY

The employees make 130 to 140K so it seems a lot for an early retirement.  It is reflected in the stock.  You may be able to see beyond the bumps but it holds it back.  He does not see much in the telecom space.  He has lightened up in the entire group.

Cable

The employees make 130 to 140K so it seems a lot for an early retirement.  It is reflected in the stock.  You may be able to see beyond the bumps but it holds it back.  He does not see much in the telecom space.  He has lightened up in the entire group.

Cable
John Zechner

Chairman, J. Zechner & Assoc...

PricePrice
$25.650
Owned Owned
Unknown

COMMENT

Very well-run company. He thinks there is a lot of hidden value in this company. The next generation of the internet he thinks is going to benefit them.  

Cable

Very well-run company. He thinks there is a lot of hidden value in this company. The next generation of the internet he thinks is going to benefit them.  

Cable
Gerard Ferguson

CEO & Portfolio Manager, Jemekk Capital Manag...

PricePrice
$25.690
Owned Owned
No

BUY on WEAKNESS

He likes the acquisitions they made.  These businesses take a long time to start to really generate free cash flow.  He does not expect huge things in the next few quarters.  With a 1 to 3 year outlook, they will start to generate a lot more free cash flow.  The will start to pay a lot more dividend and you will start to see a lift in the multiple.  The $25-$28 range will make a fair entry point.

Cable

He likes the acquisitions they made.  These businesses take a long time to start to really generate free cash flow.  He does not expect huge things in the next few quarters.  With a 1 to 3 year outlook, they will start to generate a lot more free cash flow.  The will start to pay a lot more dividend and you will start to see a lift in the multiple.  The $25-$28 range will make a fair entry point.

Cable
James Telfser

Partner & Portfolio Manager, Aventine Management ...

PricePrice
$28.610
Owned Owned
Yes

PAST TOP PICK

(A Top Pick Oct 13/16, Up 19%)  There is concern about how much they have to spend to build out the Wind network.  He decided to take his profits.

Cable

(A Top Pick Oct 13/16, Up 19%)  There is concern about how much they have to spend to build out the Wind network.  He decided to take his profits.

Cable
Michael Simpson, CFA

Senior Vice-President, Sentry Investments...

PricePrice
$29.490
Owned Owned
No

COMMENT

A media company that is building out their wireless platform, particularly in Western Canada. Doesn't feel any compelling reason to Buy this. Would rather own one of the national carriers. Dividend yield of about 4%.

Cable

A media company that is building out their wireless platform, particularly in Western Canada. Doesn't feel any compelling reason to Buy this. Would rather own one of the national carriers. Dividend yield of about 4%.

Cable
Christine Poole

CEO & Managing Director, GlobeInvest Capital ...

PricePrice
$29.850
Owned Owned
No

DON'T BUY

T-T vs. RCI.B-T vs. SJR.B-T.  He sold T-T last year because of tepid growth and valuation at the top of its range.  He sold it to make way for a more cyclical investment.  RCI.B-T is the strongest of the telcos.  The whole space is expensive.

Cable

T-T vs. RCI.B-T vs. SJR.B-T.  He sold T-T last year because of tepid growth and valuation at the top of its range.  He sold it to make way for a more cyclical investment.  RCI.B-T is the strongest of the telcos.  The whole space is expensive.

Cable
Brian Madden

Senior VP & Portfolio Manager, Goodreid Investment ...

PricePrice
$28.750
Owned Owned
No

COMMENT

Sell this and buy back Bell Canada (BCE-T) that she sold? BCE is a solid company and pays a good dividend and has a good track record of growth. The sector was affected by the Bank of Canada unexpectedly raising interest rates, and the more defensive types of companies pulled back. They are both good companies, but there is probably more growth potential in BCE at this time. You could also look at Telus (T-T), in that you get a little bit of Shaw and it is more a Western Canadian domiciled type of company, giving you a little more growth potential then you have with Shaw.

Cable

Sell this and buy back Bell Canada (BCE-T) that she sold? BCE is a solid company and pays a good dividend and has a good track record of growth. The sector was affected by the Bank of Canada unexpectedly raising interest rates, and the more defensive types of companies pulled back. They are both good companies, but there is probably more growth potential in BCE at this time. You could also look at Telus (T-T), in that you get a little bit of Shaw and it is more a Western Canadian domiciled type of company, giving you a little more growth potential then you have with Shaw.

Cable
Cole Kachur

Senior Wealth Advisor, ScotiaWealth Managem...

PricePrice
$27.200
Owned Owned
Unknown

HOLD
Shaw Communication (B)(SJR.B-T) 

September 11, 2017

It has all kinds of good things going for them.  This is all known by the market and so is reflected in the price.  It is a hold for him.  If a wireless pricing war started it would hurt them.

Cable

It has all kinds of good things going for them.  This is all known by the market and so is reflected in the price.  It is a hold for him.  If a wireless pricing war started it would hurt them.

Cable
Teal Linde

Portfolio Manager & Publisher, Linde Equity Report, Linde Equity Report...

PricePrice
$27.600
Owned Owned
No

WATCH

It has a 4.3% dividend.  After buying Wind they are now into wireless.  They have to invest in their cellular network and especially as the new AAPL-Q phone is introduced this year.  He is looking at it.

Cable

It has a 4.3% dividend.  After buying Wind they are now into wireless.  They have to invest in their cellular network and especially as the new AAPL-Q phone is introduced this year.  He is looking at it.

Cable
Michael Simpson, CFA

Senior Vice-President, Sentry Investments...

PricePrice
$27.530
Owned Owned
No

DON'T BUY

It is a little growthier.  It is an area that is more difficult.  He would prefer Shaw for the slightly better growth, but he owns none of the Canadian telecoms.

Cable

It is a little growthier.  It is an area that is more difficult.  He would prefer Shaw for the slightly better growth, but he owns none of the Canadian telecoms.

Cable
Bruce Campbell (1)

President, Campbell and Lee Inv...

PricePrice
$27.520
Owned Owned
No

PAST TOP PICK

(Top Pick June 9/16, Up 17.07%)  They bought into Wind and so are getting into the wireless industry and that is positive.  They can take advantage of the upcoming spectrum auction at a preferred rate.  There could be a joint venture with RCI.B-T eventually for infrastructure. 

Cable

(Top Pick June 9/16, Up 17.07%)  They bought into Wind and so are getting into the wireless industry and that is positive.  They can take advantage of the upcoming spectrum auction at a preferred rate.  There could be a joint venture with RCI.B-T eventually for infrastructure. 

Cable
Douglas Kee

Chief Investment Officer, Leon Frazer & Associ...

PricePrice
$27.580
Owned Owned
Yes

WEAK BUY

There are better cable companies, but he likes this one.  Most people should own those types of names.  He prefers the metrics of CCA-T.

Cable

There are better cable companies, but he likes this one.  Most people should own those types of names.  He prefers the metrics of CCA-T.

Cable
Matt Kacur

President, FSA Financial Scienc...

PricePrice
$27.850
Owned Owned
Unknown

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