Shaw Communication (B) (SJR.B-T) Stock Predictions - Stockchase
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Shaw Communication (B) (SJR.B-T)

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

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Shaw Communication (B) (SJR.B-T) SAVE

25.2

0.45 (1.82%)

Oct, 20, 2018, 12:00 am

OPINIONS

About Shaw Communication (B) (SJR.B-T)

Shaw Communications Inc. is a Canadian telecommunications company which provides telephone, Internet, television, and mobile services all backed by a fibre optic network. More at Wikipedia

What the experts are saying about SJR.B-T



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Signal Opinion Expert
DON'T BUY

In the wireless space it is very CAP-X heavy.  With 5-G coming it is a very expensive proposition.  He would be shy to own it right now.  It has gone sideways for a couple of years.

Cable

In the wireless space it is very CAP-X heavy.  With 5-G coming it is a very expensive proposition.  He would be shy to own it right now.  It has gone sideways for a couple of years.

Cable
Kash Pashootan

Sr. VP & P, First Avenue Advisor...

Price Price
$26.240
Owned Owned
Unknown

DON'T BUY

He likes how the company has been expanding their wireless business.  Their controlling interest in Corus Entertainment is creating major headwinds – who would look to buy it?  In the long term, it will be a decent investment, but he sees better alternatives.  

Cable

He likes how the company has been expanding their wireless business.  Their controlling interest in Corus Entertainment is creating major headwinds – who would look to buy it?  In the long term, it will be a decent investment, but he sees better alternatives.  

Cable
Norman Levine

Managing D, Portfolio Management...

Price Price
$26.610
Owned Owned
No

BUY

It brought Freedom Mobile (WIND).  What they are doing with their mobile strategy is what the market needed.  One day he sees RCI.B-T coming together with SJR.B-T and that would be synergetic. 

Cable

It brought Freedom Mobile (WIND).  What they are doing with their mobile strategy is what the market needed.  One day he sees RCI.B-T coming together with SJR.B-T and that would be synergetic. 

Cable
Robert Lauzon

Deputy Chi, Middlefield Capital ...

Price Price
$27.600
Owned Owned
Yes

BUY

Shaw will get a good chunk of this first 5 G spectrum.  Chorus is up for sale.  Shaw has a fair amount of debt and will benefit from the sale.  Once spectrum has been allocated it will benefit Shaw and Rogers.  There are certain parts of the country where each company does not have a foot print.  It would be nice to see them come to an agreement.  Shaw pays a 4% monthly yield.  Last quarter it had pretty good subscriber growth. 

Cable

Shaw will get a good chunk of this first 5 G spectrum.  Chorus is up for sale.  Shaw has a fair amount of debt and will benefit from the sale.  Once spectrum has been allocated it will benefit Shaw and Rogers.  There are certain parts of the country where each company does not have a foot print.  It would be nice to see them come to an agreement.  Shaw pays a 4% monthly yield.  Last quarter it had pretty good subscriber growth. 

Cable
Frank Mersch

Portfolio , Jamekk Capital Manag...

Price Price
$27.740
Owned Owned
Unknown

HOLD

Likes this. All telcos were challenged coming into 2018. Hold this now. Dividend is attractive. The company proves it can turn things around in this space.

Cable

Likes this. All telcos were challenged coming into 2018. Hold this now. Dividend is attractive. The company proves it can turn things around in this space.

Cable
Andrew Pyle

Senior wea, The Pyle Group, Scot...

Price Price
$26.520
Owned Owned
Yes

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...

Price Price
$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...

Price Price
$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 Inve, Leon Frazer & Associ...

Price Price
$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...

Price Price
$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 & Port, Jemekk Capital Manag...

Price Price
$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 & , Aventine Management ...

Price Price
$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

Senior Vic, Sentry Investments...

Price Price
$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 & Mana, GlobeInvest Capital ...

Price Price
$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 , Goodreid Investment ...

Price Price
$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 Wea, ScotiaWealth Managem...

Price Price
$27.200
Owned Owned
Unknown

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