Shaw Communication (B)

SJR.B-T

TSE:SJR.B

26.65
0.02 (0.07%)
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

Analysis and Opinions about SJR.B-T

Signal
Opinion
Expert
SELL
SELL
November 22, 2019
It is moving sideways and it is near its upper range. It is okay to sell here to take profit, looking to buy it back at the lower end of the trading range (around $25).
It is moving sideways and it is near its upper range. It is okay to sell here to take profit, looking to buy it back at the lower end of the trading range (around $25).
Keith Richards
Portfolio Manager, ValueTrend Wealth Management
Price
$27.230
Owned
Unknown
DON'T BUY
DON'T BUY
October 2, 2019

Worries about telcos--lots of talk in the election about high telco rates. Canadians still pay a lot. He's tiptoeing away from telcos which may have regulations and come off.

Worries about telcos--lots of talk in the election about high telco rates. Canadians still pay a lot. He's tiptoeing away from telcos which may have regulations and come off.

Michael Decter
President & CEO, Lawrence Decter Investment Counsel
Price
$25.910
Owned
Yes
DON'T BUY
DON'T BUY
July 26, 2019

He prefers Rogers and BCE. Telus' valuation is very good and moves in line with its peers. All the cable/telcos are a stable business with reasonable growth. But Shaw trades at 17x earnings and 8x EBITDA, so he prefers the others.

He prefers Rogers and BCE. Telus' valuation is very good and moves in line with its peers. All the cable/telcos are a stable business with reasonable growth. But Shaw trades at 17x earnings and 8x EBITDA, so he prefers the others.

Jason Mann
CIO & Co-Founder, Edgehill Patners
Price
$25.960
Owned
No
COMMENT
COMMENT
May 1, 2019
It is in a very competitive market. Recent results suggest the move to streaming is weighing on Shaw. There is increasing competition in the wireless space. It is too early to tell how they will do here. It is an oligopolistic industry so there are some limits to how high rates can go from here. It has a yield in excess of 4%. He would prefer to look at BCE-T or T-T instead.
It is in a very competitive market. Recent results suggest the move to streaming is weighing on Shaw. There is increasing competition in the wireless space. It is too early to tell how they will do here. It is an oligopolistic industry so there are some limits to how high rates can go from here. It has a yield in excess of 4%. He would prefer to look at BCE-T or T-T instead.
Michael Sprung
President, Sprung Investment Management
Price
$27.020
Owned
Unknown
DON'T BUY
DON'T BUY
November 9, 2018
He does not like this name. He is worried about its balance sheet and value. It makes sense to own Tel Co’s in a portfolio, but there are better names to own. It is trading at a 37 X P/E. He does not expect much growth in this name.
He does not like this name. He is worried about its balance sheet and value. It makes sense to own Tel Co’s in a portfolio, but there are better names to own. It is trading at a 37 X P/E. He does not expect much growth in this name.
Rob Tetrault
Portfolio Manager and Senior Vice-President, Tetrault Wealth Advisory Group from National Bank
Price
$24.640
Owned
No
DON'T BUY
DON'T BUY
July 26, 2018

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.

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.

Kash Pashootan
CEO & Chief Investment Officer, First Avenue Investment Counsel
Price
$26.240
Owned
Unknown
DON'T BUY
DON'T BUY
July 4, 2018

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.

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.

Norman Levine
Managing Director, Portfolio Management Corp
Price
$26.610
Owned
No
BUY
BUY
June 25, 2018

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.

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.

Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$27.600
Owned
Yes
BUY
BUY
June 15, 2018

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.

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.

Frank Mersch
Portfolio Manager, Jamekk Capital Management
Price
$27.740
Owned
Unknown
HOLD
HOLD
June 6, 2018

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.

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.

Andrew Pyle
Senior wealth advisor and portfolio manager, The Pyle Group, Scotia Wealth Mgt.
Price
$26.520
Owned
Yes
COMMENT
COMMENT
May 7, 2018

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.

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.

Ryan Bushell
President, Newhaven Asset Management
Price
$26.020
Owned
Unknown
BUY WEAKNESS
BUY WEAKNESS
March 12, 2018

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.

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.

Ryan Bushell
President, Newhaven Asset Management
Price
$25.020
Owned
Yes
HOLD
HOLD
March 7, 2018

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.

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.

Douglas Kee
Chief Investment Officer, Leon Frazer & Associates
Price
$24.720
Owned
Yes
DON'T BUY
DON'T BUY
February 15, 2018

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.

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.

John Zechner
Chairman, J. Zechner & Assoc
Price
$25.650
Owned
Unknown
COMMENT
COMMENT
February 8, 2018

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.

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.

Gerard Ferguson
CEO & Portfolio Manager, Jemekk Capital Management
Price
$25.690
Owned
No
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