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