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.  

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. 

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. 

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.

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.  

(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.

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.