274

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

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Shaw Communication (B)
SJR.B-T

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What the experts are saying about SJR.B-T

Signal	Opinion	Expert
DON'T BUY	Shaw Communication (B)(SJR.B-T) 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. Cable 0 0 0 0 0 0 comments	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. Cable 0 0 0 0 0 0 comments Rob Tetrault Portfolio , Tetrault Wealth Advi... Price $24.640 Owned No

DON'T BUY	Shaw Communication (B)(SJR.B-T) 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. Cable 0 0 0 0 0 0 comments	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 0 0 0 0 0 0 comments Kash Pashootan CEO & Chie, First Avenue Investm... Price $26.240 Owned Unknown
DON'T BUY	Shaw Communication (B)(SJR.B-T) 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. Cable 0 0 0 0 0 0 comments	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 0 0 0 0 0 0 comments Norman Levine Managing D, Portfolio Management... Price $26.610 Owned No
BUY	Shaw Communication (B)(SJR.B-T) 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. Cable 0 0 0 0 0 0 comments	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 0 0 0 0 0 0 comments Robert Lauzon Deputy Chi, Middlefield Capital ... Price $27.600 Owned Yes
BUY	Shaw Communication (B)(SJR.B-T) 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. Cable 0 0 0 0 0 0 comments	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 0 0 0 0 0 0 comments Frank Mersch Portfolio , Jamekk Capital Manag... Price $27.740 Owned Unknown
HOLD	Shaw Communication (B)(SJR.B-T) 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. Cable 0 0 0 0 0 0 comments	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 0 0 0 0 0 0 comments Andrew Pyle Senior wea, The Pyle Group, Scot... Price $26.520 Owned Yes
COMMENT	Shaw Communication (B)(SJR.B-T) 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. Cable 0 0 0 0 0 0 comments	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 0 0 0 0 0 0 comments Ryan Bushell President, Newhaven Asset Manag... Price $26.020 Owned Unknown
BUY on WEAKNESS	Shaw Communication (B)(SJR.B-T) 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. Cable 0 0 0 0 0 0 comments	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 0 0 0 0 0 0 comments Ryan Bushell President, Newhaven Asset Manag... Price $25.020 Owned Yes
HOLD	Shaw Communication (B)(SJR.B-T) 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. Cable 0 0 0 0 0 0 comments	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 0 0 0 0 0 0 comments Douglas Kee Chief Inve, Leon Frazer & Associ... Price $24.720 Owned Yes
DON'T BUY	Shaw Communication (B)(SJR.B-T) 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. Cable 0 0 0 0 0 0 comments	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 0 0 0 0 0 0 comments John Zechner Chairman, J. Zechner & Assoc... Price $25.650 Owned Unknown
COMMENT	Shaw Communication (B)(SJR.B-T) 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. Cable 0 0 0 0 0 0 comments	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 0 0 0 0 0 0 comments Gerard Ferguson CEO & Port, Jemekk Capital Manag... Price $25.690 Owned No
BUY on WEAKNESS	Shaw Communication (B)(SJR.B-T) January 8, 2018 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 0 0 0 0 0 0 comments	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 0 0 0 0 0 0 comments James Telfser Partner & , Aventine Management ... Price $28.610 Owned Yes
PAST TOP PICK	Shaw Communication (B)(SJR.B-T) December 14, 2017 (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 0 0 0 0 0 0 comments	(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 0 0 0 0 0 0 comments Michael Simpson Senior Vic, Sentry Investments... Price $29.490 Owned No
COMMENT	Shaw Communication (B)(SJR.B-T) December 12, 2017 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 0 0 0 0 0 0 comments	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 0 0 0 0 0 0 comments Christine Poole CEO & Mana, GlobeInvest Capital ... Price $29.850 Owned No
DON'T BUY	Shaw Communication (B)(SJR.B-T) November 30, 2017 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 0 0 0 0 0 0 comments	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 0 0 0 0 0 0 comments Brian Madden Senior VP , Goodreid Investment ... Price $28.750 Owned No

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