Shaw Communication (B)

SJR.B-T

TSE:SJR.B

26.69
0.35 (1.33%)
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
DON'T BUY
DON'T BUY
January 14, 2020
Shaw missed their last earnings due to increased competition in wireless (Shaw re-entered last year) with lower data packages. She owns few telcos, though they pay an attractive dividend. She prefers BCE who are national and pay a good, rising dividend.
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Shaw missed their last earnings due to increased competition in wireless (Shaw re-entered last year) with lower data packages. She owns few telcos, though they pay an attractive dividend. She prefers BCE who are national and pay a good, rising dividend.
DON'T BUY
DON'T BUY
January 8, 2020

Within the telcom group, he would prefer BCE. Shaw has been broadening their foot print trying to be more competitive. It is going through a transformation, so he would avoid this for now. Yield 4.4%

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Within the telcom group, he would prefer BCE. Shaw has been broadening their foot print trying to be more competitive. It is going through a transformation, so he would avoid this for now. Yield 4.4%

WAIT
WAIT
December 20, 2019
5G is going to be very expensive and it’ a big step. There’s also some controversy with Huawei. None of the telecom companies have come out with the cost. He wouldn’t step in to any of the telecom companies until we see more background cost data. However, we are going to 5G regardless.
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5G is going to be very expensive and it’ a big step. There’s also some controversy with Huawei. None of the telecom companies have come out with the cost. He wouldn’t step in to any of the telecom companies until we see more background cost data. However, we are going to 5G regardless.
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).
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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).
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.

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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.

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.

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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.

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.
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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.
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.
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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.
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.

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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.

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.

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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.

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.

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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.

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.

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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.

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.

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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.

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.

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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.

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.

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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.

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