Shaw Communication (B)

SJR.B-T

TSE:SJR.B

22.83
0.60 (2.70%)
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
December 12, 2016

He would sell this, because within the telco communication space, you can get exactly the same yield, if not better, and have a larger business with more revenue streams. They have been getting a little more focused, selling some assets to Chorus recently. He can’t figure out their growth strategy going forward. Has a yield of about 4.5%.

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He would sell this, because within the telco communication space, you can get exactly the same yield, if not better, and have a larger business with more revenue streams. They have been getting a little more focused, selling some assets to Chorus recently. He can’t figure out their growth strategy going forward. Has a yield of about 4.5%.

DON'T BUY
DON'T BUY
December 5, 2016

Seasonal strength is from October to May of each year. We are getting signs right now that it is in a trading range. Technically it is not doing what you want. It has not moved to new highs. Relative strength is negative and it is below its 20 day moving average. Look for better opportunities elsewhere.

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Seasonal strength is from October to May of each year. We are getting signs right now that it is in a trading range. Technically it is not doing what you want. It has not moved to new highs. Relative strength is negative and it is below its 20 day moving average. Look for better opportunities elsewhere.

COMMENT
COMMENT
November 22, 2016

Given a choice between cable companies and telcos, he would lean more towards cable companies, but even then, this is not one of those sectors that is really participating in this market. He would recommend looking at the financials instead. Although relatively predictable, they will have higher dividend growth going forward. Also, look at US financials because of possible deregulation.

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Given a choice between cable companies and telcos, he would lean more towards cable companies, but even then, this is not one of those sectors that is really participating in this market. He would recommend looking at the financials instead. Although relatively predictable, they will have higher dividend growth going forward. Also, look at US financials because of possible deregulation.

DON'T BUY
DON'T BUY
November 17, 2016

He prefers BCE-T. He prefers wireless and Internet to the content space. He thinks they pay themselves too much.

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He prefers BCE-T. He prefers wireless and Internet to the content space. He thinks they pay themselves too much.

COMMENT
COMMENT
November 10, 2016

He likes this company, even at these levels. It has had a decent run following the downdraft which followed the acquisition of Wind Mobile. What is interesting in the Canadian wire space, in the past quarter is 370,000 net postpaid subscriber adds. That is a step change in growth, where we are seeing a 2nd wave of wireless growth in Canada that is above the trend line. That means there is room for all the players. This company is going to be upgrading their network to LTD next year. There is going to be some positive sentiment next year.

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He likes this company, even at these levels. It has had a decent run following the downdraft which followed the acquisition of Wind Mobile. What is interesting in the Canadian wire space, in the past quarter is 370,000 net postpaid subscriber adds. That is a step change in growth, where we are seeing a 2nd wave of wireless growth in Canada that is above the trend line. That means there is room for all the players. This company is going to be upgrading their network to LTD next year. There is going to be some positive sentiment next year.

TOP PICK
TOP PICK
October 13, 2016

Western Canadian focused. They bought Wind Mobile. They have to spend some Cap-X to upgrade their network. They can sell their shares in stocks they own to raise the capital. As they build out their network, cash flow will go up as CAP-X comes down.

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Western Canadian focused. They bought Wind Mobile. They have to spend some Cap-X to upgrade their network. They can sell their shares in stocks they own to raise the capital. As they build out their network, cash flow will go up as CAP-X comes down.

HOLD
HOLD
September 6, 2016

(Market Call Minute.) Good, long term business, but he would be a buyer on 52 week lows.

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(Market Call Minute.) Good, long term business, but he would be a buyer on 52 week lows.

Alex Ruus

Unlock Ratings

Price
$26.230
Owned
Unknown
BUY
BUY
August 15, 2016

(Market Call Minute) They have LTE wireless, X-1 cable, 150 Megabyte Internet.

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(Market Call Minute) They have LTE wireless, X-1 cable, 150 Megabyte Internet.

DON'T BUY
DON'T BUY
July 7, 2016

Very bullish on the telco sector. This is not one of his picks, because he doesn’t like the family very much. If he were going to be out West, it would probably be with Telus (T-T). If looking for steady income and growing income, Bell (BCE-T) is his choice. If you want a riskier play, Rogers is the one to bet on, because it has lottery tickets with the Maple Leafs and the NHL package.

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Very bullish on the telco sector. This is not one of his picks, because he doesn’t like the family very much. If he were going to be out West, it would probably be with Telus (T-T). If looking for steady income and growing income, Bell (BCE-T) is his choice. If you want a riskier play, Rogers is the one to bet on, because it has lottery tickets with the Maple Leafs and the NHL package.

COMMENT
COMMENT
June 22, 2016

(Market Call Minute.) Trading at about 18X PE with about a 5% dividend. Nothing specifically wrong with this but he would rather be in Rogers (RCI.B-T) or BCE (BCE-T).

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(Market Call Minute.) Trading at about 18X PE with about a 5% dividend. Nothing specifically wrong with this but he would rather be in Rogers (RCI.B-T) or BCE (BCE-T).

TOP PICK
TOP PICK
June 9, 2016

He owns all the telcos, because they all have good yields and reasonable dividend growth potential. This company is in a transition period where they bought Wind and sold their media. They could potentially spend $2 billion in the next couple of years on the Wind expansion, which could put a lid on their dividend growth over the next couple of years. Dividend yield of 4.8%.

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He owns all the telcos, because they all have good yields and reasonable dividend growth potential. This company is in a transition period where they bought Wind and sold their media. They could potentially spend $2 billion in the next couple of years on the Wind expansion, which could put a lid on their dividend growth over the next couple of years. Dividend yield of 4.8%.

DON'T BUY
DON'T BUY
May 27, 2016

Has not been enamored with this company. Family connections seem to be too strong. They are operating in a relatively limited market. If you are going to go into this sector, go into something like BCE (BCE-T).

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Has not been enamored with this company. Family connections seem to be too strong. They are operating in a relatively limited market. If you are going to go into this sector, go into something like BCE (BCE-T).

DON'T BUY
DON'T BUY
May 19, 2016

Flat revenues. They made a sale to Chorus and raised some cash. It is almost a no growth business. The wireless business will prove tough for them.

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Flat revenues. They made a sale to Chorus and raised some cash. It is almost a no growth business. The wireless business will prove tough for them.

COMMENT
COMMENT
May 17, 2016

(Market Call Minute.) Longer-term this is a Buy because of their Wind Mobile acquisition, but shorter term it will probably just trade back and forth as they exchange customers.

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(Market Call Minute.) Longer-term this is a Buy because of their Wind Mobile acquisition, but shorter term it will probably just trade back and forth as they exchange customers.

HOLD
HOLD
April 28, 2016

(Market Call Minute.) There has been a change here with the acquisition, so it looks a little better than it did, but not cheap.

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(Market Call Minute.) There has been a change here with the acquisition, so it looks a little better than it did, but not cheap.

Showing 31 to 45 of 281 entries