Shaw Communication (B)

SJR.B-T

TSE:SJR.B

25.89
0.01 (0.04%)
Shaw Communications Inc. is a Canadian telecommunications company which provides telephone, Internet, television, and mobile services all backed by a fibre optic network.
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Analysis and Opinions about SJR.B-T

Signal
Opinion
Expert
COMMENT
COMMENT
April 19, 2016

Recently acquired Wind Mobile. Reported disappointing earnings recently, but its really the wireless. Sold their media assets to fund the acquisition, which will make a more forceful play into wireless. There are other areas that she is looking at for yield.

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Recently acquired Wind Mobile. Reported disappointing earnings recently, but its really the wireless. Sold their media assets to fund the acquisition, which will make a more forceful play into wireless. There are other areas that she is looking at for yield.

WATCH
WATCH
April 11, 2016

Likes how they sold their media asset, and are now focusing on wireless. This is going to take a lot of money, but it is money they have available. Feels they are going to cover their dividend and are not going to have to raise capital. The dividend they are getting from Corus (CJR.B-T) is going to be paid as a DRIP program, giving them stock rather than cash. This gives them the option to do something if they need to down the road. CapX is going to be heavy in the next couple of years, but it is going to pay off a much higher growth profile than Telus (T-T), Bell (BCE-T) or Rogers (RCI.B-T). They are reporting this week, so wait to see what happens in case there is some updated guidance.

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Likes how they sold their media asset, and are now focusing on wireless. This is going to take a lot of money, but it is money they have available. Feels they are going to cover their dividend and are not going to have to raise capital. The dividend they are getting from Corus (CJR.B-T) is going to be paid as a DRIP program, giving them stock rather than cash. This gives them the option to do something if they need to down the road. CapX is going to be heavy in the next couple of years, but it is going to pay off a much higher growth profile than Telus (T-T), Bell (BCE-T) or Rogers (RCI.B-T). They are reporting this week, so wait to see what happens in case there is some updated guidance.

PAST TOP PICK
PAST TOP PICK
March 31, 2016

(A Top Pick Jan 30/15. Down 9.77%.) Thought the government was going to erect a 4th wireless carrier. If that had happened, money would have flowed out of the big 3 and into names like this. They are buying Wind and shedding their slower growth media assets. These moves will be a good catalyst for growth and it pays a nice 4.6% dividend.

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(A Top Pick Jan 30/15. Down 9.77%.) Thought the government was going to erect a 4th wireless carrier. If that had happened, money would have flowed out of the big 3 and into names like this. They are buying Wind and shedding their slower growth media assets. These moves will be a good catalyst for growth and it pays a nice 4.6% dividend.

COMMENT
COMMENT
March 30, 2016

Thinks the telco sector in Canada is fairly valued. Valuations on a relative and historical basis are high, however they provide stable and predictable earnings. He has some concerns with what is happening in Western Canada with Shaw and Telus (T-T) given Shaw’s intention to expand its wireless network. It is going to be a very competitive environment and expects there will be potential pressure on pricing. Prefers BCE (BCE-T) or Rogers (RCI.B-T) whose valuations are a little more compelling with less dynamic pressures.

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Thinks the telco sector in Canada is fairly valued. Valuations on a relative and historical basis are high, however they provide stable and predictable earnings. He has some concerns with what is happening in Western Canada with Shaw and Telus (T-T) given Shaw’s intention to expand its wireless network. It is going to be a very competitive environment and expects there will be potential pressure on pricing. Prefers BCE (BCE-T) or Rogers (RCI.B-T) whose valuations are a little more compelling with less dynamic pressures.

COMMENT
COMMENT
March 21, 2016

SJR.B-T vs. CJR.B-T. He wants to buy a good company when it is relatively cheap. Technically there is some relative value to both.

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SJR.B-T vs. CJR.B-T. He wants to buy a good company when it is relatively cheap. Technically there is some relative value to both.

TOP PICK
TOP PICK
February 29, 2016

Wind is a good catalyst for Shaw. 5% yield. Shaw has the most cable subscribers in Canada.

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Wind is a good catalyst for Shaw. 5% yield. Shaw has the most cable subscribers in Canada.

COMMENT
COMMENT
February 26, 2016

His view was that it was a logical takeover candidate, but by purchasing Wind Mobile it became a little harder to digest. A little negative on the whole Canadian telco and cable sector because downward rate pressure is coming in a variety of forms. Prefers Verizon (VZ-N) as the US has very low, very competitive pricing on almost everything.

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His view was that it was a logical takeover candidate, but by purchasing Wind Mobile it became a little harder to digest. A little negative on the whole Canadian telco and cable sector because downward rate pressure is coming in a variety of forms. Prefers Verizon (VZ-N) as the US has very low, very competitive pricing on almost everything.

DON'T BUY
DON'T BUY
February 10, 2016

Has trouble owning companies that have anything with a “dot B” in the symbol, a non-voting stock. The company hasn’t created a lot of value for shareholders in probably 10 years. They are shuffling things around between other company holdings that they control.

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Has trouble owning companies that have anything with a “dot B” in the symbol, a non-voting stock. The company hasn’t created a lot of value for shareholders in probably 10 years. They are shuffling things around between other company holdings that they control.

COMMENT
COMMENT
January 7, 2016

Acquiring Wind Mobile is probably a good move for them. It makes them a little more competitive in what they can offer. Paid a healthy price, but between that and the new TV offering announced at the CES show, it is going to help stem some of the losses they have seen on the other side. He doesn’t own this because he questions the positioning of most of these firms that are in the telecom area. Cell phones are becoming more of a commodity. On television and Internet, consumers are getting a lot more choices these days, so there is going to be more and more competition coming in. That could eat away at the margins for a number of the companies.

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Acquiring Wind Mobile is probably a good move for them. It makes them a little more competitive in what they can offer. Paid a healthy price, but between that and the new TV offering announced at the CES show, it is going to help stem some of the losses they have seen on the other side. He doesn’t own this because he questions the positioning of most of these firms that are in the telecom area. Cell phones are becoming more of a commodity. On television and Internet, consumers are getting a lot more choices these days, so there is going to be more and more competition coming in. That could eat away at the margins for a number of the companies.

BUY WEAKNESS
BUY WEAKNESS
January 6, 2016

This is looking pretty attractive.

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This is looking pretty attractive.

BUY
BUY
January 4, 2016

He has no problem with them here. He feels you have taken a lot of the risk out of the market because now you don’t worry about a fourth player coming in from another country. The risk is that the way in which content gets into the home is changing as people download and so on, but companies have pumped so much into infrastructure that may not get used as much.

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He has no problem with them here. He feels you have taken a lot of the risk out of the market because now you don’t worry about a fourth player coming in from another country. The risk is that the way in which content gets into the home is changing as people download and so on, but companies have pumped so much into infrastructure that may not get used as much.

COMMENT
COMMENT
November 2, 2015

He prefers BCE (BCE-T) in the telecom media space in Canada. His view on this company is not as constructive. They don’t have the wireless side. Feels that management pays themselves a lot of money for what they do. BCE has a better platform.

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He prefers BCE (BCE-T) in the telecom media space in Canada. His view on this company is not as constructive. They don’t have the wireless side. Feels that management pays themselves a lot of money for what they do. BCE has a better platform.

SELL
SELL
October 26, 2015

Doesn’t own any communication stocks. With the new government in Ottawa and the things that are going on in the CRTC, he is going to stand back from this area in general. They had a disappointing quarter and the subscriber rate dropped quite precipitously. Doesn’t see them as a very able competitor to the other 3. He would sell.

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Doesn’t own any communication stocks. With the new government in Ottawa and the things that are going on in the CRTC, he is going to stand back from this area in general. They had a disappointing quarter and the subscriber rate dropped quite precipitously. Doesn’t see them as a very able competitor to the other 3. He would sell.

WATCH
WATCH
October 22, 2015

(Market Call Minute) RCI.B-T needs to buy it first. He doesn’t know if it will put itself up for sale.

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(Market Call Minute) RCI.B-T needs to buy it first. He doesn’t know if it will put itself up for sale.

BUY WEAKNESS
BUY WEAKNESS
October 19, 2015

It is an interesting time to look at them. They are showing subscriber loss. In the end there will be cord cutting, but people will still need an Internet connection. Maybe Rogers would buy it. It has a nice yield.

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It is an interesting time to look at them. They are showing subscriber loss. In the end there will be cord cutting, but people will still need an Internet connection. Maybe Rogers would buy it. It has a nice yield.

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