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.
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Analysis and Opinions about SJR.B-T

Signal
Opinion
Expert
BUY
BUY
October 2, 2015

Shaw is a good one to own because they are not exposed to the 4th carrier issue. This is a name with pretty good free cash flow, good dividend and dividend growth. Put money in right about now. He also likes RCI.B-T and is buying that.

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Shaw is a good one to own because they are not exposed to the 4th carrier issue. This is a name with pretty good free cash flow, good dividend and dividend growth. Put money in right about now. He also likes RCI.B-T and is buying that.

DON'T BUY
DON'T BUY
August 28, 2015

Doesn’t think you need to be investing in these companies that have subscribers that can be “cutting the cord” now. It is going to be a very, very tricky business. Be careful. 4.4% dividend yield.

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Doesn’t think you need to be investing in these companies that have subscribers that can be “cutting the cord” now. It is going to be a very, very tricky business. Be careful. 4.4% dividend yield.

COMMENT
COMMENT
July 17, 2015

Thinks the cable companies are under considerable pressure. Traditional media needs to reinvent itself. Feels there are other businesses that might be better.

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Thinks the cable companies are under considerable pressure. Traditional media needs to reinvent itself. Feels there are other businesses that might be better.

DON'T BUY
DON'T BUY
May 22, 2015

This has never been one of his favourites. He felt the family was always taking too much out of the pot, and it is focused too much perhaps in Western Canada, particularly in BC. Doesn’t think it is competitive with the big guys. Doesn’t see the kind of forward thinking that is required to survive in that area.

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This has never been one of his favourites. He felt the family was always taking too much out of the pot, and it is focused too much perhaps in Western Canada, particularly in BC. Doesn’t think it is competitive with the big guys. Doesn’t see the kind of forward thinking that is required to survive in that area.

COMMENT
COMMENT
February 27, 2015

Likes this name. They are essentially cable and media for the most part. Exited the wireless space in 2013 and rolled out their Shomi product, which is similar to Netflix. Have also rolled out Hotspots in Western Canada and currently have 30,000 of them. The idea is that if you are a customer, you can use these Hotspots for free. Over time this will start to build an ecosystem for their users. Pays a good dividend. Stock is not cheap, but it is not overvalued either.

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Likes this name. They are essentially cable and media for the most part. Exited the wireless space in 2013 and rolled out their Shomi product, which is similar to Netflix. Have also rolled out Hotspots in Western Canada and currently have 30,000 of them. The idea is that if you are a customer, you can use these Hotspots for free. Over time this will start to build an ecosystem for their users. Pays a good dividend. Stock is not cheap, but it is not overvalued either.

PAST TOP PICK
PAST TOP PICK
February 26, 2015

(A Top Pick May 7/14. (BNN shows this as a Past Top Pick, but our records show that this stock was not mentioned on that date. Also, BNN did not show any percentage gain for this. ) This stock hit highs a couple of weeks ago. They don’t have the wireless problem that others have. There was some speculation of takeover and valuations in the US. Will likely be a candidate at some point.

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(A Top Pick May 7/14. (BNN shows this as a Past Top Pick, but our records show that this stock was not mentioned on that date. Also, BNN did not show any percentage gain for this. ) This stock hit highs a couple of weeks ago. They don’t have the wireless problem that others have. There was some speculation of takeover and valuations in the US. Will likely be a candidate at some point.

TOP PICK
TOP PICK
January 30, 2015

The Cdn$ is probably going to go lower. He thinks a 4th player is going to come in to Canada and going to hurt the Big 3. The money from there is going to have to go somewhere and this company is quite reasonable. They just pulled back from a weaker Q1. Thinks they can grow their EBITDA this year by 5%-7%. Combining out with lower CapX, he sees their free cash flow growing by about 30% through 2017. Also, expects 5% dividend growth. Yield of 4.02%.

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The Cdn$ is probably going to go lower. He thinks a 4th player is going to come in to Canada and going to hurt the Big 3. The money from there is going to have to go somewhere and this company is quite reasonable. They just pulled back from a weaker Q1. Thinks they can grow their EBITDA this year by 5%-7%. Combining out with lower CapX, he sees their free cash flow growing by about 30% through 2017. Also, expects 5% dividend growth. Yield of 4.02%.

DON'T BUY
DON'T BUY
January 22, 2015

We are seeing a pullback in the housing sector which indicates less new telephones being installed. Feels there is an increased risk in this one. He has T-T as his main choice in this area. He would be cautious about SJR.B-T.

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We are seeing a pullback in the housing sector which indicates less new telephones being installed. Feels there is an increased risk in this one. He has T-T as his main choice in this area. He would be cautious about SJR.B-T.

SELL
SELL
January 20, 2015

Just came out with numbers and missed not only on revenues, but also on their EBITDA. Has never like this one, because he liked the telco side as opposed to cable. Also they don’t have high wireless growth. Their satellite really missed. Internet grew much higher than analysts expected. A good free cash flow business if you are in the telco space and what you want to own, but he has never gravitated to the story. Prefers BCE (BCE-T) and Telus (T-T). If he owned, he would sell.

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Just came out with numbers and missed not only on revenues, but also on their EBITDA. Has never like this one, because he liked the telco side as opposed to cable. Also they don’t have high wireless growth. Their satellite really missed. Internet grew much higher than analysts expected. A good free cash flow business if you are in the telco space and what you want to own, but he has never gravitated to the story. Prefers BCE (BCE-T) and Telus (T-T). If he owned, he would sell.

PARTIAL SELL
PARTIAL SELL
January 16, 2015

This definitely benefited from some cable co-mergers in the US with possibly US investors thinking the same would happen here. Has a good stable business. They are also out of the wireless which has benefited them, as people have worried about wireless regulations. A good stable company, but is in a sector where money has moved in and pushed prices up. He is looking to reposition some of that money. If you own, consider doing some pruning.

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This definitely benefited from some cable co-mergers in the US with possibly US investors thinking the same would happen here. Has a good stable business. They are also out of the wireless which has benefited them, as people have worried about wireless regulations. A good stable company, but is in a sector where money has moved in and pushed prices up. He is looking to reposition some of that money. If you own, consider doing some pruning.

DON'T BUY
DON'T BUY
October 30, 2014

They own global TV and 20 specialty channels. Wireless is good and wire line is poor. The companies in the sector are all exactly the same to him, but he prefers RCI-T.

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They own global TV and 20 specialty channels. Wireless is good and wire line is poor. The companies in the sector are all exactly the same to him, but he prefers RCI-T.

COMMENT
COMMENT
July 21, 2014

Trend for cable is down a little bit. People are using Netflix, and we have 553 channels, and you have all of that to overcome. That is a difficult environment to be in. Dividend is fine. They are more likely to be a buyer than a seller. He could see them buying Corus Entertainment (CJR.B-T), and they could eventually be bought by Rogers (RCI.B-T), or split up into pieces.

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Trend for cable is down a little bit. People are using Netflix, and we have 553 channels, and you have all of that to overcome. That is a difficult environment to be in. Dividend is fine. They are more likely to be a buyer than a seller. He could see them buying Corus Entertainment (CJR.B-T), and they could eventually be bought by Rogers (RCI.B-T), or split up into pieces.

COMMENT
COMMENT
May 22, 2014

Looked at this a few times, but has never been comfortable with their cable-based business. Prefers Telus (T-T) and their wireless business. A quality company.

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Looked at this a few times, but has never been comfortable with their cable-based business. Prefers Telus (T-T) and their wireless business. A quality company.

PAST TOP PICK
PAST TOP PICK
May 15, 2014

Long Shaw 6.75% bonds maturing Nov 9/39. Short Gov’t of Canada 2037 Bonds. (Top Pick Dec 7/12, Up 16.43%) It was traded like a Double B credit and the spread blew out.

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Long Shaw 6.75% bonds maturing Nov 9/39. Short Gov’t of Canada 2037 Bonds. (Top Pick Dec 7/12, Up 16.43%) It was traded like a Double B credit and the spread blew out.

COMMENT
COMMENT
February 4, 2014

Probably going to be consolidated at some point. It is kind of a sitting duck in terms of what it is doing versus some of the others. Likes the space right now.

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Probably going to be consolidated at some point. It is kind of a sitting duck in terms of what it is doing versus some of the others. Likes the space right now.

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