60

Cogeco Cable (CCA-T)

ON STOCKCHASE SINCE Oct 2000

Quebec based

Cable

Cogeco Cable
CCA-T

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What the experts are saying about CCA-T

Signal	Opinion	Expert
PAST TOP PICK	Cogeco Cable(CCA-T) September 17, 2018 (A Top Pick Jun 28/17, Down 16%) It was a disappointment. It has a reasonable combination of price, price momentum and he sold it. It still has good return on equity but it missed on earnings due to a problem with integrating a new SAP system. There is always a chance that Rogers takes them in. Cable 0 0 0 0 0 0 comments	(A Top Pick Jun 28/17, Down 16%) It was a disappointment. It has a reasonable combination of price, price momentum and he sold it. It still has good return on equity but it missed on earnings due to a problem with integrating a new SAP system. There is always a chance that Rogers takes them in. Cable 0 0 0 0 0 0 comments Jason Mann CIO & Co-F, Edgehill Patners... Price $64.330 Owned No

DON'T BUY	Cogeco Cable(CCA-T) September 5, 2018 This is a sector they are not attracted to presently. There is slow growth in the sector and they hold a fairly high level of debt. In a rising interest rate environment it could create headwinds. Cable 0 0 0 0 0 0 comments	This is a sector they are not attracted to presently. There is slow growth in the sector and they hold a fairly high level of debt. In a rising interest rate environment it could create headwinds. Cable 0 0 0 0 0 0 comments Rick Stuchberry Portfolio , Wellington-Altus Pri... Price $63.720 Owned No
PAST TOP PICK	Cogeco Cable(CCA-T) July 24, 2018 (A Top Pick July 14, 2017. Down 13%). He sold it at a loss. He thinks it might be OK to buy again but his model tells him to wait a bit longer before buying it back. Cable 0 0 0 0 0 0 comments	(A Top Pick July 14, 2017. Down 13%). He sold it at a loss. He thinks it might be OK to buy again but his model tells him to wait a bit longer before buying it back. Cable 0 0 0 0 0 0 comments Robert McWhirte President, Selective Asset Mana... Price $71.760 Owned No
PAST TOP PICK	Cogeco Cable(CCA-T) March 21, 2018 (A Top Pick July 14/17 Down 14%). This is a great example where you need to trade with a stop loss – he uses a 7-10% stop. Poor earnings, along with a pullback below their stop, resulted in them selling off their holdings. Cable 0 0 0 0 0 0 comments	(A Top Pick July 14/17 Down 14%). This is a great example where you need to trade with a stop loss – he uses a 7-10% stop. Poor earnings, along with a pullback below their stop, resulted in them selling off their holdings. Cable 0 0 0 0 0 0 comments Robert McWhirte President, Selective Asset Mana... Price $70.180 Owned No
COMMENT	Cogeco Cable(CCA-T) December 11, 2017 This has done very, very well over the last couple of years with a lot of the other telecommunication companies. It has always been held out as an acquisition that Rogers (RCI.B-T) has to make to get a hold of Oakville, Burlington area. The company has continued to diversify by buying more US assets. He would Buy Rogers or BCE (BCE-T) instead. Cable 0 0 0 0 0 0 comments	This has done very, very well over the last couple of years with a lot of the other telecommunication companies. It has always been held out as an acquisition that Rogers (RCI.B-T) has to make to get a hold of Oakville, Burlington area. The company has continued to diversify by buying more US assets. He would Buy Rogers or BCE (BCE-T) instead. Cable 0 0 0 0 0 0 comments Bruce Murray CEO & Chie, The Murray Wealth Gr... Price $88.900 Owned Yes
COMMENT	Cogeco Cable(CCA-T) November 14, 2017 He has nothing in particular against this stock, but look at his Top Picks. Dividend yield of 1.8%. (See Top Picks.) Cable 0 0 0 0 0 0 comments	He has nothing in particular against this stock, but look at his Top Picks. Dividend yield of 1.8%. (See Top Picks.) Cable 0 0 0 0 0 0 comments David Baskin President, Baskin Wealth Manage... Price $87.500 Owned Unknown
BUY	Cogeco Cable(CCA-T) July 24, 2017 When you compare this to the other cable companies it is obviously better. It has a higher return on capital and is cheaper. Technology is not going away and we are going to need bandwidth. They are cousins of the utilities. This one is at the top of the list of cable companies. Cable 0 0 0 0 0 0 comments	When you compare this to the other cable companies it is obviously better. It has a higher return on capital and is cheaper. Technology is not going away and we are going to need bandwidth. They are cousins of the utilities. This one is at the top of the list of cable companies. Cable 0 0 0 0 0 0 comments Matt Kacur President, FSA Financial Scienc... Price $87.700 Owned Unknown
TOP PICK	Cogeco Cable(CCA-T) July 14, 2017 Recently acquired some US cable operations. Earnings per share were up 37%, a 4% earnings surprise. Free cash flow was up 113% year over year. Free cash flow yield increased from 6.5% last year to 10.4% this year. Trailing ROE is 21%. PE to growth is .35. Dividend yield of 2.1%. (Analysts’ price target is $82.50.) Cable 0 0 0 0 0 0 comments	Recently acquired some US cable operations. Earnings per share were up 37%, a 4% earnings surprise. Free cash flow was up 113% year over year. Free cash flow yield increased from 6.5% last year to 10.4% this year. Trailing ROE is 21%. PE to growth is .35. Dividend yield of 2.1%. (Analysts’ price target is $82.50.) Cable 0 0 0 0 0 0 comments Robert McWhirte President, Selective Asset Mana... Price $83.710 Owned No
TOP PICK	Cogeco Cable(CCA-T) June 28, 2017 One of those stocks that hits all the boxes for him. It has strong price momentum, but still has great valuation, scoring in the top 10%. The only business they are not in is wireless. Cheap at 14X earnings and 16X ROE. Reasonably priced on an EV to EBITDA basis. They beat on their recent quarter and have some US growth opportunities with the cash flow that they generate. Dividend yield of 2.2%. (Analysts’ price target is $78.50.) Cable 0 0 0 0 0 0 comments	One of those stocks that hits all the boxes for him. It has strong price momentum, but still has great valuation, scoring in the top 10%. The only business they are not in is wireless. Cheap at 14X earnings and 16X ROE. Reasonably priced on an EV to EBITDA basis. They beat on their recent quarter and have some US growth opportunities with the cash flow that they generate. Dividend yield of 2.2%. (Analysts’ price target is $78.50.) Cable 0 0 0 0 0 0 comments Jason Mann CIO & Co-F, Edgehill Patners... Price $80.120 Owned Yes
DON'T BUY	Cogeco Cable(CCA-T) January 5, 2017 His model price is $68.16. If it went down in price he would be a buyer but it trades right on its model price usually. Cable 0 0 0 0 0 0 comments	His model price is $68.16. If it went down in price he would be a buyer but it trades right on its model price usually. Cable 0 0 0 0 0 0 comments Brian Acker, CA Chief Exec, Acker Finley Inc.... Price $66.940 Owned Unknown
COMMENT	Cogeco Cable(CCA-T) November 4, 2016 Ranks 262 out of 700 stocks, so kind of a lukewarm ranking. Earnings momentum and cash flow are both negative. Year-over-year cash flow, was down 13% and earnings were down 19%. There are better opportunities elsewhere. Cable 0 0 0 0 0 0 comments	Ranks 262 out of 700 stocks, so kind of a lukewarm ranking. Earnings momentum and cash flow are both negative. Year-over-year cash flow, was down 13% and earnings were down 19%. There are better opportunities elsewhere. Cable 0 0 0 0 0 0 comments Robert McWhirte President, Selective Asset Mana... Price $62.230 Owned Unknown
COMMENT	Cogeco Cable(CCA-T) November 4, 2016 Just reported and the quarter looked sort of OK. There were some areas with good news. The cable business itself was doing very well, but their Internet services for business wasn’t doing so well. On a multiple basis, relative to its competitors, it looks very inexpensive, but wonders if that isn’t for a reason. He doesn’t see any catalyst to drive the stock up. Trading at around 2X book. He would be much more comfortable at 1.5X book. Dividend yield of 2.7%. Cable 0 0 0 0 0 0 comments	Just reported and the quarter looked sort of OK. There were some areas with good news. The cable business itself was doing very well, but their Internet services for business wasn’t doing so well. On a multiple basis, relative to its competitors, it looks very inexpensive, but wonders if that isn’t for a reason. He doesn’t see any catalyst to drive the stock up. Trading at around 2X book. He would be much more comfortable at 1.5X book. Dividend yield of 2.7%. Cable 0 0 0 0 0 0 comments Michael Sprung President, Sprung Investment Ma... Price $62.230 Owned No
SELL	Cogeco Cable(CCA-T) July 14, 2016 (Market Call Minute.) Sell this and Buy Bell Canada (BCE-T). Cable 0 0 0 0 0 0 comments	(Market Call Minute.) Sell this and Buy Bell Canada (BCE-T). Cable 0 0 0 0 0 0 comments John Stephenson President , Stephenson & Company... Price $61.760 Owned Unknown
COMMENT	Cogeco Cable(CCA-T) March 30, 2016 Thinks valuations across the board are relatively stretched for these companies. Has some secular concerns when it comes to cable and telecommunication businesses, which have kept him out of it. You are going to see a tremendous amount of cord cutting i.e. consumers opting for skinnier cable packages or no cable package. That could significantly pressure pricing in the future. Cable 0 0 0 0 0 0 comments	Thinks valuations across the board are relatively stretched for these companies. Has some secular concerns when it comes to cable and telecommunication businesses, which have kept him out of it. You are going to see a tremendous amount of cord cutting i.e. consumers opting for skinnier cable packages or no cable package. That could significantly pressure pricing in the future. Cable 0 0 0 0 0 0 comments Andy Nasr VP & Inves, Sentry Investments... Price $69.460 Owned No
BUY on WEAKNESS	Cogeco Cable(CCA-T) February 24, 2015 This has been a phenomenal story. The most important thing is free cash and what the companies do with it. This company is diversifying by getting into networking, data storage, and into other markets. Rogers (RCI.B-T) owns 32% of them and he doesn’t think it is properly reflected in Rogers’ stock price. He would buy more if this sold off. Cable 0 0 0 0 0 0 comments	This has been a phenomenal story. The most important thing is free cash and what the companies do with it. This company is diversifying by getting into networking, data storage, and into other markets. Rogers (RCI.B-T) owns 32% of them and he doesn’t think it is properly reflected in Rogers’ stock price. He would buy more if this sold off. Cable 0 0 0 0 0 0 comments Barry Schwartz CIO & Port, Baskin Wealth Manage... Price $76.300 Owned No

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