Cogeco Cable | StockChase
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Cogeco Cable (CCA-T)

Last Price Recorded: $92.1300 on 2017-11-23

ON STOCKCHASE SINCE Oct 2000

Quebec based


Cogeco Cable


Signal Opinion Expert

2017-11-14

COMMENT
Cogeco Cable (CCA-T)

He has nothing in particular against this stock, but look at his Top Picks. Dividend yield of 1.8%. (See Top Picks.)

Cable
David Baskin

President, Baskin Wealth Management

Price: $87.500
Owned: Unknown

2017-07-24

BUY
Cogeco Cable (CCA-T)

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
Matt Kacur

President, FSA Financial Science and Art

Price: $87.700
Owned: Unknown

2017-07-14

TOP PICK
Cogeco Cable (CCA-T)

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
Robert McWhirter

President, Selective Asset Management

Price: $83.710
Owned: No

2017-06-28

TOP PICK
Cogeco Cable (CCA-T)

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
Jason Mann

CIO & Co-Founder, Edgehill Patners

Price: $80.120
Owned: Yes

2017-01-05

DON'T BUY
Cogeco Cable (CCA-T)

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
Brian Acker, CA

Chief Executive Officer, President and Chief Inves, Acker Finley Inc.

Price: $66.940
Owned: Unknown

2016-11-04

COMMENT
Cogeco Cable (CCA-T)

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
Robert McWhirter

President, Selective Asset Management

Price: $62.230
Owned: Unknown

2016-11-04

COMMENT
Cogeco Cable (CCA-T)

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
Michael Sprung

President, Sprung Investment Management

Price: $62.230
Owned: No

2016-07-14

SELL
Cogeco Cable (CCA-T)

(Market Call Minute.) Sell this and Buy Bell Canada (BCE-T).

Cable
John Stephenson

President & CEO, Stephenson & Company Capital Management

Price: $61.760
Owned: Unknown

2016-03-30

COMMENT
Cogeco Cable (CCA-T)

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
Andy Nasr

VP & Investment Strategist, Sentry Investments

Price: $69.460
Owned: No

2015-02-24

BUY on WEAKNESS
Cogeco Cable (CCA-T)

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
Barry Schwartz

CIO & Portfolio Manager, Baskin Wealth Management

Price: $76.300
Owned: No

2014-12-16

BUY
Cogeco Cable (CCA-T)

Playing catch up.  Multiples on cable TV in the US are higher and it is following suit.  They feel they can make same tuck in acquisitions now. 

Cable
Stephen Takacsy, B. Eng, MBA

Chief Investment Officer & Portfolio Mgr, Lester Asset Management

Price: $69.730
Owned: Unknown

2014-05-12

PAST TOP PICK
Cogeco Cable (CCA-T)

(Top Pick Apr 12/13, Up 41.29%) Was undervalued.  They were integrating new assets they purchased.  Margins were getting a little more robust.  He got out as they reached a target.

Cable
James Telfser

Partner & Portfolio Manager, Aventine Management Group

Price: $62.050
Owned: No

2014-05-07

BUY
Cogeco Cable (CCA-T)

Likes cable companies.  But this is a different model with a lower yield.  They spent their free cash flow outside of Canada with Acquisitions.  Their purchase in the US has done very well. 

Cable
Douglas Kee

Chief Investment Officer, Leon Frazer & Associates

Price: $61.060
Owned: No

2013-10-21

WATCH
Cogeco Cable (CCA-T)

We are now back to the highs of 2012 and the market is starting to struggle a little bit.  Not a fantastic entry point for the stock.  Doesn’t think there is breakout potential.  If we got a pullback in 2014 and we find support at last year’s lows, then it might be an entry point.

Cable
Larry Berman CFA, CMT, CTA

Chief Investment Officer, Partner, ETF Capital Management Inc.

Price: $48.990
Owned: Unknown

2013-06-05

DON'T BUY
Cogeco Cable (CCA-T)

Generally he is fairly positive on the Canadian cable space but really doesn’t like this company that well. Have made a number of strategic acquisitions that have turned out to be big problems. Would prefer Rogers (RCI.B-T) if it got 4%-5% cheaper.

Cable
Patrick Horan

Portfolio Manager, Agilith Capital Inc

Price: $44.740
Owned: No

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