Cogeco Cable

CCA-T

Analysis and Opinions about CCA-T

Signal
Opinion
Expert
BUY WEAKNESS
BUY WEAKNESS
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.

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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.

BUY
BUY
December 16, 2014

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.

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Cogeco Cable (CCA-T)
December 16, 2014

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.

PAST TOP PICK
PAST TOP PICK
May 12, 2014

(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.

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Cogeco Cable (CCA-T)
May 12, 2014

(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.

BUY
BUY
May 7, 2014

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.

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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.

WATCH
WATCH
October 21, 2013

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.

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Cogeco Cable (CCA-T)
October 21, 2013

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.

DON'T BUY
DON'T BUY
June 5, 2013

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.

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Cogeco Cable (CCA-T)
June 5, 2013

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.

BUY
BUY
May 6, 2013

(Market Call Minute) stable cable play. Nothing fancy but core earnings 8-11% year in and year out.

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(Market Call Minute) stable cable play. Nothing fancy but core earnings 8-11% year in and year out.

TOP PICK
TOP PICK
April 12, 2013

Likes the cable space, not so much the cable business but the higher-margin stuff that they do on the side. Recently made 2 acquisitions in the US. Can see $50 in 12 months. Dividend yield of 2.34%.

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Cogeco Cable (CCA-T)
April 12, 2013

Likes the cable space, not so much the cable business but the higher-margin stuff that they do on the side. Recently made 2 acquisitions in the US. Can see $50 in 12 months. Dividend yield of 2.34%.

HOLD
HOLD
March 20, 2013

A fine company and there are only so many operating in this business.

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Cogeco Cable (CCA-T)
March 20, 2013

A fine company and there are only so many operating in this business.

TOP PICK
TOP PICK
February 22, 2013

Cable operator in Ontario and Québec. Has been cheap for a long time. Just did a US cable company acquisition. Had a checkered past with acquisitions. Typically trades at 1.5%-0.5% discount to the group to EBITDA and is currently at the bottom end. Looks like there is some low hanging fruit on their US acquisition. Expects to generate 11% free cash flow over the next few years. 2.44% yield.

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Cogeco Cable (CCA-T)
February 22, 2013

Cable operator in Ontario and Québec. Has been cheap for a long time. Just did a US cable company acquisition. Had a checkered past with acquisitions. Typically trades at 1.5%-0.5% discount to the group to EBITDA and is currently at the bottom end. Looks like there is some low hanging fruit on their US acquisition. Expects to generate 11% free cash flow over the next few years. 2.44% yield.

DON'T BUY
DON'T BUY
December 14, 2012

There are 2 things with cable companies. They are always run by families and they don’t always have other shareholders interests at heart. Also, more people are not watching TV, but are using iPads or laptops. Not fond of the space.

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Cogeco Cable (CCA-T)
December 14, 2012

There are 2 things with cable companies. They are always run by families and they don’t always have other shareholders interests at heart. Also, more people are not watching TV, but are using iPads or laptops. Not fond of the space.

DON'T BUY
DON'T BUY
October 25, 2012

It has been speculated as a potential takeover by Rogers. CCA has stretched their balance sheet now with their latest acquisition. This is a name he would be cautious about and would prefer BCE or maybe Rogers as well as one of his Top Picks.

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Cogeco Cable (CCA-T)
October 25, 2012

It has been speculated as a potential takeover by Rogers. CCA has stretched their balance sheet now with their latest acquisition. This is a name he would be cautious about and would prefer BCE or maybe Rogers as well as one of his Top Picks.

DON'T BUY
DON'T BUY
August 2, 2012

Went into an expansion in Portugal that did not work out and now they are into another expansion and the market does not like it. It is not a name with him.

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Cogeco Cable (CCA-T)
August 2, 2012

Went into an expansion in Portugal that did not work out and now they are into another expansion and the market does not like it. It is not a name with him.

PAST TOP PICK
PAST TOP PICK
April 24, 2012
(A Top Pick March 21/11.) Has reached its full value.
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Cogeco Cable (CCA-T)
April 24, 2012
(A Top Pick March 21/11.) Has reached its full value.
SELL
SELL
January 26, 2012
Broke down about the $50 mark. Several days in series going down. You have to sell this right now. Could easily go down to $1.93. Entry point may be at $45.00
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Cogeco Cable (CCA-T)
January 26, 2012
Broke down about the $50 mark. Several days in series going down. You have to sell this right now. Could easily go down to $1.93. Entry point may be at $45.00
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