TSE:CCA
105.14
3.04
(2.98%)
Cogeco Cable
CCA-T
Analysis and Opinions about CCA-T
Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
(A Top Pick Mar 21/11. Up 9.4%.)
PAST TOP PICK
PAST TOP PICK
(A Top Pick Oct 1/10. Up 27.23%.)
PAST TOP PICK
PAST TOP PICK
July 26, 2011
(Top Pick July 28/10, Up 38.19%) Sold after quite a run in a short period of time. It was above what he felt it was worth. Wouldn’t buy it here. It would have to pull back substantially.
Show full opinionHide full opinion
(Top Pick July 28/10, Up 38.19%) Sold after quite a run in a short period of time. It was above what he felt it was worth. Wouldn’t buy it here. It would have to pull back substantially.
PAST TOP PICK
PAST TOP PICK
April 27, 2011
(A Top Pick Oct 1/10. Up 24.67%) Sold his holdings in January.
Show full opinionHide full opinion(A Top Pick Oct 1/10. Up 24.67%) Sold his holdings in January.
TOP PICK
TOP PICK
March 21, 2011
Cogeco Cable Inc Bond 5.15% 16-Nov-2020. Exposure in Portugal is starting to turn around. Trading a little below par. Triple B Rating.
Show full opinionHide full opinionCogeco Cable Inc Bond 5.15% 16-Nov-2020. Exposure in Portugal is starting to turn around. Trading a little below par. Triple B Rating.
PAST TOP PICK
PAST TOP PICK
(A Top Pick Oct 8/09. Up 18.41%.) Still likes.
TOP PICK
TOP PICK
October 1, 2010
2nd largest cable operator in Ontario/Quebec corridor with some have facilities in Portugal. Comparing EV/EBITDA multiples to Rogers (RCI.B-T) they are almost 2 points lower and 10 to 15 points lower in penetration giving it a lot more potential. 1.5% dividend.
Show full opinionHide full opinion2nd largest cable operator in Ontario/Quebec corridor with some have facilities in Portugal. Comparing EV/EBITDA multiples to Rogers (RCI.B-T) they are almost 2 points lower and 10 to 15 points lower in penetration giving it a lot more potential. 1.5% dividend.
TOP PICK
TOP PICK
July 28, 2010
Punished severely for their exposure to Portugal assets but a lot of that has been written off. Have some very desirable assets in Canada. Cash flow positive.
Show full opinionHide full opinionPunished severely for their exposure to Portugal assets but a lot of that has been written off. Have some very desirable assets in Canada. Cash flow positive.
COMMENT
COMMENT
December 16, 2009
He owns this one primarily for the strong Canadian cable operations. Not too happy with the Portuguese operations which have lost money. Very attractive target for other cable companies.
Show full opinionHide full opinionHe owns this one primarily for the strong Canadian cable operations. Not too happy with the Portuguese operations which have lost money. Very attractive target for other cable companies.
TOP PICK
TOP PICK
December 15, 2009
Valuation is depressed because of acquisition in Portugal. Doing very well in Canada with growth on all the metrics. Positive metrics in a very strong asset. Portugal is not working out, but it is priced into the market. It is not giving them any value to the assets. They ran out of opportunities to acquire here, which is a good sign.
Show full opinionHide full opinionValuation is depressed because of acquisition in Portugal. Doing very well in Canada with growth on all the metrics. Positive metrics in a very strong asset. Portugal is not working out, but it is priced into the market. It is not giving them any value to the assets. They ran out of opportunities to acquire here, which is a good sign.
HOLD
HOLD
(Market Call Minute.)
DON'T BUY
DON'T BUY
October 22, 2009
Canadian operations are excellent, but the problem is the Portugal investment. They don’t make money there. This under performing asset is hurting the stock. Little bit of upside potential.
Show full opinionHide full opinionCanadian operations are excellent, but the problem is the Portugal investment. They don’t make money there. This under performing asset is hurting the stock. Little bit of upside potential.
TOP PICK
TOP PICK
October 8, 2009
4th largest cable operator in Canada situated in Ontario and Quebec and trades at about 5X EBITDA. Have a large business in Portugal and the market is putting a negative value on this asset. If they do anything with this such as selling it off, improving it, etc. there will be considerable upside. Could be an M&A target.
Show full opinionHide full opinion4th largest cable operator in Canada situated in Ontario and Quebec and trades at about 5X EBITDA. Have a large business in Portugal and the market is putting a negative value on this asset. If they do anything with this such as selling it off, improving it, etc. there will be considerable upside. Could be an M&A target.
TOP PICK
TOP PICK
June 26, 2009
Tend to have very good solid franchise areas in Canada. Come pulling on a valuation basis to others. Hurt because of their Portugal assets, which have been in a lot of trouble. Expected to cash flow about $8 a share over the next couple of years. Volatility should be low compared to other industries.
Show full opinionHide full opinionTend to have very good solid franchise areas in Canada. Come pulling on a valuation basis to others. Hurt because of their Portugal assets, which have been in a lot of trouble. Expected to cash flow about $8 a share over the next couple of years. Volatility should be low compared to other industries.
TOP PICK
TOP PICK
May 27, 2009
Pure cable play. Has severe problems in Portugal but that is totally priced out of this stock. You are buying it for half the value compared to buying one of the others. Good balance sheet.
Show full opinionHide full opinionPure cable play. Has severe problems in Portugal but that is totally priced out of this stock. You are buying it for half the value compared to buying one of the others. Good balance sheet.
