Manitoba Telecom Services

MBT-T

0.00
0.00 (0.00%)
This company is not ACTIVE.

Analysis and Opinions about MBT-T

Signal
Opinion
Expert
HOLD
HOLD
September 3, 2013

Expects the 5% dividend is secure on this.

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Expects the 5% dividend is secure on this.

TOP PICK
TOP PICK
August 29, 2013

A defensive pick. Believes Fed will taper. One of overhangs on stock is pension plan and rising yields will benefit it. They could get taken out, also.

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A defensive pick. Believes Fed will taper. One of overhangs on stock is pension plan and rising yields will benefit it. They could get taken out, also.

HOLD
HOLD
July 18, 2013

Solid and boring. Think it got rid of its Australian assets. One day you will get a takeout. In the meantime, you earn a good dividend of almost 5%.

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Solid and boring. Think it got rid of its Australian assets. One day you will get a takeout. In the meantime, you earn a good dividend of almost 5%.

BUY
BUY
June 26, 2013

Big holding of his. Now that they are divested of AllStream will make a great target for T-T or BCE-T.

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Big holding of his. Now that they are divested of AllStream will make a great target for T-T or BCE-T.

PAST TOP PICK
PAST TOP PICK
June 11, 2013

(A Top Pick June 28/12. Up 13.06%.)

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(A Top Pick June 28/12. Up 13.06%.)

BUY
BUY
May 28, 2013

The Allstream acquisition was big news. It put a lot of dough in the coffers of Manitoba. Still has a great dividend of 4.7%. There are rumours that somebody somewhere will be taking this company out. This is a yield play with a great yield.

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The Allstream acquisition was big news. It put a lot of dough in the coffers of Manitoba. Still has a great dividend of 4.7%. There are rumours that somebody somewhere will be taking this company out. This is a yield play with a great yield.

PAST TOP PICK
PAST TOP PICK
May 10, 2013

(Top Pick Jun 29/12 Up 0.26%) Sold at beginning of year. Thought they were going to sell Allstream. He made a couple percent.

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(Top Pick Jun 29/12 Up 0.26%) Sold at beginning of year. Thought they were going to sell Allstream. He made a couple percent.

BUY
BUY
April 19, 2013

Uses this as a sort of a base. Has a nice yield. Has performed reasonably well over the last couple of years. Good steady business. Their fibre optics business has sort of turned the corner. Not exciting, but he likes the 5.3% yield.

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Uses this as a sort of a base. Has a nice yield. Has performed reasonably well over the last couple of years. Good steady business. Their fibre optics business has sort of turned the corner. Not exciting, but he likes the 5.3% yield.

DON'T BUY
DON'T BUY
March 18, 2013

Out of favour right now because it is a utility. Relative trend against market is a little weak. It is in a trading range. Prefers BBD.B-T. MBT is holding support around $31.50. That could be your stop. Not the best play from a seasonal perspective (summer time). Could potentially go to its 52 week highs.

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Out of favour right now because it is a utility. Relative trend against market is a little weak. It is in a trading range. Prefers BBD.B-T. MBT is holding support around $31.50. That could be your stop. Not the best play from a seasonal perspective (summer time). Could potentially go to its 52 week highs.

HOLD
HOLD
February 27, 2013

Sees them as a solid producer. Their fibre side has certainly improved. Good dividend paying stock and he has no concerns about the dividend. Good long-term hold.

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Sees them as a solid producer. Their fibre side has certainly improved. Good dividend paying stock and he has no concerns about the dividend. Good long-term hold.

COMMENT
COMMENT
February 19, 2013

Most analysts have given up on this being a takeover. Has very little in the way of growth prospects. Dividend is probably just about sustainable but he doesn’t see it growing very much. Relatively conservative, relatively safe play.

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Most analysts have given up on this being a takeover. Has very little in the way of growth prospects. Dividend is probably just about sustainable but he doesn’t see it growing very much. Relatively conservative, relatively safe play.

HOLD
HOLD
August 23, 2012

More of a defensive play. Added based on geographic positioning and insulation from competition. Out performed the group. Potential divestiture of Allstream, which has been a lousy part of their business. On a take-out there is still some upside. Market is starting to price some of that in.

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More of a defensive play. Added based on geographic positioning and insulation from competition. Out performed the group. Potential divestiture of Allstream, which has been a lousy part of their business. On a take-out there is still some upside. Market is starting to price some of that in.

WEAK BUY
WEAK BUY
August 23, 2012

(Market Call Minute.) Recovery. Allstream has done better.

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(Market Call Minute.) Recovery. Allstream has done better.

TOP PICK
TOP PICK
June 28, 2012
A new position for him. Not a lot of growth. 5% dividend, fairly safe. High possibility of this being taken over, all at once or in pieces. Regulations change June 30th that affect ability for it to be taken over.
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A new position for him. Not a lot of growth. 5% dividend, fairly safe. High possibility of this being taken over, all at once or in pieces. Regulations change June 30th that affect ability for it to be taken over.
HOLD
HOLD
March 16, 2012
It looks a little pricey. It could be in play with the new legislation on telecoms. It is part of their core position so they hold it. Fiber optic is starting to pay off. Takeout price should be over $40 if it happens
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It looks a little pricey. It could be in play with the new legislation on telecoms. It is part of their core position so they hold it. Fiber optic is starting to pay off. Takeout price should be over $40 if it happens
DON'T BUY
DON'T BUY
February 22, 2012
He would prefer other telco names. Even though the dividend looks attractive and is sustainable, would prefer the total return prospects for Telus (T-T) instead.
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He would prefer other telco names. Even though the dividend looks attractive and is sustainable, would prefer the total return prospects for Telus (T-T) instead.
HOLD
HOLD
February 17, 2012
He is holding this one for the yield. Not expecting big capital gains. Meeting their objectives. Feels the dividend is relatively safe.
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He is holding this one for the yield. Not expecting big capital gains. Meeting their objectives. Feels the dividend is relatively safe.
COMMENT
COMMENT
January 18, 2012
Have had a lot of problems over the last 5-6 years. They have turned around Allstream, their acquisition several years ago. Not “best in class” but the dividend should be safe.
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Have had a lot of problems over the last 5-6 years. They have turned around Allstream, their acquisition several years ago. Not “best in class” but the dividend should be safe.
COMMENT
COMMENT
January 17, 2012
This one doesn't interest him at all. He is looking for capital appreciation and a dividend.
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This one doesn't interest him at all. He is looking for capital appreciation and a dividend.
PAST TOP PICK
PAST TOP PICK
January 10, 2012
(Top Pick Jan 28/11, Up 0.45%) Had been going down and he could see warnings swing. With income, stock has performed brilliantly.
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(Top Pick Jan 28/11, Up 0.45%) Had been going down and he could see warnings swing. With income, stock has performed brilliantly.
DON'T BUY
DON'T BUY
January 5, 2012
This has often been touted as a takeover candidate however it is not a good idea to invest for that reason. With telecoms having a clear leadership in the market last thing you want to do is focus on one of the poorer performing ones. This one has a big pension deficit as well as a growth problem. There are better places to be.
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This has often been touted as a takeover candidate however it is not a good idea to invest for that reason. With telecoms having a clear leadership in the market last thing you want to do is focus on one of the poorer performing ones. This one has a big pension deficit as well as a growth problem. There are better places to be.
DON'T BUY
DON'T BUY
December 16, 2011
Likes the management, but quite frankly he thinks their prospects are quite limited. Would prefer a Telus (T-T) or BCE (BCE-T).
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Likes the management, but quite frankly he thinks their prospects are quite limited. Would prefer a Telus (T-T) or BCE (BCE-T).
COMMENT
COMMENT
November 25, 2011
Everybody's looking for their Allstream division to stabilize but the jury is still out on that to some extent. Good healthy yield. As a utility, they are alright for the time being.
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Everybody's looking for their Allstream division to stabilize but the jury is still out on that to some extent. Good healthy yield. As a utility, they are alright for the time being.
HOLD
HOLD
November 18, 2011
Cut the dividend so it is probably now sustainable. Have some interesting growth including the Internet TV business. Someone may take them out.
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Cut the dividend so it is probably now sustainable. Have some interesting growth including the Internet TV business. Someone may take them out.
BUY
BUY
November 16, 2011
Had issues last 5-6 years. Weaker numbers last quarter. Overpaid for Allstream assets 5-6 years ago. These assets are now starting to turn around and add to the bottom line. Now connected to fibre. Still not the best in class but expect it could trade up into the low $30's in the next 6 months or so.
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Had issues last 5-6 years. Weaker numbers last quarter. Overpaid for Allstream assets 5-6 years ago. These assets are now starting to turn around and add to the bottom line. Now connected to fibre. Still not the best in class but expect it could trade up into the low $30's in the next 6 months or so.
HOLD
HOLD
November 7, 2011
Wire line telecom. Have done a pretty good job of coming back.
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Wire line telecom. Have done a pretty good job of coming back.
STRONG BUY
STRONG BUY
October 6, 2011
They like it. Sustainable dividend. Good for a long term buy as interest rates cannot go much lower, but will go higher. Interest rates are a short term problem for them, (no cash hit).
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They like it. Sustainable dividend. Good for a long term buy as interest rates cannot go much lower, but will go higher. Interest rates are a short term problem for them, (no cash hit).
COMMENT
COMMENT
September 14, 2011
Thinks the dividend is safe as their earnings and cash flow cover it. They offer consumer wire line and wireless services in Manitoba. Doesn't see a lot of growth. Yield of over 5%.
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Thinks the dividend is safe as their earnings and cash flow cover it. They offer consumer wire line and wireless services in Manitoba. Doesn't see a lot of growth. Yield of over 5%.
DON'T BUY
DON'T BUY
July 22, 2011
It is amongst the cheaper stocks on the board. The problem is it is a very restricted business. They the largest market share in their market of any Canadian telecom so where is the growth to come from.
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It is amongst the cheaper stocks on the board. The problem is it is a very restricted business. They the largest market share in their market of any Canadian telecom so where is the growth to come from.
BUY
BUY
July 12, 2011
Analysts’ earnings forecasts have now leveled off and are starting to turn back up again. Excellent balance sheet.
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Analysts’ earnings forecasts have now leveled off and are starting to turn back up again. Excellent balance sheet.
Showing 61 to 90 of 420 entries