Manitoba Telecom Services

MBT-T

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0.00 (0.00%)
This company is not ACTIVE.

Analysis and Opinions about MBT-T

Signal
Opinion
Expert
HOLD
HOLD
May 27, 2011
Feels dividend is quite safe and hopes they will re-introduce part of it. Fibre optics part of their business is finally ticking over. Great takeover candidate.
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Feels dividend is quite safe and hopes they will re-introduce part of it. Fibre optics part of their business is finally ticking over. Great takeover candidate.
HOLD
HOLD
May 25, 2011
Cut their dividend 25%, which was good. Since then they have demonstrated they are doing the right things. Redoing the client book on Allstream and getting into higher margin products. Looking for them to be free cash flow positive in 2012 and possible start moving the dividend up gradually in 2013.
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Cut their dividend 25%, which was good. Since then they have demonstrated they are doing the right things. Redoing the client book on Allstream and getting into higher margin products. Looking for them to be free cash flow positive in 2012 and possible start moving the dividend up gradually in 2013.
PAST TOP PICK
PAST TOP PICK
April 15, 2011
(A Top Pick March 19/10. Up 0.45%.) They cut the dividend, the stock sold off and he bought some more.
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(A Top Pick March 19/10. Up 0.45%.) They cut the dividend, the stock sold off and he bought some more.
PAST TOP PICK
PAST TOP PICK
April 8, 2011
(A Top Pick April 6/10. Down 0.27%.) Had a problem when the dividends were cut. Chart doesn’t look good so he would avoid.
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(A Top Pick April 6/10. Down 0.27%.) Had a problem when the dividends were cut. Chart doesn’t look good so he would avoid.
PAST TOP PICK
PAST TOP PICK
March 11, 2011
(Top Pick Apr 6/10, Down 1.16%)
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(Top Pick Apr 6/10, Down 1.16%)
SELL
SELL
February 16, 2011
His least favourite telecom. Was the last one to move. Finally had a little blip up and expects that will be it. Will still be a laggard. If you are holding for the 5.5% dividend, you would be safer with BCE (BCE-T). (See Top Picks.)
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His least favourite telecom. Was the last one to move. Finally had a little blip up and expects that will be it. Will still be a laggard. If you are holding for the 5.5% dividend, you would be safer with BCE (BCE-T). (See Top Picks.)
TOP PICK
TOP PICK
January 28, 2011
Analysts earnings estimates kept going down but then just recently the analysts suddenly became more positive. Earnings forecasts are changing. On a long term perspective, stock is cheap and has decent upside potential. 6% yield.
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Analysts earnings estimates kept going down but then just recently the analysts suddenly became more positive. Earnings forecasts are changing. On a long term perspective, stock is cheap and has decent upside potential. 6% yield.
COMMENT
COMMENT
January 21, 2011
Basically a widows and orphans’ stock if you want to earn 6% in a company that is well run with good assets. Good fibre optics business.
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Basically a widows and orphans’ stock if you want to earn 6% in a company that is well run with good assets. Good fibre optics business.
DON'T BUY
DON'T BUY
January 19, 2011
Has had some trouble over the years. Was over distributing their dividend yields. On an absolute basis, it is not the one he would recommend – prefers Telus.
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Has had some trouble over the years. Was over distributing their dividend yields. On an absolute basis, it is not the one he would recommend – prefers Telus.
DON'T BUY
DON'T BUY
January 14, 2011
Drastically cut their dividend but the payout is still relatively high at $.170 on $2 earnings. Depending on the Allstream division to come to the fore. Allstream is great at making progress but is still cash flow negative and will be until 2012-2013.
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Drastically cut their dividend but the payout is still relatively high at $.170 on $2 earnings. Depending on the Allstream division to come to the fore. Allstream is great at making progress but is still cash flow negative and will be until 2012-2013.
BUY
BUY
December 21, 2010
His partner was at their investor day. It is a great stock. Came down a lot. They cut their dividend. Not a lot of growth in the next couple of years. Holding in income portfolios. Any takeover happens after another telecom.
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His partner was at their investor day. It is a great stock. Came down a lot. They cut their dividend. Not a lot of growth in the next couple of years. Holding in income portfolios. Any takeover happens after another telecom.
SELL
SELL
November 17, 2010
Facing significant competition in pricing on the wireless side. Can’t see much growth potential. Good yield of 5.7% but can’t see anything else going for it. Better choices out there.
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Facing significant competition in pricing on the wireless side. Can’t see much growth potential. Good yield of 5.7% but can’t see anything else going for it. Better choices out there.
BUY WEAKNESS
BUY WEAKNESS
October 20, 2010
It was one that he was concerned about and looking for a dividend cut. Now that it is behind them, you saw the market react positively. But where is future growth going to come from? Overall it is a comfortable yield (5.7%) and is a good yield. Does not anticipate another dividend cut unless earnings fall down. A safe harbour.
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It was one that he was concerned about and looking for a dividend cut. Now that it is behind them, you saw the market react positively. But where is future growth going to come from? Overall it is a comfortable yield (5.7%) and is a good yield. Does not anticipate another dividend cut unless earnings fall down. A safe harbour.
HOLD
HOLD
October 6, 2010
(Market Call Minute.) Having cut their distribution, they are probably now a hold for yield only as payout is still relatively high
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(Market Call Minute.) Having cut their distribution, they are probably now a hold for yield only as payout is still relatively high
DON'T BUY
DON'T BUY
September 7, 2010
The dividend was not really safe, so he sold it. Core business is ok, but Allstream is their problem child and why they cut the dividend. It may be rebounding because it got so low that people may think it looks attractive.
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The dividend was not really safe, so he sold it. Core business is ok, but Allstream is their problem child and why they cut the dividend. It may be rebounding because it got so low that people may think it looks attractive.
TOP PICK
TOP PICK
September 3, 2010
Have had a lot of trouble with the fibre-optic side of the business through Allstream but thinks it is still potentially a great asset. As some point they will either have success or will sell it. Nice solid yield.
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Have had a lot of trouble with the fibre-optic side of the business through Allstream but thinks it is still potentially a great asset. As some point they will either have success or will sell it. Nice solid yield.
COMMENT
COMMENT
September 1, 2010
Recently cut dividends but are still over distributing. Has been a nightmare story for 3-4 years. Worst performing telco. Bought Allstream about 6 years ago and it blew up on them. Slightly more compelling now as he thinks there is a $4-$5 embedded value on the stock. Might look at this in the near future, especially if it goes lower.
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Recently cut dividends but are still over distributing. Has been a nightmare story for 3-4 years. Worst performing telco. Bought Allstream about 6 years ago and it blew up on them. Slightly more compelling now as he thinks there is a $4-$5 embedded value on the stock. Might look at this in the near future, especially if it goes lower.
HOLD
HOLD
August 16, 2010
Can’t see a lot of growth and upside. Recently cut dividends by a third. Trading at about 12X next year's numbers. Battle between having an increasing environment on the phone side versus enterprise spending might be slowing down given the recession. Dividend should be secure. Fair value at this price.
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Can’t see a lot of growth and upside. Recently cut dividends by a third. Trading at about 12X next year's numbers. Battle between having an increasing environment on the phone side versus enterprise spending might be slowing down given the recession. Dividend should be secure. Fair value at this price.
COMMENT
COMMENT
August 16, 2010
Telus (T-T) or BCE (BCE-T) would be a better place to be if you want a telecom holding. They are in growth markets and have more scale and are able to get into other lines of business. There might be a bounce but over the long haul, others would be better.
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Telus (T-T) or BCE (BCE-T) would be a better place to be if you want a telecom holding. They are in growth markets and have more scale and are able to get into other lines of business. There might be a bounce but over the long haul, others would be better.
DON'T BUY
DON'T BUY
August 13, 2010
Not much influence outside of Manitoba. If they try to expand their wireless, they could be eroded by one of the bigger companies. As concerns about its continued ability to grow earnings. 6.7% dividend.
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Not much influence outside of Manitoba. If they try to expand their wireless, they could be eroded by one of the bigger companies. As concerns about its continued ability to grow earnings. 6.7% dividend.
HOLD
HOLD
August 6, 2010
Surprised that they had cut their dividend this year but you are still getting 6%. Doubt if they will cut it again. Likes their Allstream holding.
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Surprised that they had cut their dividend this year but you are still getting 6%. Doubt if they will cut it again. Likes their Allstream holding.
SELL
SELL
July 26, 2010
Not participated in the massive rally we had. Allstream asset is bleeding them. Also have pension issues. A real risk of a distribution cut.
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Not participated in the massive rally we had. Allstream asset is bleeding them. Also have pension issues. A real risk of a distribution cut.
SELL
SELL
July 23, 2010
Paying around 100% of their earnings out in dividends and that is always a worry. Also, there is no growth here. There is a lot more wireless competition in Canada. Doesn't own any telecom stocks in Canada right now.
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Paying around 100% of their earnings out in dividends and that is always a worry. Also, there is no growth here. There is a lot more wireless competition in Canada. Doesn't own any telecom stocks in Canada right now.
BUY
BUY
July 22, 2010
An analyst came out and broadcast that they were borrowing to pay their dividend so it dropped in May. Company said there will be no cut in the dividend until 2011. Allstream has been a bit of a black hole.
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An analyst came out and broadcast that they were borrowing to pay their dividend so it dropped in May. Company said there will be no cut in the dividend until 2011. Allstream has been a bit of a black hole.
SELL
SELL
July 8, 2010
Has a model price of $24.66, which is a negative 11%. Estimates of $2.04 earnings this year and $2.08 next year. Pays out $2.60, which is paying you with your capital. Dividend is too high so he expects a cut.
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Has a model price of $24.66, which is a negative 11%. Estimates of $2.04 earnings this year and $2.08 next year. Pays out $2.60, which is paying you with your capital. Dividend is too high so he expects a cut.
DON'T BUY
DON'T BUY
June 30, 2010
People are worried about sustainability of the dividend. Had weak results from their Allstream division and debt levels have been rising. Would prefer others.
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People are worried about sustainability of the dividend. Had weak results from their Allstream division and debt levels have been rising. Would prefer others.
DON'T BUY
DON'T BUY
June 28, 2010
9% dividend but payout is more than 100% of earnings. Will probably cut their dividend to 6% and he then sees the stock moving sideways from there. If you are interested in this, via on the day they cut the distribution when the price drops.
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9% dividend but payout is more than 100% of earnings. Will probably cut their dividend to 6% and he then sees the stock moving sideways from there. If you are interested in this, via on the day they cut the distribution when the price drops.
DON'T BUY
DON'T BUY
May 21, 2010
Even though they pay a very good dividend, their problem is Allstream, the enterprise unit that they bought a few years ago. Doesn't believe the dividend is sustainable. This solution would be to sell Allstream but it is hard to see who would want to buy it.
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Even though they pay a very good dividend, their problem is Allstream, the enterprise unit that they bought a few years ago. Doesn't believe the dividend is sustainable. This solution would be to sell Allstream but it is hard to see who would want to buy it.
COMMENT
COMMENT
May 20, 2010
Earnings are barely covering dividends. If earnings trend continues to sink, it throws dividends into question. Upside is the strong balance sheet which could maintain the dividend. Board would have to deal with this and he doesn't know which way they would go.
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Earnings are barely covering dividends. If earnings trend continues to sink, it throws dividends into question. Upside is the strong balance sheet which could maintain the dividend. Board would have to deal with this and he doesn't know which way they would go.
COMMENT
COMMENT
May 17, 2010
The low price of the stock indicates they are going to cut the dividend. Payout ratio of 100%. Unlikely that any other telco will acquire this.
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The low price of the stock indicates they are going to cut the dividend. Payout ratio of 100%. Unlikely that any other telco will acquire this.
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