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| Comment | 29.340 | Darren Sissons | This is a dividend aristocrat type company that has paid a dividend increasing for 15 years. 6% dividend and a good balance sheet. Currently it has problems with its pension and has to pay for its smart phones being added to its network. There won't be a lot of growth here. | 2012-01-30 | |
| BUY | 29.450 | Stan Wong | This is a defensive name. Payout ratio is probably about in the 60% area so relatively secure from a dividend perspective. It will have tremendous growth but will pay you a very nice dividend. 6% at this point. | 2012-01-26 | |
| Comment | 29.660 | John O'Connell, CFA | (Market Call Minute.) Good dividend yield. Very competitive business. A lot of capital is needed to stay in business. | 2012-01-09 | |
| BUY | 30.400 | David Burrows | (Market Call Minute.) One of those companies that will benefit from reduced capital expenditure this upcoming year. Strong dividend. | 2012-01-05 | |
| BUY | 28.860 | John O'Connell, CFA | Good dividend yield. Canadian investors moving into the US is a good idea. Telecom is a very competitive business and very capital-intensive. Don't expect a lot of growth. | 2011-12-08 | |
| BUY | 28.610 | Charles Lannon | Have a 6% dividend which is very secure and is about 175 basis points more than their 10 year bonds.. | 2011-11-17 | |
| Comment | 29.160 | David Baskin | Because of the small amount of competition, it will make lots and lots of money. Not a bad place for yield right now but for Canadian investors, you don't get the dividend tax credit. | 2011-11-10 | |
| DON'T BUY | 28.880 | Gordon Reid | Doesn’t have the benefit of dividend tax credit, doesn’t recommend it. | 2011-10-24 | |
| TOP PICK | 29.090 | Stan Wong | Looking for defensive names, solid balance sheet, 6% yield, beta level almost half that of market. Descent growth. | 2011-10-19 | |
| Comment | 28.520 | Bill Carrigan | Has a messy uptrend, but an uptrend nonetheless. In a sector that has been in favour. Bottom is in place and in the sector that is in favour right now. | 2011-09-30 | |
| HOLD | 28.480 | Ross Healy | Likes it and is one of his US positions. Done nicely. Nice yield. Will continue to happily hold it. | 2011-08-31 | |
| TOP PICK | 28.440 | Charles Lannon | Telcos, globally, will continue to do well. This company has a very attractive catalyst if the T Mobile merger gets consummated. It will raise profitability significantly over a 2-3 year time frame. 6.2% dividend. | 2011-08-11 | |
| Comment | 29.260 | Gordon Reid | This is a good holding but at this point, Verizon (VZ-N) might be better value. Feels you get a good yield with Verizon plus a little more growth. | 2011-07-28 | |
| DON'T BUY | 31.140 | Brian Acker, CA | His model price is $30.93 and this is dead on. Doesn't see a whole lot of capital growth in this company. 5.5% dividend. | 2011-07-08 | |
| DON'T BUY | 30.880 | Srikanth Iyer | There are better global telcos than this one. For a conservative investor looking for a reasonable yield pickup, it has been a very good strong story. Growth and yield of 5.6% is not as good as others such as Windstream (WIN-Q) or CenturyLink (CTL-N) with over 7% yields. | 2011-06-22 | |
| Comment | 28.260 | Douglas Kee | Will deal going on with AT&T have any affect on Canadian? Our telecom companies would be more attractive but regulatory limitations prevent they being taken out by a foreign company. | 2011-03-21 | |
| BUY | 27.670 | Gordon Reid | Getting some competition and expects Verizon (VZ-N) will take some market share. Expect there will be some leveling off of earnings in 2011 and then re-accelerate at a modest pace in 2012. Trades at about 12X earnings and has a fabulous dividend of over 6%. Not a bad place to be. | 2011-02-02 | |
| WEAK BUY | 29.130 | Gordon Reid | Problem is that they have 2 forces 1) wire-line which is struggling and 2) wireless side is doing well. This makes it a relatively slow grower but a great cash machine. Good dividend. | 2010-12-15 | |
| PAST TOP PICK | 28.320 | Karl Berger | (A Top Pick Oct 14/09. Up 17.27%.) Considering switching to a similar company such as Vodaphone (VOD-Q). | 2010-11-19 | |
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| WEAK BUY | 28.610 | Gordon Reid | Produce a lot of cash, but are challenged in growing because of wire line is holding them back. It’s a good holding for a defensive piece of a portfolio. | 2010-10-20 | |
| BUY | 28.920 | David Burrows | Old telecom companies are having a great go of it. Fixed wire line has become less important and all of them have gone through restructuring for wireless. Average revenue per customer is rising because of the success of smart phones. Great dividend yield. | 2010-09-28 | |
| BUY | 27.930 | Gordon Reid | Verizon (VZ-N) and AT&T (T-N) are major telecoms. Yield in excess of 6%, which is attractive in an environment where a 10-year bond is 2.75%. Could be a trap where you go for yield but capital depreciates. Doesn't think this is the case. Great cash flow, which they pay in dividends but also build out networks. Drag is their wire line business. | 2010-09-14 | |
| DON'T BUY | 27.270 | Norman Levine | Compares poorly with Canadian telcos. Its network is terrible and in need of a huge upgrade. | 2010-09-07 | |
| PAST TOP PICK | 26.940 | Karl Berger | (A Top Pick Aug 25/09. Up 8.23%.) Strong dividend yield of over 6%. Still likes. | 2010-08-27 | |
| BUY | 26.700 | Paul Harris, CFA | Great story at these levels. Double-digit earnings growth going into 2011. Smart phone and the phone business is going to grow so is expecting higher margins. 6.5% yield. | 2010-08-26 | |
| DON'T BUY | 26.380 | John Zechner | Long or short-term is not exciting on this one. Sector is not growing the way it used to. Valuations are cheap but he expects it will stay cheap. Dividend is safe and will grow a little bit. | 2010-04-12 | |
| DON'T BUY | 25.950 | Christine Poole | Doesn't own any US telecom stocks. Has had the monopoly on iPhones but looks like Apple (AAPL-Q) will be developing a phone for the Verizon (VZ-N) network, which could have a negative impact on this company. Prefers Canadian wireless plays. | 2010-03-30 | |
| DON'T BUY | 25.560 | Norman Levine | Prefers Verizon. AT7T has poorer network. | 2010-03-09 | |
| Comment | 20.350 | John Zechner | Not much growth in telecom right now. They'll continue to pay out a decent dividend. 6.1% yield. | 2009-11-30 | |
| BUY | 20.350 | David Baskin | Very attractive stock. Stability of earnings. Over 6% dividend. Primarily a yield play. Expect there will be a lot of money sloshing out of the high beta stocks and into the low beta in 2010. | 2009-11-19 | |
| BUY | 20.350 | Gordon Reid | Telephones. Wire line is struggling a little bit and wireless is their future. In bed with Apple (AAPL-Q), which is hurting their margins but longer-term this is a good solid holding. 6.2% yield. Verizon (VZ-N) would be an interesting option in this space. | 2009-11-11 | |
| WEAK BUY | 20.350 | Don Lato | They are seeing a lot of convergence in the US and that will fare well for these type of companies. | 2009-10-21 | |
| TOP PICK | 20.350 | Karl Berger | Level of the US$ versus Cdn$ makes it attractive. This one fits the mold of a stock that could be a cornerstone in portfolios. Good dividend yield. Good coverage of debt and ability to generate cash flows. | 2009-10-14 | |
| VAGUE | 20.350 | Gordon Reid | Wireline business is challenged but wireless business is doing well. Good quality company. | 2009-09-09 | |
| BUY | 20.350 | Christine Poole | Wireless and wire line services. Will probably correct relatively less in any pullback so this would be a safe and defensive name. 6.2% yield. | 2009-08-26 | |
| TOP PICK | 20.350 | Karl Berger | 6.25% dividend yield. Hasn't done particularly well in participating in the recent rally. A solid play in a market where there is uncertainty. | 2009-08-25 | |
| BUY | 20.350 | Jim Huang | One of the largest telephone companies in the US. Traditional landline business is still declining. Wireless business is doing well. Have been cutting costs. Dividend appears to be safe. If income oriented, you can look at this as a long-term holding. | 2009-07-16 | |
| Comment | 20.350 | Norman Levine | A fine company but he prefers Verizon (VZ-N). The wire lines business is more stable than wireless. | 2009-06-08 | |
| BUY | 25.280 | Alan Kral , CFA, CIC | Transition from landlines to cell phones will be the driving force going forward. Pretty well positioned going forward. | 2009-04-21 | |
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| TOP PICK | 20.350 | David Abella | 6.38% dividend. Stock has been really beaten up and is down 40%. Blue-chip stock (fair amount of debt) on a distressed sale. Some people are cancelling landlines or not getting as much cell phone or add-ons as they used to but it is still a major company. | 2009-03-18 | |
| HOLD | 20.350 | Brett Hryb | Better positioning in the enterprise business compared to Verizon (VZ-N). Line losses are also less. 6.3% dividend is quite stable. | 2009-02-09 | |
| BUY | 20.350 | Alan Kral , CFA, CIC | Major carriers in the US are going through a tremendous change. Voice business is basically going away. The key is, can they make a transition bringing the TV and Internet into homes. It will be very expensive and will take a while. Have managed to stabilize cash flows. As long as they don't get into price wars, the stock is stable. | 2008-09-09 | |
| BUY | 20.350 | John O'Connell, CFA | (Market Call Minute.) Likes the dividend yield. | 2008-07-31 | |
| PAST TOP PICK | 20.350 | David Burrows | (A Top Pick May 16/07. Down 2%.) Exited this last summer. | 2008-05-22 | |
| BUY | 20.350 | David Baskin | Now hitting on all cylinders. Still a cheap stock. | 2008-04-22 | |
| BUY | 20.350 | Laura Wallace | Wireless sector. Has a contract with Apple (AAPL-Q), which has turned out to be a little disappointing as clients have been able to unlock the phone and not sign with AT&T. Likes Verizon (VZ-N) better, which has a better strategy in terms of being able to deliver other products to the consumer. Both Verizon and AT&T are very strong. | 2008-01-30 | |
| DON'T BUY | 20.350 | Pat Naccarato | This is 2 businesses, local phone company and wireless. Local phone is a terrible business but wireless is fantastic. Rather than owning a good and bad business, he prefers Sprint (S-N), which is all good. | 2007-07-17 | |
| BUY | 20.350 | David Burrows | This is an industry that is seeing better returns on capital deployed. This company held off on taking fibre to the home, which has been more profitable for them. | 2007-06-22 | |
| TOP PICK | 65.630 | David Burrows | Have made a number of acquisitions, and has done a good job of integrating their acquisitions. Has some yield and persistent growth. | 2007-05-16 | |
| HOLD | 20.350 | Gavin Graham | Has done really well. Most of the good news is already in the price. Has a decent yield. | 2007-03-26 | |
| BUY | 20.350 | Brad Willock | Nice dividend yield. There is room for the stock to go higher. Getting some price increases in their enterprise business. Starting to push out a TV service that is having some traction. Looking for a dividend increase this year. | 2007-03-22 | |
| BUY | 20.350 | David Burrows | Really likes some of the US telephone service providers. There is a rebuilding going on at the network level that will allow the telecom service providers to charge more for the services and sell different types of services. There is also new content being pushed through the pipes. | 2007-01-08 | |
| TOP PICK | 20.350 | David Burrows | One of the worst performers in the last 5 years but is now showing some pretty good performance. Has gone through major restructuring. Cut a lot of costs and reduced capital expenditures. Through consolidation, he is seeing some pricing power. 4% yield. Low economic sensitivity. | 2006-10-19 | |
| TOP PICK | 20.350 | Peter Brieger | This is one of his long time favourites. He owns it, his clients own it and he is buying it for new accounts. It is the cheapest of the 5 banks. It is a safe place to be in a slow down. Evaluations are fair. | 2006-09-26 | |
| BUY | 20.350 | David Burrows | The wire line phone companies in general have not performed very well over the last 2/3 years, but they are not terribly economically sensitive, they’re cash flow generating machines and the environment is starting to improve for them. They are also getting price increases on their wholesale business. | 2006-07-12 | |
| TOP PICK | 20.350 | Robert McWhirter | (A Top Pick Oct 27/05. Up 14%.) Trades on both earnings and backlog. Aircraft orders in 2005 were at an all-time record. Earnings are expected to lift by 74% from Mar/05 to Mar/06 and then another 30% by '07. | 2006-01-12 | |
| DON'T BUY | 19.320 | Michael Smedley | A difficult one to call. Has done fabulously. This is #3 after Dofasco (DFS-T) and Gerdau (GNA-T). Might consider taking profits. Wouldn't buy at this time. | 2005-02-23 | |
| WEAK BUY | 18.510 | Paul Harris, CFA | Has a lot of issues to deal with, but does have a good yield. A big issue with telecoms is the large amount they have to spend to move in the direction of Voice Over IP. Telecoms have a lot of competition, from cable, etc. Generates a lot of cash, but they are not growing. Basically they are a utility. If they can maintain market share they'll be fine. | 2005-01-24 | |
| DON'T BUY | 13.700 | Brad Willock | Good dividend, what wonders if it is sustainable. Long-distance is a bad business because of all the competition. | 2004-08-13 | |
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| DON'T BUY | 14.810 | Paul O'Neil | The warning issued by the Company is the nail in the coffin. Long-distance calling will cease to exist. Competition in long-distance is brutal and will continue to be so. | 2004-06-24 | |
| VAGUE | 22.150 | Michael Smedley | Great leader in the West | 2004-06-16 | |
| BUY | 19.500 | Paul Harris, CFA | Like the company. Restructuring very well. Will have lots of cash flow. Would buy at this level. | 2004-02-09 | |
| BUY | 21.260 | David Baskin | 3 good reasons to buy are strong dividends, coming off the bottom, and US currency devaluation. Had been oversold. Very steady revenues. Limited growth. | 2004-01-07 | |
| DON'T BUY | 19.690 | Brian Acker, CA | Trying to convert from land line business to wireless. Has a model price of around $20. | 2003-12-24 | |
| DON'T BUY | 12.950 | Laura Wallace | Doing a reverse split which is not a good sign. | 2002-05-22 | |
| DON'T BUY | 12.870 | David Burrows | Has been hitting a lot of lows. | 2002-05-17 | |
| DON'T BUY | 16.500 | Paul O'Neil | Has some good assets, but a lot of debt and a lot of events are going on now. | 2001-12-12 | |
| DON'T BUY | 18.080 | Brian Acker, CA | Poor management. Can't see any value. | 2001-12-06 | |
| DON'T BUY | 19.300 | David Burrows | Expects telcos have been shaken out and things are now turning positive. Was oversold. Prefers Verizon and/or Sprint Wireless. | 2001-10-05 | |
| DON'T BUY | 19.580 | David Driscoll | Spin-off of Liberty will not be good for stock price. | 2001-08-10 | |
| DON'T BUY | 19.580 | Steven Wippersteg | Trying to divest some of their businesses. Need better organization. | 2001-08-10 | |
| TOP PICK | 20.540 | Brendan Caldwell | A lot of hidden assets. Moving up on its 200 day average. | 2001-08-03 | |
| DON'T BUY | 20.830 | Jeff Morrison | On asset perspective, but has other problems | 2001-07-19 | |
| BUY | 20.500 | Ray Steele | Good long term outcome. Has a 25% upside. | 2001-07-11 | |
| DON'T BUY | 20.770 | Michelle Calpin | Poor/out of date technology and expensive to upgrade. | 2001-06-27 | |
| DON'T BUY | 21.710 | David Driscoll | Not a fan. Too many problems. Prefers Vodafone | 2001-04-11 | |
| BUY | 22.900 | Gavin Graham | Some good assets ($30). Spin-off will give an increase. | 2001-03-16 | |
| DON'T BUY | 23.850 | David McLean | Too much competition. Not a fan of telecoms | 2001-03-07 | |
| BUY | 23.560 | Scott Morrison | A lot of competition in long distance telephony. Also took on cable assets and overpaid. Getting their act together now. | 2001-03-05 | |
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| BUY | 21.840 | Gavin Graham | Break up should create a plus $12 upside. However, long distance calls are down | 2001-02-26 | |
| BUY | 12.320 | John Sinkins, CFA | Hit with other techs, bit its a blue chip tech. They spun out there wireless division. Pretty good price now. | 2001-02-22 | |
| BUY | 23.300 | Rob Callander | Struggling. If you expect a market recovery in 3rd/4th quarter, then accumulate | 2001-02-07 | |
| BUY | 23.313 | Brian Dawson | A break up. Expect some decent upside over the next year | 2001-01-26 | |
| DON'T BUY | 20.063 | Noah Blackstein, B.A., CFA | Wait for breakup and then buy the individual pieces | 2001-01-08 | |
| BUY on WEAKNESS | 19.000 | Brian Acker, CA | Plan to get into it @ 18/20 but with tight stops | 2000-11-28 | |
| DON'T BUY | 23.000 | Noah Blackstein, B.A., CFA | Don't like | 2000-10-30 |
