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| TOP PICK | 28.230 | David Baskin | Blew away the street with their wireless edition in the last quarter. Will have $2 billion of free cash flow. Earnings from operations that are not needed for capital expenditures will be given back to shareholders. Has been raising its dividend regularly. Trading at about 10X earnings. | 2010-02-08 | |
| DON'T BUY | 27.430 | John Zechner | Outlook is relatively stable. Had a nice move off the bottom. Sold his holdings last year when it ran up. Problem is there is no real growth. Wire line is not growing at all. | 2010-02-01 | |
| PAST TOP PICK | 27.470 | Jim Huang | (A Top Pick Jan 22/09. Up 10.1%.) Sold it at $27-$28 when it was fully valued. Company faces some challenges. | 2010-01-29 | |
| TOP PICK | 27.550 | Randy LeClair | 4.35% Series AG. Preferreds generally are trading higher than corporates right now as well as having tax advantages. | 2010-01-26 | |
| PAST TOP PICK | 27.540 | David Cockfield | (A Top Pick Jan 23/09. Up 18.34%.) | 2010-01-21 | |
| BUY | 27.540 | Michael Smedley | Should be happy with 6% dividend. Is moving more global with Email and Blackberry. | 2010-01-21 | |
| WEAK BUY | 27.840 | Peter Brieger | Equivalent of a long-term bond with a 6.23% yield. Earnings growth is pretty mediocre. | 2010-01-18 | |
| TOP PICK | 27.840 | Paul Harris, CFA | Very low PE and high dividend yield at 6.3%. Very high free cash flow yield. Now back to their good core businesses with some pricing power in some of them. | 2010-01-18 | |
| BUY | 28.030 | Jeff Black | Telcos are not a heavy weighting in his portfolios. It will be some time before they lose significant market share against the new players but there will be some challenge to growth and margins. Good defensive play. 6.2% yield. This would be his 1st choice. | 2010-01-14 | |
| PAST TOP PICK | 27.730 | Ross Healy | (A Top Pick Jan 9/09. Up 21.25%.) Would buy on weakness. Expect telcos will have some pressure from new wireless companies. | 2010-01-11 | |
| BUY | 27.840 | Douglas Kee | 6% yield and there is some upside and growth on the wireless side. | 2010-01-08 | |
| BUY | 29.120 | Barry Schwarrtz | Raised the dividend twice in 2009. Strong free cash flow. Paying down debt and funding their pension. | 2010-01-04 | |
| BUY | 29.000 | Laura Wallace | Likes the 6% dividend yield. Management is delivering on what they say they will. Won't be a great growth story as wire lines will continue to drag. Expecting decent dividend growth. | 2009-12-31 | |
| PAST TOP PICK | 28.300 | Hank Cunningham | (A Top Pick May 08/09. Up 20.09%.) 5.54% maturing Feb 15/17. Still likes. | 2009-12-22 | |
| TOP PICK | 28.130 | David Cockfield | Good dividend paying stock. Largest telco in Canada. Could make further acquisitions. New management is pointed in the right direction. Likes the yield, which has just been increased and is safe. | 2009-12-21 | |
| TOP PICK | 27.510 | Steven Conville | Likes management. Not a large uptick in share price but 7% dividend is good | 2009-12-18 | |
| PAST TOP PICK | 26.360 | David Baskin | (A Top Pick Jan 5/09. Up 16.25%.) Still a buy. | 2009-12-15 | |
| PAST TOP PICK | 26.360 | Ara Nalbandian | (Top Pick May 15/09, Up 11%) Still likes it. He trimmed his holdings by a third on recent strength, to accumulate Telus | 2009-12-15 | |
| BUY | 26.520 | Peter Brieger | If Globalive really gets a foothold, you might get a merger of Shaw and Rogers. BCE and Telus could spin off their wireless operations and merge them. | 2009-12-14 | |
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| WAIT | 28.420 | Rick Stuchberry | Telecoms are interesting because they have all done better. Thinks a lot of yield money is flowing into the sector. Wouldn't chase these stocks as he thinks they will pull back with a market correction. | 2009-12-10 | |
| HOLD | 28.480 | Don Lato | Has had a nice move over the last few months. Yield of about 5%. Doesn't see the share price moving up as it has recently. Good long-term holding. | 2009-12-09 | |
| PAST TOP PICK | 28.330 | Norman Levine | (Top Pick Dec 15/08, Up 40.75%) Bought it the day the teacher’s takeover was cancelled. Getting rid of old management. It is turning around, but will take a coupled of years. | 2009-12-08 | |
| BUY | 28.360 | Barry Schwarrtz | Has had a nice run, recovering some of pain from unwinding from teachers deal. Great dividend and company is committed to raising it. Lots of free cash flow. This is a good dividend yield play to be in. | 2009-12-02 | |
| TOP PICK | 27.870 | Randy LeClair | Preferred 4.35% series AG. A perpetual preferred, meaning it can run forever. Trading below its par of $25 at around $17.40. Current yield is over 6%. | 2009-11-27 | |
| BUY | 27.680 | Christine Poole | Earnings growth is probably high single digit. Very nice yield at 5.8%. | 2009-11-26 | |
| HOLD | 27.700 | Paul Gardner, CFA | Likes Rogers better. But they have stable cash flow, so much free cash flow. Telcos are not a growth story but a dividend story. BCE will have to increase dividends over the years. Wait for another 10-15%. They are under levered. | 2009-11-24 | |
| BUY | 27.540 | Douglas Kee | A safe place to park your money and gives a 6% yield. Expects earnings will grow 10% a year. Likes the space and thinks there will be dividend growth. | 2009-11-19 | |
| PAST TOP PICK | 27.540 | David Baskin | (A Top Pick Dec 2/08. Down 7%.) Picked as a low volatility with some value for a defensive play. 5.8% yield. Thinks the dividend will go up. | 2009-11-19 | |
| Comment | 27.210 | Mark Carpani | Strip bonds. Q: When should they get to Par since the company is doing okay? A: Zero discount bonds are issued at a deep discount when bonds are actually stripped so all you are really buying is a cash flow out in the future. Without knowing terms, you have to hold a while before getting back to par. | 2009-11-17 | |
| Comment | 27.210 | Robert McWhirter | Getting more competition. Recent earnings were down. Sleepy conservative company at 11X PE. Will be able to maintain the dividend. 13% ROE. Okay if you want dividends but better choices for growth. | 2009-11-17 | |
| HOLD | 27.140 | Rick Stuchberry | Just reported and had a pretty good earnings report. If you own this for the yield, you should be fine. Looks interesting and the new team seems to be doing the right thing. | 2009-11-12 | |
| Comment | 26.600 | Glenn MacNeill, P.Eng. | (Market Call Minute.) Pays a good distribution. Biggest danger is that landlines are not the thing of the future and revenue will gradually decline over time. | 2009-11-06 | |
| BUY | 25.790 | Stan Wong | Solid dividend of 6.3%. iPhones are now available to Bell subscribers, which should be positive for them. Diversified with home phones, satellite television, etc. | 2009-11-04 | |
| HOLD | 26.160 | Paul Harris, CFA | (Market Call Minute) Likes Rogers better. Nice dividend yield, 14% free cash flow. Over the longer term it is going to go higher. | 2009-11-03 | |
| PAST TOP PICK | 25.890 | Hank Cunningham | (A Top Pick May 8/09. Up 16.4%.) Would still buy. | 2009-10-30 | |
| TOP PICK | 25.890 | David Cockfield | Good dividend of which he thinks will be maintained regardless. More aggressive management. | 2009-10-30 | |
| PAST TOP PICK | 25.600 | Derek Webb, CFA | (A Top Pick Nov 26/08. Up 7.7%.) Was in conservative stocks at that time but has now sold all his holdings. | 2009-10-29 | |
| PAST TOP PICK | 25.470 | Bruce Campbell | (A Top Pick Nov 25/08. Down 28.98%.) | 2009-10-28 | |
| BUY | 25.600 | David Baskin | There has been a real under evaluation of the telephone sector in Canada. From the start of the year, they have not done anything while the rest of the market has gone up 25%. Good, deep value Buy. | 2009-10-27 | |
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| BUY | 25.600 | Mike S. Newton, CIM FCSI | Reason he bought was first and foremost the dividend. Things are shaking up well. | 2009-10-27 | |
| TOP PICK | 25.330 | Ross Healy | The long-term market low has carried it down to book value. Very defensive. 6.4% dividend. | 2009-10-26 | |
| DON'T BUY | 25.550 | Steve Carlin | Don’t see a lot of upside potential, but you do get a 6+% dividend. They think management will do a great job of taking some costs out of the equation. Would not hold in growth funds. | 2009-10-22 | |
| BUY | 25.510 | Don Lato | With 6.3% yield it’s hard not to want to continue holding it. Higher yield on common stock than on their bonds. Probably modest growth and maybe in a year of two a dividend increase. | 2009-10-21 | |
| DON'T BUY | 25.370 | Michael Sprung | There is some new competition coming in between now and 2011. With this threat, he could see the stock moving sideways or even down for the next little while. | 2009-10-14 | |
| Comment | 25.960 | Rick Stuchberry | This is on his watch list. Yield is attractive. | 2009-10-09 | |
| BUY | 26.210 | Colin Stewart | Have done a great job cutting costs and working on growing the business. Also doing well growing wireless assets. Nice stable 6% dividend yield. Trades at a low valuation. To hedge this, you could Short Manitoba Tel (MBT-T) or some of the US telcos. | 2009-10-08 | |
| Comment | 26.370 | Paul Gardner, CFA | Never liked because head winds were so strong over the last 3 years. Used as a proxy for the bonds he holds. Trading at around 10X forward earnings. Just announced they and Telus (T-T) will be starting a new 3G network and selling iPhones & Blackberries, which should be able to help gain market share. (See Top Picks.) | 2009-10-06 | |
| PAST TOP PICK | 26.370 | Paul Gardner, CFA | (A Top Pick Dec 17/08. Up 26%.) Bell Canada Bonds 4.64% maturing 2016. | 2009-10-06 | |
| PAST TOP PICK | 26.050 | Jim Huang | (A Top Pick Nov 5/08. Down 22%.) Recommended it because he was betting that the takeover by the Teachers would go through. He is neutral on it now. 6.2% dividend is safe but you'll have to wait for capital gains. | 2009-10-02 | |
| Comment | 26.090 | Douglas Kee | Increased dividends by 5% twice since the Teachers deal fell through. Over the last 5 years the dividend is actually down about 8%. Thinks management is doing a good job. Cutting costs, reorganizing management and getting more aggressive on the wireless side. 6.5% yield. Could be 5%-10% capital appreciation also. | 2009-10-01 | |
| DON'T BUY | 26.200 | Keith Richards | Finding some support on its 50 day moving average. Has been in a sideways trading range and has been trying to break out. 6.2% dividend is probably safe but stock has to break out of its containment and he doesn't see that happening. | 2009-09-24 | |
| TOP PICK | 26.360 | David Cockfield | New management issuing some intelligence. Over 6% yield, which is safe. Good place to park your money. Doesn't see a huge amount of earnings growth potential, he is more interested in the dividend. | 2009-09-23 | |
| BUY | 26.360 | David Baskin | Likes the 6.2% dividend very much, which is expected to increase over time. Thinks telecoms are ready to break out. (See Top Picks.) | 2009-09-23 | |
| BUY | 26.750 | Ron Meisels | Has been base building and has managed to get above the 200-day moving average. The whole basing area could very well turn into an upside movement. Good yield of 6%. | 2009-09-18 | |
| BUY | 26.810 | Norman Levine | Has had a nice little run. Likes the stock and the new management, which is trying to get the company to be less bureaucratic and more streamlined and growth oriented. Nice yield. | 2009-09-11 | |
| TOP PICK | 26.760 | Veronika Hirsch | Fantastic yield of 6%. Doesn't think the stock will go down. Not a growth story but a dividend growth story. Also looks OK on the technicals. | 2009-09-02 | |
| TOP PICK | 26.900 | Randy LeClair | 4.35% Series 17 preferred bond. Trading a little below par. (Stock pays about 6% plus growth!) | 2009-08-28 | |
| TOP PICK | 26.320 | Nick Majendie | Starting to show better than anticipated results. Very good free cash flow. | 2009-08-27 | |
| Comment | 26.570 | Christine Poole | Prefers Rogers (RCI.B-T). (See Past Top Picks.) | 2009-08-26 | |
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| Comment | 26.570 | Michael Smedley | Surprised that some of these dividend-paying companies have not moved higher. Recently increased their dividend and he thinks it will continue to move up. | 2009-08-26 | |
| PAST TOP PICK | 26.700 | Jim Huang | 2009-08-24 | ||
| BUY | 26.250 | Ara Nalbandian | Over 6% dividend yield. An attractive entry point. | 2009-08-19 | |
| TOP PICK | 26.150 | Ross Healy | Nice dividend yield. Not very far away from its BV and has nice Fair Market Value, everything he looks for in a nice defensive play. | 2009-08-13 | |
| Comment | 25.430 | Paul Gardner, CFA | Just came out with some decent earnings. Trades at about 3X on a price to cash flow basis. 6.5% yield. Tremendous cash flow but no growth profile. Speculation on a merger with Telus (T-T). | 2009-08-12 | |
| Comment | 25.500 | Bruce Campbell | His dividend play with a little bit of growth. Will probably Sell in a year or so if it gets into the high $20's. 6.3% yield. | 2009-08-10 | |
| TOP PICK | 25.460 | David Cockfield | Bought this one for the 6.36% yield. Came out with some pretty reasonable numbers and pretty reasonable forecast. Good company and management. | 2009-08-07 | |
| BUY | 24.670 | Peter Brieger | 6.3% dividend is safe. In this whole space, you have to decide if you want income with modest growth such as BCE (BCE-T), Manitoba Tel (MBT-T) or Telus (T-T) or something more adventurous but with a slightly lower yield such as Rogers (RCI.B-T) or Shaw (SJR.B-T). | 2009-08-05 | |
| Comment | 24.500 | Peter Brieger | Versus BCE preferred. Unless there is a specific need for income you should always go to the common because you have some capital gains opportunities and the yield is comparative. Prefers Rogers (RCI.B-T) and Shaw (SJR.B-T). | 2009-07-23 | |
| BUY | 24.000 | Norman Levine | Good defensive name. Going through a turnaround. Will be buying back shares and increasing dividends. | 2009-07-22 | |
| BUY | 24.250 | Christine Poole | Strong balance sheet. Have been buying back stock. Wonders about the impact when new wireless players come in. 6% yield. If you are looking for income, not double-digit growth, this is a good investment. | 2009-07-21 | |
| Comment | 24.250 | Mark Carpani | Midterm bonds yielding about 7%? Doesn't own any Telcos. Feels they are very highly regulated so there's not a lot of upside. However, this one short-term at 7% is okay but feels there are better places to be. | 2009-07-21 | |
| TOP PICK | 24.220 | Veronika Hirsch | Has under performed the banks, which is a surprise. 6.3% yield. For people who are really uncomfortable with the market. Some day it will get a bit more respect. | 2009-07-17 | |
| BUY | 24.140 | Bruce Campbell | Likes it at this price. New management is doing a lot of the right things. 6.5% yield. Low multiple. | 2009-07-15 | |
| DON'T BUY | 24.170 | Karl Berger | Would focus more towards the wireless space such as Telus (T-T) or Rogers (RCI.B-T). Seemed to lose their focus during the Teachers Pension bid so this is not one of his favourites. | 2009-07-14 | |
| BUY | 24.120 | John Zechner | Valuation is cheap. Dividend is safe. Throwing off excess cash. Likes management. | 2009-07-13 | |
| TOP PICK | 23.610 | Gavin Graham | Has stripped down the management and is fighting back again just Rogers (RCI.B-T). Running it much more effectively. 6.5% dividend. Could very well do something with another cable company in order to get national geographic reach. | 2009-07-07 | |
| PAST TOP PICK | 23.990 | Ara Nalbandian | (A Top Pick May 15/09. Up 1.7%.) 9% free cash flow is attractive. Yield of about 6%. Stable business. Have been cost cutting and buying back shares. Recently did debt offerings that have been lower than what they’ve been in the past. | 2009-07-03 | |
| BUY | 23.990 | Prakash Hariharan | Really likes it at these levels. Good dividend and it seems safe. Trading close to or below book value. Management seems to be getting their act together. | 2009-07-03 | |
| BUY | 24.100 | Joey Mack | Long corporate bonds. Would be pretty comfortable owning this. Pretty solid credit. | 2009-06-24 | |
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| BUY | 23.800 | Laura Wallace | Likes this at this price. Competition is heating up, especially on the cell phone side. Strong management with a well-defined plan to get costs out aggressively. Very good dividend yield. | 2009-06-23 | |
| Comment | 23.510 | Steve Carlin | Fails to see a lot of catalysts for earnings growth for the next few years. Attractive dividend yield and would be his reason for owning it. 6.5% yield. | 2009-06-19 | |
| DON'T BUY | 23.510 | Stan Wong | A telco stock but to him it is more of a utility. There is some positive with its wireless growth but in an economic recovery utility stocks tend not to do well. Not expensive at 10X forward PE. Very strong dividend. Well below its 50-day and 200-day moving averages. | 2009-06-19 | |
| TOP PICK | 23.750 | David Baskin | Strong cash flow and very stable. Growing wireless. 6.1% dividend and board of directors has pledged to raise it. | 2009-06-18 | |
| Comment | 23.920 | Peter Brieger | Yield of 6.4%. It is now incumbent on management to show investors they can grow the company. If you are looking for more growth he would look to Rogers (RCI.B-T), Shaw (SJR.B-T) and Telus (T-T), in that order. | 2009-06-16 | |
| DON'T BUY | 24.100 | Charles Lannon | Owns the bonds but no shares. Not a particular fan of the equity. As a couple of problems. 1) Has some difficult competition in Ontario and Quebec. 2) Wire exposure is not as good as Telus (T-T). Would prefer Telus instead. | 2009-06-12 | |
| HOLD | 25.000 | Michael Smedley | Interesting to be with a strong telephone company and earned some good money and perhaps even improve. 6.2% yield, which is capable of being hiked. | 2009-06-10 | |
| TOP PICK | 24.860 | David Cockfield | Likes it under $25. New management. Good yield of about 6%. | 2009-06-05 | |
| BUY | 24.960 | Steven Conville | Not anticipating huge growth out of this stock. However it is a nice defensive play. Great dividend. Best balance sheet of the 3 major telcos. | 2009-06-01 | |
| Comment | 24.900 | Rick Stuchberry | Important thing to look at in this sector is whether a company is a leader or a laggard in the industry. Rogers (RCI.B-T) has a leading technology and is probably the “go to” stock. This company and BCE (BCE-T) are relatively safe and ok for yield. 6.2% yield. | 2009-05-28 | |
| BUY | 24.950 | Laura Wallace | Downside is quite limited. Very secure 6.2% yield. Have about $2.5 billion cash on the balance sheet. Will be a slow, steady performer. Very impressed with management. | 2009-05-26 | |
| TOP PICK | 24.570 | Bruce Campbell | Teachers pension plan sold their holdings, which depressed the stock. 6% yield. Pretty defensive. | 2009-05-25 | |
| BUY on WEAKNESS | 24.570 | Prakash Hariharan | Teachers Pension has been liquidating this stock. Interesting book value of about $20 and 6% dividend yield. He might buy back in if it pulls back a little. | 2009-05-25 | |
| TOP PICK | 23.870 | Ross Healy | In a potentially risky market this one has already hit its all-time low at its book value of about $22. Has a nice yield if you are looking for income and safety. Has an upside target of around $30. | 2009-05-21 | |
| DON'T BUY | 23.940 | Karl Berger | Have under invested in their business in the last couple of years. Competition has made gains that it will be tougher for them to gain back. Not the best company in the space. He prefers Telus (T-T). | 2009-05-20 | |
| TOP PICK | 24.020 | David Baskin | Locking in dividend yields. This one has a yield of about 6.5% and the company has given strong indications that the dividend will rise. Can see the stock price going up to $30. | 2009-05-19 | |
| TOP PICK | 23.960 | Ara Nalbandian | He has been moving from cyclical names to more defensive names, which have lagged. Trades at about 5X EBITDA with a 6.4% yield. Has over 9% in free cash flow. Everything they wanted to do is coming through now. | 2009-05-15 | |
| BUY | 24.150 | Craig MacAdam | Just finished a share buyback. Balance sheet is quite strong. Very predictable stream of revenue. New management is very strong. Very attractive below $25. | 2009-05-14 | |
| BUY | 24.350 | Colin Stewart | Very attractive dividend yield of about 6%. Trades at a pretty low depressed valuation multiple of about 4.5-5 enterprise EBITDA. | 2009-05-12 | |
| SELL | 24.360 | Mike Lyons CA, CFA | Like a lot of the phone companies it looks reasonably valued on a PE or dividend yield basis but most of them have a lot of debt. For many years they could afford a lot of debt but now they are dicier businesses. He shies away from all telco related companies. | 2009-05-11 | |
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| TOP PICK | 24.670 | Hank Cunningham | 5.54% maturing Feb 15/17. Likes the corporate bond market. Example of a utility that is offering a very handsome spread over Canada's. Could be some capital gain as well. This company is back to investment grade status. | 2009-05-08 |
