| TOP PICK | 37.640 | Robert Floyd | Had a fairly good quarter. Looking at the 2nd half, they have the iPhone as well as the new Blackberry Bold, which will add significantly to their numbers. | 2008-08-21 | |
| BUY | 35.770 | Bruce Campbell | Wireless Spectrum adding a 4th competitor weakened the stock price. It will cost the competitor over $1 billion and take minimum of 2 or 3 years to come on plus another $1 billion to have 3G. Just a free cash flow machine right now. Yield is now over 3%. | 2008-08-18 | |
| WAIT | 36.010 | Michael Sprung | Profits are predicted to go up from $1.50 last year to over $2.50 for the next 2 years. With the new Spectrum auction, there will be new, very substantial international players coming in. the iPhone is great, but he is not sure of the margin they'll be earning. Looks quite attractive from a valuation point of view. | 2008-08-14 | |
| BUY | 35.800 | Don Lato | Think the market has been concerned about the wireless auction but long-term he is not overly concerned. They will continue to be the dominant player. Long-term this is a growing market. Good earnings stream. Almost a 3% yield. | 2008-08-13 | |
| DON'T BUY | 35.910 | Hap (Robert) Sneddon FCSI | Likes this sector quite a bit. (See Top Picks.) He would like to see it break the downtrend. Be patient and watch the data that supports it on a fundamental basis. | 2008-08-12 | |
| BUY | 35.180 | David Driscoll | Slow down on wireless side. Good growth company and dividend to boot. Loves Canadian wireless plays. Not too concerned about competitors in wireless auction. Has no problem with dollar cost averaging. Only 35% penetration in Canada in Wireless. | 2008-08-11 | |
| BUY | 35.200 | Gordon Higgins, CA, MBA, CFA | Great growth in the wireless. An excellent cash machine. A good play. | 2008-08-08 | |
| DON'T BUY | 35.250 | David Burrows | If you own, see if it can hold the lows that it had in March. Sound business and sound cash flow but the problem is concerns about the margins. | 2008-08-05 | |
| BUY | 33.640 | Michael Smedley | Quarterly results were disappointing on the bottom line as well as the subscriber line but it did not include the iPhone. Think of this as a core holding. | 2008-08-01 | |
| TOP PICK | 34.590 | John O'Connell, CFA | Has had slower subscriber growth but thinks it will start ramping up now. Great free cash flow story. They have the best model for communications and entertainment. | 2008-07-31 | |
| TOP PICK | 35.380 | Bruce Campbell | Disappointment on the quarter was its average revenue per user (ARPU), which only grew about 4%. 7% or 8% had been expected. The iPhone ARPU is going to be around $95. Will be a little bit of a hit on EBITDA over the next year because of the need to subsidize new users. Free cash flow of 8.5%. Cheap. | 2008-07-30 | |
| WAIT | 34.960 | Ken McCord | (Market Call Minute.) Missed their quarter but this did not include the iPhone release. Wait to see if there is a rebound next quarter. | 2008-07-29 | |
| PAST TOP PICK | 39.400 | Robert Floyd | (A Top Pick Aug 8/07. Down 12%.) This is one that he would be adding to. Likes this one on the long-term. Will do quite well in the next 12 to 15 months. Still a Buy. | 2008-07-23 | |
| DON'T BUY | 39.400 | Steven Conville | The leaders in terms of innovations in the telco space. The early adapters of new technology. Have always been known as a highly leveraged company, which has made the market a bit wary. It will now be more expensive for them to maintain their leverage. Looking for it to be flat or below current levels for the next 6 to 12 months. | 2008-07-23 | |
| BUY | 39.390 | Andrew Guy, CFA | This is a positive story over the next 1 to 3 years. Market has been beating it up on concerns over the auction of new wireless Spectrum. With the prices paid, their competition is starting off in a deep hole. Good valuation. | 2008-07-22 | |
| DON'T BUY | 38.880 | Norman Levine | Carries a premium valuation in the group and also has GSM, which others will be switching to. Not a buying opportunity yet. Still some valuation premium because of being the sole provider in Canada of the Apple iPhone. | 2008-07-21 | |
| BUY | 36.500 | Neil Wickham | Drop in stock price was unexpected but thinks it is in sympathy with the general market more than anything wrong with the company. Tremendous upside from here. | 2008-07-14 | |
| BUY | 37.210 | Ed Snyder | You could probably do well with this. Have both the iPhone and the Blackberry. Won’t see a lot of competition in the next couple of quarters. Be careful more than 2 quarters out as the reality of the iPhone may disappoint. | 2008-07-11 | |
| TOP PICK | 38.510 | Gavin Graham | Continuing to gain market share in things like Internet and landline phones. 2.5% yield. | 2008-07-07 | |
| TOP PICK | 39.520 | Peter Gibson | Out of 172 global stocks in the telecom sector this one ranks 26 and 6th in terms of the best fundamentals. ROE almost 27% and rising rapidly. PE of about 21X. | 2008-06-27 | |
| WAIT | 41.110 | David Burrows | Probably the best in the cable/wireless sector in North America. Doesn’t seem to be great sponsorship for the sector at this point. There are concerns in Canada on the Spectrum auction and the spectre of competition and growth rate in wireless. Wait for it to move up to $45/$46 before Buying. | 2008-06-16 | |
| TOP PICK | 41.090 | Bruce Campbell | A complete cash flow machine. Stock is down on all the Spectrum noise. This company is the largest bidder. Competition is not going to be as big problem as people think. IPhone on July 11 is going to ramp their numbers. Have $1 billion of free cash flow. | 2008-06-13 | |
| BUY | 40.510 | Don Lato | Stock is down as the bidding war on wireless Spectrum heats up. Some serious competitors coming into that market and will give them a little more competition. With their new iPhone contract and their cable business, the stock is trading at a reasonable multiple again. | 2008-06-11 | |
| TOP PICK | 41.390 | David Baskin | Suffered from the belief that new entrants who buy Spectrum in the government's auction will impact on margins in the cellular market. Doesn't think this will happen for 3 or 4 years. An absolute cash flow machine and sells at about 8X cash flow. Dividend has been increased radically. | 2008-06-10 | |
| PAST TOP PICK | 42.510 | Stephen Carlin | (A Top Pick April 5/07. Up 13%.) Gone sideways for the last couple of months because of worries on wireless growth/competition. Core of the business still remains very strong. | 2008-06-03 | |
| TOP PICK | 44.090 | Bruce Campbell | Huge free cash flow generator and they will return some of this to shareholders. Not concerned about the wireless Spectrum auction. | 2008-05-26 | |
| BUY | 42.860 | Gavin Graham | (Market Call Minute.) Best performing telecom stock. Getting market share in wireless and cable. | 2008-05-20 | |
| BUY | 42.860 | Bob Stodgell | On the assumption that the Bell Canada (BCE-T) deal does get done, there will be a lot of money that has been designated for the Telecom area and will have to be redeployed. Feels the competitive landscape will be changing too. Good long-term holding. | 2008-05-20 | |
| TOP PICK | 41.420 | David Baskin | Dividend yield is pretty reasonable at about 2.2%. Balance sheet is much better than it used to be. Sold off giving a very attractive entry price. New spectrum auction won't create much competition. | 2008-04-22 | |
| DON'T BUY | 40.600 | David Burrows | A tough space in the last little while. With the new Spectrum auction was announced and Verizon (VZ-N) coming out with “all-you-can-eat” airtime, this raised concerns about the ability to raise margins and make money. This is a tremendous company and earnings should grow 20% a year over the next couple of years. The risk is this is a bounce off the bottom since March and people will use this opportunity to lighten up their holdings. | 2008-04-18 | |
| BUY | 41.020 | Gordon Higgins, CA, MBA, CFA | They were taking more than 50% share for a while but raised their prices and everyone went back to taking their normal share. They are still very profitable. Market is being overly punitive on the stock. | 2008-04-17 | |
| DON'T BUY | 41.520 | Paul Thornton | They are kind of stuck and he suspects the stock price is going to be stuck. Little bit concerned about what is happening there so he is staying away from it. | 2008-04-11 | |
| TOP PICK | 42.510 | Paul Gardner, CFA | Best in class for the telecom space. Likes that they have the GSM network. Great job of growing their wireless. Cable seems to have won the TV wars against satellite. Doing fantastic with their free cash flow. | 2008-04-10 | |
| BUY | 41.400 | Gavin Graham | (Market Call Minute.) Continues to be the premier player in the communications space. | 2008-04-09 | |
| TOP PICK | 41.400 | Don Lato | Stock has come down on the fears of the new Spectrum auction. This is the dominant player. | 2008-04-09 | |
| TOP PICK | 40.420 | Peter Brieger | Given the price decline and that they should be one of the top dogs in the forthcoming auction, he likes this one very much. | 2008-04-02 | |
| DON'T BUY | 36.920 | David Burrows | There’s a cross-north America slowing in subscriber growth. Operating well. Would continue to avoid telecommunications. | 2008-03-31 | |
| DON'T BUY | 36.070 | Norman Levine | Looking cheaper than it was. Getting closer to a buy. Stay away in the short term. | 2008-03-27 | |
| WAIT | 36.070 | Ken McCord | Likes Rogers, for the concept and their business. The problems is the wireless spectrum option in May, where the government is going to auction off all its wireless space. The Rogers either has to drop their prices now in answer to that competition or they have to meet new competitor/entrant pricing. The industry is moving in favour of the consumer and away from the shareholder. | 2008-03-26 | |
| BUY | 34.280 | Robert Floyd | In terms of players, Rogers is the obvious choice. They are dominate in the space. Thinks it is attractive at this price. | 2008-03-20 | |
| VAGUE | 35.400 | David Baskin | This is a stable income company. It is undervalued. The media may be partly responsible. | 2008-03-18 | |
| DON'T BUY | 35.170 | Ron Meisels | Its trend is currently down. There is some hope. It’s not acting like a commodity. | 2008-03-14 | |
| HOLD | 36.680 | Laura Wallace | Looking at this one. Chart reflects the whole competition that is going on in wireless and is impacting the high-growth area for this company. Could go to the $30-$33 area, but it is a much stronger company than it was the last time we went into a recession. You could add to this on weakness. | 2008-03-12 | |
| TOP PICK | 38.040 | Paul Gardner, CFA | “Best in class” assets. They have the GSM. R2 growth of 7%. They don't have to spend a lot of capital expenditure. Taking market share away from the Telcos. Stock dropped on the Spectrum announcement but feels it was an overreaction. | 2008-03-10 | |
| SELL | 39.210 | Michael Sprung | (Market Call Minute.) Despite having been in the right place at the right time, he is not sure that going forward how much competitors will be eating at their margins. | 2008-03-05 | |
| BUY | 39.400 | John O'Connell, CFA | Likes their cellular franchise, cable business and Internet business. Good entry point. | 2008-03-03 | |
| TOP PICK | 38.850 | Robert Floyd | Have shown a history of being a dominant player and will continue to do so. Have increased their dividend by 100% to $1.00. There is a nice growth in EBITDA next year of roughly mid teens. Just reported numbers and it showed solid growth. | 2008-02-29 | |
| BUY | 39.910 | David Baskin | Reasonably priced. Has so much penetration between the cable, phones etc.. | 2008-02-19 | |
| DON'T BUY | 39.800 | David Burrows | (Market Call Minute.) Stock has broken down and there is slowing expectations in wireless. Bad revisions in trends and earnings. | 2008-02-15 | |
| BUY on WEAKNESS | 39.800 | Laura Wallace | Has been disappointing but could be interesting a little lower down. In an economic slowdown, wireless starts to perform very poorly. If you own and it is not a big portion of your portfolio, Hold. | 2008-02-15 | |
| SELL | 38.910 | Kenneth P. Norquay, CMT | Sort of looks like the rest of the stock market. Was in a beautiful uptrend but rolled over and is now in a downtrend. You shouldn't own a stock in a downtrend. | 2008-02-12 | |
| Comment | 38.050 | Norman Levine | This was the stock to own in the cable communications area for some time. Valuations got excessive and the stock has come off. There is also potential for new competition in the wireless area. In the near term, be cautious, but in the long-term it is a great franchise. | 2008-02-11 | |
| HOLD | 38.050 | Michael Decter | A good solid company. If the BCE (BCE-T) deal gets done, there will be a lot of money that needs to go to other telecoms and cables. Well managed. Cleaning up operations and clearing their debt. | 2008-02-11 | |
| TOP PICK | 37.760 | Ben Cheng | Federal government opening up wireless for more competition produced some weakness, but they are generating fabulous amounts of free cash flow and are buying back stock. Dividend was increased substantially and is very safe. Looking for continuing increased growth. | 2008-01-21 | |
| DON'T BUY | 38.680 | David Burrows | Very predictable cash flow in the past. Wireless subscriber growth in Canada is slowing. This will give a significant contraction in the earnings multiple that people are willing to pay. | 2008-01-18 | |
| BUY | 39.450 | Robert Floyd | The news is on GSM where Telus is looking into this area. If they switch to this, it will give Rogers competition. Dividend has been increased but the growth rate is slowing somewhat. Not a bad price at this point. | 2008-01-15 | |
| DON'T BUY | 40.300 | Laura Wallace | Earnings disappointment on the wireless side. Going to be a very competitive marketplace, especially in Canada with the auction of Spectrum. ROE of over 20% with a dividend of 2.5%. Has a small buyback in place. Still quite levered with debt to capital at over 60%. At a level where it is going to be very interesting. Expect there will be some further downside. Would be interested in the $35-$38 range. | 2008-01-11 | |
| DON'T BUY | 41.950 | Michael Sprung | Have done extremely well over the last couple of years with market share in wireless. CRTC have announced an auction for more broadband exposure excluding the majors. Could create more competition. Has always looked like an expensive multiple to him. | 2008-01-08 | |
| TOP PICK | 44.990 | Bruce Campbell | Stock fell after the wireless Spectrum came out. Good entry point. A wireless play as 80% of EBITDA is wireless plus the cable. Free cash flow is $1 billion a year plus. They have the best technology on the wireless side and the only ones with 3G technology. | 2007-12-31 | |
| TOP PICK | 43.620 | John O'Connell, CFA | Thinks the market has overreacted to the governments Spectrum offer. They have a very compelling package of consumer products. 10% free cash flow yield. Great balance sheet. 1% dividend yield could double. | 2007-12-10 | |
| TOP PICK | 42.800 | John Zechner | Comfortable with the growth in the wireless industry, the valuation and what they are doing on cable. When the iPhone comes to Canada it is a logical choice for them to go with this company. Could be a little shaky on the short term, but he is comfortable with it. | 2007-12-05 | |
| Comment | 41.560 | Ross Healey | Because of the CRTC announcement on wireless (spectrum) Telus (T-T) and Rogers (RCI.B-T) have had a bit of a setback. There may be more competition in cellular phones and could put pressure on both companies. | 2007-11-30 | |
| WATCH | 41.710 | David Baskin | Took quite a whipping today so he was looking at it. Down 8%. Could be some more fallout because they have the most to lose on the wireless situation. | 2007-11-29 | |
| BUY | 43.500 | Ron Meisels | Had a bit of a correction in November. The 200-day moving average is still rising and has now broken below it a little bit. In the tail end of the ugly market correction and it is then that some stocks get and negative surprise. As 2008 is going to be a good year, this is a good buying opportunity. | 2007-11-23 | |
| DON'T BUY | 42.930 | Paul Thornton | This stock dropped because of the market weakness. Large cap and very dominate in its space and has been one of the best stocks in the last few years. It undercut its August low which is very negative going forward. Wait for it to go back above its August low. | 2007-11-21 | |
| Comment | 42.610 | Norman Levine | As a value manager, this is more of a growth stock. Has had a great run. Has come off of late with the market. If you're a long-term growth investor, it is a good one to own. In the near term it is probably vulnerable to a market correction because its multiple has gone up so much. There is also likelihood of new competition coming in in wireless. | 2007-11-20 | |
| BUY | 44.860 | Robert Floyd | This is a decent entry point. Have had tremendous growth on their wireless side. | 2007-11-14 | |
| SELL | 45.310 | Bill Carrigan | Rogers (RCI.B-T) and Telus (T-T) have been leaders for a long, long time. They have broken their up trends and he thinks it's a serious break. So he would be reducing both of these names. Another reason is that it is highly owned by institutions and they will be cutting back. | 2007-11-13 | |
| Comment | 46.400 | Norman Levine | For investors looking for growth in the telco sector, but not for a value investor. | 2007-11-09 | |
| HOLD | 48.910 | Peter Brieger | | 2007-11-06 | |
| BUY | 47.400 | Paul Harris, CFA | Has done incredibly well. Getting a lot more revenue from their existing clients. Have spent a lot of money on their network and this is coming to fruition. Will be one of the few people that will carry the iPhone next year. | 2007-11-01 | |
| BUY | 48.140 | Michael Smedley | A tremendous long-term hold. | 2007-10-31 | |
| PAST TOP PICK | 47.990 | Stephen Carlin | (A Top Pick, Nov 8/06. Up 30.1%) Still like the name. Business continues t do well, firing all cylinders. Still see plenty of upside. | 2007-10-25 | |
| TOP PICK | 47.060 | Bruce Campbell | Wireless growth still continues. The cable side is going well. Is creating 1 billion of cash flow per year. In the short term, really good growth, will have to do something with it, either buy back stock, or raise dividend. | 2007-10-24 | |
| BUY | 47.060 | Brendan Caldwell | A technology leader. Gives the people what they want. Good operational track record. As part of a diversified portfolio, it's worth buying at this price. | 2007-10-24 | |
| PAST TOP PICK | 47.840 | David Burrows | (A Top Pick Jan 8/07. Up 34.2%.) Other stocks met his tests more closely, so he has just sold his holdings. Getting more volatile. | 2007-10-04 | |
| WATCH | 46.910 | Norman Levine | Stock had a huge run and currently there is profit taking. Made some major acquisitions, so have a lot to digest. There is the potential of increased competition in the wireless market. Expect there will just be flatish results in the near term. | 2007-10-02 | |
| TOP PICK | 45.530 | Bruce Campbell | Lagging the market a fair bit. Feels there is an ongoing worry that there'll be a 4th cellular firm licensed. Doesn't see this happening because of costs involved and the time element. They keep raising the dividend and will probably do a buyback. | 2007-09-25 | |
| TOP PICK | 46.800 | John Zechner | Wireless growth has slowed down a little but they are generating more cash than they ever have done before. Balance sheet is in better shape. | 2007-09-12 | |
| BUY | 47.400 | John O'Connell, CFA | Tremendously successful. Has everything going for it. Enormous free cash flow. Paying down debt and has a dividend. | 2007-08-27 | |
| BUY | 47.400 | Don Vialoux | Chart shows an excellent trend. It has recently formed a trading range but there are now indications of support around $43. | 2007-08-27 | |
| Comment | 47.310 | David Baskin | An expensive stock. Has been buying Telus (T-T) instead. Rogers probably has the better growth platform and has the advantage of having world phone capability. Telus will have to develop this at pretty significant capital cost. | 2007-08-23 | |
| DON'T BUY | 48.200 | Brian Acker, CA | The model price is $28.68, a 40% negative differential. Too expensive for his portfolios. | 2007-08-22 | |
| PAST TOP PICK | 47.520 | Stephen Carlin | (A Top Pick Nov 8/06. Up 39.3%.) Fundamentals for the cable business continue to be very strong. Wireless business is firing on all cylinders. Amazing free cash flow generation. Still plenty of upside. | 2007-08-21 | |
| TOP PICK | 44.700 | Robert Floyd | Looking at the basic operations of the company, wireless and cable, they are providing substantial growth in terms of EBITDA cash flow. Wireless market is a very good one to be in. Good year over year growth and steady cash flow. | 2007-08-10 | |
| BUY | 45.250 | David Burrows | Long-term chart indicates stock is still trending higher. Cash flow is very predictable with good margins and a stronger balance sheet. Wireless and telecom sector has been one of the best performing. Likes it for defensive and growth positions. | 2007-08-09 | |
| WAIT | 47.130 | Laura Wallace | Has benefited from investors looking for a way to play wireless. Earnings were disappointing. | 2007-08-02 | |
| Comment | 46.830 | Veronika Hirsch | Earnings reported where good, but market was expecting more. Has a lot of room to raise their dividend. Expect they will cash flow $1 billion next year. | 2007-08-01 | |
| HOLD | 48.220 | John O'Connell, CFA | They continue to have the best platform in Canada. | 2007-07-31 | |
| BUY | 48.220 | Michael Decter | Likes cable. Cable companies are going to do way better than the Telco’s. Was knocked down today. He doesn't think the street read the earnings report very carefully. Good value. | 2007-07-31 | |
| BUY | 51.060 | Bruce Campbell | Thinks there's 3 or 4 years of pretty good growth still to come. Will probably benefit from BCE’s privatization. | 2007-07-30 | |
| BUY | 50.260 | Brendan Caldwell | Have done a very good job of promoting their company, being on the leading edge of whatever is driving the communications revolution. Sees no reason why the stock will let up any time soon. | 2007-07-24 | |
| BUY | 50.260 | Ian Nakamoto | Since BCE (BCE-T) is going to disappear, some of that money will float into the different communication companies such as this one. | 2007-07-24 | |
| DON'T BUY | 51.260 | Norman Levine | Doesn't fall under the value label for his holdings. Probably has further upside. Trades at that higher multiple than he is comfortable with. | 2007-07-18 | |
| Comment | 50.990 | David Baskin | Hitting on all cylinders. Making money like crazy. Would like to Buy on a dip. | 2007-07-17 | |
| STRONG BUY | 49.400 | Peter Gibson | Looks great. Very expensive on a PE basis but has phenomenal profit growth. Throwing off so much cash, it looks exceptional. | 2007-07-16 | |
| BUY | 47.220 | Bruce Campbell | Expect it will go 15%-20% higher. They are likely a beneficiary from BCE going private. Continue to do well quarter after quarter in wireless. | 2007-07-09 | |
| BUY | 46.550 | Jeff Parent | Very steady uptrend. A great stock to hold. The support level is at about $44. No upside resistance. Stay above the 50-day moving average. No worries until it gets down to $44 and then $37-$38. | 2007-07-06 | |
| BUY | 45.930 | Chyanne Fickes | One of the better companies out there. Undervalued. Has done well and will continue to do well. Investors will have to sell their BCE shares and some of that will move into this stock. | 2007-07-05 | |
| BUY on WEAKNESS | 46.710 | Michael Decter | This would be his top pick in the media, wireless, and telecommunication sector. Had a good run recently. Would be more comfortable buying in the mid-$40. | 2007-06-20 | |
Experts that have talked about Rogers Communcations (B)
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