Rss Top Picks FeedRss Daily Feed| Click Here to receive daily reports of the TOP PICKS OR your personal stock choices | STOCKCHASEWhat the experts are saying! |
| There are 4 registered members and 59 guests viewing the site. | Follow us on Twitter | Rss Top Picks Feed | Rss Daily Feed |
|
| TOP PICK | 20.580 | Ross Healy | 11 times earnings, little bit of softening in earnings forecast. He is not looking to take investment positions. He is approaching market from a trading point of view. Don’t expect to be holding these stocks for 3 years. It is a trade. | 2012-01-10 | |
| PAST TOP PICK | 20.560 | Randy LeClair | (A Top Pick July 5/11. Up 2.3%.) Shaw 4.50% Series A. Rate reset Series A. Still Buying. | 2011-12-07 | |
| PAST TOP PICK | 20.560 | Douglas Kee | (A Top Pick Oct 25/10. Down 3.38%.) | 2011-11-07 | |
| TOP PICK | 0.010 | Randy LeClair | Series A callable on June 30/16. At this yield to call is 4.27%. Like buying a bond with a 5.7% yield. | 2011-10-17 | |
| PAST TOP PICK | 20.940 | Gavin Graham | (A Top Pick Sept 16/10. Down 1.29%.) Still has it as a recommendation as a Hold in his letter. Very decent dividend. Cash flow generation is good. | 2011-09-29 | |
| PAST TOP PICK | 21.500 | Gavin Graham | (A Top Pick Sept 16/10. Up 1.6%.) Failure to expand into wireless could be seen as a pretty smart move in a little while. Still recommends. | 2011-09-09 | |
| TOP PICK | 22.400 | Ross Healy | Very nice valuation especially compared to Rogers. Will hang in and if markets pick up could give you a nice little gain. Defensive play. | 2011-08-31 | |
| PAST TOP PICK | 20.840 | Gavin Graham | (A Top Pick Sept 16/10. Down 2.56%.) Still likes. | 2011-08-05 | |
| DON'T BUY | 21.550 | Steve Carlin | Had owned this for a long time but saw better upside potential in some of the other names within the cable and wireless space. Prefers Rogers (RCI.B-T) and Telus (T-T). Not 100% clear on the company's direction so not sure how much upside is left. | 2011-07-26 | |
| BUY | 21.640 | Ben Cheng | Likes the cablecos. They are all trading at reasonable valuations in the neighbourhood of 5.5-6 times EBITDA cash flow. Has a track record of increasing dividends. Going forward there is growth in more products that they can bring on to the cable and wireless sides as well as products for the internet. Would also own some Bell (BCE-T) and Rogers (RCI.B-T). | 2011-07-14 | |
| TOP PICK | 22.030 | Ross Healy | Has got about the best dividend of the 3. Very stable in about the Price to Book of about 2.5 times. Fairy well positioned in the market. Fair market value and earnings trends are good. | 2011-07-12 | |
| TOP PICK | 21.680 | Mike MacBain | (A Top Pick April 12/11. Up 1.5%%.) Buy Shaw 6.75%, 2039 and Short GOC 5%, 2037. Shaw has under performed the sector for about 4 months but expect this will change in the next while. | 2011-07-11 | |
| TOP PICK | 21.970 | Randy LeClair | Shaw Communications 4.50% Rate reset Series A. 99% of time company redeems them at reset. Non-Financial. Likes numbers on Shaw. Doing well with Canwest acquisition. Everyone is waiting for what they will do in the wireless segment if anything. Firing on all cylinders. | 2011-07-05 | |
| DON'T BUY | 21.800 | Paul Gardner, CFA | Have been struggling over the last several quarters. There is always room for cable and telco companies to increase their EBITDA. The issue here is that Telus (T-T) is gaining market share and we don't know what they are going to do with the wireless side. Prefers the telcos. | 2011-07-04 | |
| DON'T BUY | 20.350 | Michael Sprung | This industry is extremely competitive right now. Most recent quarter was a bit of a disappointment. Had slower growth in cable and are in more and more competition with Telus (T-T) on the wireless front. Feels the CanWest acquisition will work out for them very well in the long term. | 2011-06-20 | |
| DON'T BUY | 20.100 | Paul Gardner, CFA | Shaw Comm. B has had problems with transitions issues, media side is doing better after taking over Can-West. However, thinks they are not in a great place and will struggle. Prefers BCE or Telus. | 2011-05-17 | |
| BUY | 19.900 | Ara Nalbandian | Prefers their competitor Telus (T-T). Competitive environment between these two has been fairly reasonable so far. Both are exceptionally well managed. This company has been very patient in building out their wireless, which he feels is a smart move. | 2011-05-11 | |
| DON'T BUY | 19.160 | David Cockfield | Took quite a big hit. He owns a bit, partly because of the yield and partly because he likes the Vancouver B.C. market. Was really disappointed in their numbers and doesn’t have a proper explanation in his mind as to what’s gone wrong. He might be eliminating his position. | 2011-04-15 | |
| DON'T BUY | 19.800 | Michael Decter | Slowing down their mobile phone plans. Thinks there is beginning to be saturation. Hefty margins that have been enjoyed for some time may be giving way to competition. | 2011-04-13 | |
|
| |||||
| DON'T BUY | 21.300 | John O'Connell, CFA | Problem is that you are buying a family-controlled company. Have paid themselves extravagantly. It’s well positioned in the telecom space. Not his favourite pick – he would prefer Rogers. | 2011-02-15 | |
| BUY | 21.630 | Hank Cunningham | 5.7% bond due March 2017? Likes this company’s bonds. Rated BBB. Yielding about 4.11%, which is reasonable. Would be a worthy inclusion on a laddered portfolio. | 2011-02-03 | |
| BUY | 21.100 | David Cockfield | Likes the stock. Has quite a reasonable dividend of 4.3%. Tends to be focused in Vancouver, which he likes. Have also bought some broadband potential. | 2011-01-21 | |
| DON'T BUY | 21.120 | Paul Gardner, CFA | Prefers other telcos instead. Cable numbers were higher than expected last quarter but are dealing with a highly competitive market. Telus (T-T) is starting to take market share from them. Tremendous free cash flow but sees some risk on the horizon. | 2011-01-18 | |
| Comment | 21.150 | Hap (Robert) Sneddon FCSI | Good dividend. Reasonable upward trend. Has some support around $21 level but if it dropped to $19 it would be a screaming Buy. Sector shows a little bit of weakness. | 2011-01-05 | |
| TOP PICK | 20.950 | Bill Carrigan | This one is a beautiful trader. Also in a defensive group so if the market gets nervous, money tends to moves into this. Has content.On the bottom line of the growth channel.. | 2010-12-20 | |
| DON'T BUY | 20.700 | Mike MacBain | 5.75% bond due march 2017. Great company and great management team. Likes longer dated Shaw paper rather than shorter dated so consider the 2039 bonds. However he would also Short a 30-year Government of Canada bond interest rate as a hedge. | 2010-12-13 | |
| Comment | 20.600 | Don Vialoux | Hard to find good news on the chart but this has come back to a very important support level and seems to be trying to bounce off it. Would guess that downside risk is pretty minimal. Seasonally it usually clicks in around Nov with a short period of strength through to Jan. Consider Selling in the next month. | 2010-12-10 | |
| BUY | 20.790 | David Cockfield | (Caller asked about Shawcor (SCL.A-T)but David talked media so I presume he misunderstood. Host didn't pick up on it. Your choice. - Bill)"Likes the media space. Very competitive sector but feels they will do OK." | 2010-11-12 | |
| Comment | 20.790 | Bruce Campbell | Prefers Rogers (RCI.B-T). Both have pulled back quite a bit. Rogers has a bit better growth from the wireless side and are pretty established. | 2010-11-12 | |
| TOP PICK | 22.000 | Douglas Kee | Great dividend grower. Throws off a lot of free cash flow and thinks this will grow. Directors and family own a lot of stock and continue to buy stock. | 2010-10-25 | |
| PAST TOP PICK | 22.420 | Mark Wisniewski | (A Top Pick Aug 12/09. Up 10.46%.) Still a buy. | 2010-10-13 | |
| Comment | 22.560 | Bruce Campbell | Prefer Rogers (RCI.B-T) for its better growth. | 2010-10-06 | |
| TOP PICK | 22.150 | Gavin Graham | Bought Can-West assets fairly cheaply for content. Has cash gushing out of its ears now that it is built out the additional network. Also getting wireless giving it a quadruple play bundle. Almost 4% yield. | 2010-09-16 | |
| Comment | 22.220 | Ara Nalbandian | Well run and strong free cash flow producer. Been introducing content into their model. This and Rogers (RCI.B-T) and BCE (BCE-T) are in a comparable space. This one intends to launch its own wireless content late next year. Having a bundled product has a positive impact. Too rich for him. | 2010-09-15 | |
| BUY | 22.440 | Ron Meisels | Excellent chart showing a rising stock and about to go into new all-time highs. Also in the consumer sector, which is doing very well. Chart shows a double bottom formation and we just had a move that took out a previous high and is very bullish. | 2010-09-08 | |
| SELL | 21.410 | Christine Poole | Held in the past and sold in the past few months. Going to be rolling out wireless network. Their cap X will be wrapping up to fund that. Always traded at a more attractive multiple because of free cash flow. She put her money elsewhere because she doesn’t see much dividend growth and because they trade at an increased dividend multiple. Would prefer banks for the next few years. | 2010-08-23 | |
| HOLD | 20.910 | Barry Schwartz | Terrific assets, but problem is that earnings are flat lined. Just acquired specialty channels from Can West. Hoping to get into wireless in a big way. Shaw family are great operators. Would prefer Rogers. But if you own it, don’t sell. | 2010-08-10 | |
| BUY | 20.180 | Colin Stewart | Likes cable sector as a defensive area. Healthy free cash flow and strong dividend yield. This one trades at a bit of a premium valuation compared to others. Concerned they are moving into wireless space, where they have not been, and will require a lot of CapX. Also just made a big investment in buying some of CanWest assets. Well run business. | 2010-07-27 | |
| BUY | 20.330 | Hank Cunningham | Bonds. Likes this as a company and their bonds have an attractive yield to maturity. | 2010-07-21 | |
|
| |||||
| BUY | 20.190 | Mike S. Newton, CIM FCSI | Having a tough year and is down about 7%-8% this year. Making a $2 billion acquisition of Canwest’ s broadcast and specialty channel assets and should be closing in September and this is probably a good time to take a position. Decent yield. | 2010-07-12 | |
| PAST TOP PICK | 19.320 | Michael Sprung | (Top Pick May 27/09, Up 24.10%) | 2010-06-02 | |
| PAST TOP PICK | 19.320 | Douglas Kee | (Top Pick Oct 1/09, Up 4%) Don’t sell it but he is not aggressively buying it. But it is a core holding of his. Until 3 years ago they were building their systems. Assets throw off good cash flow. Owns Rogers and BCE as well. | 2010-06-02 | |
| Comment | 19.060 | Jim Huang | Spending a lot of money acquiring CanWest broadcasting specialty channel. They are in a bit of a converging strategy so it is difficult to say how aggressive they can go at it. As the Shaw family owns a big chunk of the company, dividend is probably safe but growth might slow down. | 2010-05-21 | |
| PAST TOP PICK | 18.610 | Peter Brieger | (A Top Pick May 4/09. No change.) Sold his holdings to see how the acquisition of CanWest Global TV assets plays out. | 2010-05-20 | |
| PAST TOP PICK | 19.740 | Douglas Kee | (Top Pick Oct 1/09, Up 3.7%) Are going to do a wireless rollout in BC and AB. They have the cash to do this. There is still a potential for them to increase dividends over the next couple of years. | 2010-04-20 | |
| PAST TOP PICK | 19.750 | Peter Brieger | (A Top Pick May 4/09. Up 1.7%.) Has been a bit of a disappointment. Still a Hold. Expect they will eventually come out very well. | 2010-04-15 | |
| WAIT | 19.670 | David Baskin | Reporting tomorrow and his rule is to never Buy before earnings are announced. New entrants in the wireless field have not had much traction, which bodes well for this company. (See Top Picks.) | 2010-04-08 | |
| BUY | 20.290 | Christine Poole | Western cable operator. Stock has lagged overall market. Very well run and has the highest margins. Have decided to focus on their digital cable penetration and doing a good job. Increased their dividend in January by 5%. Haven't announced their wireless strategy yet and this may be an overhang on the stock. | 2010-03-30 | |
| BUY | 20.580 | Bruce Campbell | Prefers Rogers (RCI.B-T) because of the better cash flow from their cellular side. Doesn't own the stocks but does own their bonds. Good cash flow generator. | 2010-03-15 | |
| PAST TOP PICK | 20.630 | Peter Brieger | (A Top Pick March 31/09. Up 7.3%.) Innovative company with hands-on management. | 2010-03-12 | |
| BUY | 19.970 | Linda Shick | Recently increased dividend. Low risk business assets. In process of purchasing some can west assets and it may be good for them. Allows for growth and increase in dividend. | 2010-03-02 | |
| DON'T BUY | 19.980 | Barry Schwartz | (Market Call Minute) Prefers Rogers. | 2010-02-22 | |
| BUY | 19.820 | Peter Brieger | (Market Call Minute) Would buy it here. | 2010-02-17 | |
| BUY | 19.300 | Lyle Stein | It’s a dividend payer. For years it was a consumer of capital but they have paid it back over the last few years. Companies that pay dividends are rewarded well. He owns Rogers as well. | 2010-02-12 | |
| WATCH | 19.970 | Greg A. Taylor, CFA, BBA | Has confused the analysts’ community. Very good company with a stable base in Alberta, whose economy has been doing incredibly well. Traditionally bumped its dividends and returned free cash flow it generated. This made it trade at a higher multiple than some of its peers in the cable space. Concerns if they can keep doing this. Also concerns on costs if they get into the mobile phone market and if the Alberta economy can continue being strong. | 2010-02-09 | |
| VAGUE | 19.970 | Benj Gallander | Is fairly high to reasonably priced. Dividends allow you to be stupid longer. They are a leader in the field and stock has potential. This space constantly changes. | 2010-02-09 | |
| PAST TOP PICK | 20.810 | Douglas Kee | (A Top Pick Oct 1/09. Up 8.9%.) Not buying anymore at this price but still likes. Generating $4.5-$5 million in free cash flow. Yields about 3.5%-4%. | 2010-01-08 | |
| PAST TOP PICK | 21.360 | Steve Carlin | (A Top Pick Jan 23/09. Up 5.4%.) A disappointment as he thought the stock would do better but thinks it has been delayed. Cable operations continue to deliver as expected. | 2009-12-16 | |
| WEAK BUY | 20.960 | Barry Schwartz | He owns bonds. Stock looks attractive, nice yield, but he prefers Rogers. You can’t get hurt too badly buying Shaw. Rogers is ahead of Telus and Bell in smart phones. | 2009-12-02 | |
|
| |||||
| PAST TOP PICK | 19.950 | Douglas Kee | (A Top Pick Oct 1/09. Up 5.63%.) | 2009-11-19 | |
| Comment | 19.250 | David Cockfield | Pretty good yield of 4.3%. Like the job they do in the West where they're very popular. Hoped they would get into wireless. Bought the licenses but looks like they may just be holding them to sell to someone else. | 2009-10-30 | |
| TOP PICK | 19.030 | Douglas Kee | $400-$500 million free cash flow in the next couple of years. History of increasing dividends and buying back shares. Potential for wireless but doesn't think they will invest in this right now but will piggyback on what Rogers (RCI.B-T) does for them. | 2009-10-01 | |
| DON'T BUY | 19.400 | Michael Simpson, CFA | Strong company with a history of raising dividends. More expensive than its peers. Would like a better entry point. | 2009-09-17 | |
| PAST TOP PICK | 19.320 | Steve Carlin | (A Top Pick Nov 27/08. Down 5%.) They don't want to commit the capital to wireless the way the competitive environment is. He owns for the cable, not wireless. 4.3% dividend. | 2009-09-16 | |
| BUY | 18.790 | Willem Hanskamp | Dividend paying stock that has some upside potential and should be able to continue paying the dividend as well as possibly growing it. 4% yield. Has had solid growth. | 2009-08-31 | |
| TOP PICK | 18.250 | Dean Smith | 6.5% bond maturing June 2/14. Very stable company and was recently upgraded to BBB. Have enough cash flow to cover the interest 6.5 times. | 2009-08-12 | |
| Comment | 18.920 | Peter Brieger | Likes the growth parameters. | 2009-08-05 | |
| PAST TOP PICK | 19.050 | Hap (Robert) Sneddon FCSI | (A Top Pick Aug 12/08. Down 13.89%.) Likes the space but didn't like what he saw was coming for this company so he got out. Looking at BCE (BCE-T) as a possible replacement. | 2009-08-04 | |
| BUY | 18.860 | Christine Poole | Cable operator in Western Canada. Well managed. Last quarter showed good subscriber growth. Focusing on increasing penetration on digital cable. Very financially astute. Generating a lot of free cash flow. Strong balance sheet. 4.4% yield is safe. | 2009-07-21 | |
| HOLD | 18.620 | Jim Huang | In the Canadian landscape, cable companies are virtual monopolies. Well managed and pays good dividends. The more expensive than their peers. | 2009-07-16 | |
| BUY | 18.720 | Gavin Graham | (Market Call Minute.) Great yield. Very well managed company. | 2009-06-04 | |
| TOP PICK | 19.410 | Peter Brieger | Thinks they are doing the right think in buying the new channels. Likes the growth of digital, wireless and cable. People may cut back on cell phones and eliminate a few channels, but not likely. He just bought last week. | 2009-05-04 | |
| PAST TOP PICK | 18.480 | Hap (Robert) Sneddon FCSI | (Top Pick Aug 13/08, Down %16.73) Dividend looks safe. They got out of it. | 2009-04-20 | |
| TOP PICK | 19.220 | Peter Brieger | Likes the geographic space as well as the technology space. Thinks it will do great things going forward. | 2009-03-31 | |
| PAST TOP PICK | 19.810 | Hap (Robert) Sneddon FCSI | (A Top Pick Aug 12/08. Down 11%.) Behaved quite well but started to erode Nov-Dec. Has a Stop near its current price but still thinking about this one. | 2009-02-17 | |
| TOP PICK | 20.100 | Gavin Graham | Because they have finished clearing up the cable network, they are now gushing cash. 4.2% yield. Flat return last year. Will eventually go wireless , which will give it the complete bundle. | 2009-02-13 | |
| TOP PICK | 20.290 | Steve Carlin | Last quarter’s numbers were great. Free cash flow and strong dividend. Balance sheet is fine. Growing their business. | 2009-01-23 | |
| PAST TOP PICK | 21.600 | Hap (Robert) Sneddon FCSI | (A Top Pick Aug 12/08. Down 5%.) Against the market, it has held in. Pays a nice dividend. When this market starts to take off shortly, it will do quite well. | 2009-01-08 | |
| BUY | 21.350 | David Burrows | Communications group is improving, both telecom and cable. Shares have been consolidating very nicely. Relatively expensive against some of its peers. This is a stock that he could own. | 2008-12-01 | |
|
| |||||
| TOP PICK | 21.000 | Steve Carlin | Cable is a strong free cash flow story. Under levered balance sheet. Can't see any risk. | 2008-11-27 | |
| HOLD | 21.190 | Peter Brieger | (Market Call Minute.) Looking at the charts, it has done very well but Rogers (RCI.B-T) and Telus (T-T) are cheaper. | 2008-11-12 | |
| TOP PICK | 20.170 | Hap (Robert) Sneddon FCSI | Stop at $20.50 after to gets there. | 2008-10-08 | |
| PAST TOP PICK | 20.170 | Hap (Robert) Sneddon FCSI | (Top Pick Aug 12, 2008 Down 13%) Still like it. Concerned over violation of an up trend from Last Apr-Sept. May Sell it. | 2008-10-08 | |
| BUY | 23.070 | David Burrows | (Market Call Minute.) | 2008-09-08 | |
| DON'T BUY | 22.500 | Michael Sprung | Have always admired this group of companies. Probably one of the better managed companies in the communication area. Entering into new businesses that will cost them more money. Multiples look a little bit rich at this point. | 2008-08-14 | |
| TOP PICK | 22.830 | Hap (Robert) Sneddon FCSI | Were very prudent in their bidding in the Spectrum auction. History of being good with investors’ money. Trades at a premium to the group but higher dividend yield sends a message from management that they can deal with this. | 2008-08-12 | |
| DON'T BUY | 21.940 | Brian Acker, CA | This never shows up well for him. Valued in a different way such as EBITDA or growth in cell phones. His model price is $16.73, a negative differential of 24%. | 2008-08-06 | |
| BUY | 21.960 | Duncan Stewart | Likes this one, but not quite as much as Rogers (RCI.B-T). Have a piece of the Spectrum auction giving them some ability to go wireless. Very profitable. | 2008-07-28 | |
| BUY | 19.790 | Peter Gibson | Screened 8000 equities globally, picked out the names that matched his criteria and ranked the companies based on profit growth. Ended up with 453 stocks. Rogers (RCI.B-T) and Shaw Communications (SJR.B-T) were on the list and were among the 5 or 10 best stocks in their space. | 2008-06-27 | |
| BUY on WEAKNESS | 20.280 | Michael Sprung | On a relative valuation, he likes this one more than Rogers Communications (RCI.B-T) on the multiples. However, Rogers has a toehold in the wireless, which is booming. A drop of 10% or so and he would take a serious look at it. | 2008-05-29 | |
| PAST TOP PICK | 20.500 | Pierre Bernard | (A Top Pick Nov 23/05. Down 6%.) Still likes. | 2008-05-21 | |
| BUY | 18.270 | Gavin Graham | Cable companies are gushing cash. Longer-term prospects are excellent because you have Voice over Internet. | 2008-03-06 | |
| BUY | 20.530 | Brendan Caldwell | As a momentum investor he likes stocks where share prices are doing well with a consistent track record of doing well. This could just be a correction because of the market itself. He does like communications and technology stocks in general. This could be a very good opportunity. | 2008-02-01 | |
| DON'T BUY | 19.900 | Brian Acker, CA | This stock is always overpriced. His model price is $15.27, a -24% differential. | 2008-01-17 | |
| DON'T BUY | 20.000 | Don Vialoux | Very brutal chart. The trend is definitely on the down side. Broke through 2 support levels. If you own, sell on any strength, particularly if it reached the old support level of around $22. | 2008-01-16 | |
| HOLD | 23.640 | Bruce Campbell | (Market Call Minute.) Has a huge preference for Rogers Communications (RCI.B-T). See Top Picks. | 2007-12-31 | |
| HOLD | 24.000 | David Burrows | Many of the Canadian communications stocks have had wonderful runs but have been under performing recently. Expecting increased competition and until that gets sorted out be a little bit careful. | 2007-12-04 | |
| BUY on WEAKNESS | 23.150 | Bruce Campbell | (Market Call Minute) The group is down because of this possibly licensing of wireless competitor, which would cost $1 billion so he is not sure that this happens and this has probably been oversold. | 2007-11-22 | |
| DON'T BUY | 25.650 | Brian Acker, CA | Very expensive. They trade on a different metric such as cash flow, EBITDA, etc. but he wants companies with earnings, so his model price is only $16.97, a 34% negative differential. | 2007-10-10 | |
|
| |||||
| DON'T BUY | 23.790 | Steve Carlin | Strong operating momentum but is the most expensive cable company in North America. Sees better upside potential in other cable names. | 2007-08-21 |
