| 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 | Stephen 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 | |
| Comment | 23.620 | Robert Floyd | Should not be measured on earnings. A better measure is EBITDA or cash flow. Speculation on an acquisition by Rogers pushed the price up and has now pulled back. Likes the overall business but from time to time, a lot of speculation creeps into it. | 2007-08-10 | |
| HOLD | 25.070 | Veronika Hirsch | Has done extremely well this year. The recent blip on the chart is due to rumours of a takeover. Likes the story. Good cash flow. | 2007-08-01 | |
| BUY | 25.300 | Michael Decter | Likes cable. Cable companies are going to do way better than the Telco’s. Good value for the long haul. Lots of room to grow. Their territory is showing enormous growth. | 2007-07-31 | |
| HOLD | 26.180 | Bill Carrigan | The chart shows the areas of consolidation before the breakouts. There is now a spike. If you own, hold onto it but don't add to your holdings. | 2007-07-30 | |
| DON'T BUY | 26.240 | Robert McWhirter | Ranks well in his model at 92, the top 15%. Earnings expected to grow by about 26% against a 27 P/E giving a 1.1 X P/E to growth, so not cheap. | 2007-07-26 | |
| BUY | 41.850 | Bruce Campbell | Any of the cable companies have a 3, 4, 5-year good run with good fundamentals. A good company. He prefers Rogers (RCI.B-T). | 2007-05-09 | |
| BUY | 44.230 | David Burrows | In the sweet spot right now. A lot of money was sunk into systems in the last year and has turned into significant cash flow now. Making headway in the telecom space. | 2007-04-24 | |
| TOP PICK | 46.300 | Chyanne Fickes | Has lagged the group. Fundamentally is still doing extremely well. | 2007-04-17 | |
| TOP PICK | 41.790 | Peter Gibson | P/E is not expensive at around 18 or 19 X earnings. His approach to valuation indicates it is significantly undervalued. ROE has been so strong, that it implies there is still a 95% chance that it outperforms the market. Very strong margin growth and very strong asset turnover growth. | 2007-01-30 | |
| BUY | 43.610 | Paul Harris, CFA | Cable companies have done a very good job and our growing quite rapidly. Market share is growing in the areas they are in. | 2007-01-15 | |
| BUY | 34.970 | Bruce Campbell | Prefers Rogers (RCI.B-T) for the excess free cash flow, which is at a higher percentage. This one is fine. Will provide 8%-10% growth. | 2006-11-15 | |
| BUY | 34.500 | James Cole, BA, CFA | Has a great long-term track record. Unlike Rogers (RCI.B-T) in Ontario, they are missing wireless and they may try to do something which could be quite expensive. | 2006-11-13 | |
| BUY | 35.500 | Stephen Carlin | Really likes the cable sector. Attractively valued. Trades at a modest premium to Rogers (RCI.B-T) but doing very well. Increased their dividends. Lots of free cash flow. | 2006-11-08 | |
| TOP PICK | 35.280 | Peter Gibson | If the TSX is up 10% as he expects, this stock could be up 30%. A good, solid, secular growth story. | 2006-11-03 | |
| PAST TOP PICK | 35.350 | Gavin Graham | (A Top Pick July 6/06. Up 12.5%.) The cable companies with their VOIP continue to eat telephone companies’ lunch. Still very attractive. | 2006-10-30 | |
| Comment | 32.220 | Gordon Higgins, CA, MBA, CFA | Cable companies are now getting a little more into the growth area. Fairly valued. | 2006-10-12 | |
| BUY | 32.550 | David Burrows | Doing very well on both the cable and telecom sides. Very strong cash flow generation. Good growth. There could be more mergers/acquisitions in this sector. | 2006-09-13 | |
| PAST TOP PICK | 32.750 | Gavin Graham | (A Top Pick July 6/06. Up 6.8%.) Continues to do exceptionally well especially with its VoIP. | 2006-09-06 | |
| DON'T BUY | 33.090 | Laura Wallace | Has been the subject of a lot of takeover rumours. Her concern on cable companies is the leverage and they tend to have stretched balance sheets that are sensitive to rising interest rates. | 2006-08-21 | |
| HOLD | 33.700 | Robert Floyd | Thinks the space is very attractive. As they develop new product and bundle new services, it's a great revenue grabber. The outlook is still quite strong. | 2006-08-02 | |
| TOP PICK | 31.300 | Gavin Graham | Have been successful in bringing Voice over Internet (VoIP) to western Canada. Also have digital cable. Had been raising their dividend. Has a lot of cash. 1.9% yield. | 2006-07-06 | |
| WEAK BUY | 30.560 | Gordon Higgins, CA, MBA, CFA | Cable business is a very competitive area. They are more expensive than they telcos and are both trying to battle over the same space. Would prefer telcos. | 2006-06-07 | |
| DON'T BUY | 31.730 | Brian Acker, CA | Overvalued. | 2006-05-10 | |
| TOP PICK | 24.000 | Pierre Bernard | Quality management. Has a reputation for good operational margins. Have a good focus. | 2005-11-23 | |
| WEAK BUY | 24.490 | Jean-Francois Tardif | All their businesses are doing extremely well. Cable companies are winning over the telcos over the internet. Free cash flow will probably increase going forward. Not cheap. | 2005-09-21 | |
| BUY | 24.660 | Ray Steele | The cable companies versus the telcos is interesting. Looking at the risk/reward, the balance seems to lean more towards the cable companies. Telecoms are trying to compete with the cable companies, but the market for telcom is enormous compared to the market for cable. If Shaw steals 10% of a phone company's business and a phone company steals 20% of Shaw's business, Shaw is going to come out way ahead. | 2005-03-17 | |
| TOP PICK | 24.730 | George Loughery | A group in which you can make money 2 ways. Most people think you can do it simply by harvesting the free cash flow. However, this is a consolidating industry and over the long term, occasionally you get lucky and one company buys another. Benefitting from the rollout of their digital telephone services. Also has the satellite business. | 2005-03-15 | |
| DON'T BUY | 20.100 | Ross Healy | F. M. V. is in the mid-teens. Would like to see the stock moved back to its book value which is somewhere between $10/$13. | 2004-08-16 | |
| BUY | 23.200 | Ron Meisels | An attractive stock. Had its down leg in 2002, but is currently in a rising pattern. The 200 day moving average is moving up. If it gets up to the $27/28 range, owners that took a loss may want to get even by selling. | 2004-05-21 | |
| VAGUE | 19.970 | Brian Acker, CA | Model price is around $8. They dont have any earings. | 2003-12-24 | |
| DON'T BUY | 19.800 | David Baskin | Its balance sheet is not pretty. Not a fan of management. A very competitive business and not sure how capital costs can be recovered and paid out shareholders. | 2003-11-26 | |
| PAST TOP PICK | 16.700 | Larry Berman CFA, CMT, CTA | (Was a top pick on Mar 24/03. Up 5.5%.) | 2003-05-26 | |
| TOP PICK | 15.450 | Larry Berman CFA, CMT, CTA | A good trading stock. A base is developing. | 2003-03-24 | |
| DON'T BUY | 15.070 | Michael Smedley | Cables have had problems. Prefers others. | 2002-10-25 | |
| PAST TOP PICK | 14.050 | Larry Berman CFA, CMT, CTA | (Was a top pick on July 8. Down 20%) Got stopped out at $16.00 | 2002-09-03 | |
| DON'T BUY | 13.200 | Andrew McCreath | Too much competition. Trades at a premium. | 2002-08-13 | |
| DON'T BUY | 16.800 | Laura Wallace | Cable companies are heavily debt ridden. Could be a long wait. | 2002-08-02 | |
| TOP PICK | 17.940 | Larry Berman CFA, CMT, CTA | High risk/high reward. Has been oversold in the last few months. | 2002-07-08 | |
| DON'T BUY | 16.990 | David Baskin | Cables have had to spend too much and are not making any money. | 2002-07-03 | |
| DON'T BUY | 16.990 | Mike Weir | Too expensive. | 2002-07-03 | |
| DON'T BUY | 15.910 | Richard Stone | Satellites are starting to eat into cable business. They had to make some huge capital expenditures, so they now have too much debt. | 2002-07-02 | |
| DON'T BUY | 16.720 | Glenn Paradis, BA, CFA | Well run company. Could drop further. | 2002-06-27 | |
| DON'T BUY | 19.090 | David Driscoll | Prefers their 7.5% bonds instead. | 2002-06-25 | |
| BUY | 25.000 | Nereo Piticco | Media companies are starting to improve. | 2002-06-03 | |
| BUY | 25.450 | Steven Wippersteg | Likes better than Rogers. | 2002-05-31 | |
| BUY | 25.500 | Michael Sprung | Getting down to their value range. May be a buyer at this price. | 2002-05-14 | |
| DON'T BUY | 30.390 | Brian Acker, CA | No earnings. Won't move very much. | 2002-03-12 | |
| DON'T BUY | 31.740 | Brian Acker, CA | No earnings. Not a fan. | 2002-01-30 | |
| BUY | 31.840 | Pierre Bernard | Likes the cable companies. | 2002-01-22 | |
| BUY | 33.250 | Ian Nakamoto | Cable sector looks good. | 2002-01-08 | |
| DON'T BUY | 33.950 | Gordon Higgins, CA, MBA, CFA | A pure play compared to Rogers and less debt, but more expensive. | 2002-01-07 | |
| DON'T BUY | 33.000 | Brian Acker, CA | Not a fan. | 2001-12-28 | |
| DON'T BUY | 34.240 | Ross Healy | Good cash flow, but no earnings. Speculative. | 2001-12-27 | |
| TOP PICK | 31.990 | Gavin Graham | Have a captive audience. Good cash flow. Good price now. | 2001-11-29 | |
| PAST TOP PICK | 30.380 | Brendan Kyne | (Was a top Short July 27. Down 9%) Took their profits. | 2001-10-26 | |
| BUY | 30.590 | John Zechner | Likes cable sector. Rogers #1 and Shaw #2. Good valuation. | 2001-10-18 | |
| WAIT | 30.750 | Glenn Paradis, BA, CFA | Well run. At a premium valuation now. Wait for their earnings report. | 2001-10-16 | |
| BUY | 30.980 | Gavin Graham | A good buy. Broad bent internet is growing very fast. "At home" network is in trouble. Very cheap. | 2001-10-15 | |
| PAST TOP PICK | 30.750 | Scott Morrison | (Was a top pick on Mar5 up 8%) Strong mngmnt. | 2001-10-02 | |
| TOP PICK | 32.700 | Gavin Graham | Made good acquisitions. Good growth prospects. Cheap. | 2001-08-15 | |
| BUY | 35.510 | Steven Wippersteg | Outlook for cable is positive. Prefers over Rogers. | 2001-06-27 | |
| BUY | 36.000 | Joe Connolly | Short term volatile, but longterm good. | 2001-06-21 | |
| DON'T BUY | 34.200 | Keith Graham | Good sector and growing. Good operators, but a pricey stock. | 2001-05-31 | |
| TOP PICK | 33.000 | Gavin Graham | Has west tied up. Can raise rates. Hasn't gone up in the last year. Cheap. | 2001-05-29 | |
| TOP PICK | 33.320 | Gavin Graham | Under priced. Lots of cash. | 2001-04-20 | |
| TOP PICK | 28.400 | Scott Morrison | Great assets (western Canada) and growth. | 2001-03-23 | |
| TOP PICK | 29.300 | Scott Morrison | Likes management. Have their own money in the company. Great growth prospects. | 2001-03-05 | |
| DON'T BUY | 31.400 | Robert Floyd | Cable companies under a lot of pressure and require large sums of cash. | 2001-02-19 | |
| HOLD | 31.250 | Ray Steele | Likes the cable sector. Good competition for Tels. Prefers Rogers | 2001-02-14 | |
| BUY | 62.960 | Nereo Piticco | If he had to own one cable company, this would be the one. | 2001-02-13 | |
| DON'T BUY | 34.450 | Glenn Paradis, BA, CFA | At these levels, may be a good defensive play, but still has some work to do | 2001-01-09 | |
| BUY | 34.050 | Ted Macklin | Good company.Good acquisition. A little expensive | 2000-12-18 | |
| BUY | 31.000 | Brendan Caldwell | Likes them | 2000-11-15 | |
| DON'T BUY | 30.000 | Eric Bushell | Great management Too much competition from telephone? Trading at high end of range | 2000-11-14 | |
| TOP PICK | 31.000 | Jonathen Wellum, B. Comm, B. Sc | Has a lock on content on the west coast | 2000-11-13 | |
| DON'T BUY | 33.000 | David Driscoll | Doesn't see content providers making any money | 2000-11-06 | |
| BUY | 35.000 | Ted Macklin | Great cable company. Like it | 2000-10-03 | |
Experts that have talked about Shaw Communication (B)
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