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| HOLD | 43.860 | Bruce Campbell | Good solid hold and won't go down much in the correction. His favourite is Rogers (RCI.B-T), which has better growth and almost the same dividend. | 2010-09-02 | |
| Comment | 44.250 | Karl Berger | Good wireless exposure and growth prospects but concerned it is getting a little too high but that is 15%-20% away. 4.5% yield. | 2010-08-27 | |
| BUY | 42.490 | Hap (Robert) Sneddon FCSI | Likes the telephone/quasi-utility space. Chart shows a pretty good trend line. Next resistance point would be about $48. 4.8% yield. | 2010-08-18 | |
| PAST TOP PICK | 41.620 | Joey Mack | (A Top Pick June 24/09. Up 9.33%.) 4.95% bond due May 15/14. Still likes. | 2010-08-12 | |
| Comment | 42.040 | Christine Poole | The whole telecom space is getting more competitive with wireless. Wire line business is declining so they need growth in wireless to offset that. Have done a great job in cost cutting. Solid long-term hold if you're looking for income. | 2010-07-26 | |
| PAST TOP PICK | 40.880 | Gavin Graham | (A Top Pick June 4/09. Up 33.7%.) Still likes. | 2010-07-09 | |
| BUY | 40.200 | Martin Hubbes, CFA | Cheap. Still have quite a bit of leverage on. Expects some very good growth on their wireless business but questions declines they will have on their wire lines but expect wireless to out do this. At the current valuation with a current yield, this stock makes a lot of sense. | 2010-07-05 | |
| PAST TOP PICK | 41.090 | Joey Mack | (A Top Pick June 24/09. Up 7.44%.) 4.95% bond due May 15/14. | 2010-06-25 | |
| Comment | 40.880 | Paul Harris, CFA | Good company but feels there's more growth in BCE (BCE-T). | 2010-06-24 | |
| BUY | 40.640 | Don Lato | Good solid holding. Owns but feels Rogers (RCI.B-T) has more growth and dividend growth opportunities. | 2010-06-23 | |
| DON'T BUY | 39.280 | Randy LeClair | 4.95% Bond maturing May 15/14. BBB+ rated, just above investment-grade. Likes that it is within the 5-year yield curve however, credit spread has started to shrink to about 3.87%. You are paying almost $104 for a $100 bond. Probably better choices with better credit ratings and higher yields. | 2010-06-16 | |
| TOP PICK | 38.790 | Barry Schwarrtz | Good 1st quarter. Cutting costs dramatically with a surprise dividend increase. Looking for 10% earnings growth over the next few years as well as dividend increases. 5.1% dividend. Looks very cheap. | 2010-06-14 | |
| BUY | 37.980 | Christine Poole | Stock is done very well and provides a very attractive, safe yield of over 5%. If you want income, this is a good investment. Getting wireless subscriber growth. Very good at cutting costs and have been using this to increase dividends. | 2010-05-26 | |
| WAIT | 40.300 | Rick Stuchberry | This is a dividend play and is the reason for the stock moving up. Increased their dividend. If you don't own, there will be opportunities to buy down the road. | 2010-05-14 | |
| BUY | 39.480 | David Baskin | There will be inflation, which will affect dividends. Could start by 2012. Likes telcos because they have pricing power i.e. the demand for their product is such that they can raise prices without losing customers. Good dividends. | 2010-05-10 | |
| PAST TOP PICK | 37.530 | Nick Majendie | (A Top Pick Apr 16/09. Up 28.74%.) | 2010-05-04 | |
| PAST TOP PICK | 37.940 | Charles Lannon | (A Top Pick Apr 23/09. Up 24.9% excluding dividends.) Core market is in Alberta and BC so it doesn't have to compete with Rogers (RCI.B-T). | 2010-04-29 | |
| PAST TOP PICK | 38.040 | David Baskin | (A Top Pick Apr 14/09. Up 33.81%.) Still a Buy. | 2010-04-08 | |
| Comment | 38.740 | David Driscoll | Dividend yield of nearly 5% is looking at little rich right now. Stock has been overbought. | 2010-04-07 | |
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| Comment | 38.570 | Norman Levine | Telcos did poorly when the market was soaring but when it started to level off telcos started to come back. This one has been a poor performer versus BCE (BCE-T). Also has stronger competition out West. Might be worth looking at but in the short term BCE is still the better one. | 2010-04-06 | |
| TOP PICK | 35.700 | David Baskin | It is a yield story for him, no longer growth. Dividend is sustainable. Well entrenched to fend off competitors. | 2010-03-16 | |
| PAST TOP PICK | 35.700 | David Baskin | (Top Pick Mar 12/09, Up 13%+dividend) People were concerned when new entrants came into market. He thought it was over done at the time. | 2010-03-16 | |
| HOLD | 35.730 | Norman Levine | He thinks BCE and Verizon are a lot better. People are looking for what is undervalued and nice yield and this one fits that. | 2010-03-09 | |
| PAST TOP PICK | 34.400 | David Baskin | (Top Pick Mar 12/09, Up 12.07%) Due for a good year because we haven’t seen much market penetration from the new entrants. | 2010-02-25 | |
| TOP PICK | 33.940 | Michael Simpson, CFA | 5.5% dividend yield. Average revenue is declining. Growing their data and TV business. Likes it because it is beat up and should grow in 2011. 1% capital appreciation expected this year. | 2010-02-23 | |
| PAST TOP PICK | 32.530 | David Baskin | (A Top Pick Feb 9/09. Down 5% excluding dividends.) Likes the telcos and this one has a nice high yield. | 2010-02-08 | |
| PAST TOP PICK | 33.900 | David Baskin | (A Top Pick Feb 9/09. Up 4.72%.) The panic over the new entrants in the wireless market is a little overdone. | 2010-01-14 | |
| BUY | 33.900 | Jeff Black | Excellent dividend. 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. BCE (BCE-T) would be his 1st choice. | 2010-01-14 | |
| WAIT | 33.230 | John Zechner | Starting to look interesting again. With the headwinds of Globalive now getting approval and a few new players in wireless, expect margins will be under pressure for a couple of quarters. Earnings growth is okay. | 2009-12-23 | |
| BUY | 32.050 | Ara Nalbandian | Mildly positive guidance given recently. It is priced into the stock price. It is attractive at these prices and is his favorite telecom. | 2009-12-15 | |
| PAST TOP PICK | 32.100 | Sandy McIntyre | (A Top Pick Jan 22/09. Up 18.27%.) 4.95% bond maturing March 15/17. | 2009-12-14 | |
| BUY | 32.100 | Peter Brieger | Dividend is secure, likes company. Hold on to it, there will be capital appreciation. | 2009-12-14 | |
| PAST TOP PICK | 34.080 | Nick Majendie | (A Top Pick Apr 16/09. Up 19.32%.) Still a Buy. | 2009-12-09 | |
| TOP PICK | 35.010 | Michael Simpson, CFA | Telecom and recently was granted the right to sell Apple iPods that will create further revenues. Also invested in a new network for wireless and sharing the cost with Bell (BCE-T). Just issued new bonds at very attractive rates, which takes away from higher-priced bonds they issued years ago. Trading under 4X cash flow. Looking for a dividend increases in 2011. | 2009-12-03 | |
| BUY | 34.380 | Laura Wallace | Reasonably well positioned in a very competitive environment. Does more capital investments than Bell (BCE-T) or Rogers (RCI.B-T). She prefers the latter but this company is fine. Dividends should be safe with a possibility of increases in the future. | 2009-11-26 | |
| Comment | 34.380 | Christine Poole | Upgraded their network so quality should be the same as Rogers (RCI.B-T) but sees more growth coming out of Rogers. Also prefers Bell (BCE-T) to this one. | 2009-11-26 | |
| Comment | 34.560 | David Baskin | Income play, not growth. Spectrum auction created fear that foreign players with deep pockets would enter the Canadian market giving a lot of competition. They are finding it difficult to increase their wireless base and amount spent by their customers. | 2009-11-19 | |
| HOLD | 33.450 | Craig MacAdam | 5.7% dividend is safe. Rogers (RCI.B-T) has the most exposure to wireless and cable and Bell (BCE-T) has the least exposure so this company falls in between. If you're willing to take risks, Rogers would be your choice but for a more defensive play, Bell would be it. | 2009-11-02 | |
| BUY | 33.050 | 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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| DON'T BUY | 32.850 | Ross Healy | This stock has quite a decent dividend at 5.75% but the new wireless competition threatens to damage the earnings outlook. Concerned about all of the wireless stocks. (See Top Picks.) | 2009-10-26 | |
| DON'T BUY | 32.520 | Christine Poole | Not a lot of growth in this company. 5.8% yield is quite attractive. If you want a telco, even BCE (BCE-T) would be more attractive with a stronger balance sheet and a yield of over 6.4%. | 2009-10-15 | |
| DON'T BUY | 33.510 | Norman Levine | Less attractive then BCE and a higher yield. The iPhone is less profitable than a regular due to subsidies and data volumes. | 2009-10-13 | |
| DON'T BUY | 33.510 | Norman Levine | Less attractive then BCE and a higher yield. The iPhone is less profitable than a regular due to subsidies and data volumes. | 2009-10-13 | |
| TOP PICK | 34.110 | Nick Majendie | (A Top Pick April 16/09. Down 19.51%.) Yield of close to 6%. Long-term growth rate is going to be in the mid-single digit area. This, along with the 6% dividend, you should get 11%-13% average annual return. | 2009-08-27 | |
| BUY | 34.050 | Michael Smedley | Feels the dividend is safe. You get more from this than you would from a bank account. | 2009-08-26 | |
| BUY | 33.190 | Mike S. Newton, CIM FCSI | (Market Call Minute.) Yielding 5.8%. It is a discount to Rogers (RCI.B-T) and Bell (BCE-T). Expect it to pick up from here. | 2009-08-11 | |
| Comment | 32.760 | Bruce Campbell | As a dividend play it is fine. Prefers Rogers (RCI.B-T) or BCE (BCE-T). 5.8% yield. | 2009-08-10 | |
| Comment | 31.550 | Peter Brieger | Rogers (RCI.B-T) or Telus (T-T) long term (5 years)? Prefers Rogers, which has more potential growth and which he owns. 6% yield. | 2009-08-05 | |
| Comment | 30.630 | Greg A. Taylor, CFA, BBA | Have to do more CapX to upgrade their systems from CDMA to GSM, which will put a strain on the balance sheet. 6.2% yield should be sustainable. | 2009-07-22 | |
| Comment | 30.750 | 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 are better places to be. | 2009-07-21 | |
| Comment | 30.560 | Veronika Hirsch | (Market Call Minute.) Good yield at 6.2%. Not much excitement over the next year. If you want yield, Buy. If you want capital gains don't bother. | 2009-07-17 | |
| Comment | 30.190 | Karl Berger | Rogers (RCI.B-T) or Telus (T-T)? Telus probably has more downside protection but a higher dividend yield of about 6.5%. Rogers has about 4.5% dividend and maybe represents a better long-term hold because of better growth prospects. | 2009-07-14 | |
| BUY | 29.980 | Randy LeClair | Bond yielding 2.6% picture in 2012, 3.85% but during 2013 and 5.1% maturing 2017. The whole telecommunications sector is interesting. This company has been one of the big issuers. BBB credit rating, which is just above investment grade. | 2009-07-10 | |
| DON'T BUY | 30.270 | Paul Gardner, CFA | Has been negatively impacted over the last year. Much more leverage to wireless but has Issues with GSM technology. Guidance came out much lower in the last quarter. Revenue per phone is lower. Will need a lot of capital expenditure into upgrading. Rogers (RCI.B-T) is the best in class. (See Top Picks.) | 2009-07-08 | |
| BUY | 31.400 | Ara Nalbandian | Telus (T-T) versus BCE (BCE-T)? Likes the telecommunications sector and thinks there is good value. His favourite is BCE because of their operational improvements but also likes Telus. Both trading at attractive valuations. Overhang of the wireless competition coming on is overstated. | 2009-07-03 | |
| Comment | 31.400 | Prakash Hariharan | Paying a dividend that is in excess of next year’s potential free cash flow generation. Losing some market share to Shaw (SJR.B-T). In a competitive space and is showing signs of weakening in the wireless space. Would prefer their bonds. | 2009-07-03 | |
| DON'T BUY | 30.850 | Lyle Stein | Traditional telephone providers are not going to be the winners. It will be wireless for personal communication and wires for TV sets. Cable companies have won that battle. Thinks dividends are safe for the next couple of years but questions if they grow. Would rather own the debt (which he does) rather than the stock. | 2009-06-30 | |
| TOP PICK | 30.860 | Joey Mack | 4.95% bond due May 15/14. Likes the telco sector. Yielding 2% more than the government of Canada is paying and well above what provincial bonds are paying. Single A low triple B high credit. | 2009-06-24 | |
| BUY | 30.980 | David Baskin | Good dividend. Undervalued at this time and probably due for an upsurge. This sector has proven to be quite recession resistant. | 2009-06-18 | |
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| TOP PICK | 32.750 | Gavin Graham | 6% yield. Big performer at 27% over the last year. There could be a merger with Bell (BCE-T). Now doing television. | 2009-06-04 | |
| Comment | 31.990 | 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. 5.9% yield. | 2009-05-28 | |
| DON'T BUY | 31.960 | Laura Wallace | Would buy BCE (BCE-T) instead. | 2009-05-26 | |
| BUY | 30.350 | Ara Nalbandian | One of the best management teams. Have some economic weakness in the region. Also some headwinds with CapX risks. At about 5X EBITDA and 9x earnings and paying a 6% yield makes it really attractive. | 2009-05-15 | |
| DON'T BUY | 31.000 | Steve Carlin | Fails to see enough catalysts to get the stock moving. Last quarter was not a stellar one. Struggling on both the revenue side and wireless. Management is going to start some cost cutting to help bolster the bottom line. | 2009-05-12 | |
| HOLD | 31.000 | Colin Stewart | Prefers BCE (BCE-T) but thinks the whole telecommunications sector is interesting. Feels dividends are safe. Generates good free cash flow. Good defensive play. | 2009-05-12 | |
| HOLD | 30.620 | Norman Levine | (Market Call Minute.) Would Buy BCE (BCE-T) instead. | 2009-05-06 | |
| DON'T BUY | 29.700 | Paul Gardner, CFA | There is a high probability that they keep their dividend. Revenue per user is flat with Rogers but down 5% with Telus. They have to spend to upgrade their GSM. Generally a good company but he doesn’t see a recovery. | 2009-05-04 | |
| TOP PICK | 30.360 | Charles Lannon | Dividend is safe, just rose 5 months ago and expect another token rise this coming winter. Downside risk is pretty minimal. | 2009-04-23 | |
| DON'T BUY | 30.100 | Hap (Robert) Sneddon FCSI | Nothing has given us confidence. Recent volume has recently gone down with downtrend. May have to go back to 2005 or 2004 for support. Nothing indicates that it would stop. It might be trying to form a tiny bit of a bottom right now. If it popped up above $37/38 you would be interested. | 2009-04-20 | |
| TOP PICK | 30.550 | Nick Majendie | 6.6% dividend. Came out with a warning about wireless numbers for first quarter. Can grow earnings 5% over the next 3-5 years. Multiple is very depressed right now compared to MBT or BCE. You are looking at a 11-12% return. Dividend is sustainable. | 2009-04-16 | |
| TOP PICK | 30.000 | David Baskin | Better dividend than Rogers. Beat up tremendously. Buy at this price and lock in the dividend. Low P/E/High dividend, (6.3%/$0.0475). | 2009-04-14 | |
| BUY | 33.910 | Ken McCord | Communications is screening very well for him right now and he likes this one a lot. Sector is economically defensive. | 2009-03-19 | |
| TOP PICK | 31.640 | David Baskin | Likes the tax-preferred dividend of 6%. Stock price is depressed but likely to go back up. | 2009-03-12 | |
| HOLD | 31.430 | Bruce Campbell | Prefers Rogers (RCI.B-T) and BCE (BCE-T). Not a bad dividend and a relatively safe place to hide. If you have a long enough time horizon, it is probably not a good time Sell. He would consider switching to Rogers that pays almost 5% and gives a bit better growth. | 2009-02-23 | |
| TOP PICK | 34.420 | David Baskin | Nice yield play at 5.5% yield and the stock has been beaten down for no particularly good reason. | 2009-02-09 | |
| TOP PICK | 33.990 | Sandy McIntyre | 4.95% bond maturing March 15/17. | 2009-01-22 | |
| HOLD | 33.990 | Jim Huang | Defensive holding because of the stable subscriber base. More exposed to the wireless area, which has done fantastically well for them until Rogers (RCI.B-T) and Shaw (SJR.B-T) started coming on strong. Good management team and good balance sheet. | 2009-01-22 | |
| Comment | 34.180 | Peter Brieger | Could be a little upside potential through association or partnership with Bell Canada (BCE-T). About a 5% yield. Currently there is a bit of market uncertainty. Rogers (RCI.B-T) would be his first choice. | 2009-01-20 | |
| PAST TOP PICK | 35.170 | Gavin Graham | (A Top Pick Jan 2/08. Down 27%.) Still doing pretty well. Very well run company. 11.5X earnings. 5.5% yield. | 2009-01-14 | |
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| Comment | 33.500 | Paul Gardner, CFA | Disappointing guidance as they lowered wireless growth for Q4 of 08. This put pressure on the stock. Looking at this vs. BCE (BCE-T) he doesn't think BCE could have a strategic plan in place yet. They are more concerned about cutting costs and catching up to the telcos. Telus wireless could be more vulnerable because Vancouver and Calgary are suffering most of the slowdown in commodities and real estate but it is still a stable cash flow business. Both have to spend on GSM technology to compete with Rogers (RCI.B-T). | 2008-12-17 | |
| BUY | 33.500 | Peter Brieger | Well run company. 6% yield is about 1% less than BCE (BCE-T) with a slightly higher growth rate. Consider it for dividend growth, but not pure growth. | 2008-12-17 | |
| BUY | 34.130 | Norman Levine | Fine company with very good management. Probably near its lows at this point. As a long-term investment, it is reasonable to buy here. (See Top Picks.) | 2008-12-15 | |
| PAST TOP PICK | 37.050 | Peter Gibson | (A Top Pick July 16/07. Down 37%.) Sold his holdings on Sept/08 and was 30% down. ROE is still falling. Don't Buy. | 2008-12-09 | |
| DON'T BUY | 36.690 | Steve Carlin | A lot of thinking was that when BCE (BCE-T) was privatized there would be a lot of money going into companies like this. Doesn't make the growth prospects for this company. Wireless networks are inferior and they have been losing market share. | 2008-11-27 | |
| Comment | 37.810 | Don Vialoux | This one has nothing to do with technicals or fundamentals but everything to do with what is happening to BCE (BCE-T). Goes up when it looks like the deal is going to be done. It now looks like CitiGroup (C-N) is not going to have the money so this stock could move up again. | 2008-11-24 | |
| HOLD | 38.470 | Norman Levine | (Market Call Minute.) | 2008-11-11 | |
| HOLD | 40.290 | Brooke Thackray | Extremely well run company. Fundamentally, he would have a look at how much money they are making on their wireless. Starting to see some real competition heat up before the new entrants start coming in so some margins may erode. From a technical standpoint, it has broken a long-term trend bottom and it may base out a little more. | 2008-11-10 | |
| BUY | 36.360 | Norman Levine | They have to spend money on the wireless side to move to 3G, GSM and be able to offer the same products as Rogers and others around the world. Stock came off quite a bit, yield is good long term; still some risk. They and BCE are loosing a lot of business to Rogers because of difference between GMS and CDMA. | 2008-10-14 | |
| TOP PICK | 38.780 | David Baskin | All those competitors that spent a lot of money on wireless spectrum are going to have all lot of trouble building that spectrum since they can’t borrow the money. | 2008-10-06 | |
| Comment | 42.650 | Peter Gibson | Cost of development plus recent profit weakness has been overhanging the stock recently. Undervalued but would like to see some profit growth. Prefers Rogers (RCI.B-T). | 2008-08-29 | |
| Comment | 42.650 | Steve Carlin | News today of a potential CapX project that BCE (BCE-T) and Telus are talking about. If they go ahead with this there will be an increasingly more competitive market. Rogers (RCI.B-T) still has the leg up as a superior network. Have a key mover advantage with the iPhone or any of the new Blackberry launches. They are already into the 3G environment. | 2008-08-29 | |
| Comment | 40.160 | Kevin O'Leary | Very well managed business. He keeps thinking about these players and how they are going to merge together at some point. If you are going to own in this area, this is probably the one that he would buy. | 2008-08-25 | |
| BUY | 40.830 | Gordon Higgins, CA, MBA | Subscriber numbers on their wireless where extremely strong. Solid growth. Good value at these levels. | 2008-08-08 | |
| HOLD | 38.700 | Peter Brieger | Once the dust clears on where the next generation of wireless is going, this will be one of the prominent players. He prefers Rogers (RCI.B-T) in this space. | 2008-08-05 | |
| HOLD | 38.190 | Duncan Stewart | Had execution issues such as wireless growth and cost of new customers. Biggest problem is their CDMA wireless technology as opposed to global GSM. Will have to build an overlay network requiring a large outlay. When an announcement is made, stock will probably drop and that would be the time to Buy. | 2008-07-28 | |
| DON'T BUY | 39.370 | Greg A. Taylor, CFA, BBA | A lot of people will be looking at this one because they have lost BCE and they want something in the telco sector. Could be looking at 6 months of more negative news than positive. Talking of changing from a CDMA network to a GSM and there will be a lot of different viewpoints on what this will cost. There is also the threat of a new wireless entrant coming in. | 2008-07-22 | |
| HOLD | 40.080 | Norman Levine | (Market Call Minute.) | 2008-07-21 | |
| TOP PICK | 40.080 | Hank Cunningham | 5.95% bond maturing Apr 15/15. 200 basis points above Canada’s and are investment grade. Issued after all the kafuffle about the Bell debentures so there were a couple of corporate issues with 2 provisos. If there’s a change of control and/or the investment falls below investment grade the company must buy these back at 101. | 2008-07-21 | |
| DON'T BUY | 40.300 | David Burrows | Wire line and wireless companies are having a difficult time right now across North America. Expect this will continue in the short run. | 2008-07-11 | |
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| PAST TOP PICK | 42.280 | Peter Gibson | (A Top Pick July 16/07. Down 31%.) Not a bad looking company, but ROE is falling. Sold his holdings. | 2008-06-27 |