List by Company Name |
List by Symbol |
| Date | Signal | Expert | Opinion | Price |
|---|---|---|---|---|
| 2013-06-17 | WAIT | Colin Stewart |
One of the strongest companies in Canada. You can’t go too wrong. Steady cash flow, nice dividend yield. But he would wait because the higher dividend yielding companies are probably going to underperform in the near term. He has a small holding. Tweet finance |
Price: $34.930 Subject: NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES) Bias: DEFENSIVE Owned: Yes |
| 2013-06-12 | BUY | Greg Newman |
Feels the stock dropped because of the recent ruling from Revenue Canada. At the end of the day, he doesn’t think there is going to be a 4th player. All 3 telcos you could buy at their current levels but this one, of the 3, has the greatest amount of growth. His target price is $41 in 12 months. 4% quarterly dividend yield. Tweet finance |
Price: $33.670 Subject: CANADIAN DIVIDEND & DEFENSIVE STRATEGIES Bias: OPTIMISTIC Owned: Unknown |
| 2013-06-12 | COMMENT | Michael Sprung |
Extremely well run company. If you own, you could consider taking profits and buying back later on. Tweet finance |
Price: $33.670 Subject: CANADIAN LARGE Bias: UNKNOWN Owned: Unknown |
| 2013-06-11 | BUY | Bruce Campbell |
(Market Call Minute.) This is probably in Buy territory here. Tweet finance |
Price: $34.260 Subject: CANADIAN LARGE Bias: UNKNOWN Owned: No |
| 2013-06-10 | DON'T BUY | Ross Healy |
(Market Call Minute.) Historically this is getting quite expensive at 2.5X Book. (See Top Picks.) Tweet finance |
Price: $34.710 Subject: NORTH AMERICAN - LARGE Bias: DEFENSIVE Owned: Unknown |
| 2013-06-07 | COMMENT | David Cockfield |
All the major telcos are solid companies. There is a battle going on for market share. This one got turned down on its attempt to acquire Mobilicity. He prefers Bell Canada (BCE-T) because the yield is somewhat higher. On a longer-term basis, he would not worry about this one at all. Tweet finance |
Price: $34.670 Subject: CANADIAN Bias: UNKNOWN Owned: Yes |
| 2013-06-04 | BUY | David Burrows |
A very profitable industry and this is a good holding. It has had a very steady and rising dividend. Committed to raise their dividend twice a year for 3 years, 2.5 years ago. Recently reiterated that if their cash flow continued to grow they would raise their dividend twice a year for the next 3 years again. In the last 2-3 weeks a lot of the telecoms stocks have pulled back, which makes it a great opportunity to buy. Tweet finance |
Price: $35.810 Subject: NORTH AMERICAN - LARGE Bias: BULLISH on US MARKET Owned: Yes |
| 2013-05-30 | PARTIAL BUY | Paul Harris, CFA |
Telus (T-T) or Bell Canada (BCE-T)? Feels they are both great companies. One of the problems is that they have run up a fair bit in the last little while which goes back to the trend that people have put money into dividend stocks. There is a lot of expectation in these things. There may be some short-term volatility which will allow you to buy half a position and the other half on a pull back. Tweet finance |
Price: $36.420 Subject: NORTH AMERICAN/GLOBAL Bias: OPTIMISTIC Owned: No |
| 2013-05-27 | BUY | Bill Carrigan |
Telecom is in one of the leading sectors for sector rotation. It is leading in the US and it is leading in Canada. The Up is still Up and there is no sign of a Top. Keep an eye on the 200 day moving average and back away when it breaks down through. Tweet finance |
Price: $37.280 Subject: TECHNICAL ANALYSIS Bias: BULLISH Owned: Unknown |
| 2013-05-22 | BUY | John Stephenson |
He is a Telus fan. It has pretty demonstrable growth ahead of it. Dominant provider in the West on the wireless side, 8-9% growth going forward. BCE probably has 5%. It could do a lot with content. As far as defensive categories that have worked well, this has done well. Tweet finance |
Price: $37.690 Subject: NORTH AMERICAN - RESOURCE Bias: BULLISH on RESOURCES Owned: Unknown |
| 2013-05-17 | PAST TOP PICK | Jeff Young |
Was at 60.11 now 37.34(split) up 16.46% The government has been trying to get small players into the market, and these are being acquired by the bigger telcoms. It's pretty fully valued here. So he wouldn't buy it now. Tweet finance |
Price: $37.390 Subject: CANADIAN DIVIDEND Bias: UNKNOWN Owned: Unknown |
| 2013-05-16 | BUY | Stan Wong |
Yield at 3.6%, they've just had a split and increased their dividend. Dividend will continue to grow 10% a year over the next 3 years. Tweet finance |
Price: $37.340 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: Yes |
| 2013-05-10 | HOLD | Bruce Campbell |
The whole group is the same. They are all at all time highs and raising dividends. You can’t expect much more. But if things stay as they are, you will get 3-5% dividend and 7-9% total return. It has never come back 10% once. The entry point is a little high. Tweet finance |
Price: $37.510 Subject: CANADIAN LARGE Bias: BULLISH Owned: Unknown |
| 2013-05-09 | BUY on WEAKNESS | Jon Vialoux |
Chart looks good. Telecoms can do well right here. It is a volatility hedge. Perfect trend. Seasonal buffer from the yield is certainly there, so pursue it. Tweet finance |
Price: $37.170 Subject: TECHNICAL ANALYSIS Bias: SELECTIVE Owned: Unknown |
| 2013-05-09 | TOP PICK | David Burrows |
Earnings reported today and they raised the dividend again. Has been talking about it for 4 years. If the reasons to own it don’t change then it is ok to continue to buy it despite the fact that it is doing well. 22% compound annual growth over last 5 years. Payout ratio is still low. They will continue to raise dividend at least 10% for 3 years and will buy back shares. No reason to exit this story. Lots of people looking for a pullback to buy it. He owns BCE as well, but prefers T-T. Tweet finance |
Price: $37.170 Subject: NORTH AMERICAN - LARGE Bias: SELECTIVE Owned: Yes |