Stock Analysis

I have now finished my Canadian telecom dividend tour with this analysis of Telus. You can read the other analysis here: Shaw Communications (SJR.B.TO) Rogers Communication (RCI.B.TO) BCE (BCE.TO) What Makes Telus (T) a Good Business? Telus is what is closest to being a pure play in the Canadian wireless industry. With 56% of its revenue coming from this segment, Telus has made a very good job at growing its business in the most profitable telecom & media segment. source: 2017 Fact …

Continue Reading about Telus is the Ultimate Dividend Growth Machine

This week, I finish my “Telecoms on the radar” with the analysis of BCE and Telus (that will be live on Thursday). If you have missed last week analysis, you can check Shaw Communication and Rogers analysis too. BCE was associated with the classic wireline phone for many years. I even remember having the “real” bell phone with roulette… This tells you how fast things evolve and how technology is pushing new products all the time. Revenue Revenue Graph from Ycharts BCE has evolved into …

Continue Reading about With a Nearly 5% Yield, BCE is Better Than a Bond

For the second part of my “Canadian Telecoms on the radar”, I’m taking a look at Rogers Communciations (RCI.TO). The company rid the market this year with +27% as at July 22nd 2017. Is it too much? Is it too late to pick this gem? Let’s dig deeper to find out! Rogers Communications has adapted since its creation to offer the services and technology its clients were looking for. It started with radio broadcasting, added television and internet services, and now has a predominant wireless …

Continue Reading about Rogers Communications- the Telecom Riding the Market Like there is no Tomorrow

As the television industry is going through a major evolution thanks to Netflix (NFLX), Shaw Communications (SJR.B.TO) made some important changes in their business model. In 2016, they acquired Wind Mobile and sold Shaw Media to Corus Entertainments (CJR.B.TO) a month later. While 85% of the wireless Canadian industry is controlled by three players (Telus, BCE, and Rogers Communications), Shaw has become a small player, but one with deep pockets. Is it too late for Shaw? Let’s dig deeper into …

Continue Reading about Shaw is late to the party but it wants a piece of the wireless cake