Q: Hi Guys
Comparing the 2 Companies, Telus is about 5 x bigger in MCAP. I was surprised to see QBR.B had about 618 million in FCF LTM, which was about the same as Telus at 622 million if my numbers are correct. Telus is about 2x as expensive on Forward P/E.
Yahoo shows Telus having next 5year growth at 17.8% per annum, verses QBR.B at only 5.15%.
Total Debt/EBITDA is actually higher at Telus from what i see at 5.2x Verses QBR.B at 4.0x
How do you view these to companies when comparing them. Is it strictly the poor future growth of QBR.B and the smaller size that makes it unattractive ?
Thanks Gord

Q: Can 5i give a brief clarification explaining why two listings for Quebecor, is there a preference, and in general, thoughts on Quebecor as an investment right now for medium term, please?

Q: My portfolio analytics is showing that I'm a bit low in my communication services sector.

Beyond the obvious telecom companies, what are some of the less obvious companies or perhaps ETFs that would fit into this sector?

Also, including the telecoms, could you rank your top few Canadian and US buys for this sector.

Thanks as always.