Investment Q&A

Q: Iwas wondering what you thought of Rogers RCI.B ,as it is near low for last 12 months,would you consider this a good buying opportunity?

Q: As the new management at Rogers Cable continues to sort things out do you have an opinion on the plan for their large position in CGO and CCA?

Regards
Bob

Q: Going forward, and all things considered, if you had to sell one of these three...RCI.B or T or BCE
Which one would it be and why?

Thank you for your great service

Stephen

Q: RCI.B is down 3% today on a lowering of estimates by Credit Suisse. I'm not interested in growth, only safety of capital and income. The yield is about 4.3%. Is now a time for a 5% position? I don't have T but will buy BCE on a correction resulting in owning 5% each in BCE and T. Would a 2.5% position in each be better? How about 5% in BCE and no RCI? Thanks.

Q: Hello team,
Sometimes, I like to look at charts to see how a company is doing in the absence of any news. Rogers Communications' (RCI.B)chart is showing a rounded top which suggests that the company's shares are about to head south. Do you see anything on your Bloomberg terminal that suggests the company is experiencing difficulties. What do you think are its prospects for the near future?

Q: Whats your opinion and outlook for Rogers.
RCI-B Toronto
With the big business in television, print media, radio and now with the big contract they signed with the Nhl. Thanks. Love your work. Very interesting. Look forward daily to check your site!!

Q: RCI.B signed big deal with NHL which is suppose to EPS right away. Of all the telcos has by far the lowest FPE but a fair bit of debt. Would you buy for long term-income and growth??

Q: Could you please comment on what may have caused RCI.B s pullback.whatisyouropinion of this stock and what do you consider to be the best in this space. Thanks

Q: First of all, I want to say that I really appreciate the amazing turn-around time for questions posed in this forum. This is a very valuable service and I hope that you continue to provide it.

My question is about Rogers Communications (TSX: RCI.B). With the news that Verizon is no longer interested in coming into Canada as the "feared" big 4th carrier, do you think it was undervalued when the rumours were abound and what do you think the prospects are going into the near term?

Q: Having just sold my positions in AGU and POT, can you direct me to other commodities worth considering? Also, I've sold 3/4 of my T and now hold only BCE and Shaw. What do you think about Rogers in light of this Verizon threat?

Q: I hold BCE, T and RCI.B and am well ahead on each. Is it time to sell at least one? If so, which? I originally bought them for the dividends.

Q: I have 300 RCI.B shares. Should I sell or hold.

Thanks,
Milan

Q: Cnd Telecom
Boy, this Canadian market is filled with minefields! Mostly skirted by 5i. Congrats. Speaking of blow-ups. How about those telcos? Time to buy? Is Verizon for real?

Q: There are a bewildering number of ways debt can be maesured in a company. Debt to equity, total debt to total capital etc. Some value investors like to see net current assets greater than long term debt and others look for total liabilities to be no more than five times earnings before taxes. I noticed in previous answers 5i like to compare total liabilities to cash flow as a metric, with debt no more than twice operating cash flow. Could you comment please on your choice of debt metric.

With regards to Rogers RCI.B it seems to be carrying large debts in comparison to cash flow and also its peers. I am considering selling and consolidating into Vodafone as I prefer to have only one holding in the telco space. Do you think Rogers has too much debt? Would you agree that Vodafone is a better bet?

Q: Any idea what is driving Rogers Communication (rci.b) down these last few days. Is it Netflix's comment on wanting to bid for television programs in Canada; is it fear of the government wanting to encourage more players in the telecomm space; or has Rogers announced they are getting out of the communications business and are going to become an exploratory gold miner in Africa?

I own a 60% position in Telus I plan on ramping up to a full position over time. However, I am also thinking of starting a position in Rogers here as well. Thoughts? Thanks, as always.

Q: Hey, guys. With this recent pullback in Rogers (rci.b) do you still favour Telus in the telecomm space or is there greater value in rci.b? Thanks.