Investment Q&A

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.