BlueSky helps brighten the outlook for communications giant

BlueSky helps brighten the outlook for communications giant

In response to a request from an Inner Circle Member, Pat McKeough recently discussed one of Shaw Communications. In an industry in transition, Shaw made a major wireless acquisition in 2015 and has enhanced its Internet and television offerings, which has helped to keep revenues… Read More

Q: Pat, I have owned Shaw Communications for a number of years and have benefitted from a steady dividend payment. It seems to me though, that competitive risks are increasing for this company. What is your opinion of this company as an investment? Thank you.

A: Shaw Communications, $28.73, symbol SJR.B on Toronto (Shares outstanding: 487.6 million; Market cap: $14.0 billion; www.shaw.ca), is one of the largest cable-television operators in Canada. It’s also a provider of satellite TV, high-speed Internet, and telephone services.
Shaw entered the data-centre business through the acquisition… Read More

Dividend Stocks: Telus ready for wireless battle

Telus is attracting new customers and hanging on to existing ones. Still, it will likely have to cut costs and improve its networks to maintain market share and increase its dividends.

TELUS CORP. (Toronto symbol T; www.telus.com) is Canada’s second-largest … Read More

TELUS CORP. $40

TELUS CORP. $40 (Toronto symbol T; Conservative Growth and Income Portfolios, Utilities sector; Shares outstanding: 599.9 million; Market cap: $24.0 billion; Price-to-sales ratio: 1.9; Dividend yield: 4.4%; TSINetwork Rating: Above Average; www.telus.com) is Canada’s second-largest wireless telephone service provider, after Rogers Communications, with 8.5 million… Read More

Two more telcos—one a buy

In addition to BCE (see page 21), we also like these two other leading telcos. Both Telus and Manitoba Telecom are doing a good job attracting new customers, and hanging on to their current subscribers. Recent cost-cutting plans should also give them more cash to… Read More

Telus ready to fend off Wind

TELUS $37.70 (Toronto symbol T; Shares outstanding: 600.1 million; Market cap: $22.9 billion; TSINetwork Rating: Above Average; Dividend yield: 4.7%; www.telus.com) will now face heightened competition in Western Canada from Shaw Communications (Toronto symbol SJR.B) after Shaw’s recent $1.6-billion purchase of wireless carrier Wind Mobile… Read More