9% Dividend Increase ($0.30 per share quarterly) 4.4% Yield Seems like a good time to start a position (which I did).
I know there are some growth concerns for this company, and much of it depends on whether Freedom Mobile will be sold off or not. Even without this acquisition, seems like Quebecor could grow (albeit slowly) outside the province through MVNOs/ partnerships with the other big three (although much of this depends of government regulation and allowances).
But overall Quebecor seems to have a nice little position in Quebec with their existing services it provides. Payout ratio is super low too.
Board seems to have gone quiet, looking to see who else is stil holding/ watching?