Danesh Rohinton - BNN - WEAK BUY
WEAK BUY
RCI.B-T
Rogers Communications (B)(RCI.B-T)
30/09/2024
Rogers Communications (B)
He'd buy today, but remember that these are tough businesses over the medium- to long-term. Doesn't mean you have a long-term, high-revenue-growth business.
Telcos have lagged other yield sectors, and this creates an opportunity. He's buying all the telcos. This is his #3 choice in the space. Fell down his list because it bought the sports assets from BCE, and he wants cashflow from our telcos, not trophy assets.
Cable
$53.980
Unknown if he owns