Investment Q&A

Q: I would like your opinion of rogers and shaw.Would you buy either both or neither? Would either one be a take over target? Thanx Robbie

Q: I bought SJR.B in Jul. 2015 at $27.36. Today, it's $26.57. BMO Investorline Morningstar Canadian Income portfolio and Canada Core portfolio suggests selling this stock and that the fair value is $24.00. Do you agree? They did not raise their dividend in Mar. 2016. If I sell, what can replace it for a secure very long term hold for growing dividend income in a taxable account? BCE? (No banks/financial; I have plenty.)

Q: Is this a good entry point for Shaw Communications?

Q: I have own sjr for number years and like to trade for Eci what lis your opinion or it' thre something else you would recommend, thank you

Q: So what is your take on the last earnings report?
I have 3% in my non taxable account, becomes a rrif in 6 years.
I bought it solely for the income, but am getting nervous at the lack of traction with this company.
Should I buy a little more, (cheaper/ div now over 5%), just keep it, or move on?
As always thanks..

Q: With today's announcement and Shaw moving forward with the Wind acquisition do you agree that Shaw will need to commit increasing amounts for Capex to build out Wind's network to take advantage of the unused spectrum that Wind owns? Will this have an impact on Shaw's dividend?

Q: Does Shaw's acquisition of Wind Mobile increase the likelihood of Shaw being taken over by one of the big three ? Thanks.

Q: Hi, "Reuters - December 16, 2015 - Canadian cable-TV operator Shaw Communications Inc said it has agreed to buy Mid-Bowline Group Corp and its subsidiary Wind Mobile Corp for about C$1.6 billion ($1.2 billion).
Wind is Canada's largest non-incumbent wireless services provider with about 940,000 subscribers across Ontario, British Columbia and Alberta, Shaw Communications said. "

So Shaw will become the 4th major Wireless Services provider in Canada, if the deal is approved by regulators. How would it impact the business of BCE, Telus and Rogers in terms of possible competition? Which one of the three is expected to be affected most, based on Wireless Revenue/Profits as % of their total business and the geographical base of Wind Mobile ? Do you see this development causing a reaction to share prices of these companies? Thanks for your insight.

Q: What are your thoughts on this company? Do you expect the price to increase?

Q: Please suggest a suitable replacement for Shaw Communications. Preferably something in the same sector(assuming Shaw is considered consumer discretionary), but with better growth prospects.

Q: Hi 5I Team,
I was wondering which company you liked better: SJR.B OR CJR.B? I would like to buy and hold for a longer term.

Thank you for your hard work.

Best wishes,
Terri

Q: Could I get your thoughts on SHAW cable? I hear everybody recommending Telus or BCE but never recommending SHAW. They have been hitting their numbers and pay a decent div of about 4% and the stock has risen about25% over 1 yr? somebody is obviously buying the stock. thanks.

Q: I was wondering about your opinion on SJR.B shaw cable
Regards
Brian

Q: Shaw Communications (SJR.B)is acquiring Denver based ViaWest Inc. Do you have any thoughts on this transaction?

Q: I'm wondering what is going on to explain Shaw Communications Preferred Share (SJR.PR.A) sinking in price and should I dump it or hang on?

Q: SJR.b It has been a few months since you commented on Shaw, and given Telus' continued success with winning over cable customers, and the Industry Minister announcing that if you don't use your spectrum, you will lose out, is Shaw becoming less attractive as both a growth stock, and as a take-out candidate? While a seemingly good geographic fit for Rogers, if Rogers can't expect to capture the spectrum that Shaw purchased in an earlier auction, and cable TV is apparently the government's next target, is it time to throw in the towel on Shaw? Yes it's still good for income, but its yield is only just above 4 today; did the Shaw family miss the sweet spot in timing a sale?

Q: Thanks much for your reply on my T and BCE question. At the moment they total just 9% of my portfolio. What would you think of my adding a half position in SJR.B or would you prefer Rogers at its present beaten down price?

Q: What's your opinion on Shaw Communications (SJRB)?

Q: Shaw (SJR.B) reported a loss of customers to the competition (ie Telus). Do you still see Shaw as a worthwhile investment? Or am I better off buying Rogers, Telus or BCE?

Q: I have shaw cable with small capital gain. It has been in a range for years, do you see a better oportunity, with a dividend to replace it. Something with a littel more upside. I am always afraid when I sell and then it takes off.