A director at Rogers Communications Inc bought 2,000 shares at 34.701CAD and the significance rating of the trade was 54/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two ye...
Full Article at IIR has reaffirmed its Recommended rating for PIA after undertaking a review post the appointment of a new Portfolio Manager, Harding Loevner. The full report can be found on the IIR website. On 26 July 2021, Pengana International Equities Limited (PIA) announced a fully franked dividend of 1.35 cents per share for the June quarter. This represents an 8% increase on the March quarter dividend and takes the total dividends declared for FY21 of 5.1 cents per share, fully franked....
Growth Sectors Continue To Improve -- Add Exposure Risk-on signals continue to pile up, which continues to support our constructive outlook. Building off of last week's report, growth Sectors such as Technology and Communications continue to improve and we recommend adding exposure (e.g., Bilibili BILI-US/9626-HK). Index Overviews. Things remain status quo at the index level. The MSCI ACWI, ACWI ex-US, and EAFE indexes remain in uptrends, with the latter two testing uptrend support. The MSCI E...
Short Shots is a collection of technically vulnerable charts culled from the Negative Inflecting and Toppy columns within our Weekly Compass report or from various technical screening processes. The charts contained in this report have developed concerning technical patterns that suggest further price deterioration is likely. For these reasons Short Shots can also be a great source of ideas for investors interested in short-selling candidates.
Short Shots is a collection of technically vulnerable charts culled from the Negative Inflecting and Toppy columns within our Weekly Compass report or from various technical screening processes. The charts contained in this report have developed concerning technical patterns that suggest further price deterioration is likely. For these reasons Short Shots can also be a great source of ideas for investors interested in short-selling candidates.
Rogers Communications is Canada's leading wireless service provider and has historically had arguably the best cable network in Canada's most populous province, Ontario. It also has media operations and owns several valuable sports assets, including the Toronto Blue Jays and the Sportsnet television stations. We think these businesses face greater competition going forward than they have in the past.After long having a superior wireline network to BCE, we no longer see Rogers as maintaining that...
Rogers Communications is Canada's leading wireless service provider and has historically had arguably the best cable network in Canada's most populous province, Ontario. It also has media operations and owns several valuable sports assets, including the Toronto Blue Jays and the Sportsnet television stations. We think these businesses face greater competition going forward than they have in the past.After long having a superior wireline network to BCE, we no longer see Rogers as maintaining that...
Several positive metrics stood out in narrow-moat Rogers Communications' second quarter, taking precedence over tepid top-line results that were impacted by less crucial sources. With positive trends in its wireless and Internet access customer bases, Rogers is positioning itself to remain an industry leader, something we've questioned after its wireless network fell behind some peers and BCE began improving its wireline network. We plan to raise our fair value estimate to CAD 65 from CAD 62 to ...
Several positive metrics stood out in narrow-moat Rogers Communications' second quarter, taking precedence over tepid top-line results that were impacted by less crucial sources. With positive trends in its wireless and Internet access customer bases, Rogers is positioning itself to remain an industry leader, something we've questioned after its wireless network fell behind some peers and BCE began improving its wireline network. We plan to raise our fair value estimate to CAD 65 from CAD 62 to ...
Several positive metrics stood out in narrow-moat Rogers Communications' second quarter, taking precedence over tepid top-line results that were impacted by less crucial sources. With positive trends in its wireless and Internet access customer bases, Rogers is positioning itself to remain an industry leader, something we've questioned after its wireless network fell behind some peers and BCE began improving its wireline network. We plan to raise our fair value estimate to CAD 65 from CAD 62 to ...
Several positive metrics stood out in narrow-moat Rogers Communications' second quarter, taking precedence over tepid top-line results that were impacted by less crucial sources. With positive trends in its wireless and Internet access customer bases, Rogers is positioning itself to remain an industry leader, something we've questioned after its wireless network fell behind some peers and BCE began improving its wireline network. We plan to raise our fair value estimate to CAD 65 from CAD 62 to ...
Several positive metrics stood out in narrow-moat Rogers Communications' second quarter, taking precedence over tepid top-line results that were impacted by less crucial sources. With positive trends in its wireless and Internet access customer bases, Rogers is positioning itself to remain an industry leader, something we've questioned after its wireless network fell behind some peers and BCE began improving its wireline network. We plan to raise our fair value estimate to CAD 65 from CAD 62 to ...
Several positive metrics stood out in narrow-moat Rogers Communications' second quarter, taking precedence over tepid top-line results that were impacted by less crucial sources. With positive trends in its wireless and Internet access customer bases, Rogers is positioning itself to remain an industry leader, something we've questioned after its wireless network fell behind some peers and BCE began improving its wireline network. We plan to raise our fair value estimate to CAD 65 from CAD 62 to ...
Key Points: • A few Consumer Discretionary names continue to act well. The list is thinning of attractive names though. (ex. FOXF, UEIC, DECK, CHDN, WING, YUM, BOOT, RCI, POOL, DLTR, and AAN) • A number of Health Care Sector names are attractive. (ex. MASI, TFX, CNMD, STE, CRVL, LNTH, HAE, COO, WST, RGEN, ANIK, NEO, and TECH) • Attractive Technology and Services names include: MANH, CDNS, ANSS, AGYS, TTEC, CLGX, MMS, and KBR
Short Shots is a collection of technically vulnerable charts culled from the Negative Inflecting and Toppy columns within our Weekly Compass report or from various technical screening processes. The charts contained in this report have developed concerning technical patterns that suggest further price deterioration is likely. For these reasons Short Shots can also be a great source of ideas for investors interested in short-selling candidates.
Narrow-moat Rogers reported a disappointing first quarter across most metrics, with the firm adding its fewest number of postpaid wireless subscribers in three years and revenue falling below our projections in each of its three segments. Adjusting for an accounting change, the EBITDA margin was flat, despite tepid customer growth. While those results were clearly negative, record-low wireless churn, better pricing, and the firm's recent spectrum win bode well for Rogers' long-term prospects. Wi...
Narrow-moat Rogers reported a disappointing first quarter across most metrics, with the firm adding its fewest number of postpaid wireless subscribers in three years and revenue falling below our projections in each of its three segments. Adjusting for an accounting change, the EBITDA margin was flat, despite tepid customer growth. While those results were clearly negative, record-low wireless churn, better pricing, and the firm's recent spectrum win bode well for Rogers' long-term prospects. Wi...
Narrow-moat Rogers reported a disappointing first quarter across most metrics, with the firm adding its fewest number of postpaid wireless subscribers in three years and revenue falling below our projections in each of its three segments. Adjusting for an accounting change, the EBITDA margin was flat, despite tepid customer growth. While those results were clearly negative, record-low wireless churn, better pricing, and the firm's recent spectrum win bode well for Rogers' long-term prospects. Wi...
Narrow-moat Rogers reported a disappointing first quarter across most metrics, with the firm adding its fewest number of postpaid wireless subscribers in three years and revenue falling below our projections in each of its three segments. Adjusting for an accounting change, the EBITDA margin was flat, despite tepid customer growth. While those results were clearly negative, record-low wireless churn, better pricing, and the firm's recent spectrum win bode well for Rogers' long-term prospects. Wi...
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