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Shaw Communications, Inc. Message Board

  • andevenabs andevenabs Jan 6, 2013 9:34 AM Flag

    SJR is making some good progress on the stock price

    but still has a long ways to go to reach pre financial panic highs which were in the $28's. I might also add the dividend has been increased about 33% since then.
    Given the huge share price gains with U.S. cable operators and respective valuations, I see no reason why SJR shouldn't eventually make it toward $30 a share in 2013. They are executing pretty well. and finally expanding margin.

    Sentiment: Strong Buy

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    • They bleeding cable and internet to Telus's pure network play. The company is badly run, in the interest of "management" i.e. the Family. If they miss Tuesday, which is highly likely, the dividend is at risk.

      Sentiment: Strong Sell

      • 2 Replies to nesmithbrian
      • Here we are: http://seekingalpha.com/article/951961-shaw-communications-management-discusses-q4-2012-results-earnings-call-transcript

        Maher Yaghi - Desjardins Securities Inc., Research Division

        Okay. And just on the subscriber front on the cable side. Now in general, we're seeing, let's say, a stable decline in subscribers on the cable side. Is there a point where the declines could cause margin depression on the cable front? Are we far from that point where the fixed costs are going to start to become a bit too much to handle or it's just a matter of waiting in the decline on cable and the gains in high-speed Internet and phone, they make up for each other's decline in gains on the margin side?
        Bradley S. Shaw - Chief Executive Officer, Director and Member of Executive Committee

        With 2.2 million video customers and 1.9 million Internet customers, we're an awful a long way from having that discussion. In the video side, I think people look at the 16,000 customer loss, it was the same with Rogers. I mean, we're looking at sustainability overall into a larger use, but we're balancing the profitability and we're balancing maintaining that stability. You will see some leakage but the important thing is that if pricing discipline and promotional discipline and cost discipline, our margins have improved by 60 basis points from the second quarter where we generated 60,000 RGUs. This time, we're relatively flat, but our margins are up 600 basis point. So I think we said we were going to focus on operational efficiency and real discipline in terms of pricing and promotions, demonstrating that this quarter there's some leakage, but it's very small number on a very large base.

      • Zack's was very impressed with the latest retention and customer acquisition numbers, and I might add the renewed normal course issuer programme is decidely bulliish, as is the stock price from a technical perspective.
        Either you're basing your trade on hope or you're trading on non-public information.

        please explain yourself.

        Sentiment: Strong Buy

 
SJR
22.36+0.04(+0.18%)Apr 21 4:02 PMEDT