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Opinions Gavin Graham
COGECO IncCGO.TOPAST TOP PICKOct 19, 2016
Gavin GrahamOwned
$50.31
Stock price when the opinion was issued
$63.50
As of Jun 19, 2026. Market Open.
communicationsmedia
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The issue with the share price is that some of the larger US cable companies are alluding to weak ad business. He thinks it is pretty strong for a Canadian cable company. The cable slowdown is more transient, just affecting the back half of the year. It has a nice yield. The family manages the company fairly well in his view.
communicationsmedia
TOP PICK
Second biggest cable supplier in Ontario and Québec, along with 400,000 subscribers in Pennsylvania, Florida and Maryland. The big thing is, it is purely a distributor. It doesn’t have the content, so is indifferent as to which channels you choose to pick and pay for. Trading at 10X earnings and has a 1.9% dividend yield. Share price is down 13% while it is the least affected of any of the telcos.
communicationsmedia
(A Top Pick June 3/15. Down 2.1%.) You are able to get the minimum cable package without having all the channels you don’t want. This is the “pipes”, it doesn’t own content. Has a nice dividend.